Birinyi Associates

Birinyi Associates as of March 31, 2025

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 24.0 $74M 335k 222.13
SPDR S&P 500 ETF Trust Etp (SPY) 10.5 $33M 58k 559.39
Amazon.com Common Stock (AMZN) 8.8 $27M 143k 190.26
Mastercard Common Stock (MA) 8.0 $25M 45k 548.13
Alphabet Inc - CL A Common Stock (GOOGL) 7.9 $25M 158k 154.64
Microsoft Corp Common Stock (MSFT) 4.5 $14M 37k 375.39
NVIDIA Corp Common Stock (NVDA) 3.8 $12M 110k 108.38
Booking Holdings Common Stock (BKNG) 3.5 $11M 2.3k 4606.73
Berkshire Hathaway Inc - CL B Common Stock (BRK.B) 2.9 $9.0M 17k 532.61
Citigroup Common Stock (C) 2.4 $7.5M 106k 70.99
Goldman Sachs Group Inc/The Common Stock (GS) 2.1 $6.4M 12k 546.33
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 1.8 $5.7M 14k 419.85
Chipotle Mexican Grill Common Stock (CMG) 1.7 $5.1M 102k 50.21
Berkshire Hathaway Inc - CL A Common Stock (BRK.A) 1.5 $4.8M 6.00 798500.00
Alphabet Inc - CL C Common Stock (GOOG) 1.4 $4.4M 28k 156.21
International Business Machines Corp Common Stock (IBM) 1.2 $3.8M 15k 248.69
Broadcom Common Stock (AVGO) 1.0 $3.1M 19k 167.45
JPMorgan Chase & Co Common Stock (JPM) 0.9 $2.6M 11k 245.31
Walmart Common Stock (WMT) 0.8 $2.6M 30k 87.79
Netflix Common Stock (NFLX) 0.8 $2.5M 2.7k 932.79
Uber Technologies Common Stock (UBER) 0.8 $2.4M 33k 72.85
American Express Common Stock (AXP) 0.6 $2.0M 7.3k 269.09
Financial Select Sector SPDR Etp (XLF) 0.6 $1.9M 39k 49.82
McDonald's Corp Common Stock (MCD) 0.6 $1.9M 6.0k 312.33
Texas Roadhouse Common Stock (TXRH) 0.4 $1.4M 8.3k 166.59
Procter & Gamble Co/The Common Stock (PG) 0.4 $1.4M 8.1k 170.45
Health Care Select Sector SPDR Fund Etp (XLV) 0.4 $1.3M 9.2k 146.02
On Holding Common Stock 0.4 $1.3M 30k 43.93
Home Depot Inc/The Common Stock (HD) 0.4 $1.3M 3.5k 366.57
Costco Wholesale Corp Common Stock (COST) 0.4 $1.2M 1.3k 945.88
Hilton Worldwide Holdings Common Stock (HLT) 0.4 $1.2M 5.3k 227.57
Amgen Common Stock (AMGN) 0.4 $1.2M 3.8k 311.47
salesforce.com Common Stock (CRM) 0.3 $1.0M 3.9k 268.27
Caterpillar Common Stock (CAT) 0.3 $989k 3.0k 329.67
Meta Platforms Common Stock (META) 0.3 $945k 1.6k 576.22
Eli Lilly & Co Common Stock (LLY) 0.3 $871k 1.1k 825.59
Lockheed Martin Corp Common Stock (LMT) 0.3 $849k 1.9k 446.84
Visa Common Stock (V) 0.2 $771k 2.2k 350.45
Deere & Co Common Stock (DE) 0.2 $727k 1.6k 469.03
UnitedHealth Group Common Stock (UNH) 0.2 $707k 1.4k 523.70
Blackstone Group LP/The Common Stock (BX) 0.2 $661k 4.7k 139.75
Vanguard S&P 500 ETF Etp (VOO) 0.2 $655k 1.3k 513.73
Starbucks Corp Common Stock (SBUX) 0.2 $613k 6.3k 98.08
Lam Research Corp Common Stock (LRCX) 0.2 $595k 8.2k 72.69
Chevron Corp Common Stock (CVX) 0.2 $594k 3.6k 167.32
Msci Common Stock (MSCI) 0.2 $566k 1.0k 566.00
AllianceBernstein Holding MLP (AB) 0.1 $430k 11k 38.28
Global X Artificial Intelligence & Technology ETF Etf (AIQ) 0.1 $402k 11k 36.39
Tesla Common Stock (TSLA) 0.1 $389k 1.5k 259.33
NVR Common Stock (NVR) 0.1 $363k 50.00 7260.00
Micron Technology Common Stock (MU) 0.1 $345k 4.0k 86.79
Qualcomm Common Stock (QCOM) 0.1 $307k 2.0k 153.50
American International Group Common Stock (AIG) 0.1 $264k 3.0k 87.10
Philip Morris International Common Stock (PM) 0.1 $238k 1.5k 158.67
Oracle Corp Common Stock (ORCL) 0.1 $214k 1.5k 139.87
Cisco Systems Common Stock (CSCO) 0.1 $205k 3.3k 61.69