Fund HoldingsBIRINYI ASSOCIATES INC

Total Portfolio Value
$404.3K
Total Bought
$102.04M
Total Sold
$213.43M
Net Transaction
-$111.38M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Blackrock Inc(BLK)01,719+1,719020.40%+2
iShares Russell 2000 ETF05,188+5,188010.28%+1
Lam Research Corp(LRCX)0750+750010.15%+1
Ferrari NV0595+595000.07%0
Oracle Corp(ORCL)01,300+1,300000.05%0
Boeing Co/The(BA)1,1500-1,1502090-209
American International Group Inc3,0313,031022500.05%-225
MercadoLibre Inc(MELI)147147024200.07%-241
Global X Artificial Intelligence & Technology ETF
ARTIFICIAL ETF
7,2197,219025700.07%-257
Netflix Inc(NFLX)5504,271+3,72137130.75%-368
Tesla Inc(TSLA)1,8781,878037200.12%-371
NVR Inc(NVR)5050037900.12%-379
Qualcomm Inc(QCOM)2,0002,000039800.08%-398
AllianceBernstein Holding LP(AB)14,67911,662-3,01749600.10%-496
Starbucks Corp(SBUX)6,8006,800052910.16%-529
Micron Technology Inc(MU)4,1004,100053900.11%-539
Visa Inc(V)2,2002,200057710.15%-577
Deere & Co(DE)1,5501,550057910.16%-578
Blackstone Group LP/The(BX)4,7124,718+658310.18%-583
MSCI Inc(MSCI)1,2551,256+160510.18%-604
UnitedHealth Group Inc(UNH)1,3501,350068810.20%-687
Meta Platforms Inc(META)1,4901,490075110.21%-750
Lam Research Corp(LRCX)7500-7507990-799
Lockheed Martin Corp(LMT)1,9001,900088710.27%-886
Chevron Corp(CVX)5,9853,556-2,42993610.13%-936
Caterpillar Inc(CAT)3,0003,000099910.29%-998
Costco Wholesale Corp(COST)1,2754,865+3,5901,08441.07%-1,079
NU Holdings LTD86,25067,500-18,7501,11210.23%-1,111
salesforce.com Inc(CRM)4,3584,35801,12010.30%-1,119
Amgen Inc(AMGN)3,8273,82701,19610.30%-1,195
Home Depot Inc/The(HD)3,5003,50001,20510.35%-1,203
Servicenow Inc(NOW)1,6150-1,6151,2700-1,270
Advanced Micro Devices(AMD)8,1006,150-1,9501,31410.25%-1,313
Health Care Select Sector SPDR Fund
ST STR CARE ETF
9,2079,208+11,34210.35%-1,341
Procter & Gamble Co/The(PG)9,1129,115+31,50320.39%-1,501
American Express Co(AXP)7,2507,25001,67920.49%-1,677
Financial Select Sector SPDR
ST STR FINL ETF
46,61035,935-10,6751,91620.40%-1,915
JPMorgan Chase & Co(JPM)11,15811,160+22,25720.58%-2,255
Uber Technologies Inc(UBER)33,85033,750-1002,46030.63%-2,458
Spotify Technology SA(SPOT)7,9300-7,9302,4880-2,488
McDonald's Corp(MCD)9,8297,379-2,4502,50520.56%-2,502
Texas Roadhouse Inc(TXRH)15,23519,571+4,3362,61630.85%-2,613
Invesco S&P 500 Low Volatility ETF48,36148,363+23,14130.86%-3,138
Broadcom(AVGO)2,25322,516+20,2633,61640.96%-3,613
Eli Lilly & Co(LLY)4,7805,008+2284,32841.10%-4,323
International Business Machines Corp(IBM)25,41315,210-10,2034,39530.83%-4,392
Citigroup Inc(C)70,128103,771+33,6434,45061.61%-4,444
Goldman Sachs Group Inc/The(GS)11,30811,765+4575,11561.44%-5,109
SPDR Dow Jones Industrial Average ETF Trust(DIA)13,45813,460+25,26461.41%-5,258
Berkshire Hathaway Inc - CL A9905,51061.54%-5,504
Walmart Inc(WMT)85,83085,845+155,81271.71%-5,805
Chipotle Mexican Grill Inc(CMG)93,140106,540+13,4005,83561.52%-5,829
Alphabet Inc - CL C(GOOG)31,97827,973-4,0055,86551.16%-5,861
Berkshire Hathaway Inc - CL B16,93816,993+556,89081.93%-6,883
Booking Holdings Inc(BKNG)2,3152,300-159,171102.40%-9,161
NVIDIA Corp(NVDA)138,500121,000-17,50017,110153.63%-17,096
Microsoft Corp(MSFT)39,35641,001+1,64517,590184.36%-17,573
Mastercard Inc(MA)48,57647,746-83021,430245.83%-21,406
Amazon.com Inc(AMZN)151,610151,358-25229,299286.98%-29,270
Alphabet Inc - CL A(GOOG)163,332164,064+73229,751276.73%-29,724
SPDR S&P 500 ETF Trust(SPY)66,00364,217-1,78635,920379.11%-35,883
Apple Inc(AAPL)355,820345,873-9,94774,9438119.92%-74,862
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