StockDriftsStockDriftsTop 50 Werlinich Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 17.39% | 205.6K | $35.9M | -4.72%(-10.18K) | $13.20(+1375.80%) | 2026-03-31 | |
| HUBB | HUBBELL INC | 5.52% | 23.2K | $11.4M | -4.13%(-1.00K) | $171.84(+183.46%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 5.03% | 35.2K | $10.4M | +0.00%(+0) | $139.74(+139.36%) | 2026-03-31 | |
| GLW | CORNING INC | 4.68% | 70.9K | $9.6M | +0.00%(+0) | $39.47(+398.52%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 4.47% | 15.2K | $9.2M | +0.00%(+0) | $363.85(+50.04%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 4.36% | 37.0K | $9.0M | +0.34%(+125) | $214.52(+31.57%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.91% | 39.7K | $8.1M | -0.18%(-70) | $93.14(+455.98%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.62% | 14.6K | $5.4M | +0.41%(+60) | $229.91(+69.85%) | 2026-03-31 | |
| IRM | IRON MTN INC DEL | 2.58% | 52.0K | $5.3M | +0.14%(+75) | $33.76(+247.05%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.42% | 25.9K | $5.0M | +0.19%(+50) | $76.35(+160.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.47% | +102.27% |
| Top 20 Holdings Unweighted | +19.60% | +71.08% |
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