Instuitional Investor - Werlinich Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	227,960	$31,342,220	18.22%
2.	Hubbell Inc	HUBB	24,684	$10,347,286	6.01%
3.	Jpmorgan Chase & Co	JPM	35,197	$8,423,346	4.89%
4.	Union Pacific Corp	UNP	36,650	$8,348,504	4.85%
5.	Lockheed Martin Corp	LMT	15,140	$7,318,222	4.25%