JERICHO FINANCIAL, LLP

CIK

1841173

Location

WESTERVILLE, OH

Portfolio Value

Small $188,399,021

Diversification

Diversified

Filing Date

Global Rank

#4,667 / 8,633 ▲ 316

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

+40.8%

Period ended 51 days ago

Filed Aug 13, 2026 · 7d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+94.3%

SPY

+26.1%

Annualised alpha

+38.6%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.7%

+0.1 pts

Top 5

26.5%

+0.8 pts

Top 10

49.7%

+1.4 pts

HHI

396

Diversified+16

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.1%	$66,145,135	8
Financial Services	13.3%	$25,067,509	6
Communication Services	12.8%	$24,025,147	3
Consumer Cyclical	9.7%	$18,301,812	3
Industrials	8.9%	$16,780,864	2
Healthcare	8.8%	$16,535,928	6
Consumer Defensive	4.4%	$8,370,434	2
Energy	2.7%	$5,006,449	1
Utilities	1.9%	$3,505,554	1
Basic Materials	1.3%	$2,490,270	1
Real Estate	1.2%	$2,169,919	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+15,276	88,398	$6,311,617
ABT	Abbott Laboratories	+12,897	46,582	$4,226,850
AFL	Aflac Inc	+8,502	57,627	$6,756,765
CVX	Chevron Corp	+6,160	30,203	$5,006,449
RMD	Resmed Inc	+6,117	24,405	$4,756,046
WM	Waste Management Inc	+5,364	29,189	$6,505,644
AWK	American Water Works Company, Inc.	+4,525	26,642	$3,505,554
ABBV	AbbVie Inc.	+4,173	26,098	$6,567,300
JPM	Jpmorgan Chase & Co	+3,863	29,658	$9,707,953
MCD	Mcdonalds Corp	+3,048	16,205	$4,380,373
CRM	Salesforce, Inc.	+2,501	25,444	$3,986,057
V	Visa Inc.	+2,279	21,412	$7,346,243
COST	Costco Wholesale Corp /New	+973	5,218	$4,881,282
META	Meta Platforms, Inc.	+932	12,536	$7,061,403
AMZN	Amazon Com Inc	+752	36,000	$8,580,240
MSFT	Microsoft Corp	+586	20,750	$7,740,165
AAPL	Apple Inc.	+556	33,351	$9,650,445
NVDA	Nvidia Corp	+384	45,104	$9,024,859
TSLA	Tesla, Inc.	+247	12,699	$5,341,199
PG	PROCTER & GAMBLE Co	+234	23,794	$3,489,152
APD	Air Products & Chemicals, Inc.	+216	8,494	$2,490,270
AVGO	Broadcom Inc.	+127	24,766	$9,355,356
CAT	Caterpillar Inc	+96	9,649	$10,275,220
CAH	Cardinal Health Inc	+4	1,524	$362,041
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−36,126	68,887	$9,618,691
MU	Micron Technology Inc	−7,385	7,721	$8,912,273
CRWD	CrowdStrike Holdings, Inc.	−3,230	10,296	$7,857,289
DGX	Quest Diagnostics Inc	−860	1,622	$343,782
SPGI	S&P Global Inc.	−657	508	$206,888
CHE	Chemed Corp	−352	601	$279,909
SCHW	Schwab Charles Corp	−279	5,793	$534,520
MA	Mastercard Inc	−205	1,003	$515,140
AMT	American Tower Corp /Ma/	−122	13,266	$2,169,919
GOOGL	Alphabet Inc.	−12	29,807	$10,652,127
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	908	$221,951
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $188,399,021 total · filing declares 41 positions · $192,974,653 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	29,807	-12	$10,652,127	+24.2%	5.65%
CAT	Caterpillar Inc Industrials	Added	9,649	+96	$10,275,220	+51.8%	5.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	29,658	+3,863	$9,707,953	+27.9%	5.15%
AAPL	Apple Inc. Technology	Added	33,351	+556	$9,650,445	+15.9%	5.12%
INTC	Intel Corp Technology	Reduced	68,887	-36,126	$9,618,691	+107.6%	5.11%
AVGO	Broadcom Inc. Technology	Added	24,766	+127	$9,355,356	+22.7%	4.97%
NVDA	Nvidia Corp Technology	Added	45,104	+384	$9,024,859	+15.7%	4.79%
MU	Micron Technology Inc Technology	Reduced	7,721	-7,385	$8,912,273	+74.6%	4.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,000	+752	$8,580,240	+16.9%	4.55%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	10,296	-3,230	$7,857,289	+48.8%	4.17%
MSFT	Microsoft Corp Technology	Added	20,750	+586	$7,740,165	+3.7%	4.11%
V	Visa Inc. Financial Services	Added	21,412	+2,279	$7,346,243	+27.0%	3.90%
META	Meta Platforms, Inc. Communication Services	Added	12,536	+932	$7,061,403	+6.4%	3.75%
AFL	Aflac Inc Financial Services	Added	57,627	+8,502	$6,756,765	+25.4%	3.59%
ABBV	AbbVie Inc. Healthcare	Added	26,098	+4,173	$6,567,300	+37.7%	3.49%
WM	Waste Management Inc Industrials	Added	29,189	+5,364	$6,505,644	+18.8%	3.45%
NFLX	Netflix Inc Communication Services	Added	88,398	+15,276	$6,311,617	−10.2%	3.35%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,699	+247	$5,341,199	+15.4%	2.84%
CVX	Chevron Corp Energy	Added	30,203	+6,160	$5,006,449	+0.6%	2.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,218	+973	$4,881,282	+15.4%	2.59%
RMD	Resmed Inc Healthcare	Added	24,405	+6,117	$4,756,046	+15.9%	2.52%
MCD	Mcdonalds Corp Consumer Cyclical	Added	16,205	+3,048	$4,380,373	+7.1%	2.33%
ABT	Abbott Laboratories Healthcare	Added	46,582	+12,897	$4,226,850	+22.2%	2.24%
CRM	Salesforce, Inc. Technology	Added	25,444	+2,501	$3,986,057	−6.9%	2.12%
AWK	American Water Works Company, Inc. Utilities	Added	26,642	+4,525	$3,505,554	+16.5%	1.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	23,794	+234	$3,489,152	+2.5%	1.85%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,494	+216	$2,490,270	+3.6%	1.32%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	13,266	-122	$2,169,919	−6.1%	1.15%
SCHW	Schwab Charles Corp Financial Services	Reduced	5,793	-279	$534,520	−6.3%	0.28%
MA	Mastercard Inc Financial Services	Reduced	1,003	-205	$515,140	−14.7%	0.27%
CAH	Cardinal Health Inc Healthcare	Added	1,524	+4	$362,041	+12.7%	0.19%
DGX	Quest Diagnostics Inc Healthcare	Reduced	1,622	-860	$343,782	−29.3%	0.18%
CHE	Chemed Corp Healthcare	Reduced	601	-352	$279,909	−22.2%	0.15%
SPGI	S&P Global Inc. Financial Services	Reduced	508	-657	$206,888	−58.2%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.