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:
-11.36%
Gain
Monthly
0.1%
Yearly
1.21%
Drawdown
60.81%
$249.63M
Equity
Holdings
$249.63M
Investment
$106.93M
$149.67M
Profit -$4.45M
Realized
$6.97M
Unrealized
$142.7M
Dividends
$13.73M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.45M
Win %
80%
This Week
Compared To Last Week
Gain
-2.88%
Profit
-$7.4M
Win %
80%
This Month
Compared to last month
Gain
-4.55%
Profit
-$11.89M
Win %
80%
This Year
Compared to last year
Gain
-3.92%
Profit
-$10.57M
Win %
79%
WM Waste Management, Inc.
+4.24%
+$84,566.16 
ADP Automatic Data Processing Inc.
+3.54%
+$117,524.16 
UNP Union Pacific Corporation
+3.45%
+$368,498.25 
MRK Merck & Co., Inc.
+3.42%
+$121,827.87 
ABBV AbbVie Inc.
+3.1%
+$140,309.95 
NSC Norfolk Southern Corporation
+2.94%
+$39,492.28 
CSX CSX Corporation
+2.78%
+$34,410.75 
COST Costco Wholesale Corporation
+2.48%
+$82,554.72 
DGX Quest Diagnostics Inc.
+2.25%
+$13,952.4 
PSA Public Storage Common Stock
+2.24%
+$46,548.48 
MA Mastercard Incorporated
+2.21%
+$20,476.8 
J Jacobs Solutions Inc.
+2.09%
+$35,541.65 
HD The Home Depot, Inc.
+1.78%
+$14,981.1 
MSFT Microsoft Corp.
+1.59%
+$92,087.22 
PFE Pfizer Inc.
+1.25%
+$28,591.22 
JNJ Johnson & Johnson
+0.96%
+$36,118.8 
AAPL Apple Inc.
+0.9%
+$42,719.4 
EMR Emerson Electric Co.
+0.9%
+$6,699.02 
FIGR Figure Technology Solutions Inc Cl A
+0.68%
+$3,139.5 
BX Blackstone Inc.
+0.52%
+$24,597.18 
NFLX Netflix, Inc.
+0.47%
+$11,952.5 
ARCC Ares Capital Corporation
+0.45%
+$3,304.8 
AMT American Tower Corporation
+0.37%
+$6,841.7 
LMT Lockheed Martin Corporation
+0.34%
+$26,974.8 
AMZN Amazon.com Inc
+0.33%
+$5,833.8 
GD General Dynamics Corporation
+0.15%
+$3,178 
GOOGL Alphabet Inc
+0.11%
+$4,869.04 
HONIV Honeywell International Inc.
0%
$0 
ASTS AST SpaceMobile, Inc.
-18.38%
-$107,881.5 
GLW Corning Incorporated
-10.57%
-$1.31M 
FLY Firefly Aerospace Inc.
-9.6%
-$40,545.72 
RDW Redwire Corporation
-8.76%
-$43,747 
RCAT Red Cat Holdings, Inc.
-6.55%
-$12,276.9 
MU Micron Technology, Inc.
-6.22%
-$596,568 
AMD Advanced Micro Devices, Inc.
-5.56%
-$1.16M 
KTOS Kratos Defense & Security Solutions, Inc.
-4.94%
-$42,650.71 
VRT Vertiv Holdings Co
-4.67%
-$195,598.26 
MS Morgan Stanley
-4.52%
-$207,833.8 
CAT Caterpillar Inc.
-3.77%
-$145,465.46 
SOLS Sollensys Corp
-3.42%
-$19,593.75 
ANET Arista Networks, Inc.
-3.31%
-$80,769 
DELL Dell Technologies Inc.
-3.26%
-$299,506.46 
CEG Constellation Energy Corporation
-3.03%
-$43,610.49 
NVDA NVIDIA Corporation
-2.5%
-$1.09M 
CRWD CrowdStrike Holdings, Inc.
-2.12%
-$47,271.52 
HII Huntington Ingalls Industries Inc.
-1.85%
-$16,627.9 
DLR Digital Realty Trust, Inc.
-1.48%
-$28,044.45 
RTX RTX Corporation
-1.48%
-$75,150.86 
SYM Symbotic Inc. Class A
-1.37%
-$4,743.18 
LHX L3Harris Technologies, Inc.
-1.25%
-$6,847.35 
PANW Palo Alto Networks, Inc.
-1.18%
-$40,303.61 
HUBB Hubbell Inc.
-1.18%
-$130,757.76 
HONA Honeywell Aerospace Inc.
-1.02%
-$14,441.76 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$20,129.2 
JPM JPMorgan Chase & Co.
-0.51%
-$62,409.85 
NOC Northrop Grumman Corporation
-0.32%
-$11,664.44 
IRM Iron Mountain Inc.
-0.3%
-$19,233.34 
SRE Sempra
-0.1%
-$4,541 Events
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Dividends
Dividend Analysis
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| Trades 750 | Longs Won 476/750 63% | Profit Factor 10.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.68M |
| Average Win $346,137.7 | Best Trade (Jul 15) $40.8M | Sharpe Ratio -9.74 |
| Average Loss -$55,077.17 | Worst Trade (Dec 30) -$2.12M | Z-Score 3.52 (99.96%) |
| Commissions $0 | Avg. Trade Length 2y 2d | Expectancy $199,560.53 |
| 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% | 0.04% | 2.47% |
| Consecutive Losing Trades | 4,525 | 4,072 | 3,620 | 3,167 | 2,715 | 2,262 | 1,810 | 1,357 | 905 | 452 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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