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:
120.79%
Gain -1.39%
Monthly
1.41%
Yearly
18.31%
Drawdown
22.2%
$251.21M
Equity
Holdings
$251.21M
Investment
$106.88M
$152.76M
Profit -$2.82M
Realized
$8.42M
Unrealized
$144.34M
Dividends
$14.45M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.39%
Profit
-$2.82M
Win %
77%
This Week
Compared To Last Week
Gain
-4.42%
Profit
-$11.6M
Win %
77%
This Month
Compared to last month
Gain
-2.81%
Profit
-$7.25M
Win %
77%
This Year
Compared to last year
Gain
-2.77%
Profit
-$7.55M
Win %
76%
HONIV Honeywell International Inc.
+6.14%
+$112,531.18 
FIGR Figure Technology Solutions Inc Cl A
+5.06%
+$19,090.06 
SYM Symbotic Inc. Class A
+3.89%
+$12,033.05 
HONA Honeywell Aerospace Inc.
+3.75%
+$55,389.62 
HD The Home Depot, Inc.
+3.31%
+$24,110.24 
NFLX Netflix, Inc.
+3.1%
+$74,788.5 
ADP Automatic Data Processing Inc.
+2.86%
+$107,462.16 
ASTS AST SpaceMobile, Inc.
+2.85%
+$10,698 
WM Waste Management, Inc.
+2.82%
+$53,263.14 
PSA Public Storage Common Stock
+2.65%
+$50,548.74 
BX Blackstone Inc.
+2.39%
+$94,886.78 
ARCC Ares Capital Corporation
+1.99%
+$14,393.38 
KTOS Kratos Defense & Security Solutions, Inc.
+1.93%
+$13,279.48 
PFE Pfizer Inc.
+1.9%
+$51,393 
MA Mastercard Incorporated
+1.84%
+$19,206.72 
FLY Firefly Aerospace Inc.
+1.79%
+$6,231.76 
ABBV AbbVie Inc.
+1.79%
+$93,879.59 
LMT Lockheed Martin Corporation
+1.74%
+$138,226.8 
AMT American Tower Corporation
+1.66%
+$33,103.76 
DGX Quest Diagnostics Inc.
+1.61%
+$11,550 
MRK Merck & Co., Inc.
+1.46%
+$61,851.07 
LHX L3Harris Technologies, Inc.
+1.27%
+$8,117.97 
MSFT Microsoft Corp.
+1.22%
+$95,420.2 
JNJ Johnson & Johnson
+0.96%
+$27,481.8 
NOC Northrop Grumman Corporation
+0.87%
+$30,376.88 
COST Costco Wholesale Corporation
+0.63%
+$22,468.84 
HII Huntington Ingalls Industries Inc.
+0.63%
+$5,370.1 
UNP Union Pacific Corporation
+0.57%
+$60,931.17 
GD General Dynamics Corporation
+0.57%
+$10,839.25 
CSX CSX Corporation
+0.56%
+$6,757.02 
AAPL Apple Inc.
+0.41%
+$20,630.85 
NSC Norfolk Southern Corporation
+0.25%
+$3,348.84 
RTX RTX Corporation
+0.2%
+$9,588.18 
IRM Iron Mountain Inc.
+0.1%
+$5,718.02 
SRE Sempra
+0.09%
+$3,435 
GOOGL Alphabet Inc
+0.09%
+$3,681.44 
RDW Redwire Corporation
0%
$0 
DELL Dell Technologies Inc.
-8.2%
-$928,795.96 
VRT Vertiv Holdings Co
-6.52%
-$200,303.4 
ANET Arista Networks, Inc.
-6.09%
-$168,623 
AMD Advanced Micro Devices, Inc.
-3.97%
-$879,709.35 
GLW Corning Incorporated
-3.96%
-$396,001.44 
CAT Caterpillar Inc.
-2.85%
-$90,032.95 
HUBB Hubbell Inc.
-2.52%
-$276,585.12 
NVDA NVIDIA Corporation
-1.96%
-$868,684.6 
CRWD CrowdStrike Holdings, Inc.
-1.77%
-$47,540.72 
CEG Constellation Energy Corporation
-1.75%
-$27,457.35 
SOLS Sollensys Corp
-1.46%
-$8,250 
J Jacobs Solutions Inc.
-1.24%
-$23,034.37 
MS Morgan Stanley
-0.92%
-$33,365.8 
PANW Palo Alto Networks, Inc.
-0.81%
-$29,049.47 
ASML ASML Holding N.V. New York Registry Shares
-0.6%
-$19,355 
EMR Emerson Electric Co.
-0.56%
-$4,955.4 
MU Micron Technology, Inc.
-0.46%
-$44,245.3 
AMZN Amazon.com Inc
-0.33%
-$5,833.81 
JPM JPMorgan Chase & Co.
-0.23%
-$27,150.2 
DLR Digital Realty Trust, Inc.
-0.01%
-$269.45 Events
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Dividends
Dividend Analysis
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| Trades 777 | Longs Won 492/777 63% | Profit Factor 10.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $342,010.41 | Best Trade (Oct 14) $42.21M | Sharpe Ratio -9.9 |
| Average Loss -$54,025.33 | Worst Trade (Dec 30) -$2.12M | Z-Score 3.44 (99.94%) |
| Commissions $0 | Avg. Trade Length 2y 3w | Expectancy $196,601.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.71% |
| Consecutive Losing Trades | 4,651 | 4,186 | 3,721 | 3,256 | 2,791 | 2,326 | 1,860 | 1,395 | 930 | 465 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,580 | $1.78M | $5.02M | - | $3.24M | 181.93% | +0.413% |
| ABBV AbbVie Inc. | 18,535 | $2.13M | $5.35M | - | $3.22M | 151.6% | +1.787% |
| ADP Automatic Data Processing Inc. | 13,416 | $2.64M | $3.87M | - | $1.23M | 46.74% | +2.857% |
| AMD Advanced Micro Devices, Inc. | 38,805 | $3.37M | $21.27M | - | $17.9M | 530.34% | -3.971% |
| AMT American Tower Corporation | 11,090 | $2.37M | $2.02M | - | -$343,194.61 | -14.51% | +1.664% |
| AMZN Amazon.com Inc | 6,945 | $865,003.37 | $1.76M | - | $893,748.43 | 103.32% | -0.331% |
| ANET Arista Networks, Inc. | 14,170 | $1.58M | $2.6M | - | $1.02M | 64.57% | -6.089% |
| ARCC Ares Capital Corporation | 38,880 | $787,124.5 | $737,172.58 | - | -$49,951.92 | -6.35% | +1.991% |
| ASML ASML Holding N.V. New York Registry Shares | 1,960 | $1.39M | $3.21M | - | $1.83M | 131.92% | -0.598% |
| ASTS AST SpaceMobile, Inc. | 8,915 | $790,236.9 | $386,376.1 | - | -$403,860.8 | -51.11% | +2.848% |
| BX Blackstone Inc. | 37,357 | $2.84M | $4.06M | - | $1.22M | 42.93% | +2.391% |
| CAT Caterpillar Inc. | 4,217 | $978,119.6 | $3.07M | - | $2.09M | 213.71% | -2.851% |
| CEG Constellation Energy Corporation | 5,615 | $1.56M | $1.54M | - | -$21,703.81 | -1.39% | -1.749% |
| COST Costco Wholesale Corporation | 3,624 | $1.29M | $3.58M | - | $2.29M | 176.94% | +0.631% |
| CRWD CrowdStrike Holdings, Inc. | 10,768 | $762,166.22 | $2.64M | - | $1.87M | 245.96% | -1.771% |
| CSX CSX Corporation | 25,026 | $804,335.64 | $1.22M | - | $410,676.66 | 51.06% | +0.559% |
| DELL Dell Technologies Inc. | 22,292 | $2.78M | $10.39M | - | $7.61M | 273.92% | -8.203% |
| DGX Quest Diagnostics Inc. | 3,080 | $403,396.97 | $730,514.4 | - | $327,117.43 | 81.09% | +1.606% |
| DLR Digital Realty Trust, Inc. | 10,778 | $1.3M | $1.85M | - | $556,139.87 | 42.83% | -0.015% |
| EMR Emerson Electric Co. | 5,506 | $788,363.5 | $881,951.08 | - | $93,587.58 | 11.87% | -0.559% |
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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 - $13.24M, Hubbell Inc - $1.64M, Lockheed Martin Corporation - $1.26M, Blackstone Inc - $1.17M, and JPMorgan Chase & Co - $1.08M. 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 $14.45M earned over time. The largest contributors to dividend income include Lockheed Martin Corporation - $1.07M, Union Pacific Corporation - $1.06M, JPMorgan Chase & Co - $990,334.15, Blackstone Inc - $896,678.17, and Iron Mountain Inc - $804,112.9. 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.
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