Birinyi Associates Inc has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $342 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $68.3M, Spdr S&P 500 ETF Trust with a value of $32.7M, Amazon Com Inc with a value of $31.8M, Mastercard Inc with a value of $25.5M, and Alphabet Inc. with a value of $25.4M.
Examining the 13F form we can see an increase of $34.2M in the current position value, from $308M to 342M.
Below you can find more details about Birinyi Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$342 Million
Technology: $119 Million
Financial Services: $65.9 Million
Consumer Cyclical: $56.9 Million
ETFs: $45.6 Million
Communication Services: $38.2 Million
Consumer Defensive: $9.41 Million
Industrials: $4.41 Million
Healthcare: $2.31 Million
Other: $508,000
Stock Holdings Table Market Cap. of $200 Billions or more