Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Birinyi Associates Inc (CIK 1079738) reported $367.2M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($84.0M, 22.87%), GOOGL ($41.3M, 11.25%), SPY ($32.5M, 8.86%), AMZN ($28.9M, 7.86%), MA ($22.4M, 6.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $84.0M | 22.87% | 330,879 | Trimmed |
| 2 | GOOGL | Alphabet Inc | $41.3M | 11.25% | 143,611 | Trimmed |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | $32.5M | 8.86% | 50,015 | Trimmed |
| 4 | AMZN | Amazon.com Inc | $28.9M | 7.86% | 138,638 | Added |
| 5 | MA | Mastercard Inc | $22.4M | 6.10% | 44,857 | Trimmed |
| 6 | NVDA | NVIDIA Corp | $18.8M | 5.12% | 107,765 | Trimmed |
| 7 | MSFT | Microsoft Corp | $12.8M | 3.49% | 34,633 | Added |
| 8 | C | Citigroup Inc | $11.8M | 3.21% | 103,897 | Trimmed |
| 9 | BKNG | Booking Holdings Inc | $10.4M | 2.82% | 2,460 | Added |
| 10 | GS | Goldman Sachs Group Inc/The | $8.6M | 2.33% | 10,111 | Added |
| 11 | GOOG | Alphabet Inc | $8.0M | 2.18% | 27,923 | Hold |
| 12 | BRK/B | Berkshire Hathaway Inc | $7.3M | 2.00% | 15,337 | Trimmed |
| 13 | AVGO | Broadcom Inc | $6.6M | 1.80% | 21,401 | Trimmed |
| 14 | IBM | International Business Machines Corp | $5.8M | 1.59% | 24,059 | Added |
| 15 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $5.3M | 1.45% | 11,521 | Trimmed |
| 16 | BRK/A | Berkshire Hathaway Inc | $4.3M | 1.17% | 6 | Hold |
| 17 | VOO | Vanguard S&P 500 ETF | $4.3M | 1.17% | 7,199 | Trimmed |
| 18 | JNJ | Johnson & Johnson | $4.2M | 1.13% | 17,029 | New |
| 19 | WMT | Walmart Inc | $3.6M | 0.99% | 29,300 | Hold |
| 20 | AXP | American Express Co | $3.4M | 0.94% | 11,360 | Added |
| 21 | DELL | Dell Technologies Inc | $3.2M | 0.87% | 19,490 | Trimmed |
| 22 | JPM | JPMorgan Chase & Co | $3.2M | 0.86% | 10,723 | Added |
| 23 | BA | Boeing Co/The | $3.1M | 0.85% | 15,600 | New |
| 24 | RSP | Invesco S&P 500 Equal Weight ETF | $2.9M | 0.78% | 14,944 | New |
| 25 | AZO | AutoZone Inc | $2.4M | 0.65% | 708 | Added |
Source: SEC Form 13F filings · as of 2026-03-31