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Institutional

BIRINYI ASSOCIATES INC

CIK 0001079738
$367,168
Reported AUM
60
Positions
Q1 2026
Period
2026-05-04
Filed

Editorial summary

Summary for BIRINYI ASSOCIATES INC · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

AAPL$83,974GOOGL$41,297SPY$32,527AMZN$28,874MA$22,413NVDA$18,794MSFTCBKNGGSGOOGBERKSHIOther$80,416BI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLApple Inc$333.60-1.36%67.77%128.17%$84K22.87%HELD
2GOOGLAlphabet Inc$333.62-0.92%76.18%131.67%$41K11.25%HELD
3SPYState Street SPDR S&P 500 ETF Trust$741.921.71%18.63%72.84%$33K8.86%HELD
4AMZNAmazon.com Inc$235.663.98%5.54%30.60%$29K7.86%HELD
5MAMastercard Inc$577.652.54%1.24%67.59%$22K6.10%HELD
6NVDANVIDIA Corp$195.052.66%9.52%751.61%$19K5.12%HELD
7MSFTMicrosoft Corp$451.1415.52%-24.89%34.54%$13K3.49%HELD
8CCitigroup Inc$132.324.08%41.58%108.64%$12K3.21%HELD
9BKNGBooking Holdings Inc$193.24-4.00%-5.78%123.48%$10K2.82%HELD
10GSGoldman Sachs Group Inc/The$1024.864.50%41.00%166.43%$9K2.33%HELD
11GOOGAlphabet Inc$333.53-0.66%77.27%132.86%$8K2.18%HELD
12BRK/BBerkshire Hathaway Inc$7K2.00%HELD
13AVGOBroadcom Inc$388.154.81%34.78%753.17%$7K1.80%HELD
14IBMInternational Business Machines Corp$221.64-2.12%-7.13%102.90%$6K1.59%HELD
15DIAState Street SPDR Dow Jones Industrial Average ETF Trust$521.691.22%20.07%58.64%$5K1.45%HELD
16BRK/ABerkshire Hathaway Inc$4K1.17%HELD
17VOOVanguard S&P 500 ETF$681.611.64%18.74%73.44%$4K1.17%HELD
18JNJJohnson & Johnson$255.84-3.65%56.99%69.37%$4K1.13%HELD
19WMTWalmart Inc$111.12-2.71%16.94%145.72%$4K0.99%HELD
20AXPAmerican Express Co$337.521.82%13.86%112.26%$3K0.94%HELD
21DELLDell Technologies Inc$404.819.51%194.02%723.75%$3K0.87%HELD
22JPMJPMorgan Chase & Co$350.931.80%21.40%144.23%$3K0.86%HELD
23BABoeing Co/The$220.903.22%-0.95%0.14%$3K0.85%HELD
24RSPInvesco S&P 500 Equal Weight ETF$215.36-0.17%19.83%48.78%$3K0.78%HELD
25CEGConstellation Energy Corp$263.562.17%-23.91%479.99%$2K0.65%HELD
26AZOAutoZone Inc$3006.57-4.32%-21.44%95.69%$2K0.65%HELD
27CATCaterpillar Inc$808.913.35%84.23%304.51%$2K0.58%HELD
28MCDMcDonald's Corp$268.44-1.13%-9.83%25.28%$2K0.51%HELD
29LRCXLam Research Corp$297.7217.98%163.30%339.52%$1K0.41%HELD
30MUMicron Technology Inc$875.0318.41%662.58%1011.70%$1K0.37%HELD
31CMGChipotle Mexican Grill Inc$38.5212.50%$1K0.37%HELD
32AMGNAmgen Inc$387.640.00%$1K0.37%HELD
33XLVState Street Health Care Select Sector SPDR ETF$163.53-1.63%$1K0.33%HELD
34COSTCostco Wholesale Corp$954.15-2.04%$1K0.31%HELD
35LLYEli Lilly & Co$1155.56-4.50%$1K0.30%HELD
36SCHWCharles Schwab Corp/The$104.33-0.13%$1K0.29%HELD
37HDHome Depot Inc/The$333.33-1.46%$9870.27%HELD
38DEDeere & Co$599.46-1.88%$8730.24%HELD
39VVisa Inc$366.40-0.63%$7480.20%HELD
40PGProcter & Gamble Co/The$143.95-1.47%$7320.20%HELD
41CVXChevron Corp$192.590.38%$6830.19%HELD
42LMTLockheed Martin Corp$574.110.86%$6040.16%HELD
43CRMSalesforce Inc$180.71-4.07%$5990.16%HELD
44SBUXStarbucks Corp$105.851.64%$5600.15%HELD
45TSLATesla Inc$308.803.51%$5580.15%HELD
46MSCIMSCI Inc$575.74-1.23%$5390.15%HELD
47BXBlackstone Inc$128.07-1.03%$5380.15%HELD
48AIQGlobal X Artificial Intelligence & Technology ETF$58.694.84%$5160.14%HELD
49NFLXNetflix Inc$73.19-0.60%$4900.13%HELD
50METAMeta Platforms Inc$539.74-7.83%$4210.11%HELD
51IWMiShares Russell 2000 ETF$292.541.38%$3740.10%HELD
52UNHUnitedHealth Group Inc$421.500.22%$3650.10%HELD
53AMDAdvanced Micro Devices Inc$485.4613.01%$3150.09%HELD
54NVRNVR Inc$6288.68-1.46%$2700.07%HELD
55CSCOCisco Systems Inc$113.560.96%$2580.07%HELD
56QCOMQUALCOMM Inc$151.64-2.59%$2580.07%HELD
57PMPhilip Morris International Inc$192.00-3.25%$2480.07%HELD
58AIGAmerican International Group Inc$78.89-1.63%$2280.06%HELD
59GILDGilead Sciences Inc$131.28-1.09%$2230.06%HELD
60MOAltria Group Inc$67.94-9.32%$2120.06%HELD

Source: SEC EDGAR · accession 0001079738-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.