Rayburn West Financial Services LLC - Portfolio Stock Holdings

Rayburn West Financial Services LLC disclosed 84 stock positions in a recent SEC 13F filing. $178,272,816 of stock holdings were filed, with the largest holdings including GOOGL, MSFT, and SYY. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $242,553,562 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.