StockDriftsStockDriftsTop 50 Rayburn West Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 7.96% | 47.0K | $13.5M | +5.25%(+2.35K) | $279.13(+28.94%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6% | 27.5K | $10.2M | +20.96%(+4.76K) | $487.98(-19.98%) | 2026-03-31 | |
| SYY | SYSCO CORP | 4.78% | 113.7K | $8.1M | +0.36%(+408) | $78.00(+8.76%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 4.6% | 12.9K | $7.8M | +3.98%(+494) | $493.45(+10.63%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 4.48% | 51.7K | $7.6M | +266.37%(+37.55K) | $189.32(-25.91%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 4.38% | 95.8K | $7.4M | -2.77%(-2.73K) | $72.72(+54.95%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 3.51% | 19.7K | $6.0M | +10.65%(+1.90K) | $349.63(+0.67%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.3% | 27.1K | $5.6M | +1.58%(+421) | $154.25(+9.69%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.82% | 8.4K | $4.8M | +117.32%(+4.52K) | $653.44(-10.80%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 2.62% | 91.2K | $4.4M | -0.08%(-70) | $53.30(+10.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -16.08% | -40.90% |
| Top 20 Holdings Unweighted | -8.38% | -23.09% |
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