Greg Werlinich Portfolio
Invests via Werlinich Asset Management, LLC | Managed by Greg Werlinich
Invests via Werlinich Asset Management, LLC
Managed by Greg Werlinich
Automatically Tracked
Greg Werlinich Profile
Seasoned operator and early-stage investor with leadership experience in enterprise software and data-driven marketplaces, focused on scaling revenue and go-to-market execution. Greg Werlinich has led multiple startups through product-market fit, fundraising and exits, and serves as a board advisor to venture-backed companies. Market-facing strengths include commercial strategy, SaaS metrics, and investor relations, making him a frequent connector between founders and growth capital.
Seasoned operator and early-stage investor with leadership experience in enterprise software and data-driven marketplaces, focused on scaling revenue and go-to-market execution. Greg Werlinich has led multiple startups through product-market fit, fundraising and exits, and serves as a board advisor to venture-backed companies. Market-facing strengths include commercial strategy, SaaS metrics, and investor relations, making him a frequent connector between founders and growth capital.
Investment Philosophy & Strategy
Focuses on early-stage enterprise software and data-marketplace opportunities where go-to-market leverage and repeatable SaaS metrics drive outsized returns. Prefers hands-on, founder-aligned investments that prioritize product-market fit, predictable ARR growth, unit economics, and clear payback periods. Deploys capital and time selectively to accelerate commercial scaling, while emphasizing board-level governance, measurable KPIs, fundraising readiness, and exit optionality across 3–7 year horizons.
Focuses on early-stage enterprise software and data-marketplace opportunities where go-to-market leverage and repeatable SaaS metrics drive outsized returns. Prefers hands-on, founder-aligned investments that prioritize product-market fit, predictable ARR growth, unit economics, and clear payback periods. Deploys capital and time selectively to accelerate commercial scaling, while emphasizing board-level governance, measurable KPIs, fundraising readiness, and exit optionality across 3–7 year horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
112.67%
Gain -1.42%
Monthly
1.45%
Yearly
18.85%
Drawdown
22.21%
$252.9M
Equity
Holdings
$252.9M
Investment
$105.71M
$153.48M
Profit -$2.88M
Realized
$6.29M
Unrealized
$147.18M
Dividends
$13.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.42%
Profit
-$2.88M
Win %
81%
This Week
Compared To Last Week
Gain
-1.89%
Profit
-$4.88M
Win %
81%
This Month
Compared to last month
Gain
-1.13%
Profit
-$2.88M
Win %
81%
This Year
Compared to last year
Gain
23.24%
Profit
$47.66M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$248,771.53 
GOOGL Alphabet Inc
+6.73%
+$266,853.72 
VRT Vertiv Holdings Co
+6.18%
+$193,955.09 
ANET Arista Networks, Inc.
+5.46%
+$132,346.14 
SOLS Sollensys Corp
+4.84%
+$26,062.5 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$60,731.52 
MSFT Microsoft Corp.
+3.02%
+$198,647.55 
NVDA NVIDIA Corporation
+2.93%
+$1.17M 
GLW Corning Incorporated
+2.24%
+$214,842.15 
PSA Public Storage Common Stock
+2.12%
+$44,432.64 
HII Huntington Ingalls Industries Inc.
+2.05%
+$21,189.31 
RCAT Red Cat Holdings, Inc.
+2.03%
+$3,410.25 
LHX L3Harris Technologies, Inc.
+1.9%
+$9,855.62 
PANW Palo Alto Networks, Inc.
+1.89%
+$59,156.85 
LMT Lockheed Martin Corporation
+1.5%
+$131,521.2 
NOC Northrop Grumman Corporation
+1.43%
+$53,776.24 
ADP Automatic Data Processing Inc.
+0.98%
+$34,747.31 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$5,853.59 
UNP Union Pacific Corporation
+0.92%
+$98,883.82 
CAT Caterpillar Inc.
+0.7%
+$23,910.35 
CARR Carrier Global Corporation
+0.68%
+$6,173.16 
HON Honeywell International Inc.
+0.47%
+$7,622.63 
NSC Norfolk Southern Corporation
+0.46%
+$6,330.28 
CSX CSX Corporation
+0.42%
+$5,255.46 
PFE Pfizer Inc.
+0.4%
+$9,220 
RTX RTX Corporation
+0.39%
+$21,767.76 
GD General Dynamics Corporation
+0.32%
+$6,923.5 
MRK Merck & Co., Inc.
+0.32%
+$11,822.64 
JPM JPMorgan Chase & Co.
+0.27%
+$33,120.9 
SYM Symbotic Inc. Class A
+0.26%
+$880.87 
JNJ Johnson & Johnson
+0.21%
+$8,077.2 
MS Morgan Stanley
+0.17%
+$7,236.04 
DELL Dell Technologies Inc.
+0.14%
+$12,484.08 
WM Waste Management, Inc.
+0.1%
+$1,873.96 
ABT Abbott Laboratories
+0.09%
+$1,794.15 
AAPL Apple Inc.
-7.35%
-$359,953.6 
LIN Linde plc
-5.95%
-$40,548.41 
MU Micron Technology, Inc.
-5.9%
-$551,665.92 
FIGR Figure Technology Solutions Inc Cl A
-3.49%
-$12,451.5 
ABBV AbbVie Inc.
-2.51%
-$119,597.95 
DLR Digital Realty Trust, Inc.
-2.42%
-$50,179.15 
NFLX Netflix, Inc.
-2%
-$49,859 
AMD Advanced Micro Devices, Inc.
-1.9%
-$366,412.99 
IRM Iron Mountain Inc.
-1.86%
-$120,598.24 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$43,982.28 
SRE Sempra
-1.15%
-$49,234 
MA Mastercard Incorporated
-0.74%
-$7,237.76 
AMT American Tower Corporation
-0.63%
-$12,056.11 
DHR Danaher Corporation
-0.61%
-$1,541.05 
DGX Quest Diagnostics Inc.
-0.55%
-$3,973.22 
HD The Home Depot, Inc.
-0.42%
-$3,237.36 
ARCC Ares Capital Corporation
-0.37%
-$2,697.1 
CEG Constellation Energy Corporation
-0.31%
-$4,434.75 
BX Blackstone Inc.
-0.25%
-$11,917.7 
HUBB Hubbell Inc.
-0.24%
-$26,429.99 
COST Costco Wholesale Corporation
-0.24%
-$8,262.61 Events
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Dividends
Dividend Analysis
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| Trades 722 | Longs Won 465/722 64% | Profit Factor 11.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.77M |
| Average Win $362,574.82 | Best Trade (Aug 14) $43.58M | Sharpe Ratio -9.76 |
| Average Loss -$58,838.89 | Worst Trade (Dec 30) -$2.12M | Z-Score 4.51 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w | Expectancy $212,570.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.71% |
| Consecutive Losing Trades | 4,292 | 3,863 | 3,433 | 3,004 | 2,575 | 2,146 | 1,717 | 1,288 | 858 | 429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,680 | $1.79M | $4.53M | - | $2.74M | 152.89% | -7.354% |
| ABBV AbbVie Inc. | 18,485 | $2.11M | $4.64M | - | $2.53M | 119.52% | -2.513% |
| ABT Abbott Laboratories | 19,935 | $2.31M | $2.11M | - | -$207,836.72 | -8.98% | +0.085% |
| ADP Automatic Data Processing Inc. | 13,416 | $2.64M | $3.57M | - | $938,772.1 | 35.61% | +0.982% |
| AMD Advanced Micro Devices, Inc. | 39,655 | $3.44M | $18.88M | - | $15.44M | 448.69% | -1.904% |
| AMT American Tower Corporation | 10,960 | $2.34M | $1.9M | - | -$444,547.96 | -18.96% | -0.631% |
| AMZN Amazon.com Inc | 6,895 | $853,086.37 | $1.87M | - | $1.02M | 119.5% | +15.321% |
| ANET Arista Networks, Inc. | 14,185 | $1.58M | $2.56M | - | $976,402.09 | 61.72% | +5.456% |
| ARCC Ares Capital Corporation | 38,530 | $780,639.01 | $722,822.8 | - | -$57,816.21 | -7.41% | -0.372% |
| ASML ASML Holding N.V. New York Registry Shares | 1,960 | $1.39M | $3.19M | - | $1.81M | 130.35% | -1.359% |
| BX Blackstone Inc. | 37,242 | $2.83M | $4.76M | - | $1.93M | 68.2% | -0.25% |
| CARR Carrier Global Corporation | 14,698 | $662,091.95 | $908,483.38 | - | $246,391.43 | 37.21% | +0.684% |
| CAT Caterpillar Inc. | 4,217 | $978,119.6 | $3.44M | - | $2.46M | 251.29% | +0.701% |
| CEG Constellation Energy Corporation | 5,475 | $1.53M | $1.44M | - | -$90,337.75 | -5.91% | -0.307% |
| COST Costco Wholesale Corporation | 3,624 | $1.29M | $3.45M | - | $2.16M | 166.77% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 10,768 | $762,166.22 | $2.06M | - | $1.29M | 169.65% | +3.045% |
| CSX CSX Corporation | 25,026 | $804,335.64 | $1.26M | - | $456,974.76 | 56.81% | +0.418% |
| DELL Dell Technologies Inc. | 22,293 | $2.78M | $9.04M | - | $6.26M | 225.09% | +0.138% |
| DGX Quest Diagnostics Inc. | 3,080 | $403,396.97 | $717,670.78 | - | $314,273.81 | 77.91% | -0.551% |
| DHR Danaher Corporation | 1,295 | $255,059.36 | $252,499.1 | - | -$2,560.26 | -1% | -0.607% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Greg Werlinich?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $12.11M, Hubbell Inc - $1.6M, Lockheed Martin Corporation - $1.21M, Blackstone Inc - $1.17M, and JPMorgan Chase & Co - $1.03M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: DocuSign Inc - $2.46M, Block, Inc - $1.03M, Intel Corporation - $728,736.1, Verizon Communications Inc - $694,938.44, and Stanley Black & Decker Inc - $680,664.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Greg Werlinich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.88M earned over time. The largest contributors to dividend income include Lockheed Martin Corporation - $1.02M, Union Pacific Corporation - $1.01M, JPMorgan Chase & Co - $932,117.65, Blackstone Inc - $896,549.17, and Pfizer Inc - $776,080.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Greg Werlinich's monthly returns?
Greg Werlinich's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Greg Werlinich's strategy be considered aggressive or moderate?
Greg Werlinich's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Greg Werlinich's strategy?
Greg Werlinich's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
