Stock Taper 
WERLINICH ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 205.57K | $41.13M |
 Pfizer Inc. | PFE | 92.2K | $2.22M |
 Corning Inc | GLW | 70.88K | $18.1M |
 Redwire Corp | RDW | 53.35K | $652.47K |
 Iron Mountain Incorporated | IRM | 51.98K | $6.57M |
 Sempra | SRE | 47.8K | $4.43M |
 Advanced Micro Devices, Inc. | AMD | 39.51K | $22.95M |
 Ares Capital Corporation | ARCC | 38.88K | $720.45K |
 Blackstone Inc. | BX | 37.34K | $4.39M |
 Union Pacific Corporation | UNP | 37.03K | $10.07M |
 JPMorgan Chase & Co. | JPM | 35.26K | $11.54M |
 Netflix, Inc. | NFLX | 34.15K | $2.44M |
 Merck & Co., Inc. | MRK | 28.84K | $3.71M |
 RTX Corporation | RTX | 25.91K | $4.92M |
 CSX Corporation | CSX | 25.03K | $1.19M |
 Hubbell Incorporated | HUBB | 23.18K | $12.13M |
 Red Cat Holdings, Inc. | RCAT | 22.73K | $242.13K |
 Dell Technologies Inc. | DELL | 22.29K | $9.62M |
 Firefly Aerospace Inc. | FLY | 20.17K | $593.06K |
 Morgan Stanley | MS | 20.1K | $4.2M |