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Home > Institutional Investor > Rayburn West Financial Services Llc > Profile

Instuitional Investor - Rayburn West Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Rayburn West Financial Services Llc
Portfolio Value $181,424,319
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 46,362 $16,614,846 9.16%
2.
Microsoft Corp
 MSFT 29,125 $10,897,679 6.01%
3.
Sysco Corp
 SYY 114,580 $9,576,628 5.28%
4.
Lockheed Martin Corp
 LMT 16,984 $8,652,669 4.77%
5.
International Business Machines Corp
 IBM 26,307 $7,397,791 4.08%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.