Stock Taper 
WERLINICH ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palo Alto Networks, Inc. | PANW | 9.62K | $3.28M |
 Micron Technology, Inc. | MU | 10.6K | $12.24M |
 Digital Realty Trust, Inc. | DLR | 10.74K | $1.93M |
 American Tower Corporation | AMT | 11.04K | $1.8M |
 Alphabet Inc. | GOOGL | 11.88K | $4.24M |
 Jacobs Solutions Inc. | J | 13.12K | $1.65M |
 Automatic Data Processing, Inc. | ADP | 13.42K | $3M |
 Vertiv Holdings Co | VRT | 13.76K | $4.61M |
 Arista Networks, Inc. | ANET | 14.17K | $2.41M |
 Apple Inc. | AAPL | 14.58K | $4.22M |
 Microsoft Corporation | MSFT | 14.63K | $5.46M |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 14.95K | $459.11K |
 Johnson & Johnson | JNJ | 15.24K | $3.87M |
 Lockheed Martin Corporation | LMT | 15.24K | $7.76M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 17.37K | $866.22K |
 AbbVie Inc. | ABBV | 18.54K | $4.66M |
 Morgan Stanley | MS | 20.1K | $4.2M |
 Firefly Aerospace Inc. | FLY | 20.17K | $593.06K |
 Dell Technologies Inc. | DELL | 22.29K | $9.62M |
 Red Cat Holdings, Inc. | RCAT | 22.73K | $242.13K |