BIRINYI ASSOCIATES INC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| Johnson & Johnson | 0 | 17,029 | +17,029 | 0 | 4,162 | +4,162 |
| Boeing Co/The | 0 | 15,600 | +15,600 | 0 | 3,105 | +3,105 |
| Invesco S&P 500 Equal Weight ETF | 0 | 14,944 | +14,944 | 0 | 2,868 | +2,868 |
| Charles Schwab Corp/The | 0 | 11,281 | +11,281 | 0 | 1,060 | +1,060 |
| American Express Co | 7,250 | 11,360 | +4,110 | 2,682 | 3,436 | +754 |
| Caterpillar Inc | 3,000 | 3,000 | 0 | 1,719 | 2,125 | +406 |
| Walmart Inc | 29,300 | 29,300 | 0 | 3,264 | 3,641 | +377 |
| Lam Research Corp | 7,000 | 7,000 | 0 | 1,198 | 1,496 | +298 |
| AutoZone Inc | 621 | 708 | +87 | 2,106 | 2,391 | +285 |
| Micron Technology Inc | 3,925 | 4,050 | +125 | 1,120 | 1,368 | +248 |
| Altria Group Inc | 0 | 3,212 | +3,212 | 0 | 212 | +212 |
| Costco Wholesale Corp | 1,150 | 1,150 | 0 | 992 | 1,146 | +154 |
| Deere & Co | 1,550 | 1,550 | 0 | 722 | 873 | +151 |
| Chevron Corp | 3,550 | 3,300 | -250 | 541 | 683 | +142 |
| Amgen Inc | 3,827 | 3,827 | 0 | 1,253 | 1,347 | +94 |
| Advanced Micro Devices Inc | 1,250 | 1,550 | +300 | 268 | 315 | +47 |
| Starbucks Corp | 6,250 | 6,250 | 0 | 526 | 560 | +34 |
| Philip Morris International Inc | 1,500 | 1,500 | 0 | 241 | 248 | +7 |
| Procter & Gamble Co/The | 5,065 | 5,068 | +3 | 726 | 732 | +6 |
| Cisco Systems Inc | 3,323 | 3,323 | 0 | 256 | 258 | +2 |
| Gilead Sciences Inc | 1,961 | 1,600 | -361 | 241 | 223 | -18 |
| American International Group Inc | 3,031 | 3,031 | 0 | 259 | 228 | -31 |
| MSCI Inc | 1,000 | 1,000 | 0 | 574 | 539 | -35 |
| Eli Lilly & Co | 1,055 | 1,191 | +136 | 1,134 | 1,095 | -39 |
| Home Depot Inc/The | 3,000 | 3,000 | 0 | 1,032 | 987 | -45 |
| Global X Artificial Intelligence & Technology ETF | 11,048 | 11,048 | 0 | 562 | 516 | -46 |
| Goldman Sachs Group Inc/The | 9,800 | 10,111 | +311 | 8,614 | 8,554 | -60 |
| State Street Health Care Select Sector SPDR ETF | 8,163 | 8,164 | +1 | 1,264 | 1,197 | -67 |
| UnitedHealth Group Inc | 1,350 | 1,350 | 0 | 446 | 365 | -81 |
| Meta Platforms Inc | 810 | 735 | -75 | 535 | 421 | -114 |
| iShares Russell 2000 ETF | 1,985 | 1,510 | -475 | 489 | 374 | -115 |
| Tesla Inc | 1,500 | 1,500 | 0 | 675 | 558 | -117 |
| Visa Inc | 2,476 | 2,476 | 0 | 868 | 748 | -120 |
| Dell Technologies Inc | 26,642 | 19,490 | -7,152 | 3,354 | 3,199 | -155 |
| QUALCOMM Inc | 2,500 | 2,000 | -500 | 428 | 258 | -170 |
| Blackstone Inc | 4,659 | 4,676 | +17 | 718 | 538 | -180 |
| NVR Inc | 65 | 41 | -24 | 474 | 270 | -204 |
| Berkshire Hathaway Inc | 6 | 6 | 0 | 4,529 | 4,309 | -220 |
| Salesforce Inc | 3,208 | 3,208 | 0 | 850 | 599 | -251 |
| Oracle Corp | 1,300 | 0 | -1,300 | 253 | 0 | -253 |
| Lockheed Martin Corp | 1,800 | 1,000 | -800 | 871 | 604 | -267 |
| JPMorgan Chase & Co | 10,719 | 10,723 | +4 | 3,454 | 3,154 | -300 |
| Chipotle Mexican Grill Inc | 45,000 | 42,500 | -2,500 | 1,665 | 1,360 | -305 |
| State Street SPDR Dow Jones Industrial Average ETF Trust | 12,045 | 11,521 | -524 | 5,789 | 5,336 | -453 |
| Citigroup Inc | 104,966 | 103,897 | -1,069 | 12,249 | 11,783 | -466 |
| Constellation Energy Corp | 8,795 | 8,585 | -210 | 3,107 | 2,397 | -710 |
| Alphabet Inc | 27,923 | 27,923 | 0 | 8,762 | 8,010 | -752 |
| Berkshire Hathaway Inc | 16,237 | 15,337 | -900 | 8,162 | 7,349 | -813 |
| International Business Machines Corp | 22,704 | 24,059 | +1,355 | 6,725 | 5,832 | -893 |
| NVIDIA Corp | 107,865 | 107,765 | -100 | 20,117 | 18,794 | -1,323 |
| Booking Holdings Inc | 2,221 | 2,460 | +239 | 11,894 | 10,357 | -1,537 |
| Netflix Inc | 22,885 | 5,100 | -17,785 | 2,146 | 490 | -1,656 |
| State Street SPDR S&P 500 ETF Trust | 50,769 | 50,015 | -754 | 34,620 | 32,527 | -2,093 |
| Broadcom Inc | 25,922 | 21,401 | -4,521 | 8,971 | 6,624 | -2,347 |
| McDonald's Corp | 14,420 | 6,006 | -8,414 | 4,407 | 1,867 | -2,540 |
| Blackrock Inc | 2,480 | 0 | -2,480 | 2,654 | 0 | -2,654 |
| Uber Technologies Inc | 34,835 | 0 | -34,835 | 2,846 | 0 | -2,846 |
| Amazon.com Inc | 137,628 | 138,638 | +1,010 | 31,767 | 28,874 | -2,893 |
| Mastercard Inc | 45,004 | 44,857 | -147 | 25,692 | 22,413 | -3,279 |
| Vanguard S&P 500 ETF | 12,258 | 7,199 | -5,059 | 7,687 | 4,302 | -3,385 |
| Microsoft Corp | 33,674 | 34,633 | +959 | 16,285 | 12,820 | -3,465 |
| Alphabet Inc | 143,936 | 143,611 | -325 | 45,052 | 41,297 | -3,755 |
| Apple Inc | 331,186 | 330,879 | -307 | 90,036 | 83,974 | -6,062 |