Birinyi Associates

Birinyi Associates as of June 30, 2023

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 53 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 26.7 $73M 377k 193.97
SPDR S&P 500 ETF Trust Etp (SPY) 9.8 $27M 61k 443.25
Amazon.com Common Stock (AMZN) 7.6 $21M 160k 130.24
Alphabet Inc - CL A Common Stock (GOOGL) 7.2 $20M 166k 119.74
Mastercard Common Stock (MA) 7.1 $20M 50k 393.29
Microsoft Corp Common Stock (MSFT) 4.7 $13M 38k 340.53
Hermes International Common Stock 4.6 $13M 5.8k 2172.81
NVIDIA Corp Common Stock (NVDA) 2.7 $7.4M 18k 423.01
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 2.6 $7.0M 21k 343.84
Booking Holdings Common Stock (BKNG) 2.3 $6.3M 2.3k 2700.22
Berkshire Hathaway Inc - CL B Common Stock (BRK.B) 2.0 $5.6M 16k 340.98
Goldman Sachs Group Inc/The Common Stock (GS) 1.9 $5.2M 16k 322.55
Berkshire Hathaway Inc - CL A Common Stock (BRK.A) 1.7 $4.7M 9.00 517777.78
Chipotle Mexican Grill Common Stock (CMG) 1.4 $3.9M 1.8k 2138.96
Alphabet Inc - CL C Common Stock (GOOG) 1.4 $3.9M 32k 120.96
Walmart Common Stock (WMT) 1.4 $3.8M 24k 157.17
Broadcom Common Stock (AVGO) 1.0 $2.6M 3.0k 867.33
McDonald's Corp Common Stock (MCD) 0.9 $2.4M 8.0k 298.44
LVMH Moet Hennessy Louis Vuitton Common Stock 0.8 $2.2M 2.4k 942.13
Uber Technologies Common Stock (UBER) 0.8 $2.2M 50k 43.16
Chevron Corp Common Stock (CVX) 0.7 $1.9M 12k 157.34
Snowflake Common Stock (SNOW) 0.7 $1.8M 10k 175.96
Tesla Common Stock (TSLA) 0.7 $1.8M 7.0k 261.73
AutoZone Common Stock (AZO) 0.6 $1.7M 675.00 2493.33
salesforce.com Common Stock (CRM) 0.6 $1.7M 7.8k 211.22
JPMorgan Chase & Co Common Stock (JPM) 0.6 $1.6M 11k 145.40
Deere & Co Common Stock (DE) 0.6 $1.6M 4.0k 405.32
Procter & Gamble Co/The Common Stock (PG) 0.5 $1.4M 9.4k 151.78
Health Care Select Sector SPDR Fund Etp (XLV) 0.5 $1.4M 11k 132.69
Starbucks Corp Common Stock (SBUX) 0.4 $1.1M 11k 99.06
Home Depot Inc/The Common Stock (HD) 0.4 $1.1M 3.5k 310.57
Msci Common Stock (MSCI) 0.4 $1.0M 2.2k 469.12
Advanced Micro Devices Common Stock (AMD) 0.4 $980k 8.6k 113.95
Lockheed Martin Corp Common Stock (LMT) 0.3 $921k 2.0k 460.50
ASML Holding NV NY Reg Shrs 0.3 $889k 1.2k 724.53
AllianceBernstein Holding MLP (AB) 0.3 $882k 27k 32.16
Amgen Common Stock (AMGN) 0.3 $850k 3.8k 222.11
UnitedHealth Group Common Stock (UNH) 0.3 $817k 1.7k 480.59
Caterpillar Common Stock (CAT) 0.3 $800k 3.3k 246.15
Costco Wholesale Corp Common Stock (COST) 0.3 $740k 1.4k 538.18
American Express Common Stock (AXP) 0.3 $723k 4.2k 174.22
Visa Common Stock (V) 0.2 $534k 2.3k 237.33
Meta Platforms Common Stock (META) 0.2 $488k 1.7k 287.06
Lam Research Corp Common Stock (LRCX) 0.2 $482k 750.00 642.67
NVR Common Stock (NVR) 0.2 $476k 75.00 6346.67
Netflix Common Stock (NFLX) 0.2 $463k 1.1k 440.95
Blackstone Group LP/The Common Stock (BX) 0.2 $445k 4.8k 93.00
Coca-Cola Co/The Common Stock (KO) 0.2 $428k 7.1k 60.26
Boeing Co/The Common Stock (BA) 0.1 $404k 1.9k 211.08
Micron Technology Common Stock (MU) 0.1 $353k 5.6k 63.04
Eli Lilly & Co Common Stock (LLY) 0.1 $352k 750.00 469.33
International Business Machines Corp Common Stock (IBM) 0.1 $335k 2.5k 133.84
Johnson & Johnson Common Stock (JNJ) 0.1 $282k 1.7k 165.69