Birinyi Associates

Birinyi Associates as of March 31, 2023

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 54 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 26.1 $63M 382k 164.90
SPDR S&P 500 ETF Trust Etp (SPY) 10.4 $25M 61k 409.40
Mastercard Common Stock (MA) 7.5 $18M 50k 363.40
Alphabet Inc - CL A Common Stock (GOOGL) 7.2 $17M 167k 103.73
Amazon.com Common Stock (AMZN) 6.8 $17M 160k 103.29
Microsoft Corp Common Stock (MSFT) 4.6 $11M 39k 289.27
Hermes International Common Stock 4.2 $10M 5.1k 2026.14
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 2.6 $6.2M 19k 332.62
Booking Holdings Common Stock (BKNG) 2.5 $6.1M 2.3k 2652.61
Goldman Sachs Group Inc/The Common Stock (GS) 2.2 $5.4M 17k 327.10
Berkshire Hathaway Inc - CL B Common Stock (BRK.B) 2.1 $5.1M 17k 308.76
Berkshire Hathaway Inc - CL A Common Stock (BRK.A) 1.7 $4.2M 9.00 465555.56
Walmart Common Stock (WMT) 1.5 $3.7M 25k 147.45
NVIDIA Corp Common Stock (NVDA) 1.5 $3.6M 13k 277.75
Alphabet Inc - CL C Common Stock (GOOG) 1.4 $3.3M 32k 104.00
Chipotle Mexican Grill Common Stock (CMG) 1.3 $3.2M 1.9k 1708.06
Deere & Co Common Stock (DE) 1.0 $2.5M 6.1k 412.95
Chevron Corp Common Stock (CVX) 0.9 $2.3M 14k 163.14
McDonald's Corp Common Stock (MCD) 0.9 $2.3M 8.1k 279.66
Procter & Gamble Co/The Common Stock (PG) 0.9 $2.2M 15k 148.66
AutoZone Common Stock (AZO) 0.8 $1.8M 750.00 2458.67
Uber Technologies Common Stock (UBER) 0.7 $1.7M 53k 31.70
JPMorgan Chase & Co Common Stock (JPM) 0.6 $1.5M 11k 130.31
Broadcom Common Stock (AVGO) 0.6 $1.4M 2.3k 641.78
Health Care Select Sector SPDR Fund Etp (XLV) 0.6 $1.4M 11k 129.52
Tesla Common Stock (TSLA) 0.5 $1.2M 5.9k 207.46
Blackstone Group LP/The Common Stock 0.5 $1.2M 14k 87.86
Starbucks Corp Common Stock (SBUX) 0.5 $1.2M 12k 104.17
salesforce.com Common Stock (CRM) 0.5 $1.2M 5.9k 199.83
Pioneer Natural Resources Common Stock (PXD) 0.5 $1.2M 5.8k 204.24
UnitedHealth Group Common Stock (UNH) 0.5 $1.2M 2.5k 472.40
Snowflake Common Stock (SNOW) 0.5 $1.2M 7.6k 154.30
Msci Common Stock (MSCI) 0.5 $1.1M 2.0k 559.72
Lockheed Martin Corp Common Stock (LMT) 0.4 $1.1M 2.3k 472.89
Home Depot Inc/The Common Stock (HD) 0.4 $1.0M 3.5k 295.14
Visa Common Stock (V) 0.4 $958k 4.3k 225.41
Amgen Common Stock (AMGN) 0.4 $925k 3.8k 241.70
AllianceBernstein Holding MLP (AB) 0.4 $873k 24k 36.55
ASML Holding NV NY Reg Shrs (ASML) 0.3 $835k 1.2k 680.52
Advanced Micro Devices Common Stock (AMD) 0.3 $755k 7.7k 98.05
Caterpillar Common Stock (CAT) 0.3 $744k 3.3k 228.92
LVMH Moet Hennessy Louis Vuitton Common Stock 0.3 $734k 800.00 917.50
Costco Wholesale Corp Common Stock (COST) 0.3 $683k 1.4k 496.73
Johnson & Johnson Common Stock (JNJ) 0.3 $651k 4.2k 155.00
American Express Common Stock (AXP) 0.3 $613k 3.7k 165.01
Eli Lilly & Co Common Stock (LLY) 0.2 $584k 1.7k 343.53
Coca-Cola Co/The Common Stock (KO) 0.2 $465k 7.5k 62.04
Lam Research Corp Common Stock (LRCX) 0.2 $398k 750.00 530.67
Netflix Common Stock (NFLX) 0.1 $345k 1.0k 345.00
International Business Machines Corp Common Stock (IBM) 0.1 $328k 2.5k 131.20
Boeing Co/The Common Stock (BA) 0.1 $297k 1.4k 212.14
NVR Common Stock (NVR) 0.1 $279k 50.00 5580.00
Micron Technology Common Stock (MU) 0.1 $278k 4.6k 60.43
Mercadolibre Common Stock (MELI) 0.1 $273k 207.00 1318.84