BIRINYI ASSOCIATES INC

Westport, CT · CIK 1079738 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWestport, CT

$422.7m reported value +15.1% vs Q1 2026

61positions

72.9%in top 10

3 new 17 added 19 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	326,510	$94.5m22.35%	22.35%	Reduced -4.4k	-4,369 -1.3%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	140,836	$50.3m11.91%	11.91%	Reduced -2.8k	-2,775 -1.9%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	49,346	$36.9m8.72%	8.72%	Reduced -669	-669 -1.3%
4	AMAZON COM INC COM AMZN	AMZN	139,634	$33.3m7.87%	7.87%	Added +996	+996 0.7%
5	MASTERCARD INCORPORATED CL A MA	MA	43,236	$22.2m5.25%	5.25%	Reduced -1.6k	-1,621 -3.6%
6	NVIDIA CORPORATION COM NVDA	NVDA	99,940	$20.0m4.73%	4.73%	Reduced -7.8k	-7,825 -7.3%
7	CITIGROUP INC COM NEW C	C	102,401	$14.3m3.39%	3.39%	Reduced -1.5k	-1,496 -1.4%
8	MICROSOFT CORP COM MSFT	MSFT	36,320	$13.5m3.20%	3.20%	Added +1.7k	+1,687 4.9%
9	GOLDMAN SACHS GROUP INC COM GS	GS	11,894	$12.0m2.85%	2.85%	Added +1.8k	+1,783 17.6%
10	BOOKING HOLDINGS INC COM BKNG	BKNG	61,500	$11.0m2.59%	2.59%	Unchanged
11	ALPHABET INC CAP STK CL C GOOG	GOOG	27,905	$9.9m2.33%	2.33%	Reduced -18	-18 -0.1%
12	BROADCOM INC COM AVGO	AVGO	21,507	$8.1m1.92%	1.92%	Added +106	+106 0.5%
13	DELL TECHNOLOGIES INC CL C DELL	DELL	18,325	$7.9m1.87%	1.87%	Reduced -1.2k	-1,165 -6.0%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	15,133	$7.6m1.79%	1.79%	Reduced -204	-204 -1.3%
15	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	11,525	$6.0m1.42%	1.42%	Added +4	+4 0.0%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,200	$4.9m1.17%	1.17%	Added +1	+1 0.0%
17	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	6	$4.5m1.06%	1.06%	Unchanged
18	JOHNSON & JOHNSON COM JNJ	JNJ	16,856	$4.3m1.01%	1.01%	Reduced -173	-173 -1.0%
19	ANALOG DEVICES INC COM ADI	ADI	10,508	$4.2m0.99%	0.99%	New
20	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	14,839	$4.2m0.99%	0.99%	Reduced -9.2k	-9,220 -38.3%
21	AMERICAN EXPRESS CO COM AXP	AXP	11,360	$3.8m0.91%	0.91%	Unchanged
22	MICRON TECHNOLOGY INC COM MU	MU	3,310	$3.8m0.90%	0.90%	Reduced -740	-740 -18.3%
23	LAM RESEARCH CORP COM NEW LRCX	LRCX	8,480	$3.7m0.87%	0.87%	Added +1.5k	+1,480 21.1%
24	JPMORGAN CHASE & CO COM JPM	JPM	10,726	$3.5m0.83%	0.83%	Added +3	+3 0.0%
25	BOEING CO COM BA	BA	15,600	$3.4m0.80%	0.80%	Unchanged
26	WALMART INC COM WMT	WMT	29,300	$3.3m0.79%	0.79%	Unchanged
27	CATERPILLAR INC COM CAT	CAT	3,000	$3.2m0.76%	0.76%	Unchanged
28	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	14,844	$3.2m0.75%	0.75%	Reduced -100	-100 -0.7%
29	STARBUCKS CORP COM SBUX	SBUX	26,385	$2.7m0.64%	0.64%	Added +20.1k	+20,135 322.2%
30	MCDONALDS CORP COM MCD	MCD	6,008	$1.6m0.38%	0.38%	Added +2	+2 0.0%
31	AUTOZONE INC COM AZO	AZO	446	$1.4m0.34%	0.34%	Reduced -262	-262 -37.0%
32	AMGEN INC COM AMGN	AMGN	3,827	$1.4m0.33%	0.33%	Unchanged
33	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	40,000	$1.4m0.32%	0.32%	Reduced -2.5k	-2,500 -5.9%
34	ELI LILLY & CO COM LLY	LLY	1,101	$1.3m0.31%	0.31%	Reduced -90	-90 -7.6%
35	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	8,165	$1.3m0.31%	0.31%	Added +1	+1 0.0%
36	SCHWAB CHARLES CORP COM SCHW	SCHW	12,607	$1.2m0.28%	0.28%	Added +1.3k	+1,326 11.8%
37	COSTCO WHSL CORP NEW COM COST	COST	1,150	$1.1m0.25%	0.25%	Unchanged
38	HOME DEPOT INC COM HD	HD	3,000	$1.1m0.25%	0.25%	Unchanged
39	DEERE & CO COM DE	DE	1,550	$983.0k0.23%	0.23%	Unchanged
40	VISA INC COM CL A V	V	2,477	$850.0k0.20%	0.20%	Added +1	+1 0.0%
41	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,450	$842.0k0.20%	0.20%	Reduced -100	-100 -6.5%
42	PROCTER AND GAMBLE CO COM PG	PG	5,072	$744.0k0.18%	0.18%	Added +4	+4 0.1%
43	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	11,048	$725.0k0.17%	0.17%	Unchanged
44	TESLA INC COM TSLA	TSLA	1,500	$631.0k0.15%	0.15%	Unchanged
45	UNITEDHEALTH GROUP INC COM UNH	UNH	1,350	$561.0k0.13%	0.13%	Unchanged
46	MSCI INC COM MSCI	MSCI	1,000	$560.0k0.13%	0.13%	Unchanged
47	BLACKSTONE INC COM BX	BX	4,690	$552.0k0.13%	0.13%	Added +14	+14 0.3%
48	LOCKHEED MARTIN CORP COM LMT	LMT	1,000	$509.0k0.12%	0.12%	Unchanged
49	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,510	$454.0k0.11%	0.11%	Unchanged
50	META PLATFORMS INC CL A META	META	760	$428.0k0.10%	0.10%	Added +25	+25 3.4%
51	CISCO SYS INC COM CSCO	CSCO	3,323	$390.0k0.09%	0.09%	Unchanged
52	QUALCOMM INC COM QCOM	QCOM	2,000	$370.0k0.09%	0.09%	Unchanged
53	CHEVRON CORP NEW COM CVX	CVX	2,050	$340.0k0.08%	0.08%	Reduced -1.2k	-1,250 -37.9%
54	NVR INC COM NVR	NVR	41	$279.0k0.07%	0.07%	Unchanged
55	PHILIP MORRIS INTL INC COM PM	PM	1,500	$271.0k0.06%	0.06%	Unchanged
56	NETFLIX INC COM NFLX	NFLX	3,600	$257.0k0.06%	0.06%	Reduced -1.5k	-1,500 -29.4%
57	CORNING INC COM GLW	GLW	915	$234.0k0.06%	0.06%	New
58	ALTRIA GROUP INC COM MO	MO	3,218	$232.0k0.05%	0.05%	Added +6	+6 0.2%
59	AMERICAN INTL GROUP INC COM NEW AIG	AIG	3,031	$226.0k0.05%	0.05%	Unchanged
60	TEXAS INSTRS INC COM TXN	TXN	750	$224.0k0.05%	0.05%	New
61	GILEAD SCIENCES INC COM GILD	GILD	1,600	$202.0k0.05%	0.05%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CONSTELLATION ENERGY CORP CEG	CEG	8,585	$2.4m8.6k shares
SALESFORCE INC CRM	CRM	3,208	$599.0k3.2k shares