Birinyi’s Top Equity Holdings (MO, AAPL, CVX, DE, XOM, GS, GOOG, MA, SLB, UTX)

February 16, 2008 by Douglas A. McIntyre

Laszlo Birinyi of Birinyi Associates, Inc. is one of the more frequently watched portfolio managers by the public.  The reason is not that he is one of the largest fund managers.  But he is watched because of his (and his firm’s) prowess on recognizing substantial inflows and outflows of capital at the onslaught of a trend.  Some might argue that this is more reactionary and following, but many have used this method for years and years.  Frankly, we have watched his investing activities for years and years.

These are not at all of Birinyi’s holdings, but there many of the top holdings noted in an SEC filing this week covering his positions as of December 31, 2007.  We also did not include any of the ETF positions.  Keep in mind that many of these may have already changed, but here is the list:

  • Altria Group Inc. (NYSE: MO) 55,821 shares; $4,219,000
  • Apple Inc. (NASDAQ: AAPL) 45,691 shares; $9,050,000
  • Chevron Corp (NYSE: CVX) 48,420 shares; $4,519 ,000
  • Deere & Co (NYSE: DE) 39,750 shares; $3,702,000
  • Exxon Mobil Corp. (NYSE: XOM) 75,772 shares; $7,099,000
  • Goldman Sachs Group (NYSE: GS) 50,325 shares; $10,822,000
  • Google Inc. (NASDAQ: GOOG) 36,000 shares; $24,893,000
  • Mastercard Inc (NYSE: MA) 17,250 shares; $3,712,000
  • Schlumberger Ltd (NYSE: SLB) 53,785 shares; $5,291,000
  • United Technologies Corp (NYSE: UTX) 55,329 shares; $4,235,000

Other key market pundits and their holdings:
Bill Gates
Carl Icahn
Warren Buffett
George Soros

Jon C. Ogg
February 16, 2008

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