account_balance
Investment manager · 13F filer · SEC CIK 2107467
Rayburn West Financial Services LLC
Reported value$193Mas of Sep 30, 2026
Positions84 6 new, 3 sold out
Top 10 weight49.0%GOOGL alone is 9%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
8.8%Added +7%
MSFTMicrosoft Corp
8.6%Added +11%
METAMeta Platforms, Inc.
5.4%Added +28%
ORCLOracle Corp
4.6%Added +80%
LMTLockheed Martin Corp
4.5%
SYYSysco Corp
4.5%Trimmed −3%
CSCOCisco Systems, Inc.
3.4%
IBMInternational Business Machines Corp
3.2%Added +7%
AXPAmerican Express Co
3.1%
CVXChevron Corp
2.9%
BACBank of America Corp
2.5%
AAPLApple Inc.
2.4%
GOOGLAlphabet Inc.
8.8%Added +7%
MSFTMicrosoft Corp
8.6%Added +11%
METAMeta Platforms, Inc.
5.4%+28%
ORCLOracle Corp
4.6%+80%
LMTLockheed Martin Corp
4.5%
SYYSysco Corp
4.5%−3%
CSCOCisco Systems, Inc.
3.4%
IBMInternational Business Machines Corp
3.2%
AXPAmerican Express Co
3.1%
CVX2.9%BAC2.5%AAPL2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 8.8% Added +7%MSFT Microsoft Corp 8.6% Added +11%META Meta Platforms, Inc. 5.4% Added +28%ORCL Oracle Corp 4.6% Added +80%LMT Lockheed Martin Corp 4.5% HeldSYY Sysco Corp 4.5% Trimmed −3%CSCO Cisco Systems, Inc. 3.4% HeldIBM International Business Machines Corp 3.2% Added +7%AXP American Express Co 3.1% HeldCVX Chevron Corp 2.9% HeldBAC Bank of America Corp 2.5% HeldAAPL Apple Inc. 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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