Institutions / Rayburn West Financial Services LLC
Rayburn West Financial Services LLC
CIK 2107467 · Institution · as of Jun 30, 2026
Portfolio value
$181.42M
Positions
81
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$181.42M+12.8%Positions
81+1.3%Top holdings
Jun 30, 2026View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $16.61M | 9.2% |
| Microsoft Corp | $10.90M | 6.0% |
| Sysco Corp | $9.58M | 5.3% |
| Lockheed Martin Corp | $8.65M | 4.8% |
| International Business Machines Corp | $7.40M | 4.1% |
| Cisco Systems, Inc. | $7.04M | 3.9% |
| American Express Co | $6.65M | 3.7% |
| Meta Platforms Inc | $6.44M | 3.6% |
| Oracle Corp | $5.49M | 3.0% |
| Bank of America Corp /De | $5.14M | 2.8% |
| Citigroup Inc | $4.95M | 2.7% |
| Chevron Corp | $4.52M | 2.5% |
| AbbVie Inc. | $4.43M | 2.4% |
| The PNC Financial Services Group, Inc. | $4.39M | 2.4% |
| Warren E. Buffett | $4.16M | 2.3% |
| Deere & Co | $4.12M | 2.3% |
| Apple Inc. | $4.03M | 2.2% |
| Target Corp | $3.89M | 2.1% |
| United Parcel Service Inc | $3.85M | 2.1% |
| Amgen Inc | $3.16M | 1.7% |
| RTX Corp | $3.12M | 1.7% |
| Pepsico Inc | $2.93M | 1.6% |
| Altria Group, Inc. | $2.92M | 1.6% |
| BlackRock, Inc. | $2.87M | 1.6% |
| Exxon Mobil Corp | $2.63M | 1.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Cisco Systems, Inc. | $-4.53M | -39K -39.12% | 59,949 3.88% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc | $4.24M | +7K +192.99% | 11,280 3.55% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp | $3.32M | +22K +153.16% | 35,693 3.02% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp | $3.29M | +12K +80.30% | 26,307 4.08% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp | $2.39M | +6K +28.10% | 29,125 6.01% of portfolio | low |
| Q2 2026 as of | Add | Lockheed Martin Corp | $2.33M | +5K +36.79% | 16,984 4.77% of portfolio | low |
| Q2 2026 as of | New | Pinnacle Financial Partners, Inc. | $892.7K | +9K | 8,849 0.49% of portfolio | low |
| Q2 2026 as of | Exit | Pinnacle Financial Partners, Inc. | $-853.8K | -9K -100.00% | — | low |
| Q2 2026 as of | Add | American Express Co | $624.1K | +2K +10.36% | 19,651 3.66% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. | $608.9K | +2K +3.80% | 46,362 9.16% of portfolio | low |