BIRINYI ASSOCIATES INC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | $94.5K | 326,510 | -0.52pp | 31q | -1.3%-$1.3K | |
| ALPHABET INC | GOOGL | $50.3K | 140,836 | +0.66pp | 31q | -1.9% | |
| STATE STR SPDR S&P 500 ETF T | SPY | $36.9K | 49,346 | -0.14pp | 31q | -1.3% | |
| AMAZON COM INC | AMZN | $33.3K | 139,634 | +0.01pp | 31q | +0.7% | |
| MASTERCARD INCORPORATED | MA | $22.2K | 43,236 | -0.85pp | 31q | -3.6% | |
| NVIDIA CORPORATION | NVDA | $20.0K | 99,940 | -0.39pp | 11q | -7.3%-$1.6K | |
| CITIGROUP INC | C | $14.3K | 102,401 | +0.18pp | 9q | -1.4% | |
| MICROSOFT CORP | MSFT | $13.5K | 36,320 | -0.29pp | 31q | +4.9% | |
| GOLDMAN SACHS GROUP INC | GS | $12.0K | 11,894 | +0.52pp | 31q | +17.6%+$1.8K | |
| BOOKING HOLDINGS INC | BKNG | $11.0K | 61,500 | -0.23pp | 31q | +2400.0%+$10.5K | |
| ALPHABET INC | GOOG | $9.9K | 27,905 | +0.15pp | 31q | HELD | |
| BROADCOM INC | AVGO | $8.1K | 21,507 | +0.12pp | 16q | HELD | |
| DELL TECHNOLOGIES INC | DELL | $7.9K | 18,325 | +1.00pp | 4q | -6.0% | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $7.6K | 15,133 | -0.21pp | 31q | -1.3% | |
| STATE STR SPDR DOW JONES IND | DIA | $6.0K | 11,525 | -0.03pp | 31q | HELD | |
| VANGUARD INDEX FDS | VOO | $4.9K | 7,200 | flat | 6q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $4.5K | 6 | -0.11pp | 31q | HELD | |
| JOHNSON & JOHNSON | JNJ | $4.3K | 16,856 | -0.12pp | 2q | -1.0% | |
| ANALOG DEVICES INC | ADI | $4.2K | 10,508 | - | new | NEW | |
| INTERNATIONAL BUSINESS MACHS | IBM | $4.2K | 14,839 | -0.60pp | 31q | -38.3%-$2.6K | |
| AMERICAN EXPRESS CO | AXP | $3.8K | 11,360 | -0.03pp | 31q | HELD | |
| MICRON TECHNOLOGY INC | MU | $3.8K | 3,310 | +0.53pp | 28q | -18.3% | |
| LAM RESEARCH CORP | LRCX | $3.7K | 8,480 | +0.46pp | 4q | +21.1% | |
| JPMORGAN CHASE & CO | JPM | $3.5K | 10,726 | -0.03pp | 31q | HELD | |
| BOEING CO | BA | $3.4K | 15,600 | -0.05pp | 2q | HELD | |
| WALMART INC | WMT | $3.3K | 29,300 | -0.21pp | 31q | HELD | |
| CATERPILLAR INC | CAT | $3.2K | 3,000 | +0.18pp | 31q | HELD | |
| INVESCO EXCHANGE TRADED FD T | RSP | $3.2K | 14,844 | -0.03pp | 2q | -0.7% | |
| STARBUCKS CORP | SBUX | $2.7K | 26,385 | +0.49pp | 31q | +322.2%+$2.1K | |
| MCDONALDS CORP | MCD | $1.6K | 6,008 | -0.12pp | 9q | HELD | |
| AUTOZONE INC | AZO | $1.4K | 446 | -0.31pp | 4q | -37.0% | |
| AMGEN INC | AMGN | $1.4K | 3,827 | -0.04pp | 31q | HELD | |
| CHIPOTLE MEXICAN GRILL INC | CMG | $1.4K | 40,000 | -0.05pp | 30q | -5.9% | |
| ELI LILLY & CO | LLY | $1.3K | 1,101 | +0.01pp | 14q | -7.6% | |
| SELECT SECTOR SPDR TR | XLV | $1.3K | 8,165 | -0.02pp | 31q | HELD | |
| SCHWAB CHARLES CORP | SCHW | $1.2K | 12,607 | -0.01pp | 2q | +11.8% | |
| COSTCO WHOLESALE CORPORATION | COST | $1.1K | 1,150 | -0.06pp | 11q | HELD | |
| HOME DEPOT INC | HD | $1.1K | 3,000 | -0.02pp | 31q | HELD | |
| DEERE & CO | DE | $983 | 1,550 | -0.01pp | 10q | HELD | |
| VISA INC | V | $850 | 2,477 | flat | 31q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $842 | 1,450 | +0.11pp | 4q | -6.5% | |
| PROCTER & GAMBLE CO | PG | $744 | 5,072 | -0.02pp | 31q | HELD | |
| GLOBAL X FDS | AIQ | $725 | 11,048 | +0.03pp | 9q | HELD | |
| TESLA INC | TSLA | $631 | 1,500 | flat | 9q | HELD | |
| UNITEDHEALTH GROUP INC | UNH | $561 | 1,350 | +0.03pp | 31q | HELD | |
| MSCI INC | MSCI | $560 | 1,000 | -0.01pp | 31q | HELD | |
| BLACKSTONE INC | BX | $552 | 4,690 | -0.02pp | 13q | HELD | |
| LOCKHEED MARTIN CORP | LMT | $509 | 1,000 | -0.04pp | 31q | HELD | |
| ISHARES TR | IWM | $454 | 1,510 | +0.01pp | 3q | HELD | |
| META PLATFORMS INC | META | $428 | 760 | -0.01pp | 13q | +3.4% | |
| CISCO SYS INC | CSCO | $390 | 3,323 | +0.02pp | 6q | HELD | |
| QUALCOMM INC | QCOM | $370 | 2,000 | +0.02pp | 12q | HELD | |
| CHEVRON CORPORATION | CVX | $340 | 2,050 | -0.11pp | 31q | -37.9% | |
| NVR INC | NVR | $279 | 41 | -0.01pp | 22q | HELD | |
| PHILIP MORRIS INTL INC | PM | $271 | 1,500 | flat | 6q | HELD | |
| NETFLIX INC | NFLX | $257 | 3,600 | -0.07pp | 16q | -29.4% | |
| CORNING INC | GLW | $234 | 915 | - | new | NEW | |
| ALTRIA GROUP INC | MO | $232 | 3,218 | flat | 2q | HELD | |
| AMERICAN INTL GROUP INC | AIG | $226 | 3,031 | -0.01pp | 11q | HELD | |
| TEXAS INSTRS INC | TXN | $224 | 750 | - | new | NEW | |
| GILEAD SCIENCES INC | GILD | $202 | 1,600 | -0.01pp | 3q | HELD |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $422.7K | 61 | 3 | 8 | 18 | 2 | 72.9% | 36 |
| Q1 2026 | $367.2K | 60 | 5 | 10 | 18 | 3 | 73.9% | 34 |
| Q4 2025 | $399.9K | 58 | 3 | 4 | 19 | 2 | 74.2% | 41 |
| Q3 2025 | $391.6K | 57 | 6 | 13 | 9 | 4 | 71.9% | 29 |
| Q2 2025 | $341.9K | 55 | 3 | 10 | 19 | 4 | 72.0% | 23 |
| Q1 2025 | $309.6K | 56 | 4 | 10 | 19 | 6 | 76.3% | 35 |
| Q4 2024 | $363.3M | 58 | 4 | 6 | 20 | 4 | 74.7% | 35 |
| Q3 2024 | $348.3K | 58 | 5 | 9 | 13 | 4 | 72.7% | 45 |
| Q2 2024 | $333.9M | 57 | 6 | 7 | 21 | 4 | 74.3% | 32 |
| Q1 2024 | $306.6M | 55 | 4 | 11 | 14 | 5 | 73.5% | 23 |
| Q4 2023 | $281.4K | 56 | 9 | 11 | 20 | 6 | 75.4% | 10 |
| Q3 2023 | $250.5K | 53 | 4 | 15 | 16 | 4 | 76.6% | 45 |
| Q2 2023 | $273.8K | 53 | 4 | 16 | 22 | 5 | 75.4% | 39 |
| Q1 2023 | $241.9K | 54 | 8 | 12 | 28 | 9 | 74.0% | 40 |
| Q4 2022 | $208.2K | 55 | 3 | 11 | 28 | 8 | 74.7% | 39 |
| Q3 2022 | $214.4M | 60 | 5 | 17 | 24 | 2 | 74.7% | 39 |
| Q2 2022 | $221.1M | 57 | 5 | 9 | 26 | 7 | 75.6% | 33 |
| Q1 2022 | $290.2M | 59 | 6 | 12 | 24 | 11 | 75.6% | 5 |
| Q4 2021 | $319.2M | 64 | 5 | 17 | 28 | 8 | 73.4% | 26 |
| Q3 2021 | $297.7M | 67 | 7 | 23 | 17 | 7 | 71.2% | 18 |
| Q2 2021 | $288.2M | 67 | 4 | 19 | 28 | 3 | 72.1% | 36 |
| Q1 2021 | $262.4M | 66 | 8 | 16 | 32 | 10 | 72.2% | 41 |
| Q4 2020 | $270.3M | 68 | 6 | 21 | 21 | 3 | 71.1% | 42 |
| Q3 2020 | $236.9M | 65 | 9 | 21 | 25 | 7 | 72.8% | 37 |
| Q2 2020 | $202.3M | 63 | 9 | 9 | 39 | 13 | 72.5% | 37 |
| Q1 2020 | $183.5M | 67 | 5 | 7 | 47 | 15 | 70.1% | 42 |
| Q4 2019 | $241.5M | 77 | 5 | 24 | 31 | 6 | 66.3% | 43 |
| Q3 2019 | $230.5M | 78 | 9 | 15 | 36 | 7 | 65.9% | 43 |
| Q2 2019 | $238.2M | 76 | 8 | 12 | 29 | 9 | 66.0% | 36 |
| Q1 2019 | $233.6M | 77 | 6 | 21 | 24 | 5 | 65.5% | 38 |
| Q4 2018 | $200.4M | 76 | 0 | 0 | 0 | 0 | 65.3% | 38 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.