Stock Taper 
WERLINICH ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Northrop Grumman Corporation | NOC | 7.05K | $3.59M |
 Amazon.com, Inc. | AMZN | 6.95K | $1.66M |
 Public Storage | PSA | 6.61K | $2.1M |
 General Dynamics Corporation | GD | 5.67K | $2.01M |
 Constellation Energy Corporation | CEG | 5.58K | $1.39M |
 Emerson Electric Co. | EMR | 5.49K | $786.04K |
 Caterpillar Inc. | CAT | 4.22K | $4.49M |
 Norfolk Southern Corporation | NSC | 4.08K | $1.28M |
 Costco Wholesale Corporation | COST | 3.62K | $3.39M |
 Huntington Ingalls Industries, Inc. | HII | 3.23K | $905.44K |
 Quest Diagnostics Incorporated | DGX | 3.08K | $652.81K |
 CrowdStrike Holdings, Inc. | CRWD | 2.69K | $2.05M |
 The Home Depot, Inc. | HD | 2.46K | $869K |
 ASML Holding N.V. | ASML | 1.96K | $3.9M |
 L3Harris Technologies, Inc. | LHX | 1.91K | $555.03K |
 Mastercard Incorporated | MA | 1.73K | $887.5K |