Rayburn West Financial Services LLC

CIK

2107467

Location

NASHVILLE, TN

Portfolio Value

Small $180,901,907

Diversification

Diversified

Filing Date

Global Rank

#6,812 / 8,795 ▼ 626 · as of Jun 2026

Top Industry

Internet Content & Information 13.2%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

+1.2 pts

Top 5

29.6%

+1.3 pts

Top 10

46.4%

+1.4 pts

HHI

331

Diversified+19

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.3%	$36,703,377	11
Financial Services	19.3%	$35,002,038	15
Consumer Defensive	15.0%	$27,216,126	12
Communication Services	14.2%	$25,725,684	5
Industrials	13.4%	$24,277,765	10
Healthcare	7.2%	$13,100,932	7
Consumer Cyclical	4.5%	$8,054,652	9
Energy	3.9%	$7,145,587	2
Unclassified	1.9%	$3,413,219	5
Utilities	0.1%	$262,527	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
IBM	International Business Machines Corp	+9,343	26,307	$7,397,791
LMT	Lockheed Martin Corp	+4,074	16,984	$8,652,668
META	Meta Platforms, Inc.	+2,913	11,280	$6,353,911
PDI	PIMCO Dynamic Income Fund	+2,100	56,923	$950,614
MSFT	Microsoft Corp	+1,624	29,125	$10,864,207
ACN	Accenture plc	+1,278	4,801	$597,436
SYY	Sysco Corp	+858	114,580	$9,576,596
BABA	Alibaba Group Holding Ltd	+654	4,451	$427,206
MCD	Mcdonalds Corp	+476	6,982	$1,887,304
AMZN	Amazon Com Inc	+358	7,644	$1,821,870
HSY	Hershey Co	+200	4,877	$855,669
CEG	Constellation Energy Corp	+196	1,057	$262,527
LULU	lululemon athletica inc.	+195	17,985	$2,053,527
CVX	Chevron Corp	+153	27,247	$4,516,462
UPS	United Parcel Service Inc	+93	35,815	$3,850,112
PAYX	Paychex Inc	+50	2,760	$271,390
DIS	Walt Disney Co	+48	2,606	$250,827
DE	Deere & Co	+40	6,500	$4,123,145
BRK-B	Berkshire Hathaway Inc	+17	8,312	$4,159,241
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−35,804	59,949	$7,041,609
ORCL	Oracle Corp	−15,961	35,693	$5,230,809
PFE	Pfizer Inc	−1,888	46,742	$1,125,547
MRK	Merck & Co., Inc.	−1,578	9,059	$1,164,081
BAC	Bank Of America Corp /De/	−895	90,258	$5,142,900
GOOGL	Alphabet Inc.	−648	47,562	$16,992,383
VZ	Verizon Communications Inc	−622	29,556	$1,251,401
PG	PROCTER & GAMBLE Co	−342	11,989	$1,758,066
KHC	Kraft Heinz Co	−200	41,340	$976,450
TGT	Target Corp	−180	29,761	$3,887,084
ARCC	Ares Capital Corp	−162	15,775	$292,310
MO	Altria Group, Inc.	−150	40,516	$2,915,126
T	At&T Inc.	−146	42,375	$877,162
ABT	Abbott Laboratories	−115	16,472	$1,494,669
PEP	Pepsico Inc	−89	21,607	$2,925,587
AXP	American Express Co	−51	19,651	$6,646,950
JNJ	Johnson & Johnson	−38	3,886	$986,927
BLK	BlackRock, Inc.	−35	2,982	$2,867,371
AMGN	Amgen Inc	−33	8,771	$3,176,154
RTX	RTX Corp	−31	16,465	$3,123,904
C	Citigroup Inc	−29	35,381	$4,951,924
JPM	Jpmorgan Chase & Co	−25	1,185	$387,886
GD	General Dynamics Corp	−20	7,092	$2,512,270
WMT	Walmart Inc.	−15	15,933	$1,804,571
KO	Coca Cola Co	−10	16,860	$1,370,212
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	846	$252,167
Q	Qnity Electronics, Inc.	1,349	$220,305
—		5,267	$128,883
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SMCI	Super Micro Computer, Inc.	12,129	$276,177
TSCO	Tractor Supply Co /De/	5,000	$226,500
ADBE	Adobe Inc.	893	$217,070
NVDA	Nvidia Corp	947	$165,156
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $180,901,907 total · filing declares 81 positions · $181,424,319 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	47,562	-648	$16,992,383	+22.6%	9.39%
MSFT	Microsoft Corp Technology	Added	29,125	+1,624	$10,864,207	+6.7%	6.01%
SYY	Sysco Corp Consumer Defensive	Added	114,580	+858	$9,576,596	+18.1%	5.29%
LMT	Lockheed Martin Corp Industrials	Added	16,984	+4,074	$8,652,668	+10.9%	4.78%
IBM	International Business Machines Corp Technology	Added	26,307	+9,343	$7,397,791	+79.9%	4.09%
CSCO	Cisco Systems, Inc. Technology	Reduced	59,949	-35,804	$7,041,609	−5.2%	3.89%
AXP	American Express Co Financial Services	Reduced	19,651	-51	$6,646,950	+11.5%	3.67%
META	Meta Platforms, Inc. Communication Services	Added	11,280	+2,913	$6,353,911	+32.7%	3.51%
ORCL	Oracle Corp Technology	Reduced	35,693	-15,961	$5,230,809	−31.2%	2.89%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	90,258	-895	$5,142,900	+15.7%	2.84%
C	Citigroup Inc Financial Services	Reduced	35,381	-29	$4,951,924	+23.3%	2.74%
CVX	Chevron Corp Energy	Added	27,247	+153	$4,516,462	−19.4%	2.50%
ABBV	AbbVie Inc. Healthcare	Held	17,620	0	$4,433,896	+15.7%	2.45%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	17,848	0	$4,394,534	+18.3%	2.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,312	+17	$4,159,241	+4.6%	2.30%
DE	Deere & Co Industrials	Added	6,500	+40	$4,123,145	+13.3%	2.28%
AAPL	Apple Inc. Technology	Held	13,935	0	$4,032,231	+14.0%	2.23%
TGT	Target Corp Consumer Defensive	Reduced	29,761	-180	$3,887,084	+7.1%	2.15%
UPS	United Parcel Service Inc Industrials	Added	35,815	+93	$3,850,112	+9.6%	2.13%
AMGN	Amgen Inc Healthcare	Reduced	8,771	-33	$3,176,154	+2.5%	1.76%
RTX	RTX Corp Industrials	Reduced	16,465	-31	$3,123,904	−1.8%	1.73%
PEP	Pepsico Inc Consumer Defensive	Reduced	21,607	-89	$2,925,587	−13.2%	1.62%
MO	Altria Group, Inc. Consumer Defensive	Reduced	40,516	-150	$2,915,126	+8.6%	1.61%
BLK	BlackRock, Inc. Financial Services	Reduced	2,982	-35	$2,867,371	−1.2%	1.59%
XOM	ExxonMobil Holdings Corp Energy	Held	19,230	0	$2,629,125	−19.4%	1.45%
GD	General Dynamics Corp Industrials	Reduced	7,092	-20	$2,512,270	+2.9%	1.39%
LULU	lululemon athletica inc. Consumer Cyclical	Added	17,985	+195	$2,053,527	−24.6%	1.14%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,982	+476	$1,887,304	−6.7%	1.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,644	+358	$1,821,870	+20.1%	1.01%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,933	-15	$1,804,571	−9.0%	1.00%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	11,989	-342	$1,758,066	−1.3%	0.97%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Held	9,850	0	$1,648,759	—	0.91%
WFC	Wells Fargo & Company/Mn Financial Services	Held	19,450	0	$1,607,348	+3.8%	0.89%
ABT	Abbott Laboratories Healthcare	Reduced	16,472	-115	$1,494,669	−12.2%	0.83%
KO	Coca Cola Co Consumer Defensive	Reduced	16,860	-10	$1,370,212	+6.8%	0.76%
VZ	Verizon Communications Inc Communication Services	Reduced	29,556	-622	$1,251,401	−17.4%	0.69%
V	Visa Inc. Financial Services	Held	3,525	0	$1,209,392	+13.5%	0.67%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,059	-1,578	$1,164,081	−9.0%	0.64%
PFE	Pfizer Inc Healthcare	Reduced	46,742	-1,888	$1,125,547	−17.6%	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	3,886	-38	$986,927	+2.9%	0.55%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	41,340	-200	$976,450	+4.5%	0.54%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	56,923	+2,100	$950,614	+1.3%	0.53%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Held	8,849	0	$892,687	+17.1%	0.49%
EDV	Vanguard World Funds Extended Duration ETF	Held	2,938	0	$878,491	+9.8%	0.49%
T	At&T Inc. Communication Services	Reduced	42,375	-146	$877,162	−28.8%	0.48%
HSY	Hershey Co Consumer Defensive	Added	4,877	+200	$855,669	−12.0%	0.47%
TT	Trane Technologies plc Industrials	Held	1,600	0	$785,856	+17.9%	0.43%
IGR	Cbre Global Real Estate Income Fund Financial Services	Held	161,570	0	$744,837	+5.0%	0.41%
LLY	ELI LILLY & Co Healthcare	Held	600	0	$719,658	+30.4%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Held	3,574	0	$646,572	+9.4%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.