Werlinich Asset Management, LLC
Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm owned and operated by Greg Werlinich. Headquartered in Rye Brook, New York, the firm is a SEC Registered Investment Adviser serving individual and institutional clients. Founded by Greg Werlinich, the firm manages assets on behalf of its clients with a personalized approach. Currently, the firm has one employee.
Investment Strategy
Werlinich Asset Management, LLC employs a personalized, research-driven approach to portfolio management, focusing on long-term capital appreciation through investments in equities and other securities. As a fee-only adviser, the firm prioritizes objectivity and aligns with clients’ long-term financial goals, creating diversified portfolios tailored to individual risk tolerance and investment objectives.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 20.03% | $40.3M | 216,095 | $13.35 | $186.58 | +$4.4M |
J JPM | JPMORGAN CHASE & CO. | 5.52% | $11.1M | 35,197 | $152.14 | $315.43 | +$898.2K |
H HUBB | HUBBELL INC | 5.28% | $10.6M | 24,684 | $186.89 | $430.31 | +$540.6K |
U UNP | UNION PAC CORP | 4.33% | $8.7M | 36,845 | $220.33 | $236.37 | +$254.8K |
M MSFT | MICROSOFT CORP | 3.86% | $7.8M | 15,000 | $235.77 | $517.95 | +$308.1K |