JERICHO FINANCIAL, LLP

CIK

1841173

Location

WESTERVILLE, OH

Portfolio Value

Small $151,556,517

Diversification

Diversified

Filing Date

Global Rank

#4,808 / 8,603 ▲ 36 · as of Mar 2026

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

+3.8%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+27.7%

SPY

+24.0%

Annualised alpha

+2.4%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.7%

−0.3 pts

Top 5

26.3%

−1.0 pts

Top 10

49.6%

−1.0 pts

HHI

389

Diversified−4

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$46,552,908	8
Communication Services	14.7%	$22,244,427	3
Financial Services	13.5%	$20,403,151	6
Consumer Cyclical	10.6%	$16,059,195	3
Healthcare	9.1%	$13,721,746	7
Industrials	8.1%	$12,242,664	2
Consumer Defensive	5.0%	$7,632,851	2
Energy	3.3%	$4,974,496	1
Utilities	2.0%	$3,009,902	1
Basic Materials	1.6%	$2,404,676	1
Real Estate	1.5%	$2,310,501	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+5,867	33,685	$3,458,438
CRM	Salesforce, Inc.	+4,288	22,943	$4,282,769
MSFT	Microsoft Corp	+3,059	20,164	$7,464,107
CRWD	CrowdStrike Holdings, Inc.	+1,973	13,526	$1,320,171
V	Visa Inc.	+1,565	19,133	$5,782,757
TSLA	Tesla, Inc.	+1,469	12,452	$4,629,031
AMZN	Amazon Com Inc	+702	35,248	$7,341,100
META	Meta Platforms, Inc.	+640	11,604	$6,638,996
RMD	Resmed Inc	+439	18,288	$4,105,290
AFL	Aflac Inc	+369	49,125	$5,389,503
AAPL	Apple Inc.	+229	32,795	$8,323,043
AVGO	Broadcom Inc.	+106	24,639	$7,626,016
JPM	Jpmorgan Chase & Co	+53	25,795	$7,587,857
CAH	Cardinal Health Inc	+4	1,520	$321,191
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−14,755	105,013	$4,634,223
CVX	Chevron Corp	−7,490	24,043	$4,974,496
NFLX	Netflix Inc	−2,250	73,122	$7,030,680
MU	Micron Technology Inc	−2,215	15,106	$5,103,411
CAT	Caterpillar Inc	−1,572	9,553	$6,767,918
APD	Air Products & Chemicals, Inc.	−1,380	8,278	$2,404,676
WM	Waste Management Inc	−1,068	23,825	$5,474,746
SCHW	Schwab Charles Corp	−686	6,072	$570,646
JNJ	Johnson & Johnson	−644	908	$221,951
COST	Costco Wholesale Corp /New	−532	4,245	$4,229,845
MA	Mastercard Inc	−491	1,208	$603,589
PG	PROCTER & GAMBLE Co	−318	23,560	$3,403,006
CHE	Chemed Corp	−307	953	$359,986
AWK	American Water Works Company, Inc.	−270	22,117	$3,009,902
MCD	Mcdonalds Corp	−228	13,157	$4,089,064
GOOGL	Alphabet Inc.	−208	29,819	$8,574,751
SPGI	S&P Global Inc.	−195	1,165	$468,799
DGX	Quest Diagnostics Inc	−140	2,482	$486,422
NVDA	Nvidia Corp	−133	44,720	$7,799,168
ABBV	AbbVie Inc.	−56	21,925	$4,768,468
AMT	American Tower Corp /Ma/	−52	13,388	$2,310,501
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

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

35 positions · $151,556,517 total · as of Mar 31, 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	29,819	-208	$8,574,751	−8.8%	5.66%
AAPL	Apple Inc. Technology	Added	32,795	+229	$8,323,043	−6.0%	5.49%
NVDA	Nvidia Corp Technology	Reduced	44,720	-133	$7,799,168	−6.8%	5.15%
AVGO	Broadcom Inc. Technology	Added	24,639	+106	$7,626,016	−10.2%	5.03%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,795	+53	$7,587,857	−8.5%	5.01%
MSFT	Microsoft Corp Technology	Added	20,164	+3,059	$7,464,107	−9.8%	4.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,248	+702	$7,341,100	−7.9%	4.84%
NFLX	Netflix Inc Communication Services	Reduced	73,122	-2,250	$7,030,680	−0.5%	4.64%
CAT	Caterpillar Inc Industrials	Reduced	9,553	-1,572	$6,767,918	+6.2%	4.47%
META	Meta Platforms, Inc. Communication Services	Added	11,604	+640	$6,638,996	−8.3%	4.38%
V	Visa Inc. Financial Services	Added	19,133	+1,565	$5,782,757	−6.1%	3.82%
WM	Waste Management Inc Industrials	Reduced	23,825	-1,068	$5,474,746	+0.1%	3.61%
AFL	Aflac Inc Financial Services	Added	49,125	+369	$5,389,503	+0.2%	3.56%
MU	Micron Technology Inc Technology	Reduced	15,106	-2,215	$5,103,411	+3.2%	3.37%
CVX	Chevron Corp Energy	Reduced	24,043	-7,490	$4,974,496	+3.5%	3.28%
ABBV	AbbVie Inc. Healthcare	Reduced	21,925	-56	$4,768,468	−5.1%	3.15%
INTC	Intel Corp Technology	Reduced	105,013	-14,755	$4,634,223	+4.9%	3.06%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,452	+1,469	$4,629,031	−6.3%	3.05%
CRM	Salesforce, Inc. Technology	Added	22,943	+4,288	$4,282,769	−13.3%	2.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,245	-532	$4,229,845	+2.7%	2.79%
RMD	Resmed Inc Healthcare	Added	18,288	+439	$4,105,290	−4.5%	2.71%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	13,157	-228	$4,089,064	−0.0%	2.70%
ABT	Abbott Laboratories Healthcare	Added	33,685	+5,867	$3,458,438	−0.8%	2.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	23,560	-318	$3,403,006	−0.6%	2.25%
AWK	American Water Works Company, Inc. Utilities	Reduced	22,117	-270	$3,009,902	+3.0%	1.99%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	8,278	-1,380	$2,404,676	+0.8%	1.59%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	13,388	-52	$2,310,501	−2.1%	1.52%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	13,526	+1,973	$1,320,171	−2.5%	0.87%
MA	Mastercard Inc Financial Services	Reduced	1,208	-491	$603,589	−37.8%	0.40%
SCHW	Schwab Charles Corp Financial Services	Reduced	6,072	-686	$570,646	−15.5%	0.38%
DGX	Quest Diagnostics Inc Healthcare	Reduced	2,482	-140	$486,422	+6.9%	0.32%
SPGI	S&P Global Inc. Financial Services	Reduced	1,165	-195	$468,799	−30.3%	0.31%
CHE	Chemed Corp Healthcare	Reduced	953	-307	$359,986	−33.2%	0.24%
CAH	Cardinal Health Inc Healthcare	Added	1,520	+4	$321,191	+3.1%	0.21%
JNJ	Johnson & Johnson Healthcare	Reduced	908	-644	$221,951	−30.9%	0.15%