Go Pro

Birinyi Associates Inc Top Holdings and 13F Report (2026)

About Birinyi Associates Inc

Investment Activity

  • Birinyi Associates Inc has $422.73 thousand in total holdings as of June 30, 2026.
  • Birinyi Associates Inc owns shares of 61 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 4.90% of the portfolio was purchased this quarter.
  • About 3.28% of the portfolio was sold this quarter.
  • This quarter, Birinyi Associates Inc has purchased 60 new stocks and bought additional shares in 18 stocks.
  • Birinyi Associates Inc sold shares of 19 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$94,479
Alphabet
$50,330
Amazon.com
$33,280
Mastercard
$22,206

Largest New Holdings this Quarter

032654105 - Analog Devices
$4,173 Holding
219350105 - Corning
$234 Holding
882508104 - Texas Instruments
$224 Holding

Largest Purchases this Quarter

Booking
59,040 shares (about $10.52K)
Analog Devices
10,508 shares (about $4.17K)
Starbucks
20,135 shares (about $2.06K)
The Goldman Sachs Group
1,783 shares (about $1.80K)
Lam Research Corp
1,480 shares (about $641.39)

Largest Sales this Quarter

International Business Machines
9,220 shares (about $2.59K)
NVIDIA
7,825 shares (about $1.57K)
Apple
4,369 shares (about $1.26K)
Alphabet
2,775 shares (about $991.69)
Micron Technology
740 shares (about $854.24)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBirinyi Associates Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$94,479$1,264 â–¼-1.3%326,51022.3%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$50,330$992 â–¼-1.9%140,83611.9%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$36,850$500 â–¼-1.3%49,3468.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$33,280$237 â–²0.7%139,6347.9%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$22,206$833 â–¼-3.6%43,2365.3%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$19,997$1,566 â–¼-7.3%99,9404.7%Technology
Citigroup Inc. stock logo
C
Citigroup
$14,332$209 â–¼-1.4%102,4013.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$13,548$629 â–²4.9%36,3203.2%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$12,030$1,803 â–²17.6%11,8942.8%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$10,962$10,524 â–²2,400.0%61,5002.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$9,860$6 â–¼-0.1%27,9052.3%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$8,124$40 â–²0.5%21,5071.9%Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$7,907$503 â–¼-6.0%18,3251.9%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,572$102 â–¼-1.3%15,1331.8%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$6,020$2 â–²0.0%11,5251.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,945$1 â–²0.0%7,2001.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$4,4930.0%61.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,281$44 â–¼-1.0%16,8561.0%Healthcare
International Business Machines Corporation stock logo
IBM
International Business Machines
$4,173$2,593 â–¼-38.3%14,8391.0%Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,173$4,173 â–²New Holding10,5081.0%Technology
American Express Company stock logo
AXP
American Express
$3,8430.0%11,3600.9%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,821$854 â–¼-18.3%3,3100.9%Technology
Lam Research Corp
$3,675$641 â–²21.1%8,4800.9%Common Stock
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,511$1 â–²0.0%10,7260.8%Finance
The Boeing Company stock logo
BA
Boeing
$3,3770.0%15,6000.8%Industrials
Walmart Inc
$3,3190.0%29,3000.8%Common Stock
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,1950.0%3,0000.8%Industrials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,158$21 â–¼-0.7%14,8440.7%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$2,696$2,057 â–²322.2%26,3850.6%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$1,624$1 â–²0.0%6,0080.4%Consumer Discretionary
AutoZone, Inc. stock logo
AZO
AutoZone
$1,425$837 â–¼-37.0%4460.3%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$1,3860.0%3,8270.3%Healthcare
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,360$85 â–¼-5.9%40,0000.3%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,321$108 â–¼-7.6%1,1010.3%Healthcare
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,295$0 â–²0.0%8,1650.3%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$1,163$122 â–²11.8%12,6070.3%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,0760.0%1,1500.3%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$1,0580.0%3,0000.3%Consumer Discretionary
Deere & Company stock logo
DE
Deere & Company
$9830.0%1,5500.2%Industrials
Visa Inc. stock logo
V
Visa
$850$0 â–²0.0%2,4770.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$842$58 â–¼-6.5%1,4500.2%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$744$1 â–²0.1%5,0720.2%Consumer Staples
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$7250.0%11,0480.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$6310.0%1,5000.1%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5610.0%1,3500.1%Healthcare
MSCI Inc stock logo
MSCI
MSCI
$5600.0%1,0000.1%Finance
Blackstone Inc. stock logo
BX
Blackstone
$552$2 â–²0.3%4,6900.1%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$5090.0%1,0000.1%Industrials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4540.0%1,5100.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$428$14 â–²3.4%7600.1%Communication Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3900.0%3,3230.1%Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$3700.0%2,0000.1%Technology
Chevron Corporation stock logo
CVX
Chevron
$340$207 â–¼-37.9%2,0500.1%Energy
NVR, Inc. stock logo
NVR
NVR
$2790.0%410.1%Consumer Discretionary
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2710.0%1,5000.1%Consumer Staples
Netflix, Inc. stock logo
NFLX
Netflix
$257$107 â–¼-29.4%3,6000.1%Communication Services
Corning Incorporated stock logo
GLW
Corning
$234$234 â–²New Holding9150.1%Technology
Altria Group, Inc. stock logo
MO
Altria Group
$232$0 â–²0.2%3,2180.1%Consumer Staples
American International Group, Inc. stock logo
AIG
American International Group
$2260.0%3,0310.1%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$224$224 â–²New Holding7500.1%Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$2020.0%1,6000.0%Healthcare
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$0$2,397 â–¼-100.0%00.0%Utilities
Salesforce Inc. stock logo
CRM
Salesforce
$0$599 â–¼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data