Birinyi Associates

Birinyi Associates as of June 30, 2025

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 20.0 $68M 333k 205.17
SPDR S&P 500 ETF Trust Etp (SPY) 9.6 $33M 53k 617.96
Amazon.com Common Stock (AMZN) 9.3 $32M 145k 219.39
Mastercard Common Stock (MA) 7.5 $26M 45k 561.94
Alphabet Inc - CL A Common Stock (GOOGL) 7.4 $25M 144k 176.20
NVIDIA Corp Common Stock (NVDA) 5.0 $17M 109k 157.99
Microsoft Corp Common Stock (MSFT) 4.9 $17M 34k 497.41
Booking Holdings Common Stock (BKNG) 3.4 $12M 2.0k 5789.42
Citigroup Common Stock (C) 2.6 $8.8M 103k 85.12
Berkshire Hathaway Inc - CL B Common Stock (BRK.B) 2.4 $8.2M 17k 485.76
Netflix Common Stock (NFLX) 2.0 $6.9M 5.2k 1339.07
Goldman Sachs Group Inc/The Common Stock (GS) 1.9 $6.6M 9.4k 707.73
Vanguard S&P 500 ETF Etp (VOO) 1.7 $5.8M 10k 567.98
Chipotle Mexican Grill Common Stock (CMG) 1.7 $5.7M 101k 56.15
International Business Machines Corp Common Stock (IBM) 1.6 $5.4M 18k 294.76
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 1.6 $5.3M 12k 440.68
Alphabet Inc - CL C Common Stock (GOOG) 1.5 $5.0M 28k 177.40
Broadcom Common Stock (AVGO) 1.4 $4.9M 18k 275.66
Berkshire Hathaway Inc - CL A Common Stock (BRK.A) 1.3 $4.4M 6.00 728833.33
McDonald's Corp Common Stock (MCD) 1.2 $4.2M 14k 292.16
Blackrock Common Stock 1.2 $4.2M 4.0k 1049.36
Costco Wholesale Corp Common Stock (COST) 0.9 $3.1M 3.2k 989.63
Uber Technologies Common Stock (UBER) 0.9 $3.1M 33k 93.30
JPMorgan Chase & Co Common Stock (JPM) 0.9 $3.1M 11k 289.93
Walmart Common Stock (WMT) 0.8 $2.9M 29k 97.78
Deere & Co Common Stock (DE) 0.7 $2.4M 4.8k 508.42
American Express Common Stock (AXP) 0.7 $2.3M 7.3k 318.99
PepsiCo Common Stock (PEP) 0.5 $1.9M 14k 132.02
Procter & Gamble Co/The Common Stock (PG) 0.4 $1.3M 7.9k 159.33
Health Care Select Sector SPDR Fund Etp (XLV) 0.4 $1.2M 9.2k 134.82
Texas Roadhouse Common Stock (TXRH) 0.4 $1.2M 6.6k 187.43
Caterpillar Common Stock (CAT) 0.3 $1.2M 3.0k 388.33
Home Depot Inc/The Common Stock (HD) 0.3 $1.1M 3.0k 366.67
Amgen Common Stock (AMGN) 0.3 $1.1M 3.8k 279.33
salesforce.com Common Stock (CRM) 0.3 $1.1M 3.9k 272.68
Meta Platforms Common Stock (META) 0.3 $915k 1.2k 737.90
Lockheed Martin Corp Common Stock (LMT) 0.2 $834k 1.8k 463.33
Eli Lilly & Co Common Stock (LLY) 0.2 $822k 1.1k 779.15
Visa Common Stock (V) 0.2 $781k 2.2k 355.00
Blackstone Group LP/The Common Stock (BX) 0.2 $708k 4.7k 149.49
Lam Research Corp Common Stock 0.2 $681k 7.0k 97.29
Msci Common Stock (MSCI) 0.2 $577k 1.0k 577.00
Starbucks Corp Common Stock (SBUX) 0.2 $573k 6.3k 91.68
Chevron Corp Common Stock (CVX) 0.1 $508k 3.6k 143.10
Micron Technology Common Stock (MU) 0.1 $490k 4.0k 123.27
Global X Artificial Intelligence & Technology ETF Etf (AIQ) 0.1 $483k 11k 43.72
Tesla Common Stock (TSLA) 0.1 $476k 1.5k 317.33
UnitedHealth Group Common Stock (UNH) 0.1 $421k 1.4k 311.85
AllianceBernstein Holding MLP (AB) 0.1 $419k 10k 40.83
NVR Common Stock (NVR) 0.1 $392k 53.00 7396.23
Qualcomm Common Stock (QCOM) 0.1 $319k 2.0k 159.50
Oracle Corp Common Stock (ORCL) 0.1 $284k 1.3k 218.46
Philip Morris International Common Stock (PM) 0.1 $273k 1.5k 182.00
American International Group Common Stock (AIG) 0.1 $259k 3.0k 85.45
Cisco Systems Common Stock (CSCO) 0.1 $231k 3.3k 69.52