Institutional Manager · CIK 0002107467
Rayburn West Financial Services LLC
NASHVILLE, TN · File #028-26077
Latest AUM
$160.9M
Positions
80
Top-10 Concentration
47.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 44,663 | $14.0M | 9.26% |
| 2 | MICROSOFT CORP | MSFT | 22,736 | $11.0M | 7.28% |
| 3 | SYSCO CORP | SYY | 113,314 | $8.4M | 5.53% |
| 4 | CISCO SYS INC | CSCO | 98,478 | $7.6M | 5.02% |
| 5 | AMERICAN EXPRESS CO | AXP | 17,806 | $6.6M | 4.36% |
| 6 | LOCKHEED MARTIN CORP | LMT | 12,416 | $6.0M | 3.98% |
| 7 | BANK AMERICA CORP | 060505104 | 91,223 | $5.0M | 3.32% |
| 8 | INTERNATIONAL BUSINESS MACHS | INTR | 14,591 | $4.3M | 2.86% |
| 9 | CITIGROUP INC | C-PR | 35,365 | $4.1M | 2.73% |
| 10 | CHEVRON CORP NEW | CVX | 26,673 | $4.1M | 2.69% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,027 | $4.0M | 2.67% |
| 12 | ABBVIE INC | ABBV | 17,620 | $4.0M | 2.67% |
| 13 | APPLE INC | AAPL | 13,935 | $3.8M | 2.51% |
| 14 | PNC FINL SVCS GROUP INC | 693475105 | 17,848 | $3.7M | 2.47% |
| 15 | LULULEMON ATHLETICA INC | LULU | 17,014 | $3.5M | 2.34% |
| 16 | UNITED PARCEL SERVICE INC | UPS | 34,795 | $3.5M | 2.29% |
| 17 | BLACKROCK INC | BLK | 3,017 | $3.2M | 2.14% |
| 18 | PEPSICO INC | PEP | 21,467 | $3.1M | 2.04% |
| 19 | DEERE & CO | DE | 6,460 | $3.0M | 1.99% |
| 20 | RTX CORPORATION | RTX | 16,295 | $3.0M | 1.98% |