Birinyi Associates

Birinyi Associates as of Dec. 31, 2020

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 68 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 21.8 $59M 443k 132.69
SPDR S&P 500 ETF Trust Etp (SPY) 12.2 $33M 88k 373.88
Amazon.com Common Stock (AMZN) 12.0 $33M 10k 3256.97
Mastercard Common Stock (MA) 7.5 $20M 57k 356.95
Alphabet Common Stock (GOOGL) 6.5 $18M 10k 1752.68
Microsoft Corp Common Stock (MSFT) 3.8 $10M 46k 222.43
Booking Holdings Common Stock (BKNG) 2.3 $6.1M 2.8k 2227.31
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 2.1 $5.6M 18k 305.79
Facebook Common Stock (META) 1.6 $4.4M 16k 273.15
Alphabet Common Stock (GOOG) 1.5 $4.0M 2.3k 1751.76
salesforce.com Common Stock (CRM) 1.4 $3.9M 18k 222.56
Walmart Common Stock (WMT) 1.3 $3.6M 25k 144.15
McDonald's Corp Common Stock (MCD) 1.3 $3.6M 17k 214.56
Berkshire Hathaway Common Stock (BRK.B) 1.3 $3.5M 15k 231.90
Netflix Common Stock (NFLX) 1.3 $3.4M 6.3k 540.71
Lockheed Martin Corp Common Stock (LMT) 1.2 $3.2M 9.0k 354.98
Chipotle Mexican Grill Common Stock (CMG) 1.2 $3.1M 2.3k 1386.73
Berkshire Hathaway Common Stock (BRK.A) 1.2 $3.1M 9.00 347777.78
Shopify Common Stock (SHOP) 1.1 $3.0M 2.7k 1132.08
Carvana Common Stock (CVNA) 1.1 $2.9M 12k 239.51
Tesla Common Stock (TSLA) 1.0 $2.8M 3.9k 705.64
Peloton Interactive Common Stock (PTON) 1.0 $2.7M 18k 151.70
NVIDIA Corp Common Stock (NVDA) 1.0 $2.7M 5.1k 522.26
Procter & Gamble Co/The Common Stock (PG) 0.9 $2.5M 18k 139.16
Home Depot Inc/The Common Stock (HD) 0.9 $2.3M 8.7k 265.66
Msci Common Stock (MSCI) 0.8 $2.2M 4.9k 446.60
Starbucks Corp Common Stock (SBUX) 0.8 $2.1M 20k 107.00
Goldman Sachs Group Inc/The Common Stock (GS) 0.6 $1.8M 6.7k 263.78
JPMorgan Chase & Co Common Stock (JPM) 0.6 $1.7M 13k 127.08
Health Care Select Sector SPDR Fund Etp (XLV) 0.5 $1.4M 13k 113.41
Amgen Common Stock (AMGN) 0.5 $1.2M 5.4k 229.96
Broadcom Common Stock (AVGO) 0.4 $1.1M 2.6k 438.04
Costco Wholesale Corp Common Stock (COST) 0.4 $1.1M 2.9k 376.84
Blackstone Group LP/The Common Stock 0.4 $1.0M 16k 64.79
Caterpillar Common Stock (CAT) 0.4 $1.0M 5.5k 182.00
Advanced Micro Devices Common Stock (AMD) 0.4 $949k 10k 91.69
Visa Common Stock (V) 0.3 $930k 4.3k 218.82
ASML Holding NV NY Reg Shrs 0.3 $887k 1.8k 487.90
Unilever NV NY Reg Shrs 0.3 $875k 15k 60.34
AutoZone Common Stock (AZO) 0.3 $830k 700.00 1185.71
Lam Research Corp Common Stock (LRCX) 0.3 $826k 1.8k 472.00
Walt Disney Co/The Common Stock (DIS) 0.3 $734k 4.1k 181.23
Lowe's Cos Common Stock (LOW) 0.3 $714k 4.5k 160.45
UnitedHealth Group Common Stock (UNH) 0.2 $666k 1.9k 350.53
Cummins Common Stock (CMI) 0.2 $659k 2.9k 227.24
Fedex Corp Common Stock (FDX) 0.2 $649k 2.5k 259.60
American Express Common Stock (AXP) 0.2 $599k 5.0k 120.86
Micron Technology Common Stock (MU) 0.2 $515k 6.9k 75.18
Verizon Communications Common Stock (VZ) 0.2 $476k 8.1k 58.77
Chevron Corp Common Stock (CVX) 0.2 $466k 5.5k 84.45
Johnson & Johnson Common Stock (JNJ) 0.2 $464k 3.0k 157.29
Zoom Video Communications Common Stock (ZM) 0.2 $455k 1.4k 337.04
S&P Global Common Stock (SPGI) 0.2 $444k 1.4k 328.89
Palantir Technologies Inc-A Common Stock (PLTR) 0.2 $436k 19k 23.57
Boeing Co/The Common Stock (BA) 0.2 $407k 1.9k 214.21
Trade Desk Common Stock (TTD) 0.1 $401k 500.00 802.00
International Business Machines Corp Common Stock (IBM) 0.1 $384k 3.1k 125.90
Altria Group Common Stock (MO) 0.1 $383k 9.4k 40.96
Domino's Pizza Common Stock (DPZ) 0.1 $383k 1.0k 383.00
AllianceBernstein Holding MLP (AB) 0.1 $380k 11k 33.78
Deere & Co Common Stock (DE) 0.1 $350k 1.3k 269.23
Ratheon Technologies Corp Common Stock (RTX) 0.1 $310k 4.3k 71.43
Qualcomm Common Stock (QCOM) 0.1 $305k 2.0k 152.50
Adobe Common Stock (ADBE) 0.1 $275k 550.00 500.00
Philip Morris International Common Stock (PM) 0.1 $269k 3.3k 82.77
PayPal Holdings Common Stock (PYPL) 0.1 $258k 1.1k 234.55
Union Pacific Corp Common Stock (UNP) 0.1 $216k 1.0k 208.49
PepsiCo Common Stock (PEP) 0.1 $200k 1.4k 148.15