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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Element momentumRadial horizon +more
- Established Date
- 08-30-1990
- Office Locations
- 1
Office Locations
About Birinyi Associates, Inc.
Birinyi Associates has provided stock market research and strategy since 1989, delivering actionable, plain-English market analysis for institutional investors and other professionals. Offerings include a “mini-institutional” research service and Reminiscences, its flagship monthly strategy report now in its 36th year, focused on cutting through market noise and highlighting what matters.
Team overview
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Custodian
Investment Themes
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Services
Technology
Owner & Executives
JEFFREY YALE RUBIN
Chief Compliance Officer, Chief Information Officer, PORTFOLIO MANAGER, President
- CRD
- --
- Ownership
- 75% or more
JENNIFER J RUBIN
Director Of Research, TREASURER
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,944,195 | $2,883,093 |
| Non-Discretionary | $1,720,064 | $1,720,064 |
| Total | $471,664,259 | $2,876,002 |
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Separately Managed Accounts
Total SMA Asset: $471,664,259
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,553,070,243 | 50.1% |
| Cash | $3,538,886,329 | 49.9% |
| Total | $7,091,956,572 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN MOMENTUM | ATLAS UNISON | 9MFCDC6P8 | EZCNI | 4.01% | $47,962,506 |
| FRONTIER VECTOR PIONEER | BEACON VITAL | OXPGCDDPY | DCWUR | 1.22% | $10,140,044 |
| HORIZON EAGLE CATALYST | PATHWAY CREST | AVI4QCADB | AKY | 1.32% | $40,000,127 |
| HARBOR BRIDGE | VALUE MOMENTUM | BS7OU5686 | EPTUX | 3.47% | $61,411,994 |
| INSIGHT MOMENTUM MOMENTUM | UNISON CAPITAL | 2NV0M7E8Z | PJG | 3.61% | $23,346,813 |
| ELEMENT VALUE NORTH | ALPHA HARBOR | TKYYM3CLG | JJFJ | 6.08% | $85,549,950 |
| ZENITH EAGLE HORIZON | MERIDIAN CREST | VPI4C8VCN | STFI | 3.77% | $63,165,110 |
| HARBOR FRONTIER EMBER | SIGNAL SUMMIT | 4I1VIZ0V9 | PJCF | 7.33% | $74,853,628 |