Birinyi Associates Inc Top Holdings and 13F Report (2025) About Birinyi Associates IncInvestment ActivityBirinyi Associates Inc has $363.33 million in total holdings as of December 31, 2024.Birinyi Associates Inc owns shares of 58 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.23% of the portfolio was purchased this quarter.About 2.86% of the portfolio was sold this quarter.This quarter, Birinyi Associates Inc has purchased 58 new stocks and bought additional shares in 12 stocks.Birinyi Associates Inc sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $86,152,856SPDR S&P 500 ETF Trust $37,643,101Amazon.com $32,852,117Alphabet $29,971,490Mastercard $25,023,660 Largest New Holdings this Quarter Regeneron Pharmaceuticals $1,478,085 HoldingOn Holding AG $1,228,765 HoldingShopify $265,825 HoldingTrees $540 Holding Largest Purchases this Quarter Regeneron Pharmaceuticals 2,075 shares (about $1.48M)On Holding AG 22,435 shares (about $1.23M)Texas Roadhouse 3,315 shares (about $598.13K)Lam Research Corp 6,250 shares (about $451.44K)Shopify 2,500 shares (about $265.83K) Largest Sales this Quarter Netflix 3,721 shares (about $3.32M)Eli Lilly and Company 3,953 shares (about $3.05M)Alphabet 5,736 shares (about $1.09M)Microsoft 1,501 shares (about $632.66K)Apple 1,840 shares (about $460.77K) 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$86,152,856$460,773 ▼-0.5%344,03323.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$37,643,101$7,033 ▲0.0%64,22910.4%FinanceAMZNAmazon.com$32,852,117$354,315 ▼-1.1%149,7439.0%Retail/WholesaleGOOGLAlphabet$29,971,490$1,085,825 ▼-3.5%158,3288.2%Computer and TechnologyMAMastercard$25,023,660$117,952 ▼-0.5%47,5226.9%Business ServicesMSFTMicrosoft$16,649,040$632,664 ▼-3.7%39,5004.6%Computer and TechnologyNVDANVIDIA$16,145,015$104,075 ▼-0.6%120,2254.4%Computer and TechnologyBKNGBooking$11,680,755$253,389 ▲2.2%2,3513.2%Retail/WholesaleWMTWalmart$7,699,175$56,920 ▼-0.7%85,2152.1%Retail/WholesaleBRK.BBerkshire Hathaway$7,679,923$22,664 ▼-0.3%16,9432.1%FinanceCCitigroup$7,274,834$29,634 ▼-0.4%103,3502.0%FinanceGSThe Goldman Sachs Group$6,668,733$68,142 ▼-1.0%11,6461.8%FinanceCMGChipotle Mexican Grill$6,513,606$89,244 ▲1.4%108,0201.8%Retail/WholesaleBRK.ABerkshire Hathaway$6,128,2800.0%91.7%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,726,940$426 ▼0.0%13,4591.6%FinanceGOOGAlphabet$5,326,226$952 ▼0.0%27,9681.5%Computer and TechnologyAVGOBroadcom$5,220,435$232 ▲0.0%22,5171.4%Computer and TechnologyCOSTCostco Wholesale$4,375,247$82,465 ▼-1.8%4,7751.2%Retail/WholesaleTXRHTexas Roadhouse$4,129,328$598,126 ▲16.9%22,8861.1%Retail/WholesaleSPLVInvesco S&P 500 Low Volatility ETF$3,357,620$27,790 ▼-0.8%47,9660.9%ETFIBMInternational Business Machines$3,349,851$6,155 ▲0.2%15,2380.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,603,520$71,674 ▼-2.7%10,8610.7%FinanceAXPAmerican Express$2,151,7280.0%7,2500.6%FinanceUBERUber Technologies$2,065,960$30,160 ▲1.5%34,2500.6%Computer and TechnologyMCDMcDonald's$1,826,225$312,777 ▼-14.6%6,3000.5%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$1,743,988$7,249 ▲0.4%36,0850.5%ETFPGProcter & Gamble$1,516,059$12,071 ▼-0.8%9,0430.4%Consumer StaplesREGNRegeneron Pharmaceuticals$1,478,085$1,478,085 ▲New Holding2,0750.4%MedicalCRMSalesforce$1,457,0100.0%4,3580.4%Computer and TechnologyHDHome Depot$1,361,4650.0%3,5000.4%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,266,994$275 ▲0.0%9,2100.3%ETFOn Holding AG$1,228,765$1,228,765 ▲New Holding22,4350.3%Common StockCATCaterpillar$1,088,2800.0%3,0000.3%Industrial ProductsIWMiShares Russell 2000 ETF$1,054,421$91,919 ▼-8.0%4,7720.3%FinanceAMGNAmgen$997,4690.0%3,8270.3%MedicalLMTLockheed Martin$923,2860.0%1,9000.3%AerospaceMETAMeta Platforms$872,4100.0%1,4900.2%Computer and TechnologyLLYEli Lilly and Company$814,460$3,051,716 ▼-78.9%1,0550.2%MedicalBXBlackstone$814,237$690 ▲0.1%4,7220.2%FinanceVVisa$695,2880.0%2,2000.2%Business ServicesUNHUnitedHealth Group$682,9110.0%1,3500.2%MedicalDEDeere & Company$656,7350.0%1,5500.2%Industrial ProductsAMDAdvanced Micro Devices$622,069$120,790 ▼-16.3%5,1500.2%Computer and TechnologyTSLATesla$605,760$152,652 ▼-20.1%1,5000.2%Auto/Tires/TrucksMSCIMSCI$600,010$153,603 ▼-20.4%1,0000.2%FinanceSBUXStarbucks$597,231$23,269 ▼-3.8%6,5450.2%Retail/WholesaleCVXChevron$514,182$869 ▼-0.2%3,5500.1%Oils/EnergyLam Research Corp$505,610$451,438 ▲833.3%7,0000.1%Common StockNFLXNetflix$490,226$3,316,602 ▼-87.1%5500.1%Consumer DiscretionaryABAllianceBernstein$415,103$17,432 ▼-4.0%11,1920.1%FinanceNVRNVR$408,9450.0%500.1%ConstructionMUMicron Technology$345,0560.0%4,1000.1%Computer and TechnologyAIQGlobal X Future Analytics Tech ETF$343,857$64,915 ▲23.3%8,8990.1%ETFQCOMQUALCOMM$307,2400.0%2,0000.1%Computer and TechnologySHOPShopify$265,825$265,825 ▲New Holding2,5000.1%Computer and TechnologyAIGAmerican International Group$220,6570.0%3,0310.1%FinanceORCLOracle$216,6320.0%1,3000.1%Computer and TechnologyCANNTrees$540$540 ▲New Holding30,0000.0%MedicalBlackrock Inc$0$1,632 ▼-100.0%00.0%Common StockNU Holdings LTD$0$921 ▼-100.0%00.0%Common StockMELIMercadoLibre$0$302 ▼-100.0%00.0%Retail/WholesaleFerrari NV$0$280 ▼-100.0%00.0%Common StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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