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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $342 Million
  • Prior Value $308 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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