Jericho Financial

Latest statistics and disclosures from Jericho Financial's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AVGO, GOOGL, NVDA, MSFT, NFLX, and represent 26.84% of Jericho Financial's stock portfolio.
  • Added to shares of these 10 stocks: AAPL, AFL, CVX, PLTR, INTC, CRM, ABBV, WM, MCD, CHE.
  • Started 1 new stock position in PLTR.
  • Reduced shares in these 10 stocks: NFLX, , AVGO, SCHW, DGX, MA, NVDA, MGK, META, XSD.
  • Sold out of its position in ADBE.
  • Jericho Financial was a net buyer of stock by $1.5M.
  • Jericho Financial has $165M in assets under management (AUM), dropping by 8.67%.
  • Central Index Key (CIK): 0001841173

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Portfolio Holdings for Jericho Financial

Jericho Financial holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 5.7 $9.3M 28k 329.92
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Alphabet Cap Stk Cl A (GOOGL) 5.4 $9.0M 37k 243.10
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NVIDIA Corporation (NVDA) 5.3 $8.7M 47k 186.58
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Microsoft Corporation (MSFT) 5.3 $8.7M 17k 517.94
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Netflix (NFLX) 5.2 $8.5M -3% 7.1k 1198.86
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Apple (AAPL) 5.0 $8.3M +3% 33k 254.63
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JPMorgan Chase & Co. (JPM) 4.9 $8.1M 26k 315.43
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Meta Platforms Cl A (META) 4.9 $8.1M 11k 734.37
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Amazon (AMZN) 4.4 $7.2M 33k 219.57
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Caterpillar (CAT) 3.9 $6.4M 13k 477.17
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Visa Com Cl A (V) 3.5 $5.7M 17k 341.38
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Intel Corporation (INTC) 3.4 $5.6M +3% 167k 33.55
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Abbvie (ABBV) 3.3 $5.5M +3% 24k 231.54
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Tesla Motors (TSLA) 3.3 $5.4M 12k 444.70
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Waste Management (WM) 3.2 $5.3M +3% 24k 220.83
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Chevron Corporation (CVX) 3.1 $5.0M +4% 33k 155.29
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AFLAC Incorporated (AFL) 2.9 $4.8M +5% 43k 111.70
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Crowdstrike Hldgs Cl A (CRWD) 2.9 $4.8M 9.7k 490.38
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salesforce (CRM) 2.7 $4.4M +4% 19k 237.00
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ResMed (RMD) 2.7 $4.4M 16k 273.73
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McDonald's Corporation (MCD) 2.6 $4.2M +3% 14k 303.88
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Procter & Gamble Company (PG) 2.4 $4.0M 26k 153.65
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Costco Wholesale Corporation (COST) 2.1 $3.4M +3% 3.7k 925.74
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Chemed Corp Com Stk (CHE) 1.9 $3.2M +4% 7.0k 447.74
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American Water Works (AWK) 1.8 $2.9M 21k 139.19
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American Tower Reit (AMT) 1.6 $2.7M 14k 192.32
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Air Products & Chemicals (APD) 1.5 $2.4M 9.0k 272.73
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.2 $2.0M 19k 104.51
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Mastercard Incorporated Cl A (MA) 0.7 $1.1M -3% 1.9k 568.75
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S&p Global (SPGI) 0.5 $806k 1.7k 486.84
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Charles Schwab Corporation (SCHW) 0.5 $779k -8% 8.2k 95.47
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Spdr Series Trust Portfoli S&p1500 (SPTM) 0.4 $735k +2% 9.1k 80.65
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Quest Diagnostics Incorporated (DGX) 0.4 $643k -5% 3.4k 190.56
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Vanguard World Inf Tech Etf (VGT) 0.3 $470k 629.00 746.82
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Johnson & Johnson (JNJ) 0.2 $392k -2% 2.1k 185.41
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Spdr Series Trust S&p Semicndctr (XSD) 0.2 $390k -2% 1.2k 319.21
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Spdr Series Trust Aerospace Def (XAR) 0.2 $385k 1.6k 234.99
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Vanguard World Mega Grwth Ind (MGK) 0.2 $249k -7% 618.00 402.61
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Cardinal Health (CAH) 0.1 $237k 1.5k 157.00
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Spdr Series Trust S&p Ins Etf (KIE) 0.1 $221k 3.7k 59.32
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Palantir Technologies Cl A (PLTR) 0.1 $210k NEW 1.2k 182.42
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Past Filings by Jericho Financial

SEC 13F filings are viewable for Jericho Financial going back to 2024