SEC 13F Intelligence

Managers / Q1 2026

Rayburn West Financial Services LLC

CIK 0002107467 · 4117 HILLSBORO PIKE SUITE 208, NASHVILLE, TN, 37215 · 6153866932

Reported Value
$170M
Q1 2026
Positions
82
Filings on Record
2
2019–present window
Filed
May 5, 2026
original filing

Summary

Rayburn West Financial Services LLC reported $170M in U.S.-listed holdings across 82 positions for Q1 2026.

Its largest position, GOOGL, represents 8.0% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 2.

Portfolio Metrics

Turnover
+4.8%
vs prior filed quarter
Top-10 Concentration
+44.4%
share of reported value
Largest Position
+8.0%
Alphabet
New / Exited
4 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $161MQ4 ’25Q1 ’26: $170MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 95.8%ETP: 1.7%Closed-End Fund: 1.2%Other: 0.8%ADR: 0.5%
  • Common Stock · 95.8% · $163M
  • ETP · 1.7% · $3M
  • Closed-End Fund · 1.2% · $2M
  • Other · 0.8% · $1M
  • ADR · 0.5% · $777,078

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PNFPPINNACLE FINL PARTNERS INCNEW+8.8K8.8K+$762,253$762,253
GLWCORNING INCNEW+2.2K2.2K+$299,134$299,134
NVDANVIDIA CORPORATIONNEW+947947+$217,478$217,478
ADBEADOBE INCNEW+893893+$217,070$217,070
ORCLORACLE CORPADDED+37.6K51.7K+$5M$8M
METAMETA PLATFORMS INCADDED+4.5K8.4K+$2M$5M
PINNACLE FINL PARTNERS INCSOLD OUT8.9K0$853,824$0
BXBLACKSTONE INCSOLD OUT1.4K0$223,503$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

50 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INChistory →CAP STK CL A7.96%$14M47.0K
2MSFTMICROSOFT CORPhistory →COM6.00%$10M27.5K
3SYYSYSCO CORPhistory →COM4.78%$8M113.7K
4LMTLOCKHEED MARTIN CORPhistory →COM4.60%$8M12.9K
5ORCLORACLE CORPhistory →COM4.48%$8M51.7K
6CSCOCISCO SYS INChistory →COM4.38%$7M95.8K
7AXPAMERICAN EXPRESS COhistory →COM3.51%$6M19.7K
8CHVCHEVRON CORPORATIONhistory →COM3.30%$6M27.1K
9METAMETA PLATFORMS INChistory →CL A2.82%$5M8.4K
10BACBANK AMERICA CORPhistory →COM2.62%$4M91.2K
11IBMINTERNATIONAL BUSINESS MACHShistory →COM2.42%$4M17.0K
12TRVCCITIGROUP INChistory →COM NEW2.37%$4M35.4K
13BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.34%$4M8.3K
14ABBVABBVIE INChistory →COM2.26%$4M17.6K
15PNCPNC FINL SVCS GROUP INChistory →COM2.19%$4M17.8K
16DEDEERE & COhistory →COM2.14%$4M6.5K
17DYHTARGET CORPhistory →COM2.14%$4M29.9K
18AAPLAPPLE INChistory →COM2.08%$4M13.9K
19UPSUNITED PARCEL SVCS INChistory →CL B2.07%$4M35.7K
20PEPPEPSICO INChistory →COM1.98%$3M21.7K
21EXMOCEXXON MOBIL CORPhistory →COM1.92%$3M19.2K
22RTXRTX CORPORATIONhistory →COM1.87%$3M16.5K
23AMGNAMGEN INChistory →COM1.82%$3M8.8K
24BLKBLACKROCK INChistory →COM1.71%$3M3.0K
25LULULULULEMON ATHLETICA INChistory →COM1.60%$3M17.8K
26MOALTRIA GROUP INChistory →COM1.58%$3M40.7K
27GDGENERAL DYNAMICS CORPhistory →COM1.44%$2M7.1K
28MCDMCDONALDS CORPhistory →COM1.19%$2M6.5K
29WMTWALMART INChistory →COM1.17%$2M15.9K
30PGPROCTER & GAMBLE COhistory →COM1.05%$2M12.3K
31ABTABBOTT LABORATORIEShistory →COM1.00%$2M16.6K
32WFCWELLS FARGO & COCOM0.91%$2M19.4K
33AMZNAMAZON COM INCCOM0.89%$2M7.3K
34BACVERIZON COMMUNICATIONS INCCOM0.89%$2M30.2K
35PFEPFIZER INCCOM0.80%$1M48.6K
36KOCOCA COLA COCOM0.76%$1M16.9K
37MRKMERCK & CO INCCOM0.75%$1M10.6K
38TAT&T INCCOM0.73%$1M42.5K
39VVISA INCCOM CL A0.63%$1M3.5K
40HSYHERSHEY COCOM0.57%$972,3024.7K
41JNJJOHNSON & JOHNSONCOM0.56%$959,1833.9K
42PDIPIMCO DYNAMIC INCOME FDSHS0.55%$938,02254.8K
43KHCKRAFT HEINZ COCOM0.55%$934,23541.5K
44VANGUARD WORLD FDHEALTH CAR ETF0.47%$800,1252.9K
45PNFPPINNACLE FINL PARTNERS INCCOM0.45%$762,2538.8K
46IGRCBRE GBL REAL ESTATE INC FDCOM0.42%$709,292161.6K
47ACCENTURE PLC IRELANDSHS CLASS A0.41%$698,5763.5K
48TRANE TECHNOLOGIES PLCSHS0.39%$666,7841.6K
494I1PHILIP MORRIS INTL INCCOM0.35%$590,9253.6K
50LLYELI LILLY & COCOM0.33%$551,862600

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$170M82May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$161M80Feb 5, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.