BA
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BIRINYI ASSOCIATES INC13F | |
| BIRINYI ASSOCIATES INC | |
| Last update 2025-07-23 | 55 Stocks (2 new) |
| Value $342.00 Mil | Turnover 6 % |
BIRINYI ASSOCIATES INC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 332,915 | 68,300.0 | -0.67% | 19.980 | -0.16% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 52,939 | 32,710.0 | -8.76% | 9.570 | -0.92% | 0.010 | +18.80% | +8.86% | 654,366.5 | ||
AMZN | Amazon.com Inc | 144,808 | 31,770.0 | +1.27% | 9.290 | +0.12% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
MA | Mastercard Inc | 45,402 | 25,510.0 | +0.93% | 7.460 | +0.07% | 0.000 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
GOOGL | Alphabet Inc | 144,283 | 25,420.0 | -8.94% | 7.430 | -0.71% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
NVDA | NVIDIA Corp | 109,075 | 17,230.0 | -0.37% | 5.040 | -0.01% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
MSFT | Microsoft Corp | 33,534 | 16,680.0 | -9.10% | 4.880 | -0.41% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
BKNG | Booking Holdings Inc | 1,985 | 11,490.0 | -15.42% | 3.360 | -0.54% | 0.010 | +21.46% | +15.89% | 186,661.8 | Travel & Leisure | |
C | Citigroup Inc | 103,164 | 8,780.0 | -2.59% | 2.570 | -0.06% | 0.010 | +45.94% | +38.41% | 176,708.0 | Banks | |
BRK.B | Berkshire Hathaway Inc | 16,858 | 8,190.0 | -0.50% | 2.400 | -0.01% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance |
BIRINYI ASSOCIATES INC's Historical Top Holdings Breakdowns
BIRINYI ASSOCIATES INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.50% | 456.74 ($525.37) 568.03 | $582.86 | 10.94% | Add 705.88% | 10,275 | 9,000 | |
BLK | BlackRock Inc | 2025-06-30 | New Buy New Buy | +1.23% | 815.72 ($945.61) 1049.25 | $1,120.37 | 18.48% | New holding | 3,991 | 3,991 | |
NFLX | Netflix Inc | 2025-06-30 | Add Add | +0.97% | 855.86 ($1127.52) 1339.13 | $1,176.78 | 4.37% | Add 92.09% | 5,173 | 2,480 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -0.92% | 496.48 ($571.44) 617.85 | $634.21 | 10.98% | Reduce -8.76% | 52,939 | -5,083 | |
MCD | McDonald's Corp | 2025-06-30 | Add Add | +0.72% | 285.55 ($308.36) 321.23 | $298.12 | -3.32% | Add 139.25% | 14,355 | 8,355 | |
GOOGL | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.71% | 144.7 ($163.55) 178.6 | $190.23 | 16.31% | Reduce -8.94% | 144,283 | -14,160 | |
XLF | Financial Select Sector SPDR | 2025-06-30 | Sold Out Sold Out | -0.62% | 43.92 ($49.5) 52.37 | $53.10 | 7.27% | Sold Out | 0 | -38,460 | |
COST | Costco Wholesale Corp | 2025-06-30 | Add Add | +0.55% | 908.13 ($993.18) 1056.85 | $941.19 | -5.23% | Add 149.49% | 3,181 | 1,906 | |
PEP | PepsiCo Inc | 2025-06-30 | New Buy New Buy | +0.55% | 128.02 ($134.95) 151.37 | $145.66 | 7.94% | New holding | 14,225 | 14,225 | |
BKNG | Booking Holdings Inc | 2025-06-30 | Reduce Reduce | -0.54% | 4164.15 ($5111.32) 5789.24 | $5,736.32 | 12.23% | Reduce -15.42% | 1,985 | -362 |
BIRINYI ASSOCIATES INC Total Holding History ($B)
BIRINYI ASSOCIATES INC's Asset Allocation
BIRINYI ASSOCIATES INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BIRINYI ASSOCIATES INC's Hypothetical Growth since 2025-06-30
BIRINYI ASSOCIATES INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BIRINYI ASSOCIATES INC's Holdings Heat Map
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BIRINYI ASSOCIATES INC's Holdings Bubble Chart
BIRINYI ASSOCIATES INC News
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