BIRINYI ASSOCIATES INC Diversified Active

Name: BIRINYI ASSOCIATES INC Q2 2026 13F Filing | 13F Explorer
Creator: BIRINYI ASSOCIATES INC
Published: 2026-08-05

Location: Westport, CT

CIK: 0001079738 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 5, 2026

Total Value: $423M

Holdings (61)

New Positions (3)

ADI Analog Devices Inc 1.0%

Value $4.173M Shares 10,508 Est. Cost $397.13 Unrealized —

GLW Corning Inc 0.1%

Value $234K Shares 915 Est. Cost $255.74 Unrealized —

TXN Texas Instruments Inc 0.1%

Value $224K Shares 750 Est. Cost $298.67 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ADI	Analog Devices Inc	10,508	$4.173M	1.0%	$397.13	—	—	032654105
GLW	Corning Inc	915	$234K	0.1%	$255.74	—	—	219350105
TXN	Texas Instruments Inc	750	$224K	0.1%	$298.67	—	—	882508104

Increased Positions (7)

GS Goldman Sachs Group Inc/The 2.8%

Value $12.03M (+40.6%) Shares 11,894 (+17.6%) Est. Cost $418.47 Unrealized —

LRCX Lam Research Corp 0.9%

Value $3.675M (+145.7%) Shares 8,480 (+21.1%) Est. Cost $162.74 Unrealized —

SBUX Starbucks Corp 0.6%

Value $2.696M (+381.4%) Shares 26,385 (+322.2%) Est. Cost $92.01 Unrealized —

MSFT Microsoft Corp 3.2%

Value $13.55M (+5.7%) Shares 36,320 (+4.9%) Est. Cost $125.85 Unrealized —

BKNG Booking Holdings Inc 2.6%

Value $10.96M (+5.8%) Shares 61,500 (+2400.0%) Est. Cost $280.32 Unrealized —

SCHW Charles Schwab Corp/The 0.3%

Value $1.163M (+9.7%) Shares 12,607 (+11.8%) Est. Cost $99.30 Unrealized —

META Meta Platforms Inc 0.1%

Value $428K (+1.7%) Shares 760 (+3.4%) Est. Cost $630.49 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GS	Goldman Sachs Group Inc/The	11,894 (+17.6%)	$12.03M (+40.6%)	2.8%	$418.47	—	—	38141G104
LRCX	Lam Research Corp	8,480 (+21.1%)	$3.675M (+145.7%)	0.9%	$162.74	—	—	512807306
SBUX	Starbucks Corp	26,385 (+322.2%)	$2.696M (+381.4%)	0.6%	$92.01	—	—	855244109
MSFT	Microsoft Corp	36,320 (+4.9%)	$13.55M (+5.7%)	3.2%	$125.85	—	—	594918104
BKNG	Booking Holdings Inc	61,500 (+2400.0%)	$10.96M (+5.8%)	2.6%	$280.32	—	—	09857L108
SCHW	Charles Schwab Corp/The	12,607 (+11.8%)	$1.163M (+9.7%)	0.3%	$99.30	—	—	808513105
META	Meta Platforms Inc	760 (+3.4%)	$428K (+1.7%)	0.1%	$630.49	—	—	30303M102

Exited Positions (2)

CEG Constellation Energy Corp 0.6%

Value $2.397M Shares 8,585 Est. Cost $363.20 Unrealized —

CRM Salesforce Inc 0.1%

Value $599K Shares 3,208 Est. Cost $186.57 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CEG	Constellation Energy Corp	8,585	$2.397M	0.6%	$363.20	—	—	21037T109
CRM	Salesforce Inc	3,208	$599K	0.1%	$186.57	—	—	79466L302

Decreased Positions (17)

AAPL Apple Inc 22.3%

Value $94.48M (+12.5%) Shares 326,510 (-1.3%) Est. Cost $86.59 Unrealized —

GOOGL Alphabet Inc 11.9%

Value $50.33M (+21.9%) Shares 140,836 (-1.9%) Est. Cost $106.67 Unrealized —

DELL Dell Technologies Inc 1.9%

Value $7.907M (+147.2%) Shares 18,325 (-6.0%) Est. Cost $133.71 Unrealized —

SPY State Street SPDR S&P 500 ETF Trust 8.7%

Value $36.85M (+13.3%) Shares 49,346 (-1.3%) Est. Cost $241.72 Unrealized —

C Citigroup Inc 3.4%

Value $14.33M (+21.6%) Shares 102,401 (-1.4%) Est. Cost $59.91 Unrealized —

MU Micron Technology Inc 0.9%

Value $3.821M (+179.3%) Shares 3,310 (-18.3%) Est. Cost $73.44 Unrealized —

IBM International Business Machines Corp 1.0%

Value $4.173M (-28.4%) Shares 14,839 (-38.3%) Est. Cost $202.07 Unrealized —

NVDA NVIDIA Corp 4.7%

Value $20M (+6.4%) Shares 99,940 (-7.3%) Est. Cost $95.58 Unrealized —

AZO AutoZone Inc 0.3%

Value $1.425M (-40.4%) Shares 446 (-37.0%) Est. Cost $3964.16 Unrealized —

AMD Advanced Micro Devices Inc 0.2%

Value $842K (+167.3%) Shares 1,450 (-6.5%) Est. Cost $173.05 Unrealized —

CVX Chevron Corp 0.1%

Value $340K (-50.2%) Shares 2,050 (-37.9%) Est. Cost $109.43 Unrealized —

NFLX Netflix Inc 0.1%

Value $257K (-47.6%) Shares 3,600 (-29.4%) Est. Cost $106.44 Unrealized —

LLY Eli Lilly & Co 0.3%

Value $1.321M (+20.6%) Shares 1,101 (-7.6%) Est. Cost $713.11 Unrealized —

BRK/B Berkshire Hathaway Inc 1.8%

Value $7.572M (+3.0%) Shares 15,133 (-1.3%) Est. Cost $247.52 Unrealized —

MA Mastercard Inc 5.3%

Value $22.21M (-0.9%) Shares 43,236 (-3.6%) Est. Cost $89.36 Unrealized —

JNJ Johnson & Johnson 1.0%

Value $4.281M (+2.9%) Shares 16,856 (-1.0%) Est. Cost $227.87 Unrealized —

CMG Chipotle Mexican Grill Inc 0.3%

Value $1.36M (0.0%) Shares 40,000 (-5.9%) Est. Cost $60.65 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	326,510 (-1.3%)	$94.48M (+12.5%)	22.3%	$86.59	—	—	037833100
GOOGL	Alphabet Inc	140,836 (-1.9%)	$50.33M (+21.9%)	11.9%	$106.67	—	—	02079K305
DELL	Dell Technologies Inc	18,325 (-6.0%)	$7.907M (+147.2%)	1.9%	$133.71	—	—	24703L202
SPY	State Street SPDR S&P 500 ETF Trust	49,346 (-1.3%)	$36.85M (+13.3%)	8.7%	$241.72	—	—	78462F103
C	Citigroup Inc	102,401 (-1.4%)	$14.33M (+21.6%)	3.4%	$59.91	—	—	172967424
MU	Micron Technology Inc	3,310 (-18.3%)	$3.821M (+179.3%)	0.9%	$73.44	—	—	595112103
IBM	International Business Machines Corp	14,839 (-38.3%)	$4.173M (-28.4%)	1.0%	$202.07	—	—	459200101
NVDA	NVIDIA Corp	99,940 (-7.3%)	$20M (+6.4%)	4.7%	$95.58	—	—	67066G104
AZO	AutoZone Inc	446 (-37.0%)	$1.425M (-40.4%)	0.3%	$3964.16	—	—	053332102
AMD	Advanced Micro Devices Inc	1,450 (-6.5%)	$842K (+167.3%)	0.2%	$173.05	—	—	007903107
CVX	Chevron Corp	2,050 (-37.9%)	$340K (-50.2%)	0.1%	$109.43	—	—	166764100
NFLX	Netflix Inc	3,600 (-29.4%)	$257K (-47.6%)	0.1%	$106.44	—	—	64110L106
LLY	Eli Lilly & Co	1,101 (-7.6%)	$1.321M (+20.6%)	0.3%	$713.11	—	—	532457108
BRK/B	Berkshire Hathaway Inc	15,133 (-1.3%)	$7.572M (+3.0%)	1.8%	$247.52	—	—	084670702
MA	Mastercard Inc	43,236 (-3.6%)	$22.21M (-0.9%)	5.3%	$89.36	—	—	57636Q104
JNJ	Johnson & Johnson	16,856 (-1.0%)	$4.281M (+2.9%)	1.0%	$227.87	—	—	478160104
CMG	Chipotle Mexican Grill Inc	40,000 (-5.9%)	$1.36M (0.0%)	0.3%	$60.65	—	—	169656105

Unchanged Positions (34)

AMZN Amazon.com Inc 7.9%

Value $33.28M Shares 139,634 Est. Cost $121.18 Unrealized —

GOOG Alphabet Inc 2.3%

Value $9.86M Shares 27,905 Est. Cost $107.49 Unrealized —

AVGO Broadcom Inc 1.9%

Value $8.124M Shares 21,507 Est. Cost $195.94 Unrealized —

CAT Caterpillar Inc 0.8%

Value $3.195M Shares 3,000 Est. Cost $95.70 Unrealized —

DIA State Street SPDR Dow Jones Industrial Average ETF Trust 1.4%

Value $6.02M Shares 11,525 Est. Cost $217.32 Unrealized —

VOO Vanguard S&P 500 ETF 1.2%

Value $4.945M Shares 7,200 Est. Cost $569.51 Unrealized —

AXP American Express Co 0.9%

Value $3.843M Shares 11,360 Est. Cost $221.94 Unrealized —

JPM JPMorgan Chase & Co 0.8%

Value $3.511M Shares 10,726 Est. Cost $83.77 Unrealized —

WMT Walmart Inc 0.8%

Value $3.319M Shares 29,300 Est. Cost $49.07 Unrealized —

RSP Invesco S&P 500 Equal Weight ETF 0.7%

Value $3.158M Shares 14,844 Est. Cost $191.92 Unrealized —

BA Boeing Co/The 0.8%

Value $3.377M Shares 15,600 Est. Cost $238.54 Unrealized —

MCD McDonald's Corp 0.4%

Value $1.624M Shares 6,008 Est. Cost $283.27 Unrealized —

AIQ Global X Artificial Intelligence & Technology ETF 0.2%

Value $725K Shares 11,048 Est. Cost $36.23 Unrealized —

UNH UnitedHealth Group Inc 0.1%

Value $561K Shares 1,350 Est. Cost $466.76 Unrealized —

BRK/A Berkshire Hathaway Inc 1.1%

Value $4.493M Shares 6 Est. Cost $252576.08 Unrealized —

CSCO Cisco Systems Inc 0.1%

Value $390K Shares 3,323 Est. Cost $60.10 Unrealized —

QCOM QUALCOMM Inc 0.1%

Value $370K Shares 2,000 Est. Cost $122.20 Unrealized —

DE Deere & Co 0.2%

Value $983K Shares 1,550 Est. Cost $448.08 Unrealized —

V Visa Inc 0.2%

Value $850K Shares 2,477 Est. Cost $164.16 Unrealized —

XLV State Street Health Care Select Sector SPDR ETF 0.3%

Value $1.295M Shares 8,165 Est. Cost $93.69 Unrealized —

LMT Lockheed Martin Corp 0.1%

Value $509K Shares 1,000 Est. Cost $301.74 Unrealized —

IWM iShares Russell 2000 ETF 0.1%

Value $454K Shares 1,510 Est. Cost $246.35 Unrealized —

TSLA Tesla Inc 0.1%

Value $631K Shares 1,500 Est. Cost $308.49 Unrealized —

HD Home Depot Inc/The 0.3%

Value $1.058M Shares 3,000 Est. Cost $154.01 Unrealized —

COST Costco Wholesale Corp 0.3%

Value $1.076M Shares 1,150 Est. Cost $909.04 Unrealized —

AMGN Amgen Inc 0.3%

Value $1.386M Shares 3,827 Est. Cost $97.41 Unrealized —

PM Philip Morris International Inc 0.1%

Value $271K Shares 1,500 Est. Cost $136.99 Unrealized —

MSCI MSCI Inc 0.1%

Value $560K Shares 1,000 Est. Cost $278.59 Unrealized —

GILD Gilead Sciences Inc 0.0%

Value $202K Shares 1,600 Est. Cost $120.88 Unrealized —

MO Altria Group Inc 0.1%

Value $232K Shares 3,218 Est. Cost $63.03 Unrealized —

BX Blackstone Inc 0.1%

Value $552K Shares 4,690 Est. Cost $80.16 Unrealized —

PG Procter & Gamble Co/The 0.2%

Value $744K Shares 5,072 Est. Cost $123.86 Unrealized —

NVR NVR Inc 0.1%

Value $279K Shares 41 Est. Cost $5968.90 Unrealized —

AIG American International Group Inc 0.1%

Value $226K Shares 3,031 Est. Cost $60.81 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	Amazon.com Inc	139,634	$33.28M	7.9%	$121.18	—	—	023135106
GOOG	Alphabet Inc	27,905	$9.86M	2.3%	$107.49	—	—	02079K107
AVGO	Broadcom Inc	21,507	$8.124M	1.9%	$195.94	—	—	11135F101
CAT	Caterpillar Inc	3,000	$3.195M	0.8%	$95.70	—	—	149123101
DIA	State Street SPDR Dow Jones Industrial Average ETF Trust	11,525	$6.02M	1.4%	$217.32	—	—	78467X109
VOO	Vanguard S&P 500 ETF	7,200	$4.945M	1.2%	$569.51	—	—	922908363
AXP	American Express Co	11,360	$3.843M	0.9%	$221.94	—	—	025816109
JPM	JPMorgan Chase & Co	10,726	$3.511M	0.8%	$83.77	—	—	46625H100
WMT	Walmart Inc	29,300	$3.319M	0.8%	$49.07	—	—	931142103
RSP	Invesco S&P 500 Equal Weight ETF	14,844	$3.158M	0.7%	$191.92	—	—	46137V357
BA	Boeing Co/The	15,600	$3.377M	0.8%	$238.54	—	—	097023105
MCD	McDonald's Corp	6,008	$1.624M	0.4%	$283.27	—	—	580135101
AIQ	Global X Artificial Intelligence & Technology ETF	11,048	$725K	0.2%	$36.23	—	—	37954Y632
UNH	UnitedHealth Group Inc	1,350	$561K	0.1%	$466.76	—	—	91324P102
BRK/A	Berkshire Hathaway Inc	6	$4.493M	1.1%	$252576.08	—	—	084670108
CSCO	Cisco Systems Inc	3,323	$390K	0.1%	$60.10	—	—	17275R102
QCOM	QUALCOMM Inc	2,000	$370K	0.1%	$122.20	—	—	747525103
DE	Deere & Co	1,550	$983K	0.2%	$448.08	—	—	244199105
V	Visa Inc	2,477	$850K	0.2%	$164.16	—	—	92826C839
XLV	State Street Health Care Select Sector SPDR ETF	8,165	$1.295M	0.3%	$93.69	—	—	81369Y209
LMT	Lockheed Martin Corp	1,000	$509K	0.1%	$301.74	—	—	539830109
IWM	iShares Russell 2000 ETF	1,510	$454K	0.1%	$246.35	—	—	464287655
TSLA	Tesla Inc	1,500	$631K	0.1%	$308.49	—	—	88160R101
HD	Home Depot Inc/The	3,000	$1.058M	0.3%	$154.01	—	—	437076102
COST	Costco Wholesale Corp	1,150	$1.076M	0.3%	$909.04	—	—	22160K105
AMGN	Amgen Inc	3,827	$1.386M	0.3%	$97.41	—	—	031162100
PM	Philip Morris International Inc	1,500	$271K	0.1%	$136.99	—	—	718172109
MSCI	MSCI Inc	1,000	$560K	0.1%	$278.59	—	—	55354G100
GILD	Gilead Sciences Inc	1,600	$202K	0.0%	$120.88	—	—	375558103
MO	Altria Group Inc	3,218	$232K	0.1%	$63.03	—	—	02209S103
BX	Blackstone Inc	4,690	$552K	0.1%	$80.16	—	—	09260D107
PG	Procter & Gamble Co/The	5,072	$744K	0.2%	$123.86	—	—	742718109
NVR	NVR Inc	41	$279K	0.1%	$5968.90	—	—	62944T105
AIG	American International Group Inc	3,031	$226K	0.1%	$60.81	—	—	026874784