13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002107467
Total reported value
$181.4M
$181.4M
80 檔
26.2%
As reported in its official Q4 2025 Form 13F filing, Rayburn West Financial Services LLC's tracked investment portfolio stood at $181.4M with 80 total positions.
During Q4 2025, Rayburn West Financial Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.69% | +1.20% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.83% | +0.01% | — | |
| 3 | SYY | Sysco CORP | Stock-Consumer Staples | 5.19% | +0.50% | — | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 4.71% | -0.50% | — | |
| 5 | AXP | American Express Co | Stock-Financials | 4.09% | +0.15% | — | |
| 6 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.73% | +0.17% | — | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 3.12% | +0.21% | — | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.69% | +1.66% | — | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.57% | +0.36% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.53% | -0.81% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.51% | -0.05% | — | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.50% | +0.18% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.14% | — | |
| 14 | PNC | Pnc Financial Services Group | Stock-Financials | 2.32% | +0.23% | — | |
| 15 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.20% | -0.47% | — | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.15% | +0.05% | — | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 2.01% | -0.13% | — | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.91% | -0.37% | — | |
| 19 | DE | Deere & Co | Stock-Industrials | 1.87% | +0.13% | — | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.86% | -0.15% | — | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 1.83% | — | — | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.81% | -0.08% | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.71% | -1.46% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | +0.73% | — | |
| 25 | MO | Altria Group Inc | Stock-Consumer Staples | 1.52% | +0.03% | — | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 1.48% | -0.06% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.47% | — | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.29% | -0.18% | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.25% | -0.15% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.14% | -0.18% | — | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 1.13% | -0.02% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.08% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.13% | — | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.20% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.04% | — | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.74% | -0.18% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.11% | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | — | — | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.71% | -0.25% | — | |
| 40 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.62% | -0.01% | — | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.58% | -0.08% | — | |
| 42 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.58% | -0.10% | — | |
| 43 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.55% | -0.03% | — | |
| 44 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.53% | — | — | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.52% | +0.01% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.02% | — | |
| 47 | IGR | Cbre Global Real Estate Inc | Stock-Other | 0.42% | -0.01% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.08% | — | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.39% | +0.04% | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | +0.01% | — |
According to official SEC Form 13F filings, Rayburn West Financial Services LLC reported a total U.S. public equity portfolio value of $181.4M across 80 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, MSFT, SYY) accounted for 26.2% of total reported equity market value during Q4 2025.
During Q4 2025, Rayburn West Financial Services LLC's top holdings by market value included GOOGL (8.7%)、MSFT (6.8%)、SYY (5.2%). The largest single position, GOOGL, represented 8.7% of total portfolio value.
In Q4 2025, Rayburn West Financial Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.