§ 13F · FUND PROFILE
Rayburn West Financial Services LLC.
AUM · $181M (13F)Positions · 81Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$697K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 46K | $17M | 9.2% | −1% |
| 2 | MSFT | MICROSOFT CORP | 29K | $11M | 6.0% | +6% |
| 3 | SYY | SYSCO CORP | 115K | $10M | 5.3% | +1% |
| 4 | LMT | LOCKHEED MARTIN CORP | 17K | $9M | 4.8% | +32% |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | 26K | $7M | 4.1% | +55% |
| 6 | CSCO | CISCO SYS INC | 60K | $7M | 3.9% | −37% |
| 7 | AXP | AMERICAN EXPRESS CO | 20K | $7M | 3.7% | ±0% |
| 8 | META | META PLATFORMS INC | 11K | $6M | 3.6% | +35% |
| 9 | ORCL | ORACLE CORP | 36K | $5M | 3.0% | −31% |
| 10 | BAC | BANK OF AMER CORP | 90K | $5M | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RAYBURN SIGNAL
AC read
Rayburn West Financial Services LLC is a Other fund managing $181 million in assets. The fund runs a portfolio of 81 positions.
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