Rayburn West Financial Services LLC — 13F holdings

Rayburn West Financial Services LLC reported 81 holdings worth $181M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. GOOGL ALPHABET INC — $16.6M (9.2%)
  2. MSFT MICROSOFT CORP — $10.9M (6.0%)
  3. SYY SYSCO CORP — $9.58M (5.3%)
  4. LMT LOCKHEED MARTIN CORP — $8.65M (4.8%)
  5. IBM INTERNATIONAL BUSINESS MACHS — $7.40M (4.1%)
  6. CSCO CISCO SYS INC — $7.04M (3.9%)
  7. AXP AMERICAN EXPRESS CO — $6.65M (3.7%)
  8. META META PLATFORMS INC — $6.44M (3.6%)
  9. ORCL ORACLE CORP — $5.49M (3.0%)
  10. BAC BANK AMERICA CORP — $5.14M (2.8%)