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Charles Raburn West JR

Rayburn West Financial Services Llc

Assets Managed
$169.799M
Holdings
82
Last Quarter
2026 - Q1
Filed Date
2mo 11d ago
Growth Rate
5.54%(2Q avg: 2.77%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rayburn West Financial Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Rayburn West Financial Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.799M in assets, with a quarterly growth rate of 5.54% and a 2-quarter average growth rate of 2.77%. The portfolio is managed by Charles Raburn West JR, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 5.26%
7.97%
$13.518M
47,010 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 20.96%
6%
$10.18M
27,501 shares@ $370.17 avg price
SYY
Sysco Corp
Recent Activity
Increased 0.37%
4.78%
$8.112M
113,722 shares@ $71.34 avg price
LMT
Lockheed Martin Corp
Recent Activity
Increased 3.98%
4.6%
$7.803M
12,910 shares@ $604.4 avg price
ORCL
Oracle Corp
Recent Activity
Increased 266.37%
4.48%
$7.599M
51,654 shares@ $147.12 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -2.76%
4.38%
$7.429M
95,753 shares@ $77.59 avg price
AXP
American Express Co
Recent Activity
Increased 10.65%
3.51%
$5.959M
19,702 shares@ $302.48 avg price
CVX
Chevron Corp
Recent Activity
Increased 1.58%
3.31%
$5.606M
27,094 shares@ $206.91 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 117.33%
2.82%
$4.787M
8,367 shares@ $572.14 avg price
BAC
Bank Of America Corp
Recent Activity
Decreased -0.07%
2.62%
$4.444M
91,153 shares@ $48.76 avg price

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