Birinyi Associates Inc Top Holdings and 13F Report (2026) About Birinyi Associates IncInvestment ActivityBirinyi Associates Inc has $423.06 million in total holdings as of September 30, 2026.Birinyi Associates Inc owns shares of 60 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.59% of the portfolio was purchased this quarter.About 5.52% of the portfolio was sold this quarter.This quarter, Birinyi Associates Inc has purchased 61 new stocks and bought additional shares in 8 stocks.Birinyi Associates Inc sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $107,047,000Alphabet $46,725,000SPDR S&P 500 ETF Trust $36,519,000Amazon.com $33,542,000Mastercard $23,044,000 Largest New Holdings this Quarter 34959E109 - Fortinet $4,338,000 Holding110122108 - Bristol Myers Squibb $3,323,000 Holding15675D103 - Cerebras Systems Inc $370,000 Holding Largest Purchases this Quarter Fortinet 24,266 shares (about $4.34M)Bristol Myers Squibb 53,255 shares (about $3.32M)Charles Schwab 22,249 shares (about $2.17M)Eli Lilly and Company 359 shares (about $415.31K)Cerebras Systems Inc 2,082 shares (about $370K) Largest Sales this Quarter International Business Machines 12,839 shares (about $2.82M)Booking 16,425 shares (about $2.68M)Dell Technologies 4,312 shares (about $2.32M)Lam Research Corp 5,867 shares (about $1.93M)Alphabet 5,040 shares (about $1.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirinyi Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$107,047,000$1,686,737 ▼-1.6%321,44525.3%TechnologyGOOGLAlphabet$46,725,000$1,734,175 ▼-3.6%135,79611.0%Communication ServicesSPYSPDR S&P 500 ETF Trust$36,519,000$1,105,574 ▼-2.9%47,8968.6%ETFAMZNAmazon.com$33,542,000$1,248,258 ▼-3.6%134,6247.9%Consumer DiscretionaryMAMastercard$23,044,000$799,641 ▼-3.4%41,7865.4%FinanceNVDANVIDIA$22,461,000$363,121 ▼-1.6%98,3505.3%TechnologyMSFTMicrosoft$17,819,000$809,348 ▼-4.3%34,7424.2%TechnologyCCitigroup$12,528,000$736,263 ▼-5.6%96,7173.0%FinanceGSThe Goldman Sachs Group$10,585,000$123,343 ▼-1.2%11,7572.5%FinanceGOOGAlphabet$9,507,000$1,363 ▼0.0%27,9012.2%Communication ServicesAVGOBroadcom$7,726,000$173,476 ▲2.3%22,0011.8%TechnologyDELLDell Technologies$7,543,000$2,321,089 ▼-23.5%14,0131.8%TechnologyBKNGBooking$7,343,000$2,675,735 ▼-26.7%45,0751.7%Consumer DiscretionaryBRK.BBerkshire Hathaway$7,243,000$299,030 ▼-4.0%14,5331.7%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,863,000$2,542 ▲0.0%11,5301.4%ETFVOOVanguard S&P 500 ETF$4,488,000$557,846 ▼-11.1%6,4041.1%ETFBRK.ABerkshire Hathaway$4,483,0000.0%61.1%FinanceFTNTFortinet$4,338,000$4,338,000 ▲New Holding24,2661.0%TechnologyJNJJohnson & Johnson$4,233,000$228,975 ▼-5.1%15,9911.0%HealthcareMUMicron Technology$3,526,0000.0%3,3100.8%TechnologySCHWCharles Schwab$3,407,000$2,174,729 ▲176.5%34,8560.8%FinanceJPMJPMorgan Chase & Co.$3,384,000$164,073 ▼-4.6%10,2300.8%FinanceBMYBristol Myers Squibb$3,323,000$3,323,000 ▲New Holding53,2550.8%HealthcareAXPAmerican Express$3,145,000$310,242 ▼-9.0%10,3400.7%FinanceADIAnalog Devices$3,016,000$1,151,823 ▼-27.6%7,6040.7%TechnologyWalmart Inc$2,941,000$103,922 ▼-3.4%28,3000.7%Common StockRSPInvesco S&P 500 Equal Weight ETF$2,520,000$567,395 ▼-18.4%12,1160.6%ETFSBUXStarbucks$2,247,000$232,179 ▼-9.4%23,9140.5%Consumer DiscretionaryCATCaterpillar$1,824,000$608,000 ▼-25.0%2,2500.4%IndustrialsLLYEli Lilly and Company$1,689,000$415,309 ▲32.6%1,4600.4%HealthcareAMGNAmgen$1,613,0000.0%3,8270.4%HealthcareXLVHealth Care Select Sector SPDR Fund$1,403,000$27,956 ▲2.0%8,3310.3%ETFCMGChipotle Mexican Grill$1,278,0000.0%40,0000.3%Consumer DiscretionaryDEDeere & Company$1,041,0000.0%1,5500.2%IndustrialsAMDAdvanced Micro Devices$1,009,000$122,303 ▲13.8%1,6500.2%TechnologyMCDMcDonald's$995,000$391,676 ▼-28.2%4,3110.2%Consumer DiscretionaryLam Research Corp$858,000$1,926,478 ▼-69.2%2,6130.2%Common StockHDHome Depot$853,0000.0%3,0000.2%Consumer DiscretionaryCOSTCostco Wholesale$819,000$227,500 ▼-21.7%9000.2%Consumer StaplesVVisa$791,000$98,381 ▼-11.1%2,2030.2%FinanceAIQGlobal X Artificial Intelligence & Technology ETF$720,0000.0%11,0480.2%ETFPGProcter & Gamble$716,000$21,221 ▼-2.9%4,9260.2%Consumer StaplesMSCIMSCI$539,0000.0%1,0000.1%FinanceTSLATesla$532,0000.0%1,5000.1%Consumer DiscretionaryBXBlackstone$528,000$2,688 ▲0.5%4,7140.1%FinanceLMTLockheed Martin$509,0000.0%1,0000.1%IndustrialsMETAMeta Platforms$501,000$50,027 ▼-9.1%6910.1%Communication ServicesUNHUnitedHealth Group$496,0000.0%1,3500.1%HealthcareIBMInternational Business Machines$440,000$2,824,580 ▼-86.5%2,0000.1%TechnologyIWMiShares Russell 2000 ETF$420,0000.0%1,5100.1%ETFCVXChevron$419,0000.0%2,0500.1%EnergyCerebras Systems Inc$370,000$370,000 ▲New Holding2,0820.1%Common StockQCOMQualcomm$368,0000.0%2,0000.1%TechnologyCSCOCisco Systems$358,0000.0%3,3230.1%TechnologyPMPhilip Morris International$286,0000.0%1,5000.1%Consumer StaplesNVRNVR$252,0000.0%410.1%Consumer DiscretionaryGILDGilead Sciences$238,0000.0%1,6000.1%HealthcareAIGAmerican International Group$226,0000.0%3,0310.1%FinanceMOAltria Group$217,000$337 ▲0.2%3,2230.1%Consumer StaplesTXNTexas Instruments$210,0000.0%7500.0%TechnologyBABoeing$0$3,377 ▼-100.0%00.0%IndustrialsAZOAutoZone$0$1,425 ▼-100.0%00.0%Consumer DiscretionaryNFLXNetflix$0$257 ▼-100.0%00.0%Communication ServicesGLWCorning$0$234 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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