Birinyi Associates

Birinyi Associates as of Sept. 30, 2025

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 57 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 21.5 $84M 331k 254.63
SPDR S&P 500 ETF Trust Etp (SPY) 9.0 $35M 53k 666.20
Alphabet Common Stock (GOOGL) 9.0 $35M 144k 243.10
Amazon.com Common Stock (AMZN) 8.2 $32M 145k 219.57
Mastercard Common Stock (MA) 6.6 $26M 46k 568.81
NVIDIA Corp Common Stock (NVDA) 5.2 $20M 110k 186.58
Microsoft Corp Common Stock (MSFT) 4.5 $18M 34k 517.94
Booking Holdings Common Stock (BKNG) 3.1 $12M 2.3k 5399.38
Citigroup Common Stock (C) 2.7 $11M 105k 101.50
Broadcom Common Stock (AVGO) 2.2 $8.5M 26k 329.91
Berkshire Hathaway Common Stock (BRK.B) 2.1 $8.3M 17k 502.75
Goldman Sachs Group Inc/The Common Stock (GS) 2.0 $7.8M 9.8k 796.33
Vanguard S&P 500 ETF Etp (VOO) 1.9 $7.5M 12k 612.40
Netflix Common Stock (NFLX) 1.7 $6.8M 5.7k 1198.95
Alphabet Common Stock (GOOG) 1.7 $6.8M 28k 243.57
International Business Machines Corp Common Stock (IBM) 1.7 $6.5M 23k 282.14
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 1.4 $5.6M 12k 463.74
Blackrock Common Stock (BLK) 1.2 $4.8M 4.1k 1165.85
Berkshire Hathaway Common Stock (BRK.A) 1.2 $4.5M 6.00 754166.67
McDonald's Corp Common Stock (MCD) 1.1 $4.4M 14k 303.90
Meta Platforms Common Stock (META) 0.9 $3.7M 5.0k 734.40
Uber Technologies Common Stock (UBER) 0.9 $3.4M 35k 97.98
JPMorgan Chase & Co Common Stock (JPM) 0.9 $3.4M 11k 315.45
Walmart Common Stock (WMT) 0.8 $3.0M 29k 103.07
Tesla Common Stock (TSLA) 0.8 $3.0M 6.7k 444.73
Costco Wholesale Corp Common Stock (COST) 0.7 $2.9M 3.1k 925.50
AutoZone Common Stock (AZO) 0.7 $2.8M 661.00 4290.47
American Express Common Stock (AXP) 0.6 $2.4M 7.3k 332.14
Dell Technologies Common Stock (DELL) 0.6 $2.3M 16k 141.75
Chipotle Mexican Grill Common Stock (CMG) 0.5 $2.0M 51k 39.18
Caterpillar Common Stock (CAT) 0.4 $1.4M 3.0k 477.00
Home Depot Inc/The Common Stock (HD) 0.3 $1.2M 3.0k 405.33
Health Care Select Sector SPDR Fund Etp (XLV) 0.3 $1.1M 8.2k 139.19
Procter & Gamble Co/The Common Stock (PG) 0.3 $1.1M 7.1k 153.68
Amgen Common Stock (AMGN) 0.3 $1.1M 3.8k 282.21
Lam Research Corp Common Stock (LRCX) 0.2 $937k 7.0k 133.86
Salesforce Common Stock (CRM) 0.2 $914k 3.9k 236.91
Lockheed Martin Corp Common Stock (LMT) 0.2 $899k 1.8k 499.44
Visa Common Stock (V) 0.2 $845k 2.5k 341.41
Blackstone Common Stock (BX) 0.2 $811k 4.7k 170.95
Eli Lilly & Co Common Stock (LLY) 0.2 $805k 1.1k 763.03
Deere & Co Common Stock (DE) 0.2 $709k 1.6k 457.42
Micron Technology Common Stock (MU) 0.2 $665k 4.0k 167.30
Msci Common Stock (MSCI) 0.1 $567k 1.0k 567.00
Chevron Corp Common Stock (CVX) 0.1 $551k 3.6k 155.21
NVR Common Stock (NVR) 0.1 $546k 68.00 8029.41
Global X Artificial Intelligence & Technology ETF Etp (AIQ) 0.1 $546k 11k 49.42
Starbucks Corp Common Stock (SBUX) 0.1 $529k 6.3k 84.64
UnitedHealth Group Common Stock (UNH) 0.1 $466k 1.4k 345.19
AllianceBernstein Holding MLP (AB) 0.1 $369k 9.7k 38.18
Oracle Corp Common Stock (ORCL) 0.1 $366k 1.3k 281.54
Qualcomm Common Stock (QCOM) 0.1 $333k 2.0k 166.50
Philip Morris International Common Stock (PM) 0.1 $243k 1.5k 162.00
American International Group Common Stock (AIG) 0.1 $238k 3.0k 78.52
Cisco Systems Common Stock (CSCO) 0.1 $227k 3.3k 68.31
Altria Group Common Stock (MO) 0.1 $211k 3.2k 65.94
Advanced Micro Devices Common Stock (AMD) 0.1 $202k 1.3k 161.60