Fund HoldingsBIRINYI ASSOCIATES INC

Total Portfolio Value
$369.1K
Total Bought
$124.21M
Total Sold
$155.21M
Net Transaction
-$31.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Apple Inc(AAPL)373,773369,121-4,6527263,29717149.79%+63,225
SPDR S&P 500 ETF Trust(SPY)65,34866,399+1,0513134,7319410.13%+34,700
Amazon.com Inc(AMZN)156,684157,944+1,2602428,4907719.11%+28,466
Alphabet Inc - CL A(GOOG)165,057164,437-6202324,8186724.36%+24,795
Mastercard Inc(MA)49,03548,924-1112123,5606383.48%+23,539
Microsoft Corp(MSFT)38,43638,766+3301416,3104418.96%+16,295
NVIDIA Corp(NVDA)14,86013,850-1,010712,5143390.65%+12,507
Booking Holdings Inc(BKNG)2,3002,366+6688,5842325.65%+8,575
Berkshire Hathaway Inc - CL B17,10517,090-1567,1871947.17%+7,181
Berkshire Hathaway Inc - CL A99055,7101547.07%+5,705
SPDR Dow Jones Industrial Average ETF Trust(DIA)13,95413,656-29855,4321471.67%+5,426
Chipotle Mexican Grill Inc(CMG)1,8151,815045,2761429.43%+5,272
Walmart Inc(WMT)26,72081,655+54,93544,9131331.19%+4,909
International Business Machines Corp(IBM)2,50825,661+23,15304,9001327.66%+4,900
Alphabet Inc - CL C(GOOG)32,00531,988-1754,8701319.62%+4,866
Goldman Sachs Group Inc/The(GS)11,47411,408-6644,7651291.04%+4,761
Uber Technologies Inc(UBER)54,00054,253+25334,1771131.71%+4,174
McDonald's Corp012,475+12,47503,517952.98%+3,517
Invesco S&P 500 Low Volatility ETF048,858+48,85803,218871.97%+3,218
Costco Wholesale Corp(COST)4,1404,215+7533,088836.68%+3,085
Broadcom(AVGO)2,2512,251032,984808.41%+2,981
UnitedHealth Group Inc(UNH)5,7355,735032,837768.69%+2,834
JPMorgan Chase & Co(JPM)11,25511,157-9822,235605.47%+2,233
Eli Lilly & Co(LLY)1,6292,675+1,04612,081563.84%+2,080
Financial Select Sector SPDR
ST STR FINL ETF
046,160+46,16001,944526.78%+1,944
Advanced Micro Devices(AMD)8,45010,690+2,24011,929522.77%+1,928
salesforce.com Inc(CRM)6,3806,065-31521,827494.92%+1,825
American Express Co(AXP)7,2507,250011,651447.26%+1,649
Procter & Gamble Co/The(PG)10,9229,110-1,81221,478400.47%+1,476
Health Care Select Sector SPDR Fund
ST STR CARE ETF
9,7059,706+111,434388.50%+1,433
Home Depot Inc/The(HD)3,5003,500011,343363.77%+1,341
Servicenow Inc(NOW)01,695+1,69501,292350.13%+1,292
Caterpillar Inc(CAT)3,2503,250011,191322.66%+1,190
NU Holdings LTD37,45072,150+34,70001,188322.01%+1,188
Chevron Corp(CVX)8,3747,330-1,04411,156313.25%+1,155
Amgen Inc(AMGN)3,8273,827011,088294.81%+1,087
Lockheed Martin Corp(LMT)1,9001,90001864234.16%+863
3M Company(MMM)6,3007,050+7501748202.61%+747
Lam Research Corp(LRCX)75075001729197.43%+728
Meta Platforms Inc(META)1,4901,49001724196.03%+723
Starbucks Corp(SBUX)12,0257,800-4,2251713193.14%+712
MSCI Inc(MSCI)2,1031,254-8491703190.43%+702
Deere & Co(DE)01,550+1,5500637172.49%+637
Blackstone Group LP/The(BX)4,6984,705+71618167.47%+617
Visa Inc(V)2,2002,20001614166.35%+613
AllianceBernstein Holding LP(AB)14,59714,639+420509137.79%+508
Micron Technology Inc(MU)4,1004,10000483130.96%+483
NVR Inc(NVR)505000405109.73%+405
Qualcomm Inc(QCOM)2,0002,0000033991.74%+338
Netflix Inc(NFLX)1,050550-500133490.50%+334
Johnson & Johnson(JNJ)1,8071,552-255024666.53%+245
American International Group Inc3,0313,0310023764.20%+237
Philip Morris International Inc(PM)2,5002,5000022962.06%+229
MercadoLibre Inc(MELI)1471470022260.22%+222
Boeing Co/The(BA)2,8271,150-1,677122260.13%+221
Verano Holdings Corp10,0000-10,00000-0
Marsh & McLennan(MRSH)2,5000-2,50000-0
Deere & Co2,6000-2,60010-1
Tesla Inc(TSLA)6,8500-6,85020-2
Invesco S&P 500 Low Volatility ETF49,0110-49,01130-3
McDonald's Corp(MCD)13,5440-13,54440-4
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