Birinyi Associates Inc

13F filer · CIK 0001079738

Reported Feb 10, 2026

13F portfolio value$491MU.S. long equity reported on 13F

Positions55Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight74.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q4 2025Reported Feb 10, 202655 positions
AAPLApple Inc.	$90M	22.52%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$45.1M	11.27%	0.00%	Not reported	Q4 2015
SPYSPDR S&P 500 ETF Trust	$34.6M	8.66%	Not reported	Not reported	Q2 2013
AMZNAmazon Com Inc	$31.8M	7.94%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$25.7M	6.43%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$20.1M	5.03%	0.00%	Not reported	Q1 2018
MSFTMicrosoft Corp	$16.3M	4.07%	0.00%	Not reported	Q2 2013
CCitigroup Inc	$12.2M	3.06%	0.01%	Not reported	Q1 2018
BKNGBooking Holdings Inc.	$11.9M	2.97%	0.01%	Not reported	Q1 2018
AVGOBroadcom Inc.	$8.97M	2.24%	0.00%	Not reported	Q1 2018
GOOGAlphabet Inc.	$8.76M	2.19%	Not reported	Not reported	Q4 2015
GSGoldman Sachs Group Inc	$8.61M	2.15%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$8.16M	2.04%	Not reported	Not reported	Q3 2013
IBMInternational Business Machines Corp	$6.73M	1.68%	0.00%	Not reported	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$5.79M	1.45%	Not reported	Not reported	Q2 2013
BRK.ABerkshire Hathaway Inc	$4.53M	1.13%	Not reported	Not reported	Q2 2013
MCDMcdonalds Corp	$4.41M	1.10%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$3.45M	0.86%	0.00%	Not reported	Q2 2013
DELLDell Technologies Inc.	$3.35M	0.84%	0.00%	New	Q4 2025
WMTWalmart Inc.	$3.26M	0.82%	0.00%	Not reported	Q2 2013
CEGConstellation Energy Corp	$3.11M	0.78%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$2.85M	0.71%	0.00%	New	Q4 2025
AXPAmerican Express Co	$2.68M	0.67%	0.00%	Not reported	Q2 2013
BLKBlackRock, Inc.	$2.65M	0.66%	0.00%	Not reported	Q3 2013
NFLXNetflix Inc	$2.15M	0.54%	0.00%	Not reported	Q2 2013
AZOAutozone Inc	$2.11M	0.53%	0.00%	Not reported	Q2 2013
CATCaterpillar Inc	$1.72M	0.43%	0.00%	Not reported	Q2 2013
CMGChipotle Mexican Grill Inc	$1.67M	0.42%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$1.25M	0.31%	0.00%	Not reported	Q2 2013
LRCXLam Research Corp	$1.2M	0.30%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$1.13M	0.28%	0.00%	New	Q4 2025
MUMicron Technology Inc	$1.12M	0.28%	0.00%	Not reported	Q1 2018
HDHome Depot, Inc.	$1.03M	0.26%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$992K	0.25%	0.00%	Not reported	Q3 2013
LMTLockheed Martin Corp	$871K	0.22%	0.00%	Not reported	Q1 2014
VVisa Inc.	$868K	0.22%	0.00%	Not reported	Q4 2014
CRMSalesforce, Inc.	$850K	0.21%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$726K	0.18%	0.00%	Not reported	Q2 2013
DEDeere & Co	$722K	0.18%	0.00%	Not reported	Q2 2013
BXBlackstone Inc.	$718K	0.18%	0.00%	Not reported	Q3 2013
TSLATesla, Inc.	$675K	0.17%	0.00%	Not reported	Q1 2018
MSCIMSCI Inc.	$574K	0.14%	0.00%	Not reported	Q1 2018
AIQAlliance HealthCare Services, Inc	$562K	0.14%	0.10%	New	Q4 2025
CVXChevron Corp	$541K	0.14%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$535K	0.13%	Not reported	Not reported	Q1 2014
SBUXStarbucks Corp	$526K	0.13%	0.00%	Not reported	Q2 2013
NVRNVR Inc	$474K	0.12%	0.00%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$446K	0.11%	0.00%	Not reported	Q1 2018
QCOMQualcomm Inc	$428K	0.11%	0.00%	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$268K	0.07%	0.00%	Not reported	Q1 2020

Q1 2020Reported May 12, 202060 positions
AAPLApple Inc.	$29.3M	15.95%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$23.9M	13.04%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$22.8M	12.42%	Not reported	Not reported	Q2 2013
MAMastercard Inc	$14.7M	8.01%	0.01%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$13.3M	7.23%	0.00%	Not reported	Q4 2015
MSFTMicrosoft Corp	$7.53M	4.10%	0.00%	Not reported	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$4.71M	2.56%	Not reported	Not reported	Q2 2013
BKNGBooking Holdings Inc.	$4.6M	2.51%	0.01%	Not reported	Q1 2018
BRK.ABerkshire Hathaway Inc	$4.35M	2.37%	Not reported	Not reported	Q2 2013
LMTLockheed Martin Corp	$3.42M	1.86%	0.00%	Not reported	Q1 2014
PGPROCTER & GAMBLE Co	$2.86M	1.56%	0.00%	Not reported	Q2 2013
WMTWalmart Inc.	$2.82M	1.54%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$2.57M	1.40%	0.00%	Not reported	Q2 2013
NFLXNetflix Inc	$2.57M	1.40%	0.00%	Not reported	Q2 2013
BXBlackstone Inc.	$2.5M	1.36%	0.01%	Not reported	Q3 2013
BRK.BBerkshire Hathaway Inc	$2.23M	1.21%	Not reported	Not reported	Q3 2013
GOOGAlphabet Inc.	$2.1M	1.14%	Not reported	Not reported	Q4 2015
CRMSalesforce, Inc.	$2.02M	1.10%	0.00%	Not reported	Q2 2013
SBUXStarbucks Corp	$1.83M	1.00%	0.00%	Not reported	Q2 2013
GSGoldman Sachs Group Inc	$1.78M	0.97%	0.00%	Not reported	Q2 2013
MCDMcdonalds Corp	$1.75M	0.95%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$1.62M	0.88%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$1.61M	0.88%	Not reported	Not reported	Q1 2014
IBMInternational Business Machines Corp	$1.55M	0.85%	0.00%	Not reported	Q2 2013
ADBEAdobe Inc.	$1.5M	0.82%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$1.38M	0.75%	0.00%	Not reported	Q2 2013
MSCIMSCI Inc.	$1.3M	0.71%	0.01%	Not reported	Q1 2018
VVisa Inc.	$1.12M	0.61%	0.00%	Not reported	Q4 2014
JNJJohnson & Johnson	$1.01M	0.55%	0.00%	Not reported	Q2 2013
AZOAutozone Inc	$888K	0.48%	0.00%	Not reported	Q2 2013
BABoeing Co	$843K	0.46%	0.00%	Not reported	Q2 2013
CATCaterpillar Inc	$812K	0.44%	0.00%	Not reported	Q2 2013
MSIMotorola Solutions, Inc.	$798K	0.43%	0.00%	New	Q1 2020
UTXRTX Corp	$715K	0.39%	Not reported	Not reported	Q2 2013
AVGOBroadcom Inc.	$652K	0.36%	0.00%	Not reported	Q1 2018
COSTCostco Wholesale Corp	$642K	0.35%	0.00%	Not reported	Q3 2013
VZVerizon Communications Inc	$578K	0.31%	0.00%	Not reported	Q2 2013
DEDeere & Co	$560K	0.31%	0.00%	Not reported	Q2 2013
MUMicron Technology Inc	$547K	0.30%	0.00%	Not reported	Q1 2018
LRCXLam Research Corp	$540K	0.29%	0.00%	Not reported	Q1 2018
MOAltria Group, Inc.	$536K	0.29%	0.00%	Not reported	Q2 2013
DISWalt Disney Co	$531K	0.29%	0.00%	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$482K	0.26%	0.00%	New	Q1 2020
CVXChevron Corp	$412K	0.22%	0.00%	Not reported	Q2 2013
ABAlliancebernstein Holding L.P.	$395K	0.22%	0.02%	Not reported	Q1 2018
MRKMerck & Co., Inc.	$392K	0.21%	0.00%	New	Q1 2020
UNHUnitedhealth Group Inc	$387K	0.21%	0.00%	Not reported	Q1 2018
AXPAmerican Express Co	$376K	0.20%	0.00%	Not reported	Q2 2013
KOCoca Cola Co	$365K	0.20%	0.00%	Not reported	Q3 2013
CMGChipotle Mexican Grill Inc	$327K	0.18%	0.00%	Not reported	Q2 2013

Q1 2018Reported Apr 26, 201875 positions
SPYSPDR S&P 500 ETF Trust	$26.9M	10.93%	Not reported	Not reported	Q2 2013
AAPLApple Inc.	$26.2M	10.65%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$24.3M	9.89%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$16.2M	6.60%	0.00%	Not reported	Q4 2015
MAMastercard Inc	$13.3M	5.41%	0.01%	Not reported	Q2 2013
BKNGBooking Holdings Inc.	$13.2M	5.36%	0.01%	New	Q1 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$7.14M	2.91%	Not reported	Not reported	Q2 2013
BRK.ABerkshire Hathaway Inc	$5.68M	2.31%	Not reported	Not reported	Q2 2013
GSGoldman Sachs Group Inc	$5.26M	2.14%	0.01%	Not reported	Q2 2013
MSFTMicrosoft Corp	$5.16M	2.10%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$5.01M	2.04%	Not reported	Not reported	Q4 2015
METAMeta Platforms, Inc.	$4.99M	2.03%	Not reported	Not reported	Q1 2014
BABoeing Co	$4.13M	1.68%	0.00%	Not reported	Q2 2013
LMTLockheed Martin Corp	$3.63M	1.48%	0.00%	Not reported	Q1 2014
MCDMcdonalds Corp	$3.37M	1.37%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$3.28M	1.34%	0.00%	Not reported	Q2 2013
NFLXNetflix Inc	$3.09M	1.26%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$2.95M	1.20%	Not reported	Not reported	Q3 2013
BABAAlibaba Group Holding Ltd	$2.74M	1.12%	0.00%	Not reported	Q3 2014
NVDANvidia Corp	$2.27M	0.92%	0.00%	New	Q1 2018
CATCaterpillar Inc	$2.05M	0.83%	0.00%	Not reported	Q2 2013
PXDPioneer Natural Resources Co	$1.92M	0.78%	0.01%	New	Q1 2018
NVRNVR Inc	$1.74M	0.71%	0.02%	Not reported	Q2 2013
WMTWalmart Inc.	$1.74M	0.71%	0.00%	Not reported	Q2 2013
UTXRTX Corp	$1.7M	0.69%	Not reported	Not reported	Q2 2013
SBUXStarbucks Corp	$1.7M	0.69%	0.00%	Not reported	Q2 2013
ADBEAdobe Inc.	$1.68M	0.68%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$1.58M	0.64%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$1.57M	0.64%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$1.35M	0.55%	0.00%	Not reported	Q2 2013
MOAltria Group, Inc.	$1.34M	0.55%	0.00%	Not reported	Q2 2013
AZOAutozone Inc	$1.3M	0.53%	0.01%	Not reported	Q2 2013
AVGOBroadcom Inc.	$1.3M	0.53%	0.00%	New	Q1 2018
VZVerizon Communications Inc	$1.29M	0.53%	0.00%	Not reported	Q2 2013
JNJJohnson & Johnson	$1.24M	0.51%	0.00%	Not reported	Q2 2013
CRMSalesforce, Inc.	$1.2M	0.49%	0.00%	Not reported	Q2 2013
CMICummins Inc	$1.13M	0.46%	0.00%	Not reported	Q3 2013
AALAmerican Airlines Group Inc.	$1.12M	0.45%	0.00%	New	Q1 2018
VVisa Inc.	$1.03M	0.42%	0.00%	Not reported	Q4 2014
PMPhilip Morris International Inc.	$980K	0.40%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$880K	0.36%	Not reported	Not reported	Q2 2013
WFCWells Fargo & Company	$786K	0.32%	0.00%	Not reported	Q2 2013
FDXFedex Corp	$744K	0.30%	0.00%	Not reported	Q3 2015
PFEPfizer Inc	$674K	0.27%	0.00%	Not reported	Q2 2013
DISWalt Disney Co	$642K	0.26%	Not reported	Not reported	Q2 2013
IBMInternational Business Machines Corp	$631K	0.26%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$604K	0.25%	0.00%	Not reported	Q2 2013
MUMicron Technology Inc	$571K	0.23%	0.00%	New	Q1 2018
UNHUnitedhealth Group Inc	$555K	0.23%	0.00%	New	Q1 2018
CCitigroup Inc	$523K	0.21%	0.00%	New	Q1 2018

Q1 2016Reported May 6, 201671 positions
SPYSPDR S&P 500 ETF Trust	$38.6M	17.08%	Not reported	+95.4%	Q2 2013
AAPLApple Inc.	$19.3M	8.52%	0.00%	+0.3%	Q2 2013
GOOGLAlphabet Inc.	$14.8M	6.57%	0.00%	+29.3%	Q4 2015
PCLNBooking Holdings Inc.	$13.6M	6.01%	Not reported	+109.3%	Q2 2013
AMZNAmazon Com Inc	$12.4M	5.47%	0.00%	+62.9%	Q2 2013
MAMastercard Inc	$11.6M	5.15%	0.01%	+74.3%	Q2 2013
MCDMcdonalds Corp	$7.63M	3.38%	0.01%	+468.6%	Q2 2013
GOOGAlphabet Inc.	$7.01M	3.10%	Not reported	+113.9%	Q4 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$6.87M	3.04%	Not reported	+32.4%	Q2 2013
VZVerizon Communications Inc	$6.53M	2.89%	0.00%	+480.2%	Q2 2013
GSGoldman Sachs Group Inc	$3.85M	1.70%	0.01%	+7.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$3.42M	1.51%	Not reported	+6.7%	Q2 2013
CMGChipotle Mexican Grill Inc	$2.87M	1.27%	0.02%	-9.0%	Q2 2013
METAMeta Platforms, Inc.	$2.71M	1.20%	Not reported	+9.2%	Q1 2014
AZOAutozone Inc	$2.71M	1.20%	0.01%	+23.6%	Q2 2013
SBUXStarbucks Corp	$2.71M	1.20%	0.00%	+6.5%	Q2 2013
IBMInternational Business Machines Corp	$2.49M	1.10%	0.00%	+109.6%	Q2 2013
MOAltria Group, Inc.	$2.35M	1.04%	0.00%	+63.0%	Q2 2013
BXBlackstone Inc.	$2.2M	0.97%	0.01%	+114.9%	Q3 2013
LMTLockheed Martin Corp	$2.17M	0.96%	0.00%	+18.1%	Q1 2014
MSFTMicrosoft Corp	$2.12M	0.94%	0.00%	+28.3%	Q2 2013
EDConsolidated Edison Inc	$2.06M	0.91%	0.01%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$1.97M	0.87%	0.00%	+20.4%	Q2 2013
DISWalt Disney Co	$1.96M	0.87%	Not reported	+17.9%	Q2 2013
SLBSLB Limited	$1.8M	0.80%	0.00%	+80.4%	Q2 2013
COSTCostco Wholesale Corp	$1.62M	0.72%	0.00%	+10.2%	Q3 2013
TSOAndeavor LLC	$1.46M	0.65%	0.01%	+142.9%	Q2 2015
BABoeing Co	$1.44M	0.64%	0.00%	+2.3%	Q2 2013
BGSB&G Foods, Inc.	$1.43M	0.63%	0.07%	+201.5%	Q2 2013
XOMExxonMobil Holdings Corp	$1.43M	0.63%	Not reported	-10.7%	Q2 2013
ALKAlaska Air Group, Inc.	$1.42M	0.63%	0.01%	+8.8%	Q2 2013
PGPROCTER & GAMBLE Co	$1.39M	0.62%	0.00%	+144.5%	Q2 2013
CVXChevron Corp	$1.29M	0.57%	0.00%	+3.8%	Q2 2013
WMTWalmart Inc.	$1.29M	0.57%	0.00%	Not reported	Q2 2013
NFLXNetflix Inc	$1.26M	0.56%	0.00%	+22.9%	Q2 2013
NKENIKE, Inc.	$1.26M	0.56%	0.00%	+14.2%	Q4 2014
JNJJohnson & Johnson	$1.21M	0.54%	0.00%	-23.8%	Q2 2013
UTXRTX Corp	$1.2M	0.53%	Not reported	-17.3%	Q2 2013
AMGNAmgen Inc	$1.19M	0.53%	0.00%	Not reported	Q2 2013
PMPhilip Morris International Inc.	$1.18M	0.52%	0.00%	Not reported	Q2 2013
KHCKraft Heinz Co	$1.12M	0.50%	0.00%	New	Q1 2016
HDHome Depot, Inc.	$1.02M	0.45%	0.00%	+45.7%	Q2 2013
WFCWells Fargo & Company	$943K	0.42%	0.00%	+1.3%	Q2 2013
AXPAmerican Express Co	$942K	0.42%	0.00%	+93.1%	Q2 2013
WBAWalgreens Boots Alliance, Inc.	$939K	0.42%	0.00%	+5.7%	Q4 2014
KOCoca Cola Co	$870K	0.39%	0.00%	Not reported	Q3 2013
MDLZMondelez International, Inc.	$765K	0.34%	0.00%	+4.1%	Q2 2013
VVisa Inc.	$719K	0.32%	0.00%	-28.5%	Q4 2014
GILDGilead Sciences, Inc.	$717K	0.32%	0.00%	-12.9%	Q3 2013
CATCaterpillar Inc	$708K	0.31%	0.00%	+94.7%	Q2 2013

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