Birinyi Associates

Birinyi Associates as of Dec. 31, 2023

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 56 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 25.6 $72M 374k 192.53
SPDR S&P 500 ETF Trust Etp (SPY) 11.0 $31M 65k 475.30
Amazon.com Common Stock (AMZN) 8.5 $24M 157k 151.94
Alphabet Inc - CL A Common Stock (GOOGL) 8.2 $23M 165k 139.69
Mastercard Common Stock (MA) 7.4 $21M 49k 426.51
Microsoft Corp Common Stock (MSFT) 5.1 $15M 38k 376.03
Booking Holdings Common Stock (BKNG) 2.9 $8.2M 2.3k 3547.39
NVIDIA Corp Common Stock (NVDA) 2.6 $7.4M 15k 495.22
Berkshire Hathaway Inc - CL B Common Stock (BRK.B) 2.2 $6.1M 17k 356.68
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 1.9 $5.3M 14k 376.88
Berkshire Hathaway Inc - CL A Common Stock (BRK.A) 1.7 $4.9M 9.00 542666.67
Alphabet Inc - CL C Common Stock (GOOG) 1.6 $4.5M 32k 140.92
Goldman Sachs Group Inc/The Common Stock (GS) 1.6 $4.4M 12k 385.74
Walmart Common Stock (WMT) 1.5 $4.2M 27k 157.63
Chipotle Mexican Grill Common Stock (CMG) 1.5 $4.2M 1.8k 2287.05
McDonald's Corp Common Stock (MCD) 1.4 $4.0M 14k 296.52
Uber Technologies Common Stock (UBER) 1.2 $3.3M 54k 61.57
Invesco S&P 500 Low Volatility ETF Etf 1.1 $3.1M 49k 62.66
UnitedHealth Group Common Stock (UNH) 1.1 $3.0M 5.7k 526.42
Costco Wholesale Corp Common Stock (COST) 1.0 $2.7M 4.1k 660.14
Broadcom Common Stock (AVGO) 0.9 $2.5M 2.3k 1116.39
JPMorgan Chase & Co Common Stock (JPM) 0.7 $1.9M 11k 170.15
Tesla Common Stock (TSLA) 0.6 $1.7M 6.9k 248.47
salesforce.com Common Stock (CRM) 0.6 $1.7M 6.4k 263.17
Procter & Gamble Co/The Common Stock (PG) 0.6 $1.6M 11k 146.58
American Express Common Stock (AXP) 0.5 $1.4M 7.3k 187.31
Health Care Select Sector SPDR Fund Etp (XLV) 0.5 $1.3M 9.7k 136.42
Chevron Corp Common Stock (CVX) 0.4 $1.2M 8.4k 149.15
Advanced Micro Devices Common Stock (AMD) 0.4 $1.2M 8.5k 147.46
Home Depot Inc/The Common Stock (HD) 0.4 $1.2M 3.5k 346.57
Msci Common Stock (MSCI) 0.4 $1.2M 2.1k 565.86
Starbucks Corp Common Stock (SBUX) 0.4 $1.2M 12k 96.05
Amgen Common Stock (AMGN) 0.4 $1.1M 3.8k 287.95
Deere & Co Common Stock 0.4 $1.0M 2.6k 400.00
Caterpillar Common Stock (CAT) 0.3 $961k 3.3k 295.69
Eli Lilly & Co Common Stock (LLY) 0.3 $950k 1.6k 583.18
Lockheed Martin Corp Common Stock (LMT) 0.3 $861k 1.9k 453.16
Boeing Co/The Common Stock (BA) 0.3 $737k 2.8k 260.70
3M Company Common Stock (MMM) 0.2 $689k 6.3k 109.37
Blackstone Group LP/The Common Stock (BX) 0.2 $615k 4.7k 130.91
Lam Research Corp Common Stock (LRCX) 0.2 $587k 750.00 782.67
Visa Common Stock (V) 0.2 $573k 2.2k 260.45
Meta Platforms Common Stock (META) 0.2 $527k 1.5k 353.69
Netflix Common Stock (NFLX) 0.2 $511k 1.1k 486.67
Marsh & McLennan Common Stock (MMC) 0.2 $474k 2.5k 189.60
AllianceBernstein Holding MLP (AB) 0.2 $453k 15k 31.03
International Business Machines Corp Common Stock (IBM) 0.1 $410k 2.5k 163.48
Micron Technology Common Stock (MU) 0.1 $350k 4.1k 85.37
NVR Common Stock (NVR) 0.1 $350k 50.00 7000.00
NU Holdings Common Stock 0.1 $312k 38k 8.33
Qualcomm Common Stock (QCOM) 0.1 $289k 2.0k 144.50
Johnson & Johnson Common Stock (JNJ) 0.1 $283k 1.8k 156.61
Philip Morris International Common Stock (PM) 0.1 $235k 2.5k 94.00
MercadoLibre Common Stock (MELI) 0.1 $231k 147.00 1571.43
American International Group Common Stock (AIG) 0.1 $205k 3.0k 67.63
Verano Holdings Corp Common Stock (VRNOF) 0.0 $45k 10k 4.50