Western Reserve Capital Management, LLC
Top Portfolio Positions
21 positions ·
$27,847,773 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
65,088 | $11,042,830 | 39.65% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
15,047 | $4,823,315 | 17.32% | |
| CVX |
Chevron Corp
Energy
|
12,900 | $2,669,010 | 9.58% | |
| AAPL |
Apple Inc.
Technology
|
7,774 | $1,972,963 | 7.08% | |
| PH |
Parker-Hannifin Corp
Industrials
|
1,697 | $1,519,222 | 5.46% | |
| FE |
Firstenergy Corp
Utilities
|
20,221 | $1,024,395 | 3.68% | |
| SYK |
Stryker Corp
Healthcare
|
2,182 | $716,983 | 2.57% | |
| MSFT |
Microsoft Corp
Technology
|
1,838 | $680,372 | 2.44% | |
| ORCL |
Oracle Corp
Technology
|
2,953 | $434,415 | 1.56% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
620 | $422,988 | 1.52% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NAK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,548 | 56,106 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $197,000 | 100,000 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||