Fund HoldingsBIRINYI ASSOCIATES INC

Total Portfolio Value
$428.7K
Total Bought
$78.18M
Total Sold
$266.31M
Net Transaction
-$188.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Apple Inc(AAPL)345,873344,033-1,8408186,15320097.80%+86,072
SPDR S&P 500 ETF Trust(SPY)64,21764,229+123737,6438781.41%+37,606
Amazon.com Inc(AMZN)151,358149,743-1,6152832,8527663.77%+32,824
Alphabet Inc - CL A(GOOG)164,064158,328-5,7362729,9716991.77%+29,944
Mastercard Inc(MA)47,74647,522-2242425,0245837.54%+25,000
Microsoft Corp(MSFT)41,00139,500-1,5011816,6493883.90%+16,631
NVIDIA Corp(NVDA)121,000120,225-7751516,1453766.32%+16,130
Booking Holdings Inc(BKNG)2,3002,351+511011,6812724.90%+11,671
Walmart Inc(WMT)85,84585,215-63077,6991796.07%+7,692
Berkshire Hathaway Inc - CL B16,99316,943-5087,6801791.58%+7,672
Citigroup Inc(C)103,771103,350-42167,2751697.08%+7,268
Goldman Sachs Group Inc/The(GS)11,76511,646-11966,6691555.69%+6,663
Chipotle Mexican Grill Inc(CMG)106,540108,020+1,48066,5141519.50%+6,507
Berkshire Hathaway Inc - CL A99066,1281429.61%+6,122
SPDR Dow Jones Industrial Average ETF Trust(DIA)13,46013,459-165,7271335.98%+5,721
Alphabet Inc - CL C(GOOG)27,97327,968-555,3261242.51%+5,322
Broadcom(AVGO)22,51622,517+145,2201217.83%+5,217
Costco Wholesale Corp(COST)4,8654,775-9044,3751020.66%+4,371
Texas Roadhouse Inc(TXRH)19,57122,886+3,31534,129963.29%+4,126
Invesco S&P 500 Low Volatility ETF48,36347,966-39733,358783.27%+3,354
International Business Machines Corp(IBM)15,21015,238+2833,350781.46%+3,346
JPMorgan Chase & Co(JPM)11,16010,861-29922,604607.35%+2,601
American Express Co(AXP)7,2507,250022,152501.96%+2,150
Uber Technologies Inc(UBER)33,75034,250+50032,066481.95%+2,063
McDonald's Corp(MCD)7,3796,300-1,07921,826426.02%+1,824
Financial Select Sector SPDR
ST STR FINL ETF
35,93536,085+15021,744406.84%+1,742
Procter & Gamble Co/The(PG)9,1159,043-7221,516353.67%+1,514
Regeneron Pharmaceuticals Inc(REGN)02,075+2,07501,478344.81%+1,478
salesforce.com Inc(CRM)4,3584,358011,457339.89%+1,456
Home Depot Inc/The(HD)3,5003,500011,361317.60%+1,360
Health Care Select Sector SPDR Fund
ST STR CARE ETF
9,2089,210+211,267295.57%+1,266
On Holding AG022,435+22,43501,229286.65%+1,229
Caterpillar Inc(CAT)3,0003,000011,088253.87%+1,087
iShares Russell 2000 ETF5,1884,772-41611,054245.98%+1,053
Amgen Inc(AMGN)3,8273,82701997232.69%+996
Lockheed Martin Corp(LMT)1,9001,90001923215.38%+922
Meta Platforms Inc(META)1,4901,49001872203.52%+872
Blackstone Group LP/The(BX)4,7184,722+41814189.95%+814
Eli Lilly & Co(LLY)5,0081,055-3,9534814190.00%+810
Visa Inc(V)2,2002,20001695162.20%+695
UnitedHealth Group Inc(UNH)1,3501,35001683159.31%+682
Deere & Co(DE)1,5501,55001657153.20%+656
Advanced Micro Devices(AMD)6,1505,150-1,0001622145.12%+621
Tesla Inc(TSLA)1,8781,500-3780606141.31%+605
MSCI Inc(MSCI)1,2561,000-2561600139.97%+599
Starbucks Corp(SBUX)6,8006,545-2551597139.32%+597
Chevron Corp(CVX)3,5563,550-61514119.95%+514
Lam Research Corp(LRCX)7507,000+6,2501506117.95%+505
Netflix Inc(NFLX)4,271550-3,7213490114.36%+487
AllianceBernstein Holding LP(AB)11,66211,192-470041596.84%+415
NVR Inc(NVR)50500040995.40%+408
Micron Technology Inc(MU)4,1004,1000034580.49%+345
Global X Artificial Intelligence & Technology ETF
ARTIFICIAL ETF
7,2198,899+1,680034480.22%+344
Qualcomm Inc(QCOM)2,0002,0000030771.67%+307
Shopify Inc(SHOP)02,500+2,500026662.01%+266
American International Group Inc3,0313,0310022151.48%+220
Oracle Corp(ORCL)1,3001,3000021750.54%+216
Trees Corp030,000+30,000010.13%+1
Ferrari NV5950-59500-0
MercadoLibre Inc(MELI)1470-14700-0
NU Holdings LTD67,5000-67,50010-1
Blackrock Inc(BLK)1,7190-1,71920-2
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