Birinyi Associates Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 79 distinct securities held by the firm.
The largest holding in the portfolio is Advanced Micro Devices Inc., with 1,009 shares valued at $1,650,000. Other significant positions include Alphabet Inc. with 46,725 shares valued at $135,796,000, and Amazon.com Inc. with 33,542 shares valued at $134,624,000. The portfolio also includes substantial stakes in Apple Inc., with 107,047 shares valued at $321,445,000, and Microsoft Corp., with 17,819 shares valued at $34,742,000.
Among the top holdings by dollar value are Apple Inc., Berkshire Hathaway Inc., Visa Inc., and Walmart Inc. Apple holds the largest position with 107,047 shares valued at $321,445,000. Berkshire Hathaway Inc. follows with 7,243 shares valued at $145,330,000. Visa Inc. is held at 79,100 shares valued at $22,030,000, and Walmart Inc. is held at 2,941 shares valued at $28,300,000.
The filing indicates that all positions are held for investment purposes, with no voting rights or dispositive power exercised over the shares.
