Arkolith/Funds/Werlinich Asset Management, LLC

Werlinich Asset Management, LLC

CIK 2000493
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Werlinich Asset Management, LLC holds a focused book of 58 stocks worth $261.7M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Jacobs Solutions Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 16% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Werlinich Asset Management, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2000493/holdings"
Ask your agent
Use Arkolith to show Werlinich Asset Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
14
existing
Trimmed
7
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+34.5%
+17.8%/yr · since Oct '24
Their reported book
+35.4%
held from quarter-end
S&P 500
+32.8%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
Werlinich Asset Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Werlinich Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
58%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
52%
Industrials
14%
Financials
8%
Materials
7%
Health Care
6%
Real Estate
4%
Utilities
3%
Consumer Discretionary
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Werlinich Asset Management, LLC

Manager / fundShared namesTheir $ in those
IFP Advisors, Inc62 / 58$869.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC61 / 58$9.8B
TD Waterhouse Canada Inc.61 / 58$7.4B
Kestra Advisory Services, LLC61 / 58$4.6B
AdvisorNet Financial, Inc61 / 58$191.6M
BlackRock, Inc.60 / 58$1.8T
STATE STREET CORP60 / 58$998.8B
FMR LLC60 / 58$603.9B

Ranked by how many of Werlinich Asset Management, LLC's top 58 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

58 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$41.1M205.6K
15.7%
~0%
Reduced · −50 sh
2Advanced Micro Devices Inc
COM
$22.9M39.5K
8.8%
−0.4%
Reduced · −150 sh
3Corning Inc
COM
$18.1M70.9K
6.9%
~0%
Reduced · −25 sh
4Micron Technology Inc
COM
$12.2M10.6K
4.7%
−0.8%
Reduced · −85 sh
5Hubbell Inc
COM
$12.1M23.2K
4.6%
Held
6JPMorgan Chase & Co
COM
$11.5M35.3K
4.4%
+0.1%
Added · +25 sh
7Union Pac Corp
COM
$10.1M37.0K
3.8%
Held
8Dell Technologies Inc
CL C
$9.6M22.3K
3.7%
Held
9Lockheed Martin Corp
COM
$7.8M15.2K
3.0%
Held
10Iron MTN Inc Del
COM
$6.6M52.0K
2.5%
Held
11Microsoft Corp
COM
$5.5M14.6K
2.1%
+0.3%
Added · +45 sh
12RTX Corporation
COM
$4.9M25.9K
1.9%
Held
13Abbvie Inc
COM
$4.7M18.5K
1.8%
+0.3%
Added · +50 sh
14Vertiv Holdings Co
COM CL A
$4.6M13.8K
1.8%
−0.2%
Reduced · −25 sh
15Caterpillar Inc
COM
$4.5M4.2K
1.7%
Held
16Sempra
COM
$4.4M47.8K
1.7%
Held
17Blackstone Inc
COM
$4.4M37.3K
1.7%
+0.3%
Added · +100 sh
18Alphabet Inc
CAP STK CL A
$4.2M11.9K
1.6%
Held
19Apple Inc
COM
$4.2M14.6K
1.6%
−0.7%
Reduced · −100 sh
20Morgan Stanley
COM NEW
$4.2M20.1K
1.6%
Held
21ASML Hldg NV
N Y REGISTRY SHS
$3.9M2.0K
1.5%
Held
22Johnson & Johnson
COM
$3.9M15.2K
1.5%
Held
23Merck & Co Inc
COM
$3.7M28.8K
1.4%
Held
24Northrop Grumman Corp
COM
$3.6M7.0K
1.4%
Held
25Costco Wholesale Corporation
COM
$3.4M3.6K
1.3%
Held
26Palo Alto Networks Inc
COM
$3.3M9.6K
1.3%
Held
27Automatic Data Processing In
COM
$3.0M13.4K
1.1%
Held
28Netflix Inc.
COM
$2.4M34.1K
0.9%
Held
29Arista Networks Inc
COM SHS
$2.4M14.2K
0.9%
−0.1%
Reduced · −15 sh
30Pfizer Inc
COM
$2.2M92.2K
0.8%
Held
31Public Storage
COM
$2.1M6.6K
0.8%
Held
32Crowdstrike Hldgs Inc
CL A
$2.1M2.7K
0.8%
Held
33General Dynamics Corp
COM
$2.0M5.7K
0.8%
Held
34Digital Rlty TR Inc
COM
$1.9M10.7K
0.7%
Held
35Waste Mgmt Inc Del
COM
$1.9M8.6K
0.7%
+0.6%
Added · +50 sh
36American Tower Corp
COM
$1.8M11.0K
0.7%
+0.7%
Added · +75 sh
37Amazon Com Inc
COM
$1.7M6.9K
0.6%
+0.7%
Added · +50 sh
38Jacobs Solutions Inc
COM
$1.7M13.1K
0.6%
New
New position
39Honeywell Intl Inc
COM
$1.5M6.7K
0.6%
New
New position
40Honeywell Aerospace Inc
COM
$1.5M6.7K
0.6%
New
New position
41Constellation Energy Corp
COM
$1.4M5.6K
0.5%
+1.9%
Added · +105 sh
42Norfolk Southn Corp
COM
$1.3M4.1K
0.5%
Held
43CSX Corp
COM
$1.2M25.0K
0.5%
Held
44Huntington Ingalls Inds Inc
COM
$905K3.2K
0.3%
Held
45Mastercard Incorporated
CL A
$888K1.7K
0.3%
+1.5%
Added · +25 sh
46Home Depot Inc
COM
$869K2.5K
0.3%
+5.8%
Added · +135 sh
47Kratos Defense & Sec Solutio
COM NEW
$866K17.4K
0.3%
+28%
Added · +4K sh
48Solstice Advanced Matls Inc
COM SHS
$831K9.4K
0.3%
Held
49Ast Spacemobile Inc
COM CL A
$786K8.8K
0.3%
New
New position
50Emerson Elec Co
COM
$786K5.5K
0.3%
New
New position
Showing 50 of 58 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202658$261.7M13F-HR
Q1 2026Mar 31, 2026Apr 8, 202656$206.2M13F-HR
Q4 2025Dec 31, 2025Jan 6, 202659$202.9M13F-HR
Q3 2025Sep 30, 2025Oct 7, 202561$201.3M13F-HR
Q2 2025Jun 30, 2025Jul 9, 202560$183.2M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202559$157.5M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202559$171.9M13F-HR
Q3 2024Sep 30, 2024Oct 7, 202461$172.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.