Q2 2026 13F · SEC CIK 1079738

Birinyi Associates Inc

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $422.7M
Reported positions: 61
Top holdings a year, 3 yrs: +23.9%
Assets under management: $471.7M

Birinyi Associates Inc is a wealth manager that reported 61 positions worth $422.7M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Apple Inc (AAPL, 22.4%), Alphabet Inc (GOOGL, 11.9%), Spdr S&p 500 ETF Tr (SPY, 8.7%). A portfolio copying its top holdings returned 23.9% a year over the last 3 years, against 20.4% for the S&P 500.

Birinyi Associates Inc holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Birinyi Associates Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	22.4%	22.9%	326,510	-1.3%	$94.5M
GOOGLAlphabet Inc	11.9%	11.2%	140,836	-1.9%	$50.3M
SPYSpdr S&p 500 ETF Tr	8.7%	8.9%	49,346	-1.3%	$36.9M
AMZNAmazon Com Inc Com	7.9%	7.9%	139,634	+0.7%	$33.3M
MAMastercard Inc.	5.3%	6.1%	43,236	-3.6%	$22.2M
NVDANvidia Corporation Com	4.7%	5.1%	99,940	-7.3%	$20.0M
CCitigroup Inc Com New	3.4%	3.2%	102,401	-1.4%	$14.3M
MSFTMicrosoft Corp	3.2%	3.5%	36,320	+4.9%	$13.5M
GSGoldman Sachs Group Inc	2.8%	2.3%	11,894	+17.6%	$12.0M
BKNGBooking Holdings Inc Com	2.6%	2.8%	61,500	+2400.0%	$11.0M
GOOGAlphabet Inc	2.3%	2.2%	27,905	-0.1%	$9.9M
AVGOBroadcom Inc	1.9%	1.8%	21,507	+0.5%	$8.1M
DELLDell Technologies Inc	1.9%	0.9%	18,325	-6.0%	$7.9M
BRK-BBerkshire Hathaway Inc Del	1.8%	2.0%	15,133	-1.3%	$7.6M
DIAState Street Spdr Dow Jones Industrial A	1.4%	1.5%	11,525	+0.0%	$6.0M
VOOVanguard S&p 500 ETF	1.2%	1.2%	7,200	+0.0%	$4.9M
BRK-ABerkshire Hathaway Inc Del	1.1%	1.2%	6	+0.0%	$4.5M
JNJJohnson & Johnson	1.0%	1.1%	16,856	-1.0%	$4.3M
ADIAnalog Devices Inc	1.0%	—	10,508	—	$4.2M
IBMInternational Business Machs	1.0%	1.6%	14,839	-38.3%	$4.2M
AXPAmerican Express Co Com	0.9%	0.9%	11,360	+0.0%	$3.8M
MUMicron Technology Inc	0.9%	0.4%	3,310	-18.3%	$3.8M
LRCXLam Research Corp	0.9%	0.4%	8,480	+21.1%	$3.7M
JPMJpmorgan Chase & Co	0.8%	0.9%	10,726	+0.0%	$3.5M
BABoeing Co	0.8%	0.8%	15,600	+0.0%	$3.4M
WMTWalmart Inc	0.8%	1.0%	29,300	+0.0%	$3.3M
CATCaterpillar Inc Com	0.8%	0.6%	3,000	+0.0%	$3.2M
RSPInvesco S&p 500 Equal Weight ETF	0.7%	0.8%	14,844	-0.7%	$3.2M
SBUXStarbucks Corp Com	0.6%	0.2%	26,385	+322.2%	$2.7M
MCDMcdonalds Corp Com	0.4%	0.5%	6,008	+0.0%	$1.6M
AZOAutozone Inc	0.3%	0.7%	446	-37.0%	$1.4M
AMGNAmgen Inc Com	0.3%	0.4%	3,827	+0.0%	$1.4M
CMGChipotle Mexican Grill Inc	0.3%	0.4%	40,000	-5.9%	$1.4M
LLYLilly Eli & Co	0.3%	0.3%	1,101	-7.6%	$1.3M
XLVSelect Sector Spdr Tr	0.3%	0.3%	8,165	+0.0%	$1.3M
SCHWSchwab Charles Corp	0.3%	0.3%	12,607	+11.8%	$1.2M
COSTCostco Whsl Corp New	0.3%	0.3%	1,150	+0.0%	$1.1M
HDHome Depot Inc Com	0.3%	0.3%	3,000	+0.0%	$1.1M
DEDeere & Co Com	0.2%	0.2%	1,550	+0.0%	$983K
VVisa Inc Com Cl A	0.2%	0.2%	2,477	+0.0%	$850K
AMDAdvanced Micro Devices Inc	0.2%	—	1,450	—	$842K
PGProcter & Gamble Co Com	0.2%	0.2%	5,072	+0.1%	$744K
AIQGlobal X Fds	0.2%	0.1%	11,048	+0.0%	$725K
TSLATesla Inc Com	0.1%	0.2%	1,500	+0.0%	$631K
UNHUnitedhealth Group Inc Com	0.1%	—	1,350	—	$561K
MSCIMSCI Inc	0.1%	0.1%	1,000	+0.0%	$560K
BXBlackstone Inc Com	0.1%	0.1%	4,690	+0.3%	$552K
LMTLockheed Martin Corp Com	0.1%	0.2%	1,000	+0.0%	$509K
IWMIshares	0.1%	—	1,510	—	$454K
METAMeta Platforms Inc Class A	0.1%	0.1%	760	+3.4%	$428K

What Birinyi Associates Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+2400.0% shares
SBUX Starbucks Corp Com+322.2% shares
LRCX Lam Research Corp+21.1% shares
GS Goldman Sachs Group Inc+17.6% shares
SCHW Schwab Charles Corp+11.8% shares

Reduced

IBM International Business Machs-38.3% shares
AZO Autozone Inc-37.0% shares
MU Micron Technology Inc-18.3% shares
LLY Lilly Eli & Co-7.6% shares
NVDA Nvidia Corporation Com-7.3% shares
DELL Dell Technologies Inc-6.0% shares
CMG Chipotle Mexican Grill Inc-5.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.8% /yr; S&P 500 +20.1%
3 years: +23.9% /yr; S&P 500 +20.4%
5 years: +14.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$422.7M	61
Q1 2026	$367.2M	60
Q4 2025	$399.9M	58
Q3 2025	$391.6M	57
Q2 2025	$341.9M	55
Q1 2025	$309.6M	56
Q4 2024	$363.3M	58
Q3 2024	$348.3M	58
Q2 2024	$333.9M	57
Q1 2024	$306.6M	55
Q4 2023	$281.4M	56
Q3 2023	$250.5M	53

Questions about Birinyi Associates Inc's portfolio

What stocks does Birinyi Associates Inc own?

Birinyi Associates Inc's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 61 positions worth $422.7M. The largest are Apple Inc (AAPL) at 22.4%, Alphabet Inc (GOOGL) at 11.9%, Spdr S&p 500 ETF Tr (SPY) at 8.7%, Amazon Com Inc Com (AMZN) at 7.9% and Mastercard Inc. (MA) at 5.3%.

What did Birinyi Associates Inc buy last quarter?

In Q2 2026, Birinyi Associates Inc added Booking Holdings Inc Com (BKNG) (+2400.0% shares), Starbucks Corp Com (SBUX) (+322.2% shares) and Lam Research Corp (LRCX) (+21.1% shares), compared with its Q1 2026 filing.

What did Birinyi Associates Inc sell last quarter?

In Q2 2026, Birinyi Associates Inc cut from its top 50 Constellation Energy Corp (CEG), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Salesforce Inc Com (CRM), cut from its top 50 Netflix Inc Total (NFLX), International Business Machs (IBM) (-38.3% shares), Autozone Inc (AZO) (-37.0% shares) and Micron Technology Inc (MU) (-18.3% shares), compared with its Q1 2026 filing.

How has Birinyi Associates Inc's portfolio performed?

A portfolio copying Birinyi Associates Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +14.5% a year against +11.6%.

When is Birinyi Associates Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Birinyi Associates Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Birinyi Associates Inc manage?

Birinyi Associates Inc reported $471.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $422.7M.