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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Blackstone Inc.

BX|09260D107

Shares:4.7K

Value:$661.0K

% of Portfolio:213.5% ($661.0K/$309.6K)

922908363

VOO|922908363

Shares:1.3K

Value:$655.0K

% of Portfolio:211.6% ($655.0K/$309.6K)

STARBUCKS CORP

SBUX|855244109

Shares:6.3K

Value:$613.0K

% of Portfolio:198.0% ($613.0K/$309.6K)

LAM RESEARCH CORP

LRCX|512807306

Shares:8.2K

Value:$595.0K

% of Portfolio:192.2% ($595.0K/$309.6K)

CHEVRON CORP

CVX|166764100

Shares:3.5K

Value:$594.0K

% of Portfolio:191.9% ($594.0K/$309.6K)

MSCI Inc.

MSCI|55354G100

Shares:1.0K

Value:$566.0K

% of Portfolio:182.8% ($566.0K/$309.6K)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:11.2K

Value:$430.0K

% of Portfolio:138.9% ($430.0K/$309.6K)

37954Y632

Shares:11.0K

Value:$402.0K

% of Portfolio:129.9% ($402.0K/$309.6K)

Tesla, Inc.

TSLA|88160R101

Shares:1.5K

Value:$389.0K

% of Portfolio:125.7% ($389.0K/$309.6K)

NVR INC

NVR|62944T105

Shares:50

Value:$363.0K

% of Portfolio:117.3% ($363.0K/$309.6K)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.0K

Value:$345.0K

% of Portfolio:111.4% ($345.0K/$309.6K)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.0K

Value:$307.0K

% of Portfolio:99.2% ($307.0K/$309.6K)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:3.0K

Value:$264.0K

% of Portfolio:85.3% ($264.0K/$309.6K)

Philip Morris International Inc.

PM|718172109

Shares:1.5K

Value:$238.0K

% of Portfolio:76.9% ($238.0K/$309.6K)

ORACLE CORP

ORCL|68389X105

Shares:1.5K

Value:$214.0K

% of Portfolio:69.1% ($214.0K/$309.6K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.3K

Value:$205.0K

% of Portfolio:66.2% ($205.0K/$309.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Blackstone Inc.(BXcusip09260D107)	4.7K	QoQ +0.16% (-8) YoY +0.53% (-25)	All Managers (Combined)	$661.0K	213.5% ($661.0K/$309.6K)	QoQ -99.91% (-$814) YoY -99.89% (-$617)
(VOOcusip922908363)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$655.0K	211.6% ($655.0K/$309.6K)	QoQ NEW(+$1) YoY NEW(+$1)
STARBUCKS CORP(SBUXcusip855244109)	6.3K	QoQ -4.50% (-295) YoY -19.87% (-1.6K)	All Managers (Combined)	$613.0K	198.0% ($613.0K/$309.6K)	QoQ -99.89% (-$597) YoY -99.91% (-$712)
LAM RESEARCH CORP(LRCXcusip512807306)	8.2K	QoQ +16.92% (-1.2K) YoY NEW(+8.2K)	All Managers (Combined)	$595.0K	192.2% ($595.0K/$309.6K)	QoQ -99.88% (-$505) YoY NEW(+$1)
CHEVRON CORP(CVXcusip166764100)	3.5K	QoQ 0.00% (-0) YoY -51.56% (-3.8K)	All Managers (Combined)	$594.0K	191.9% ($594.0K/$309.6K)	QoQ -99.88% (-$514) YoY -99.94% (-$1.2K)
MSCI Inc.(MSCIcusip55354G100)	1.0K	QoQ 0.00% (-0) YoY -20.25% (-254)	All Managers (Combined)	$566.0K	182.8% ($566.0K/$309.6K)	QoQ -99.90% (-$599) YoY -99.91% (-$702)
ALLIANCEBERNSTEIN HOLDING L.P.(ABcusip01881G106)	11.2K	QoQ +0.35% (-40) YoY -23.27% (-3.4K)	All Managers (Combined)	$430.0K	138.9% ($430.0K/$309.6K)	QoQ -99.89% (-$415) YoY -99.91% (-$508)
(cusip37954Y632)✕	11.0K	QoQ +24.14% (-2.1K) YoY NEW(+11.0K)	All Managers (Combined)	$402.0K	129.9% ($402.0K/$309.6K)	QoQ -99.88% (-$343) YoY NEW(+$0)
Tesla, Inc.(TSLAcusip88160R101)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$389.0K	125.7% ($389.0K/$309.6K)	QoQ -99.93% (-$605) YoY NEW(+$0)
NVR INC(NVRcusip62944T105)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$363.0K	117.3% ($363.0K/$309.6K)	QoQ -99.91% (-$409) YoY -99.91% (-$405)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.0K	QoQ -3.04% (-125) YoY -3.04% (-125)	All Managers (Combined)	$345.0K	111.4% ($345.0K/$309.6K)	QoQ -99.90% (-$345) YoY -99.92% (-$483)
QUALCOMM INC/DE(QCOMcusip747525103)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$307.0K	99.2% ($307.0K/$309.6K)	QoQ -99.90% (-$307) YoY -99.90% (-$338)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$264.0K	85.3% ($264.0K/$309.6K)	QoQ -99.88% (-$220) YoY -99.88% (-$237)
Philip Morris International Inc.(PMcusip718172109)	1.5K	QoQ NEW(+1.5K) YoY -40.00% (-1.0K)	All Managers (Combined)	$238.0K	76.9% ($238.0K/$309.6K)	QoQ NEW(+$0) YoY -99.89% (-$229)
ORACLE CORP(ORCLcusip68389X105)	1.5K	QoQ +17.69% (-230) YoY NEW(+1.5K)	All Managers (Combined)	$214.0K	69.1% ($214.0K/$309.6K)	QoQ -99.90% (-$216) YoY NEW(+$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$205.0K	66.2% ($205.0K/$309.6K)	QoQ NEW(+$0) YoY NEW(+$0)