Rayburn West Financial Services LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Rayburn West Financial Services LLC reported 80 stock positions worth $160.9 million. Its top holding was Alphabet Class A (GOOGL) at 8.7% of the portfolio, followed by Microsoft (MSFT, 6.8%) and Sysco (SYY, 5.2%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0002107467
- Portfolio Value
- $160.9M (Q4 2025)
- SEC Filing
- 0002107467-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 80 stocks · $160.9M
| GOOGL Alphabet Inc. Class A | 8.69% | 44,663 | $14.0M | — |
| MSFT Microsoft Corp. | 6.83% | 22,736 | $11.0M | — |
| SYY Sysco Corp. | 5.19% | 113,314 | $8.4M | — |
| CSCO Cisco Systems Inc. | 4.71% | 98,478 | $7.6M | — |
| AXP American Express Co. | 4.09% | 17,806 | $6.6M | — |
| LMT Lockheed Martin Corp. | 3.73% | 12,416 | $6.0M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.12% | 91,223 | $5.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.69% | 14,591 | $4.3M | — |
| C Citigroup Inc. | 2.56% | 35,365 | $4.1M | — |
| CVX Chevron Corp. | 2.53% | 26,673 | $4.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.51% | 8,027 | $4.0M | — |
| ABBV Abbvie Inc. | 2.50% | 17,620 | $4.0M | — |
| AAPL Apple Inc. | 2.35% | 13,935 | $3.8M | — |
| PNC PNC Financial Services Group | 2.32% | 17,848 | $3.7M | — |
| LULU Lululemon Athletica Inc. | 2.20% | 17,014 | $3.5M | — |
| UPS United Parcel Service Class B | 2.15% | 34,795 | $3.5M | — |
| BLK BlackRock Inc. | 2.01% | 3,017 | $3.2M | — |
| PEP Pepsico Inc. | 1.92% | 21,467 | $3.1M | — |
| DE Deere & Co. | 1.87% | 6,460 | $3.0M | — |
| RTX RTX Corp. | 1.86% | 16,295 | $3.0M | — |
| TGT Target Corp. | 1.83% | 30,069 | $2.9M | — |
| AMGN Amgen Inc. | 1.81% | 8,879 | $2.9M | — |
| ORCL Oracle Corp. | 1.71% | 14,099 | $2.7M | — |
| META Meta Platforms Inc. Class A | 1.58% | 3,850 | $2.5M | — |
| MO Altria Group Inc. | 1.52% | 42,291 | $2.4M | — |
| GD General Dynamics Corp. | 1.48% | 7,090 | $2.4M | — |
| XOM Exxon Mobil Corp. | 1.42% | 18,980 | $2.3M | — |
| ABT Abbott Laboratories | 1.29% | 16,587 | $2.1M | — |
| MCD McDonald's Corp. | 1.25% | 6,561 | $2.0M | — |
| WMT Walmart Inc. | 1.14% | 16,391 | $1.8M | — |
| WFC Wells Fargo & Co. | 1.13% | 19,550 | $1.8M | — |
| PG The Procter & Gamble Co. | 1.10% | 12,363 | $1.8M | — |
| AMZN Amazon.com Inc. | 0.89% | 6,170 | $1.4M | — |
| VZ Verizon Communications Inc. | 0.79% | 31,248 | $1.3M | — |
| V Visa Inc. Class A | 0.76% | 3,492 | $1.2M | — |
| PFE Pfizer Inc. | 0.74% | 47,530 | $1.2M | — |
| MRK Merck & Co. Inc. | 0.73% | 11,144 | $1.2M | — |
| KO The Coca-Cola Co. | 0.73% | 16,697 | $1.2M | — |
| T AT&T Inc. | 0.71% | 45,951 | $1.1M | — |
| KHC The Kraft Heinz Co. | 0.62% | 41,390 | $1.0M | — |
| ACN Accenture PLC Class A | 0.58% | 3,501 | $939K | — |
| HSY The Hershey Co. | 0.58% | 5,152 | $938K | — |
| PDI PIMCO Dynamic Income Fund | 0.55% | 49,823 | $882K | — |
| PNFP Pinnacle Financial Partners | 0.53% | 8,949 | $854K | — |
| VHT Vanguard Health Care ETF | 0.52% | 2,918 | $840K | — |
| JNJ Johnson & Johnson | 0.51% | 3,937 | $815K | — |
| CBRE GBL REAL ESTATE INC FD | 0.42% | 154,570 | $677K | — |
| LLY Eli Lilly & Co. | 0.41% | 612 | $658K | — |
| TT Trane Technologies PLC | 0.39% | 1,600 | $623K | — |
| PM Philip Morris International | 0.36% | 3,574 | $573K | — |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 3,532 | $518K | — |
| SBUX Starbucks Corp. | 0.30% | 6,269 | $486K | — |
| NKE Nike Inc. Class B | 0.30% | 8,050 | $481K | — |
| IJR iShares Core S&P Small-Cap E | 0.26% | 3,500 | $421K | — |
| INFY Infosys Ltd.-SP ADR | 0.25% | 22,658 | $404K | — |
| IVV iShares Core S&P 500 ETF | 0.25% | 576 | $395K | — |
| JPM JPMorgan Chase & Co. | 0.24% | 1,210 | $390K | — |
| HD Home Depot Inc. | 0.24% | 1,132 | $390K | — |
| PHK PIMCO High Income Fund | 0.24% | 79,100 | $384K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.24% | 4,736 | $380K | — |
| GOOG Alphabet Inc. Class C | 0.23% | 1,200 | $377K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.22% | 2,750 | $362K | — |
| SMCI Super Micro Computer Inc. | 0.21% | 11,739 | $344K | — |
| MA Mastercard Inc. Class A | 0.20% | 566 | $323K | — |
| PAYX Paychex Inc. | 0.20% | 2,875 | $323K | — |
| ARCC Ares Capital Corp. | 0.19% | 15,414 | $312K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 2,717 | $309K | — |
| CEG Constellation Energy | 0.19% | 861 | $304K | — |
| YUM Yum! Brands Inc. | 0.18% | 1,871 | $283K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 1,800 | $276K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 3,024 | $271K | — |
| XLK SS Technology Select Sector | 0.16% | 1,816 | $261K | — |
| CAT Caterpillar Inc. | 0.16% | 450 | $258K | — |
| TSCO Tractor Supply Company | 0.16% | 5,000 | $250K | — |
| MMM 3M Co. | 0.15% | 1,485 | $238K | — |
| KMB Kimberly-Clark Corp. | 0.15% | 2,341 | $236K | — |
| COST Costco Wholesale Corp. | 0.14% | 260 | $224K | — |
| BX Blackstone Inc. | 0.14% | 1,450 | $224K | — |
| WM Waste Management Inc. | 0.14% | 1,009 | $222K | — |
| CMI Cummins Inc. | 0.13% | 400 | $204K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.