Rayburn West Financial Services LLC

CIK

2107467

Location

NASHVILLE, TN

Portfolio Value

Small $166,553,377

Diversification

Diversified

Filing Date

Global Rank

#4,618 / 8,604 ▲ 272 · as of Mar 2026

Top Industry

Internet Content & Information 11.0%

3Y Alpha vs SPY

-19.7%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+3.2%

SPY

+10.0%

Annualised alpha

-18.9%

Max drawdown

−8.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

−0.8 pts

Top 5

28.3%

−1.9 pts

Top 10

45.3%

−0.0 pts

HHI

315

Diversified−14

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.1%	$35,063,267	12
Financial Services	18.9%	$31,419,080	15
Consumer Defensive	15.5%	$25,821,795	12
Industrials	13.3%	$22,227,303	10
Communication Services	12.8%	$21,299,364	5
Healthcare	7.7%	$12,788,945	7
Energy	5.3%	$8,868,309	2
Consumer Cyclical	5.3%	$8,824,880	10
Utilities	0.1%	$240,434	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	+37,555	51,654	$7,598,819
PHK	Pimco High Income Fund	+20,000	99,100	$458,833
IGR	Cbre Global Real Estate Income Fund	+7,000	161,570	$709,292
PDI	PIMCO Dynamic Income Fund	+5,000	54,823	$938,021
MSFT	Microsoft Corp	+4,765	27,501	$10,180,045
META	Meta Platforms, Inc.	+4,517	8,367	$4,787,011
IBM	International Business Machines Corp	+2,373	16,964	$4,111,903
GOOGL	Alphabet Inc.	+2,347	47,010	$13,518,195
AXP	American Express Co	+1,896	19,702	$5,959,460
AMZN	Amazon Com Inc	+1,116	7,286	$1,517,455
PFE	Pfizer Inc	+1,100	48,630	$1,365,530
UPS	United Parcel Service Inc	+927	35,722	$3,514,330
LULU	lululemon athletica inc.	+776	17,790	$2,723,649
ARCC	Ares Capital Corp	+523	15,937	$287,184
LMT	Lockheed Martin Corp	+494	12,910	$7,802,674
CVX	Chevron Corp	+421	27,094	$5,605,748
SYY	Sysco Corp	+408	113,722	$8,111,790
SMCI	Super Micro Computer, Inc.	+390	12,129	$276,177
BRK-B	Berkshire Hathaway Inc	+268	8,295	$3,974,964
BABA	Alibaba Group Holding Ltd	+265	3,797	$476,371
XOM	Exxon Mobil Corp	+250	19,230	$3,262,561
PEP	Pepsico Inc	+229	21,696	$3,369,171
RTX	RTX Corp	+201	16,496	$3,182,078
KO	Coca Cola Co	+173	16,870	$1,282,963
KHC	Kraft Heinz Co	+150	41,540	$934,234
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−3,430	42,521	$1,232,683
CSCO	Cisco Systems, Inc.	−2,725	95,753	$7,429,475
MO	Altria Group, Inc.	−1,625	40,666	$2,683,549
VZ	Verizon Communications Inc	−1,070	30,178	$1,514,935
NKE	NIKE, Inc.	−640	7,410	$391,396
MRK	Merck & Co., Inc.	−507	10,637	$1,279,524
SBUX	Starbucks Corp	−500	5,769	$516,844
HSY	Hershey Co	−475	4,677	$972,301
WMT	Walmart Inc.	−443	15,948	$1,982,017
INFY	Infosys Ltd	−400	22,258	$300,705
PAYX	Paychex Inc	−165	2,710	$249,645
DIS	Walt Disney Co	−159	2,558	$246,540
TGT	Target Corp	−128	29,941	$3,628,849
WFC	Wells Fargo & Company/Mn	−100	19,450	$1,548,414
AMGN	Amgen Inc	−75	8,804	$3,097,687
BAC	Bank Of America Corp /De/	−70	91,153	$4,443,708
MCD	Mcdonalds Corp	−55	6,506	$2,021,999
PG	PROCTER & GAMBLE Co	−32	12,331	$1,781,089
JNJ	Johnson & Johnson	−13	3,924	$959,182
LLY	ELI LILLY & Co	−12	600	$551,862
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	8,849	$762,252
GLW	Corning Inc /Ny	2,200	$299,134
ADBE	Adobe Inc.	893	$217,070
NVDA	Nvidia Corp	947	$165,156
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BX	Blackstone Inc.	1,450	$223,503
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $166,553,377 total · as of Mar 31, 2026

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

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	47,010	+2,347	$13,518,195	−3.3%	8.12%
MSFT	Microsoft Corp Technology	Added	27,501	+4,765	$10,180,045	−7.4%	6.11%
SYY	Sysco Corp Consumer Defensive	Added	113,722	+408	$8,111,790	−2.9%	4.87%
LMT	Lockheed Martin Corp Industrials	Added	12,910	+494	$7,802,674	+29.9%	4.68%
ORCL	Oracle Corp Technology	Added	51,654	+37,555	$7,598,819	+176.5%	4.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	95,753	-2,725	$7,429,475	−2.1%	4.46%
AXP	American Express Co Financial Services	Added	19,702	+1,896	$5,959,460	−9.5%	3.58%
CVX	Chevron Corp Energy	Added	27,094	+421	$5,605,748	+37.9%	3.37%
META	Meta Platforms, Inc. Communication Services	Added	8,367	+4,517	$4,787,011	+88.4%	2.87%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	91,153	-70	$4,443,708	−11.4%	2.67%
IBM	International Business Machines Corp Technology	Added	16,964	+2,373	$4,111,903	−4.9%	2.47%
C	Citigroup Inc Financial Services	Added	35,410	+45	$4,015,848	−2.7%	2.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,295	+268	$3,974,964	−1.5%	2.39%
ABBV	AbbVie Inc. Healthcare	Held	17,620	0	$3,832,173	−4.8%	2.30%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	17,848	0	$3,713,990	−0.3%	2.23%
DE	Deere & Co Industrials	Held	6,460	0	$3,638,918	+21.0%	2.18%
TGT	Target Corp Consumer Defensive	Reduced	29,941	-128	$3,628,849	+23.5%	2.18%
AAPL	Apple Inc. Technology	Held	13,935	0	$3,536,563	−6.6%	2.12%
UPS	United Parcel Service Inc Industrials	Added	35,722	+927	$3,514,330	+1.8%	2.11%
PEP	Pepsico Inc Consumer Defensive	Added	21,696	+229	$3,369,171	+9.4%	2.02%
XOM	Exxon Mobil Corp Energy	Added	19,230	+250	$3,262,561	+42.8%	1.96%
RTX	RTX Corp Industrials	Added	16,496	+201	$3,182,078	+6.5%	1.91%
AMGN	Amgen Inc Healthcare	Reduced	8,804	-75	$3,097,687	+6.6%	1.86%
BLK	BlackRock, Inc. Financial Services	Held	3,017	0	$2,901,479	−10.1%	1.74%
LULU	lululemon athletica inc. Consumer Cyclical	Added	17,790	+776	$2,723,649	−23.0%	1.64%
MO	Altria Group, Inc. Consumer Defensive	Reduced	40,666	-1,625	$2,683,549	+10.0%	1.61%
GD	General Dynamics Corp Industrials	Added	7,112	+22	$2,440,980	+2.3%	1.47%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,506	-55	$2,021,999	+0.8%	1.21%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,948	-443	$1,982,017	+8.5%	1.19%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,331	-32	$1,781,089	+0.5%	1.07%
ABT	Abbott Laboratories Healthcare	Held	16,587	0	$1,702,987	−18.1%	1.02%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	19,450	-100	$1,548,414	−15.0%	0.93%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,286	+1,116	$1,517,455	+6.6%	0.91%
VZ	Verizon Communications Inc Communication Services	Reduced	30,178	-1,070	$1,514,935	+19.0%	0.91%
PFE	Pfizer Inc Healthcare	Added	48,630	+1,100	$1,365,530	+15.4%	0.82%
KO	Coca Cola Co Consumer Defensive	Added	16,870	+173	$1,282,963	+9.9%	0.77%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,637	-507	$1,279,524	+9.1%	0.77%
T	At&T Inc. Communication Services	Reduced	42,521	-3,430	$1,232,683	+8.0%	0.74%
V	Visa Inc. Financial Services	Added	3,525	+33	$1,065,396	−13.0%	0.64%
HSY	Hershey Co Consumer Defensive	Reduced	4,677	-475	$972,301	+3.7%	0.58%
JNJ	Johnson & Johnson Healthcare	Reduced	3,924	-13	$959,182	+17.7%	0.58%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	54,823	+5,000	$938,021	+6.3%	0.56%
KHC	Kraft Heinz Co Consumer Defensive	Added	41,540	+150	$934,234	−6.9%	0.56%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	8,849	NEW	$762,252	NEW	0.46%
IGR	Cbre Global Real Estate Income Fund Financial Services	Added	161,570	+7,000	$709,292	+4.8%	0.43%
ACN	Accenture plc Technology	Added	3,523	+22	$698,575	−25.6%	0.42%
TT	Trane Technologies plc Industrials	Held	1,600	0	$666,784	+7.1%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Held	3,574	0	$590,925	+3.1%	0.35%
LLY	ELI LILLY & Co Healthcare	Reduced	600	-12	$551,862	−16.1%	0.33%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,769	-500	$516,844	−2.1%	0.31%