Birinyi-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  "MU",
  "GOOGL",
  "AXP",
  "AIG",
  "CAT",
  "AVGO",
  "HLT",
  "HD",
  "MCD",
  "QCOM",
  "BKNG",
  "META",
  "LRCX",
  "MA",
  "MSFT",
  "BX",
  "ORCL",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "AMGN",
  null,
  null,
  "IBM",
  "SBUX",
  "TXRH",
  "UBER",
  "AB",
  null,
  null,
  "AMZN",
  "VOO",
  "V",
  "WMT",
  "MSCI",
  "CRM",
  "DIA",
  "BRK-A",
  "BRK-B",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "COST",
  "DE",
  "GOOG",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 56
Total Value: 309564
Accession Number: 0001079738-25-000011
Form Type: 13F-HR
CIK: birinyi-associates
Manager Name: Birinyi-Associates

Data Enrichment

93% identified

52 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $309.6K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Uber Technologies, Inc

UBER|90353T100

Shares:33.0K

Value:$2.4M

% of Portfolio:776.6% ($2.4M/$309.6K)

AMERICAN EXPRESS CO

AXP|025816109

Shares:7.3K

Value:$2.0M

% of Portfolio:634.1% ($2.0M/$309.6K)

81369Y605

Shares:38.5K

Value:$1.9M

% of Portfolio:618.9% ($1.9M/$309.6K)

MCDONALDS CORP

MCD|580135101

Shares:6.0K

Value:$1.9M

% of Portfolio:605.4% ($1.9M/$309.6K)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:8.3K

Value:$1.4M

% of Portfolio:448.0% ($1.4M/$309.6K)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.1K

Value:$1.4M

% of Portfolio:443.5% ($1.4M/$309.6K)

81369Y209

Shares:9.2K

Value:$1.3M

% of Portfolio:434.5% ($1.3M/$309.6K)

238935776

Shares:29.7K

Value:$1.3M

% of Portfolio:421.9% ($1.3M/$309.6K)

HOME DEPOT, INC.

HD|437076102

Shares:3.5K

Value:$1.3M

% of Portfolio:414.5% ($1.3M/$309.6K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.3K

Value:$1.2M

% of Portfolio:389.6% ($1.2M/$309.6K)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:5.3K

Value:$1.2M

% of Portfolio:389.3% ($1.2M/$309.6K)

AMGEN INC

AMGN|031162100

Shares:3.8K

Value:$1.2M

% of Portfolio:385.1% ($1.2M/$309.6K)

Salesforce, Inc.

CRM|79466L302

Shares:3.9K

Value:$1.0M

% of Portfolio:334.3% ($1.0M/$309.6K)

CATERPILLAR INC

CAT|149123101

Shares:3.0K

Value:$989.0K

% of Portfolio:319.5% ($989.0K/$309.6K)

Meta Platforms, Inc.

META|30303M102

Shares:1.6K

Value:$945.0K

% of Portfolio:305.3% ($945.0K/$309.6K)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$871.0K

% of Portfolio:281.4% ($871.0K/$309.6K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.9K

Value:$849.0K

% of Portfolio:274.3% ($849.0K/$309.6K)

VISA INC.

V|92826C839

Shares:2.2K

Value:$771.0K

% of Portfolio:249.1% ($771.0K/$309.6K)

DEERE & CO

DE|244199105

Shares:1.6K

Value:$727.0K

% of Portfolio:234.8% ($727.0K/$309.6K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.4K

Value:$707.0K

% of Portfolio:228.4% ($707.0K/$309.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Uber Technologies, Inc(UBERcusip90353T100)	33.0K	QoQ -3.64% (-1.3K) YoY -39.17% (-21.3K)	All Managers (Combined)	$2.4M	776.6% ($2.4M/$309.6K)	QoQ -99.88% (-$2.1K) YoY -99.94% (-$4.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	7.3K	QoQ +0.62% (-45) YoY +0.62% (-45)	All Managers (Combined)	$2.0M	634.1% ($2.0M/$309.6K)	QoQ -99.90% (-$2.1K) YoY -99.88% (-$1.6K)
(cusip81369Y605)✕	38.5K	QoQ +6.58% (-2.4K) YoY -16.68% (-7.7K)	All Managers (Combined)	$1.9M	618.9% ($1.9M/$309.6K)	QoQ -99.89% (-$1.7K) YoY -99.90% (-$1.9K)
MCDONALDS CORP(MCDcusip580135101)	6.0K	QoQ -4.76% (-300) YoY NEW(+6.0K)	All Managers (Combined)	$1.9M	605.4% ($1.9M/$309.6K)	QoQ -99.89% (-$1.8K) YoY NEW(+$2)
Texas Roadhouse, Inc.(TXRHcusip882681109)	8.3K	QoQ -63.61% (-14.6K) YoY NEW(+8.3K)	All Managers (Combined)	$1.4M	448.0% ($1.4M/$309.6K)	QoQ -99.96% (-$4.1K) YoY NEW(+$1)
PROCTER & GAMBLE Co(PGcusip742718109)	8.1K	QoQ -10.92% (-988) YoY -11.58% (-1.1K)	All Managers (Combined)	$1.4M	443.5% ($1.4M/$309.6K)	QoQ -99.90% (-$1.5K) YoY -99.90% (-$1.5K)
(cusip81369Y209)✕	9.2K	QoQ +0.01% (-1) YoY -5.09% (-495)	All Managers (Combined)	$1.3M	434.5% ($1.3M/$309.6K)	QoQ -99.89% (-$1.3K) YoY -99.90% (-$1.4K)
(cusip238935776)✕	29.7K	QoQ +32.51% (-7.3K) YoY NEW(+29.7K)	All Managers (Combined)	$1.3M	421.9% ($1.3M/$309.6K)	QoQ -99.89% (-$1.2K) YoY NEW(+$1)
HOME DEPOT, INC.(HDcusip437076102)	3.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3M	414.5% ($1.3M/$309.6K)	QoQ -99.90% (-$1.4K) YoY -99.90% (-$1.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.3K	QoQ -73.29% (-3.5K) YoY -69.75% (-2.9K)	All Managers (Combined)	$1.2M	389.6% ($1.2M/$309.6K)	QoQ -99.97% (-$4.4K) YoY -99.96% (-$3.1K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$1.2M	389.3% ($1.2M/$309.6K)	QoQ NEW(+$1) YoY NEW(+$1)
AMGEN INC(AMGNcusip031162100)	3.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.2M	385.1% ($1.2M/$309.6K)	QoQ -99.88% (-$996) YoY -99.89% (-$1.1K)
Salesforce, Inc.(CRMcusip79466L302)	3.9K	QoQ -11.47% (-500) YoY -36.38% (-2.2K)	All Managers (Combined)	$1.0M	334.3% ($1.0M/$309.6K)	QoQ -99.92% (-$1.5K) YoY -99.94% (-$1.8K)
CATERPILLAR INC(CATcusip149123101)	3.0K	QoQ 0.00% (-0) YoY -7.69% (-250)	All Managers (Combined)	$989.0K	319.5% ($989.0K/$309.6K)	QoQ -99.90% (-$1.1K) YoY -99.91% (-$1.2K)
Meta Platforms, Inc.(METAcusip30303M102)	1.6K	QoQ +10.06% (-150) YoY +10.06% (-150)	All Managers (Combined)	$945.0K	305.3% ($945.0K/$309.6K)	QoQ -99.89% (-$871) YoY -99.86% (-$723)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ 0.00% (-0) YoY -60.56% (-1.6K)	All Managers (Combined)	$871.0K	281.4% ($871.0K/$309.6K)	QoQ -99.89% (-$814) YoY -99.95% (-$2.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$849.0K	274.3% ($849.0K/$309.6K)	QoQ -99.90% (-$922) YoY -99.90% (-$863)
VISA INC.(Vcusip92826C839)	2.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$771.0K	249.1% ($771.0K/$309.6K)	QoQ -99.88% (-$695) YoY -99.87% (-$613)
DEERE & CO(DEcusip244199105)	1.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$727.0K	234.8% ($727.0K/$309.6K)	QoQ -99.88% (-$656) YoY -99.88% (-$636)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.4K	QoQ 0.00% (-0) YoY -76.46% (-4.4K)	All Managers (Combined)	$707.0K	228.4% ($707.0K/$309.6K)	QoQ -99.89% (-$682) YoY -99.97% (-$2.8K)