BIRINYI ASSOCIATES INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Alphabet Inc | 144,183 | 143,936 | -247 | 35,051 | 45,052 | +10,001 |
| Apple Inc | 331,210 | 331,186 | -24 | 84,336 | 90,036 | +5,700 |
| Constellation Energy Corp | 0 | 8,795 | +8,795 | 0 | 3,107 | +3,107 |
| Alphabet Inc | 27,943 | 27,923 | -20 | 6,806 | 8,762 | +1,956 |
| Citigroup Inc | 104,959 | 104,966 | +7 | 10,653 | 12,249 | +1,596 |
| Dell Technologies Inc | 16,205 | 26,642 | +10,437 | 2,297 | 3,354 | +1,057 |
| Goldman Sachs Group Inc/The | 9,800 | 9,800 | 0 | 7,804 | 8,614 | +810 |
| Broadcom Inc | 25,710 | 25,922 | +212 | 8,482 | 8,971 | +489 |
| iShares Russell 2000 ETF | 0 | 1,985 | +1,985 | 0 | 489 | +489 |
| Micron Technology Inc | 3,975 | 3,925 | -50 | 665 | 1,120 | +455 |
| Eli Lilly & Co | 1,055 | 1,055 | 0 | 805 | 1,134 | +329 |
| Caterpillar Inc | 3,000 | 3,000 | 0 | 1,431 | 1,719 | +288 |
| American Express Co | 7,250 | 7,250 | 0 | 2,408 | 2,682 | +274 |
| Lam Research Corp | 7,000 | 7,000 | 0 | 937 | 1,198 | +261 |
| Walmart Inc | 29,300 | 29,300 | 0 | 3,020 | 3,264 | +244 |
| Gilead Sciences Inc | 0 | 1,961 | +1,961 | 0 | 241 | +241 |
| SPDR Dow Jones Industrial Average ETF Trust | 12,037 | 12,045 | +8 | 5,582 | 5,789 | +207 |
| Vanguard S&P 500 ETF | 12,255 | 12,258 | +3 | 7,505 | 7,687 | +182 |
| International Business Machines Corp | 23,201 | 22,704 | -497 | 6,546 | 6,725 | +179 |
| Amgen Inc | 3,827 | 3,827 | 0 | 1,080 | 1,253 | +173 |
| State Street Health Care Select Sector SPDR ETF | 8,212 | 8,163 | -49 | 1,143 | 1,264 | +121 |
| QUALCOMM Inc | 2,000 | 2,500 | +500 | 333 | 428 | +95 |
| JPMorgan Chase & Co | 10,715 | 10,719 | +4 | 3,380 | 3,454 | +74 |
| Advanced Micro Devices Inc | 1,250 | 1,250 | 0 | 202 | 268 | +66 |
| Cisco Systems Inc | 3,323 | 3,323 | 0 | 227 | 256 | +29 |
| McDonald's Corp | 14,416 | 14,420 | +4 | 4,381 | 4,407 | +26 |
| Visa Inc | 2,475 | 2,476 | +1 | 845 | 868 | +23 |
| American International Group Inc | 3,031 | 3,031 | 0 | 238 | 259 | +21 |
| Global X Artificial Intelligence & Technology ETF | 11,048 | 11,048 | 0 | 546 | 562 | +16 |
| Deere & Co | 1,550 | 1,550 | 0 | 709 | 722 | +13 |
| MSCI Inc | 1,000 | 1,000 | 0 | 567 | 574 | +7 |
| Berkshire Hathaway Inc | 6 | 6 | 0 | 4,525 | 4,529 | +4 |
| Philip Morris International Inc | 1,500 | 1,500 | 0 | 243 | 241 | -2 |
| Starbucks Corp | 6,250 | 6,250 | 0 | 529 | 526 | -3 |
| Chevron Corp | 3,550 | 3,550 | 0 | 551 | 541 | -10 |
| UnitedHealth Group Inc | 1,350 | 1,350 | 0 | 466 | 446 | -20 |
| Lockheed Martin Corp | 1,800 | 1,800 | 0 | 899 | 871 | -28 |
| Salesforce Inc | 3,858 | 3,208 | -650 | 914 | 850 | -64 |
| NVR Inc | 68 | 65 | -3 | 546 | 474 | -72 |
| Blackstone Inc | 4,744 | 4,659 | -85 | 811 | 718 | -93 |
| Oracle Corp | 1,300 | 1,300 | 0 | 366 | 253 | -113 |
| Berkshire Hathaway Inc | 16,549 | 16,237 | -312 | 8,320 | 8,162 | -158 |
| Amazon.com Inc | 145,438 | 137,628 | -7,810 | 31,934 | 31,767 | -167 |
| Mastercard Inc | 45,490 | 45,004 | -486 | 25,875 | 25,692 | -183 |
| Home Depot Inc/The | 3,000 | 3,000 | 0 | 1,216 | 1,032 | -184 |
| Altria Group Inc | 3,200 | 0 | -3,200 | 211 | 0 | -211 |
| Booking Holdings Inc | 2,251 | 2,221 | -30 | 12,154 | 11,894 | -260 |
| NVIDIA Corp | 109,515 | 107,865 | -1,650 | 20,433 | 20,117 | -316 |
| Chipotle Mexican Grill Inc | 51,250 | 45,000 | -6,250 | 2,008 | 1,665 | -343 |
| Procter & Gamble Co/The | 7,060 | 5,065 | -1,995 | 1,085 | 726 | -359 |
| AllianceBernstein Holding LP | 9,664 | 0 | -9,664 | 369 | 0 | -369 |
| Uber Technologies Inc | 34,835 | 34,835 | 0 | 3,413 | 2,846 | -567 |
| State Street SPDR S&P 500 ETF Trust | 52,936 | 50,769 | -2,167 | 35,266 | 34,620 | -646 |
| AutoZone Inc | 661 | 621 | -40 | 2,836 | 2,106 | -730 |
| Microsoft Corp | 33,799 | 33,674 | -125 | 17,506 | 16,285 | -1,221 |
| Costco Wholesale Corp | 3,141 | 1,150 | -1,991 | 2,907 | 992 | -1,915 |
| Blackrock Inc | 4,076 | 2,480 | -1,596 | 4,752 | 2,654 | -2,098 |
| Tesla Inc | 6,730 | 1,500 | -5,230 | 2,993 | 675 | -2,318 |
| Meta Platforms Inc | 5,015 | 810 | -4,205 | 3,683 | 535 | -3,148 |
| Netflix Inc | 5,695 | 22,885 | +17,190 | 6,828 | 2,146 | -4,682 |