Birinyi Associates Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$436K
Q ending 2026-03-31
Prior quarter
$400K
Q ending 2025-12-31
Change
+9.2% QoQ · +13.5% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $84K | 331K |
| Alphabet Inc | GOOGL | Shares | $41K | 144K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $33K | 50K |
| Amazon.Com Inc | AMZN | Shares | $29K | 139K |
| Mastercard Inc | MA | Shares | $22K | 45K |
| Nvidia Corp | NVDA | Shares | $19K | 108K |
| Microsoft Corp | MSFT | Shares | $13K | 35K |
| Citigroup Inc | C | Shares | $12K | 104K |
| Booking Holdings Inc | BKNG | Shares | $10K | 2K |
| Goldman Sachs Group Inc/The | GS | Shares | $9K | 10K |
| Alphabet Inc | GOOG | Shares | $8K | 28K |
| Berkshire Hathaway Inc | BRK/B | Shares | $7K | 15K |
| Broadcom Inc | AVGO | Shares | $7K | 21K |
| International Business Machines Co | IBM | Shares | $6K | 24K |
| State Street Spdr Dow Jones Indust | DIA | Shares | $5K | 12K |
| Berkshire Hathaway Inc | BRK/A | Shares | $4K | 6 |
| Vanguard S&P 500 Etf | VOO | Shares | $4K | 7K |
| Johnson & Johnson | JNJ | Shares | $4K | 17K |
| Walmart Inc | WMT | Shares | $4K | 29K |
| American Express Co | AXP | Shares | $3K | 11K |
| Dell Technologies Inc | DELL | Shares | $3K | 19K |
| Jpmorgan Chase & Co | JPM | Shares | $3K | 11K |
| Boeing Co/The | BA | Shares | $3K | 16K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $3K | 15K |
| Constellation Energy Corp | CEG | Shares | $2K | 9K |
| Autozone Inc | AZO | Shares | $2K | 708 |
| Caterpillar Inc | CAT | Shares | $2K | 3K |
| Mcdonald'S Corp | MCD | Shares | $2K | 6K |
| Lam Research Corp | LRCX | Shares | $1K | 7K |
| Micron Technology Inc | MU | Shares | $1K | 4K |
| Chipotle Mexican Grill Inc | CMG | Shares | $1K | 43K |
| Amgen Inc | AMGN | Shares | $1K | 4K |
| State Street Health Care Select Se | XLV | Shares | $1K | 8K |
| Costco Wholesale Corp | COST | Shares | $1K | 1K |
| Eli Lilly & Co | LLY | Shares | $1K | 1K |
| Charles Schwab Corp/The | SCHW | Shares | $1K | 11K |
| Home Depot Inc/The | HD | Shares | $987 | 3K |
| Deere & Co | DE | Shares | $873 | 2K |
| Visa Inc | V | Shares | $748 | 2K |
| Procter & Gamble Co/The | PG | Shares | $732 | 5K |
| Chevron Corp | CVX | Shares | $683 | 3K |
| Lockheed Martin Corp | LMT | Shares | $604 | 1K |
| Salesforce Inc | CRM | Shares | $599 | 3K |
| Starbucks Corp | SBUX | Shares | $560 | 6K |
| Tesla Inc | TSLA | Shares | $558 | 2K |
| Msci Inc | MSCI | Shares | $539 | 1K |
| Blackstone Inc | BX | Shares | $538 | 5K |
| Global X Artificial Intelligence & | AIQ | Shares | $516 | 11K |
| Netflix Inc | NFLX | Shares | $490 | 5K |
| Meta Platforms Inc | META | Shares | $421 | 735 |
| Ishares Russell 2000 Etf | IWM | Shares | $374 | 2K |
| Unitedhealth Group Inc | UNH | Shares | $365 | 1K |
| Advanced Micro Devices Inc | AMD | Shares | $315 | 2K |
| Nvr Inc | NVR | Shares | $270 | 41 |
| Cisco Systems Inc | CSCO | Shares | $258 | 3K |
| Qualcomm Inc | QCOM | Shares | $258 | 2K |
| Philip Morris International Inc | PM | Shares | $248 | 2K |
| American International Group Inc | AIG | Shares | $228 | 3K |
| Gilead Sciences Inc | GILD | Shares | $223 | 2K |
| Altria Group Inc | MO | Shares | $212 | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.