Instuitional Investor - Werlinich Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	288,860	$14,274,595	10.8%
2.	Union Pacific Corp	UNP	36,505	$8,973,294	6.79%
3.	Hubbell Inc	HUBB	25,684	$8,424,866	6.37%
4.	Lockheed Martin Corp	LMT	15,080	$6,770,468	5.12%
5.	Jpmorgan Chase & Co	JPM	37,197	$6,301,172	4.76%