Jericho Financial

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

  • Top 5 stock holdings are GOOGL, CAT, JPM, AAPL, INTC, and represent 25.86% of Jericho Financial's stock portfolio.
  • Added to shares of these 10 stocks: JPM, WM, RMD, ABT, NFLX, ABBV, CVX, AFL, COST, MCD.
  • Started 2 new stock positions in SPYI, KIE.
  • Reduced shares in these 10 stocks: MU (-$8.5M), INTC (-$5.0M), CRWD, SPGI, JNJ, DGX, CHE, MA, SCHW, AMT.
  • Sold out of its position in JNJ.
  • Jericho Financial was a net seller of stock by $-2.0M.
  • Jericho Financial has $193M in assets under management (AUM), dropping by 21.71%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 5.5 $11M 30k 357.37
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Caterpillar (CAT) 5.3 $10M 9.6k 1064.92
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JPMorgan Chase & Co. (JPM) 5.0 $9.7M +14% 30k 327.33
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Apple (AAPL) 5.0 $9.7M 33k 289.36
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Intel Corporation (INTC) 5.0 $9.6M -34% 69k 139.63
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Broadcom (AVGO) 4.8 $9.4M 25k 377.75
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NVIDIA Corporation (NVDA) 4.7 $9.0M 45k 200.09
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Micron Technology (MU) 4.6 $8.9M -48% 7.7k 1154.30
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Amazon (AMZN) 4.4 $8.6M +2% 36k 238.34
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Crowdstrike Hldgs Cl A (CRWD) 4.1 $7.9M -23% 10k 763.14
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Microsoft Corporation (MSFT) 4.0 $7.7M +2% 21k 373.03
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Visa Com Cl A (V) 3.8 $7.3M +11% 21k 343.09
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Meta Platforms Cl A (META) 3.7 $7.1M +8% 13k 563.28
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AFLAC Incorporated (AFL) 3.5 $6.8M +17% 58k 117.25
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Abbvie (ABBV) 3.4 $6.6M +19% 26k 251.64
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Waste Management (WM) 3.4 $6.5M +22% 29k 222.88
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Netflix (NFLX) 3.3 $6.3M +20% 88k 71.40
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Tesla Motors (TSLA) 2.8 $5.3M 13k 420.59
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Chevron Corporation (CVX) 2.6 $5.0M +25% 30k 165.76
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Costco Wholesale Corporation (COST) 2.5 $4.9M +22% 5.2k 935.54
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ResMed (RMD) 2.5 $4.8M +33% 24k 194.88
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McDonald's Corporation (MCD) 2.3 $4.4M +23% 16k 270.30
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Abbott Laboratories (ABT) 2.2 $4.2M +38% 47k 90.74
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salesforce (CRM) 2.1 $4.0M +10% 25k 156.66
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American Water Works (AWK) 1.8 $3.5M +20% 27k 131.58
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Procter & Gamble Company (PG) 1.8 $3.5M 24k 146.64
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Air Products & Chemicals (APD) 1.3 $2.5M +2% 8.5k 293.17
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American Tower Reit (AMT) 1.1 $2.2M 13k 163.57
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Spdr Series Trust ST STR P500GRW (SPYG) 1.0 $2.0M +5% 17k 118.99
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Spdr Series Trust ST STR PR SP1500 (SPTM) 0.4 $745k +6% 8.2k 90.79
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Spdr Series Trust St Str Sp Semi (XSD) 0.3 $590k 946.00 623.40
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Charles Schwab Corporation (SCHW) 0.3 $535k -4% 5.8k 92.27
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Mastercard Incorporated Cl A (MA) 0.3 $515k -16% 1.0k 513.49
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Spdr Series Trust St Str Sp Aero (XAR) 0.2 $371k +5% 1.3k 283.89
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Cardinal Health (CAH) 0.2 $362k 1.5k 237.48
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.2 $349k NEW 6.6k 53.09
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Quest Diagnostics Incorporated (DGX) 0.2 $344k -34% 1.6k 211.91
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Vanguard World Inf Tech Etf (VGT) 0.2 $335k +679% 2.8k 119.53
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Chemed Corp Com Stk (CHE) 0.1 $280k -36% 601.00 466.03
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Spdr Series Trust St Str Sp Ins (KIE) 0.1 $215k NEW 3.5k 61.00
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S&p Global (SPGI) 0.1 $207k -56% 508.00 407.12
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Past Filings by Jericho Financial

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