StockDriftsStockDriftsTop 50 Birinyi Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 22.87% | 330.9K | $84.0M | -0.09%(-307) | $34.95(+783.16%) | 2026-03-31 | |
| GOOGL | Alphabet Inc | 11.25% | 143.6K | $41.3M | -0.23%(-325) | $33.55(+972.71%) | 2026-03-31 | |
| SPY | State Street SPDR S&P 500 ETF Trust | 8.86% | 50.0K | $32.5M | -1.49%(-754) | $230.49(+223.13%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 7.86% | 138.6K | $28.9M | +0.73%(+1.01K) | $34.26(+608.22%) | 2026-03-31 | |
| MA | Mastercard Inc | 6.1% | 44.9K | $22.4M | -0.33%(-147) | $98.20(+449.28%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 5.12% | 107.8K | $18.8M | -0.09%(-100) | $18.80(+936.29%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.49% | 34.6K | $12.8M | +2.85%(+959) | $124.57(+213.46%) | 2026-03-31 | |
| C | Citigroup Inc | 3.21% | 103.9K | $11.8M | -1.02%(-1.07K) | $63.94(+118.91%) | 2026-03-31 | |
| BKNG | Booking Holdings Inc | 2.82% | 2.5K | $10.4M | +10.76%(+239) | $111.47(+65.57%) | 2026-03-31 | |
| GS | Goldman Sachs Group Inc/The | 2.33% | 10.1K | $8.6M | +3.17%(+311) | $313.20(+225.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.58% | +84.18% |
| Top 20 Holdings Unweighted | +26.53% | +102.56% |
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