Rayburn West Financial Services LLC

NASHVILLE, TN · CIK 2107467 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNashville, TN

$181.4m reported value +6.8% vs Q1 2026

81positions

46.2%in top 10

3 new 19 added 25 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	46,362	$16.6m9.16%	9.16%	Reduced -648	-648 -1.4%
2	MICROSOFT CORP COM MSFT	MSFT	29,125	$10.9m6.01%	6.01%	Added +1.6k	+1,624 5.9%
3	SYSCO CORP COM SYY	SYY	114,580	$9.6m5.28%	5.28%	Added +858	+858 0.8%
4	LOCKHEED MARTIN CORP COM LMT	LMT	16,984	$8.7m4.77%	4.77%	Added +4.1k	+4,074 31.6%
5	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	26,307	$7.4m4.08%	4.08%	Added +9.3k	+9,343 55.1%
6	CISCO SYS INC COM CSCO	CSCO	59,949	$7.0m3.88%	3.88%	Reduced -35.8k	-35,804 -37.4%
7	AMERICAN EXPRESS CO COM AXP	AXP	19,651	$6.6m3.66%	3.66%	Reduced -51	-51 -0.3%
8	META PLATFORMS INC CL A META	META	11,280	$6.4m3.55%	3.55%	Added +2.9k	+2,913 34.8%
9	ORACLE CORP COM ORCL	ORCL	35,693	$5.5m3.02%	3.02%	Reduced -16.0k	-15,961 -30.9%
10	BANK AMERICA CORP COM BAC	BAC	90,258	$5.1m2.83%	2.83%	Reduced -895	-895 -1.0%
11	CITIGROUP INC COM NEW C	C	35,381	$5.0m2.73%	2.73%	Reduced -29	-29 -0.1%
12	CHEVRON CORP NEW COM CVX	CVX	27,247	$4.5m2.49%	2.49%	Added +153	+153 0.6%
13	ABBVIE INC COM ABBV	ABBV	17,620	$4.4m2.44%	2.44%	Unchanged
14	PNC FINL SVCS GROUP INC COM PNC	PNC	17,848	$4.4m2.42%	2.42%	Unchanged
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,312	$4.2m2.29%	2.29%	Added +17	+17 0.2%
16	DEERE & CO COM DE	DE	6,500	$4.1m2.27%	2.27%	Added +40	+40 0.6%
17	APPLE INC COM AAPL	AAPL	13,935	$4.0m2.22%	2.22%	Unchanged
18	TARGET CORP COM TGT	TGT	29,761	$3.9m2.14%	2.14%	Reduced -180	-180 -0.6%
19	UNITED PARCEL SERVICE INC CL B UPS	UPS	35,815	$3.9m2.12%	2.12%	Added +93	+93 0.3%
20	AMGEN INC COM AMGN	AMGN	8,771	$3.2m1.74%	1.74%	Reduced -33	-33 -0.4%
21	RTX CORPORATION COM RTX	RTX	16,465	$3.1m1.72%	1.72%	Reduced -31	-31 -0.2%
22	PEPSICO INC COM PEP	PEP	21,607	$2.9m1.61%	1.61%	Reduced -89	-89 -0.4%
23	ALTRIA GROUP INC COM MO	MO	40,516	$2.9m1.61%	1.61%	Reduced -150	-150 -0.4%
24	BLACKROCK INC COM BLK	BLK	2,982	$2.9m1.58%	1.58%	Reduced -35	-35 -1.2%
25	EXXON MOBIL CORP COM XOM	XOM	19,230	$2.6m1.45%	1.45%	Unchanged
26	GENERAL DYNAMICS CORP COM GD	GD	7,092	$2.5m1.38%	1.38%	Reduced -20	-20 -0.3%
27	LULULEMON ATHLETICA INC COM LULU	LULU	17,985	$2.1m1.13%	1.13%	Added +195	+195 1.1%
28	MCDONALDS CORP COM MCD	MCD	6,982	$1.9m1.04%	1.04%	Added +476	+476 7.3%
29	AMAZON COM INC COM AMZN	AMZN	7,644	$1.8m1.02%	1.02%	Added +358	+358 4.9%
30	WALMART INC COM WMT	WMT	15,933	$1.8m0.99%	0.99%	Reduced -15	-15 -0.1%
31	PROCTER AND GAMBLE CO COM PG	PG	11,989	$1.8m0.97%	0.97%	Reduced -342	-342 -2.8%
32	WELLS FARGO CO NEW COM WFC	WFC	19,450	$1.6m0.89%	0.89%	Unchanged
33	ABBOTT LABS COM ABT	ABT	16,472	$1.5m0.82%	0.82%	Reduced -115	-115 -0.7%
34	COCA COLA CO COM KO	KO	16,860	$1.4m0.76%	0.76%	Reduced -10	-10 -0.1%
35	VERIZON COMMUNICATIONS INC COM VZ	VZ	29,556	$1.2m0.69%	0.69%	Reduced -622	-622 -2.1%
36	VISA INC COM CL A V	V	3,525	$1.2m0.67%	0.67%	Unchanged
37	MERCK & CO INC COM MRK	MRK	9,059	$1.2m0.64%	0.64%	Reduced -1.6k	-1,578 -14.8%
38	PFIZER INC COM PFE	PFE	46,742	$1.1m0.62%	0.62%	Reduced -1.9k	-1,888 -3.9%
39	JOHNSON & JOHNSON COM JNJ	JNJ	3,886	$986.9k0.54%	0.54%	Reduced -38	-38 -1.0%
40	KRAFT HEINZ CO COM KHC	KHC	41,340	$976.5k0.54%	0.54%	Reduced -200	-200 -0.5%
41	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	56,923	$950.6k0.52%	0.52%	Added +2.1k	+2,100 3.8%
42	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	8,849	$892.7k0.49%	0.49%	Unchanged
43	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,938	$878.5k0.48%	0.48%	Unchanged
44	AT&T INC COM T	T	42,375	$877.2k0.48%	0.48%	Reduced -146	-146 -0.3%
45	HERSHEY CO COM HSY	HSY	4,877	$855.7k0.47%	0.47%	Added +200	+200 4.3%
46	TRANE TECHNOLOGIES PLC SHS TT	TT	1,600	$785.9k0.43%	0.43%	Unchanged
47	CBRE GBL REAL ESTATE INC FD COM COM		161,570	$744.8k0.41%	0.41%	Unchanged
48	ELI LILLY & CO COM LLY	LLY	600	$719.7k0.40%	0.40%	Unchanged
49	PHILIP MORRIS INTL INC COM PM	PM	3,574	$646.6k0.36%	0.36%	Unchanged
50	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	4,801	$597.4k0.33%	0.33%	Added +1.3k	+1,278 36.3%
51	STARBUCKS CORP COM SBUX	SBUX	5,769	$589.5k0.32%	0.32%	Unchanged
52	CORNING INC COM GLW	GLW	2,200	$561.9k0.31%	0.31%	Unchanged
53	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,500	$519.1k0.29%	0.29%	Unchanged
54	CATERPILLAR INC COM CAT	CAT	450	$479.2k0.26%	0.26%	Unchanged
55	PIMCO HIGH INCOME FD COM SHS PHK	PHK	99,100	$461.8k0.25%	0.25%	Unchanged
56	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	4,451	$436.8k0.24%	0.24%	Added +654	+654 17.2%
57	ISHARES TR CORE S&P500 ETF IVV	IVV	576	$431.4k0.24%	0.24%	Unchanged
58	ALPHABET INC CAP STK CL C GOOG	GOOG	1,200	$424.0k0.23%	0.23%	Unchanged
59	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	4,678	$411.1k0.23%	0.23%	Unchanged
60	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	2,750	$406.3k0.22%	0.22%	Unchanged
61	HOME DEPOT INC COM HD	HD	1,132	$399.2k0.22%	0.22%	Unchanged
62	JPMORGAN CHASE & CO COM JPM	JPM	1,185	$387.9k0.21%	0.21%	Reduced -25	-25 -2.1%
63	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,816	$346.0k0.19%	0.19%	Unchanged
64	NIKE INC CL B NKE	NKE	7,410	$304.2k0.17%	0.17%	Unchanged
65	YUM BRANDS INC COM YUM	YUM	1,871	$299.1k0.16%	0.16%	Unchanged
66	ARES CAPITAL CORP COM ARCC	ARCC	15,775	$292.3k0.16%	0.16%	Reduced -162	-162 -1.0%
67	MASTERCARD INCORPORATED CL A MA	MA	569	$292.2k0.16%	0.16%	Unchanged
68	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,024	$292.1k0.16%	0.16%	Unchanged
69	CUMMINS INC COM CMI	CMI	400	$285.3k0.16%	0.16%	Unchanged
70	TJX COS INC NEW COM TJX	TJX	1,800	$272.7k0.15%	0.15%	Unchanged
71	PAYCHEX INC COM PAYX	PAYX	2,760	$271.4k0.15%	0.15%	Added +50	+50 1.9%
72	CONSTELLATION ENERGY CORP COM CEG	CEG	1,057	$262.5k0.14%	0.14%	Added +196	+196 22.8%
73	KIMBERLY-CLARK CORP COM KMB	KMB	2,341	$257.0k0.14%	0.14%	Unchanged
74	TEXAS INSTRS INC COM TXN	TXN	846	$252.2k0.14%	0.14%	New
75	DISNEY WALT CO COM DIS	DIS	2,606	$250.9k0.14%	0.14%	Added +48	+48 1.9%
76	COSTCO WHSL CORP NEW COM COST	COST	260	$243.2k0.13%	0.13%	Unchanged
77	3M CO COM MMM	MMM	1,485	$240.4k0.13%	0.13%	Unchanged
78	INFOSYS LTD SPONSORED ADR INFY	INFY	22,258	$233.5k0.13%	0.13%	Unchanged
79	WASTE MGMT INC DEL COM WM	WM	1,009	$224.9k0.12%	0.12%	Unchanged
80	KRANESHARES TRUST CSI CHI INTERNET KWEB	KWEB	5,267	$224.3k0.12%	0.12%	New
81	QNITY ELECTRONICS INC COMMON STOCK Q	Q	1,349	$220.3k0.12%	0.12%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SUPER MICRO COMPUTER INC SMCI	SMCI	12,129	$276.2k12.1k shares
TRACTOR SUPPLY CO TSCO	TSCO	5,000	$226.5k5.0k shares
NVIDIA CORPORATION NVDA	NVDA	947	$217.5k947 shares
ADOBE INC ADBE	ADBE	893	$217.1k893 shares