Rayburn West Financial Services LLC
Net seller this quarter
$181M
73
-$56.6K
46.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $16.6M | 9.16% | 0.00% | -1.4% | Q4 2025 |
 MSFT | $10.9M | 6.01% | 0.00% | +5.9% | Q4 2025 |
 SYY | $9.58M | 5.28% | 0.02% | +0.8% | Q4 2025 |
 LMT | $8.65M | 4.77% | 0.01% | +31.6% | Q4 2025 |
 IBM | $7.4M | 4.08% | 0.00% | +55.1% | Q4 2025 |
 CSCO | $7.04M | 3.88% | 0.00% | -37.4% | Q4 2025 |
 AXP | $6.65M | 3.66% | 0.00% | -0.3% | Q4 2025 |
 META | $6.44M | 3.55% | Not reported | +34.8% | Q4 2025 |
 ORCL | $5.49M | 3.02% | 0.00% | -30.9% | Q4 2025 |
 BAC | $5.14M | 2.83% | 0.00% | -1.0% | Q4 2025 |
 C | $4.95M | 2.73% | 0.00% | -0.1% | Q4 2025 |
 CVX | $4.52M | 2.49% | 0.00% | +0.6% | Q4 2025 |
 ABBV | $4.43M | 2.44% | 0.00% | Not reported | Q4 2025 |
 PNC | $4.39M | 2.42% | 0.00% | Not reported | Q4 2025 |
 BRK.B | $4.16M | 2.29% | Not reported | +0.2% | Q4 2025 |
 DE | $4.12M | 2.27% | 0.00% | +0.6% | Q4 2025 |
 AAPL | $4.03M | 2.22% | 0.00% | Not reported | Q4 2025 |
 TGT | $3.89M | 2.14% | 0.01% | -0.6% | Q4 2025 |
 UPS | $3.85M | 2.12% | 0.01% | +0.3% | Q4 2025 |
 AMGN | $3.16M | 1.74% | 0.00% | -0.4% | Q4 2025 |
 RTX | $3.12M | 1.72% | 0.00% | -0.2% | Q4 2025 |
 PEP | $2.93M | 1.61% | 0.00% | -0.4% | Q4 2025 |
 MO | $2.92M | 1.61% | 0.00% | -0.4% | Q4 2025 |
 BLK | $2.87M | 1.58% | 0.00% | -1.2% | Q4 2025 |
 XOM | $2.63M | 1.45% | 0.00% | Not reported | Q4 2025 |
 GD | $2.51M | 1.38% | 0.00% | -0.3% | Q4 2025 |
 LULU | $2.05M | 1.13% | 0.02% | +1.1% | Q4 2025 |
 MCD | $1.89M | 1.04% | 0.00% | +7.3% | Q4 2025 |
 AMZN | $1.85M | 1.02% | 0.00% | +4.9% | Q4 2025 |
 WMT | $1.8M | 0.99% | 0.00% | -0.1% | Q4 2025 |
 PG | $1.76M | 0.97% | 0.00% | -2.8% | Q4 2025 |
 WFC | $1.61M | 0.89% | 0.00% | Not reported | Q4 2025 |
 ABT | $1.49M | 0.82% | 0.00% | -0.7% | Q4 2025 |
 KO | $1.37M | 0.76% | 0.00% | -0.1% | Q4 2025 |
 VZ | $1.24M | 0.69% | 0.00% | -2.1% | Q4 2025 |
 V | $1.21M | 0.67% | 0.00% | Not reported | Q4 2025 |
 MRK | $1.16M | 0.64% | 0.00% | -14.8% | Q4 2025 |
 PFE | $1.13M | 0.62% | 0.00% | -3.9% | Q4 2025 |
 JNJ | $987K | 0.54% | 0.00% | -1.0% | Q4 2025 |
 KHC | $976K | 0.54% | 0.00% | -0.5% | Q4 2025 |
 PDI | $951K | 0.52% | Not reported | +3.8% | Q4 2025 |
 PNFP | $893K | 0.49% | 0.01% | Not reported | Q4 2025 |
 T | $877K | 0.48% | 0.00% | -0.3% | Q4 2025 |
 HSY | $856K | 0.47% | 0.00% | +4.3% | Q4 2025 |
 TT | $786K | 0.43% | 0.00% | Not reported | Q4 2025 |
 IGR | $745K | 0.41% | Not reported | Not reported | Q4 2025 |
 LLY | $720K | 0.40% | 0.00% | Not reported | Q4 2025 |
 PM | $647K | 0.36% | 0.00% | Not reported | Q4 2025 |
 ACN | $597K | 0.33% | 0.00% | +36.3% | Q4 2025 |
 SBUX | $590K | 0.32% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| GOOGL | $13.5M | 7.96% | 0.00% | +5.3% | Q4 2025 |
| MSFT | $10.2M | 6.00% | 0.00% | +21.0% | Q4 2025 |
| SYY | $8.11M | 4.78% | 0.02% | +0.4% | Q4 2025 |
| LMT | $7.8M | 4.60% | 0.01% | +4.0% | Q4 2025 |
| ORCL | $7.6M | 4.48% | 0.00% | +266.4% | Q4 2025 |
| CSCO | $7.43M | 4.38% | 0.00% | -2.8% | Q4 2025 |
| AXP | $5.96M | 3.51% | 0.00% | +10.7% | Q4 2025 |
| CVX | $5.61M | 3.30% | 0.00% | +1.6% | Q4 2025 |
| META | $4.79M | 2.82% | Not reported | +117.3% | Q4 2025 |
| BAC | $4.44M | 2.62% | 0.00% | -0.1% | Q4 2025 |
| IBM | $4.11M | 2.42% | 0.00% | +16.3% | Q4 2025 |
| C | $4.02M | 2.37% | 0.00% | +0.1% | Q4 2025 |
| BRK.B | $3.97M | 2.34% | Not reported | +3.3% | Q4 2025 |
| ABBV | $3.83M | 2.26% | 0.00% | Not reported | Q4 2025 |
| PNC | $3.71M | 2.19% | 0.00% | Not reported | Q4 2025 |
| DE | $3.64M | 2.14% | 0.00% | Not reported | Q4 2025 |
| TGT | $3.63M | 2.14% | 0.01% | -0.4% | Q4 2025 |
| AAPL | $3.54M | 2.08% | 0.00% | Not reported | Q4 2025 |
| UPS | $3.51M | 2.07% | 0.01% | +2.7% | Q4 2025 |
| PEP | $3.37M | 1.98% | 0.00% | +1.1% | Q4 2025 |
| XOM | $3.26M | 1.92% | 0.00% | +1.3% | Q4 2025 |
| RTX | $3.18M | 1.87% | 0.00% | +1.2% | Q4 2025 |
| AMGN | $3.1M | 1.82% | 0.00% | -0.8% | Q4 2025 |
| BLK | $2.9M | 1.71% | 0.00% | Not reported | Q4 2025 |
| LULU | $2.72M | 1.60% | 0.02% | +4.6% | Q4 2025 |
| MO | $2.68M | 1.58% | 0.00% | -3.8% | Q4 2025 |
| GD | $2.44M | 1.44% | 0.00% | +0.3% | Q4 2025 |
| MCD | $2.02M | 1.19% | 0.00% | -0.8% | Q4 2025 |
| WMT | $1.98M | 1.17% | 0.00% | -2.7% | Q4 2025 |
| PG | $1.78M | 1.05% | 0.00% | -0.3% | Q4 2025 |
| ABT | $1.7M | 1.00% | 0.00% | Not reported | Q4 2025 |
| WFC | $1.55M | 0.91% | 0.00% | -0.5% | Q4 2025 |
| AMZN | $1.52M | 0.89% | 0.00% | +18.1% | Q4 2025 |
| VZ | $1.51M | 0.89% | 0.00% | -3.4% | Q4 2025 |
| PFE | $1.37M | 0.80% | 0.00% | +2.3% | Q4 2025 |
| KO | $1.28M | 0.76% | 0.00% | +1.0% | Q4 2025 |
| MRK | $1.28M | 0.75% | 0.00% | -4.6% | Q4 2025 |
| T | $1.23M | 0.73% | 0.00% | -7.5% | Q4 2025 |
| V | $1.07M | 0.63% | 0.00% | +1.0% | Q4 2025 |
| HSY | $972K | 0.57% | 0.00% | -9.2% | Q4 2025 |
| JNJ | $959K | 0.56% | 0.00% | -0.3% | Q4 2025 |
| PDI | $938K | 0.55% | Not reported | +10.0% | Q4 2025 |
| KHC | $934K | 0.55% | 0.00% | +0.4% | Q4 2025 |
| PNFP | $762K | 0.45% | 0.01% | -1.1% | Q4 2025 |
| IGR | $709K | 0.42% | Not reported | +4.5% | Q4 2025 |
| ACN | $699K | 0.41% | 0.00% | +0.6% | Q4 2025 |
| TT | $667K | 0.39% | 0.00% | Not reported | Q4 2025 |
| PM | $591K | 0.35% | 0.00% | Not reported | Q4 2025 |
| LLY | $552K | 0.33% | 0.00% | -2.0% | Q4 2025 |
| SBUX | $517K | 0.30% | 0.00% | -8.0% | Q4 2025 |
| Q4 2025 | |||||
| GOOGL | $14M | 8.69% | 0.00% | New | Q4 2025 |
| MSFT | $11M | 6.83% | 0.00% | New | Q4 2025 |
| SYY | $8.35M | 5.19% | 0.02% | New | Q4 2025 |
| CSCO | $7.59M | 4.71% | 0.00% | New | Q4 2025 |
| AXP | $6.59M | 4.09% | 0.00% | New | Q4 2025 |
| LMT | $6.01M | 3.73% | 0.01% | New | Q4 2025 |
| BAC | $5.02M | 3.12% | 0.00% | New | Q4 2025 |
| IBM | $4.32M | 2.69% | 0.00% | New | Q4 2025 |
| C | $4.13M | 2.57% | 0.00% | New | Q4 2025 |
| CVX | $4.07M | 2.53% | 0.00% | New | Q4 2025 |
| BRK.B | $4.03M | 2.51% | Not reported | New | Q4 2025 |
| ABBV | $4.03M | 2.50% | 0.00% | New | Q4 2025 |
| AAPL | $3.79M | 2.35% | 0.00% | New | Q4 2025 |
| PNC | $3.73M | 2.32% | 0.00% | New | Q4 2025 |
| LULU | $3.54M | 2.20% | 0.02% | New | Q4 2025 |
| UPS | $3.45M | 2.15% | 0.00% | New | Q4 2025 |
| BLK | $3.23M | 2.01% | 0.00% | New | Q4 2025 |
| PEP | $3.08M | 1.91% | 0.00% | New | Q4 2025 |
| DE | $3.01M | 1.87% | 0.00% | New | Q4 2025 |
| RTX | $2.99M | 1.86% | 0.00% | New | Q4 2025 |
| TGT | $2.94M | 1.83% | 0.01% | New | Q4 2025 |
| AMGN | $2.91M | 1.81% | 0.00% | New | Q4 2025 |
| ORCL | $2.75M | 1.71% | 0.00% | New | Q4 2025 |
| META | $2.54M | 1.58% | Not reported | New | Q4 2025 |
| MO | $2.44M | 1.52% | 0.00% | New | Q4 2025 |
| GD | $2.39M | 1.48% | 0.00% | New | Q4 2025 |
| XOM | $2.28M | 1.42% | 0.00% | New | Q4 2025 |
| ABT | $2.08M | 1.29% | 0.00% | New | Q4 2025 |
| MCD | $2.01M | 1.25% | 0.00% | New | Q4 2025 |
| WMT | $1.83M | 1.14% | 0.00% | New | Q4 2025 |
| WFC | $1.82M | 1.13% | 0.00% | New | Q4 2025 |
| PG | $1.77M | 1.10% | 0.00% | New | Q4 2025 |
| AMZN | $1.42M | 0.89% | 0.00% | New | Q4 2025 |
| VZ | $1.27M | 0.79% | 0.00% | New | Q4 2025 |
| V | $1.22M | 0.76% | 0.00% | New | Q4 2025 |
| PFE | $1.18M | 0.74% | 0.00% | New | Q4 2025 |
| MRK | $1.17M | 0.73% | 0.00% | New | Q4 2025 |
| KO | $1.17M | 0.73% | 0.00% | New | Q4 2025 |
| T | $1.14M | 0.71% | 0.00% | New | Q4 2025 |
| KHC | $1M | 0.62% | 0.00% | New | Q4 2025 |
| ACN | $939K | 0.58% | 0.00% | New | Q4 2025 |
| HSY | $938K | 0.58% | 0.00% | New | Q4 2025 |
| PDI | $882K | 0.55% | Not reported | New | Q4 2025 |
| PNFP | $854K | 0.53% | 0.01% | New | Q4 2025 |
| JNJ | $815K | 0.51% | 0.00% | New | Q4 2025 |
| IGR | $677K | 0.42% | Not reported | New | Q4 2025 |
| LLY | $658K | 0.41% | 0.00% | New | Q4 2025 |
| TT | $623K | 0.39% | 0.00% | New | Q4 2025 |
| PM | $573K | 0.36% | 0.00% | New | Q4 2025 |
 BABA | $518K | 0.32% | 0.00% | New | Q4 2025 |