Jericho Financial
Latest statistics and disclosures from Jericho Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, NVDA, AVGO, JPM, and represent 25.17% of Jericho Financial's stock portfolio.
- Added to shares of these 10 stocks: MSFT, CRM, CRWD, ABT, TSLA, V, META, AMZN, RMD, AAPL.
- Reduced shares in these 10 stocks: CVX, CAT, MU, INTC, COST, APD, WM, MA, NFLX, JNJ.
- Jericho Financial was a net seller of stock by $-1.3M.
- Jericho Financial has $159M in assets under management (AUM), dropping by -4.50%.
- Central Index Key (CIK): 0001841173
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Portfolio Holdings for Jericho Financial
Jericho Financial holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $8.6M | 30k | 287.56 |
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| Apple (AAPL) | 5.2 | $8.3M | 33k | 253.79 |
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| NVIDIA Corporation (NVDA) | 4.9 | $7.8M | 45k | 174.40 |
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| Broadcom (AVGO) | 4.8 | $7.6M | 25k | 309.51 |
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| JPMorgan Chase & Co. (JPM) | 4.8 | $7.6M | 26k | 294.16 |
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| Microsoft Corporation (MSFT) | 4.7 | $7.5M | +17% | 20k | 370.16 |
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| Amazon (AMZN) | 4.6 | $7.3M | +2% | 35k | 208.27 |
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| Netflix (NFLX) | 4.4 | $7.0M | -2% | 73k | 96.15 |
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| Caterpillar (CAT) | 4.3 | $6.8M | -14% | 9.6k | 708.47 |
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| Meta Platforms Cl A (META) | 4.2 | $6.6M | +5% | 12k | 572.11 |
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| Visa Com Cl A (V) | 3.6 | $5.8M | +8% | 19k | 302.24 |
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| Waste Management (WM) | 3.5 | $5.5M | -4% | 24k | 229.79 |
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| AFLAC Incorporated (AFL) | 3.4 | $5.4M | 49k | 109.71 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.3 | $5.3M | +17% | 14k | 390.41 |
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| Micron Technology (MU) | 3.2 | $5.1M | -12% | 15k | 337.84 |
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| Chevron Corporation (CVX) | 3.1 | $5.0M | -23% | 24k | 206.90 |
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| Abbvie (ABBV) | 3.0 | $4.8M | 22k | 217.49 |
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| Intel Corporation (INTC) | 2.9 | $4.6M | -12% | 105k | 44.13 |
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| Tesla Motors (TSLA) | 2.9 | $4.6M | +13% | 13k | 371.74 |
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| salesforce (CRM) | 2.7 | $4.3M | +22% | 23k | 186.67 |
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| Costco Wholesale Corporation (COST) | 2.7 | $4.2M | -11% | 4.2k | 996.45 |
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| ResMed (RMD) | 2.6 | $4.1M | +2% | 18k | 224.48 |
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| McDonald's Corporation (MCD) | 2.6 | $4.1M | 13k | 310.78 |
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| Abbott Laboratories (ABT) | 2.2 | $3.5M | +21% | 34k | 102.67 |
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| Procter & Gamble Company (PG) | 2.1 | $3.4M | 24k | 144.44 |
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| American Water Works (AWK) | 1.9 | $3.0M | 22k | 136.09 |
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| Air Products & Chemicals (APD) | 1.5 | $2.4M | -14% | 8.3k | 290.49 |
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| American Tower Reit (AMT) | 1.5 | $2.3M | 13k | 172.58 |
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| Spdr Series Trust State Street Spd (SPYG) | 1.0 | $1.5M | 16k | 97.91 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.4 | $611k | 7.7k | 79.06 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $603k | -28% | 1.2k | 499.50 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $571k | -10% | 6.1k | 93.98 |
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| S&p Global (SPGI) | 0.3 | $495k | -14% | 1.2k | 425.17 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $486k | -5% | 2.5k | 195.98 |
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| Chemed Corp Com Stk (CHE) | 0.2 | $360k | -24% | 953.00 | 377.69 |
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| Cardinal Health (CAH) | 0.2 | $321k | 1.5k | 211.29 |
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| Spdr Series Trust State Street Spd (XAR) | 0.2 | $315k | 1.2k | 254.06 |
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| Spdr Series Trust State Street Spd (XSD) | 0.2 | $305k | 935.00 | 326.23 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $251k | 360.00 | 696.91 |
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| Johnson & Johnson (JNJ) | 0.1 | $222k | -41% | 908.00 | 244.50 |
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Past Filings by Jericho Financial
SEC 13F filings are viewable for Jericho Financial going back to 2024
- Jericho Financial 2026 Q1 filed April 29, 2026
- Jericho Financial 2025 Q4 filed Jan. 21, 2026
- Jericho Financial 2025 Q3 filed Oct. 29, 2025
- Jericho Financial 2025 Q2 filed Aug. 1, 2025
- Jericho Financial 2025 Q1 filed April 22, 2025
- Jericho Financial 2024 Q4 filed Jan. 27, 2025