Birinyi Associates

Birinyi Associates as of June 30, 2020

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 63 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 18.6 $38M 103k 364.80
Amazon.com Common Stock (AMZN) 13.6 $28M 10k 2758.84
SPDR S&P 500 ETF Trust Etp (SPY) 13.4 $27M 88k 308.37
Mastercard Common Stock (MA) 8.2 $17M 56k 295.71
Alphabet Common Stock (GOOGL) 6.8 $14M 9.7k 1418.09
Microsoft Corp Common Stock (MSFT) 4.1 $8.2M 40k 203.48
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 2.6 $5.2M 20k 257.88
Booking Holdings Common Stock (BKNG) 2.3 $4.7M 3.0k 1592.32
Lockheed Martin Corp Common Stock (LMT) 1.5 $3.1M 8.4k 364.97
Walmart Common Stock (WMT) 1.4 $2.9M 24k 119.79
Netflix Common Stock (NFLX) 1.4 $2.8M 6.1k 455.08
Alphabet Common Stock (GOOG) 1.3 $2.6M 1.8k 1413.39
Berkshire Hathaway Common Stock (BRK.A) 1.2 $2.4M 9.00 267333.33
Chipotle Mexican Grill Common Stock (CMG) 1.1 $2.3M 2.2k 1052.27
McDonald's Corp Common Stock (MCD) 1.1 $2.2M 12k 184.47
Shopify Common Stock (SHOP) 1.1 $2.2M 2.4k 949.36
Blackstone Group LP/The Common Stock 1.1 $2.2M 39k 56.66
Goldman Sachs Group Inc/The Common Stock (GS) 1.0 $2.0M 10k 197.60
Procter & Gamble Co/The Common Stock (PG) 1.0 $2.0M 17k 119.58
Facebook Common Stock (META) 0.9 $1.8M 8.1k 227.04
salesforce.com Common Stock (CRM) 0.9 $1.8M 9.8k 187.35
JPMorgan Chase & Co Common Stock (JPM) 0.9 $1.8M 19k 94.08
Home Depot Inc/The Common Stock (HD) 0.8 $1.7M 6.9k 250.51
Starbucks Corp Common Stock (SBUX) 0.8 $1.6M 22k 73.58
NVIDIA Corp Common Stock (NVDA) 0.7 $1.5M 3.8k 379.91
Berkshire Hathaway Common Stock (BRK.B) 0.7 $1.4M 7.6k 178.56
Health Care Select Sector SPDR Fund Etp (XLV) 0.6 $1.3M 13k 100.08
Amgen Common Stock (AMGN) 0.6 $1.3M 5.4k 235.86
Carvana Common Stock (CVNA) 0.6 $1.2M 10k 120.20
Broadcom Common Stock (AVGO) 0.6 $1.2M 3.9k 315.64
Msci Common Stock (MSCI) 0.6 $1.2M 3.6k 333.89
AutoZone Common Stock (AZO) 0.6 $1.2M 1.1k 1128.57
Costco Wholesale Corp Common Stock (COST) 0.5 $985k 3.3k 303.08
Tesla Common Stock (TSLA) 0.5 $972k 900.00 1080.00
Lam Research Corp Common Stock (LRCX) 0.5 $970k 3.0k 323.33
Visa Common Stock (V) 0.5 $937k 4.9k 193.20
Unilever NV NY Reg Shrs 0.5 $916k 17k 53.29
Advanced Micro Devices Common Stock (AMD) 0.4 $873k 17k 52.59
Chevron Corp Common Stock (CVX) 0.4 $731k 8.2k 89.28
Caterpillar Common Stock (CAT) 0.3 $696k 5.5k 126.55
ASML Holding NV NY Reg Shrs 0.3 $669k 1.8k 367.99
Slack Technologies Common Stock 0.3 $614k 20k 31.09
International Business Machines Corp Common Stock (IBM) 0.3 $574k 4.8k 120.84
Walt Disney Co/The Common Stock (DIS) 0.3 $507k 4.6k 111.43
American Express Common Stock (AXP) 0.2 $504k 5.3k 95.20
Verizon Communications Common Stock (VZ) 0.2 $502k 9.1k 55.16
Lowe's Cos Common Stock (LOW) 0.2 $473k 3.5k 135.14
UnitedHealth Group Common Stock (UNH) 0.2 $457k 1.6k 294.84
Altria Group Common Stock (MO) 0.2 $455k 12k 39.22
RH Common Stock (RH) 0.2 $436k 1.8k 249.14
Johnson & Johnson Common Stock (JNJ) 0.2 $415k 3.0k 140.68
Boeing Co/The Common Stock (BA) 0.2 $394k 2.2k 183.26
AllianceBernstein Holding MLP (AB) 0.2 $313k 12k 27.22
Ulta Beauty Common Stock (ULTA) 0.2 $305k 1.5k 203.33
Intel Corp Common Stock (INTC) 0.1 $281k 4.7k 59.79
Ratheon Technologies Corp Common Stock 0.1 $277k 4.5k 61.56
Micron Technology Common Stock (MU) 0.1 $270k 5.3k 51.43
Cisco Systems Common Stock (CSCO) 0.1 $248k 5.3k 46.59
NVR Common Stock (NVR) 0.1 $244k 75.00 3253.33
Philip Morris International Common Stock (PM) 0.1 $228k 3.3k 70.15
At&t Common Stock (T) 0.1 $227k 7.5k 30.27
Adobe Common Stock (ADBE) 0.1 $218k 500.00 436.00
Deere & Co Common Stock (DE) 0.1 $204k 1.3k 156.92