SEC Form 13F

Werlinich Asset Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$261,674,232
Positions58

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$41,132,501205,570
ADVANCED MICRO DEVICES INCAMDCOM$22,948,85039,505
CORNING INCGLWCOM$18,104,87870,880
MICRON TECHNOLOGY INCMUCOM$12,235,47410,600
HUBBELL INCHUBBCOM$12,129,86923,184
JPMORGAN CHASE & COJPMCOM$11,541,65635,260
UNION PAC CORPUNPCOM$10,073,52037,035
DELL TECHNOLOGIES INCDELLCL C$9,618,53822,293
LOCKHEED MARTIN CORPLMTCOM$7,764,17015,240
IRON MTN INC DELIRMCOM$6,565,82251,982

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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