Jericho Financial, LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Jericho Financial, LLP reported 41 stock positions worth $193.0 million. Its top holding was Alphabet Class A (GOOGL) at 5.5% of the portfolio, followed by Caterpillar (CAT, 5.3%) and JPMorgan Chase (JPM, 5.0%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 28 and reduced 11. The biggest buy was Caterpillar (CAT, shares +1%) and the biggest sale American Tower (AMT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001841173
- Portfolio Value
- $193.0M (Q2 2026)
- SEC Filing
- 0001941040-26-000584 ↗ filed Aug 13, 2026
Holdings Value
Holdings 41 stocks · $193.0M
| GOOGL Alphabet Inc. Class A | 5.52% | 29,807 | $10.7M | Reduce -0.0% |
| CAT Caterpillar Inc. | 5.32% | 9,649 | $10.3M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 5.03% | 29,658 | $9.7M | Add +15.0% |
| AAPL Apple Inc. | 5.00% | 33,351 | $9.7M | Add +1.7% |
| INTC Intel Corp. | 4.98% | 68,887 | $9.6M | Reduce -34.4% |
| AVGO Broadcom Inc. | 4.85% | 24,766 | $9.4M | Add +0.5% |
| NVDA Nvidia Corp. | 4.68% | 45,104 | $9.0M | Add +0.9% |
| MU Micron Technology Inc. | 4.62% | 7,721 | $8.9M | Reduce -48.9% |
| AMZN Amazon.com Inc. | 4.45% | 36,000 | $8.6M | Add +2.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.07% | 10,296 | $7.9M | Reduce -23.9% |
| MSFT Microsoft Corp. | 4.01% | 20,750 | $7.7M | Add +2.9% |
| V Visa Inc. Class A | 3.81% | 21,412 | $7.3M | Add +11.9% |
| META Meta Platforms Inc. Class A | 3.66% | 12,536 | $7.1M | Add +8.0% |
| AFL Aflac Inc. | 3.50% | 57,627 | $6.8M | Add +17.3% |
| ABBV Abbvie Inc. | 3.40% | 26,098 | $6.6M | Add +19.0% |
| WM Waste Management Inc. | 3.37% | 29,189 | $6.5M | Add +22.5% |
| NFLX Netflix Inc. | 3.27% | 88,398 | $6.3M | Add +20.9% |
| TSLA Tesla Inc. | 2.77% | 12,699 | $5.3M | Add +2.0% |
| CVX Chevron Corp. | 2.59% | 30,203 | $5.0M | Add +25.6% |
| COST Costco Wholesale Corp. | 2.53% | 5,218 | $4.9M | Add +22.9% |
| RMD Resmed Inc. | 2.46% | 24,405 | $4.8M | Add +33.5% |
| MCD McDonald's Corp. | 2.27% | 16,205 | $4.4M | Add +23.2% |
| ABT Abbott Laboratories | 2.19% | 46,582 | $4.2M | Add +38.3% |
| CRM Salesforce Inc. | 2.07% | 25,444 | $4.0M | Add +10.9% |
| AWK American Water Works Co. Inc. | 1.82% | 26,642 | $3.5M | Add +20.5% |
| PG The Procter & Gamble Co. | 1.81% | 23,794 | $3.5M | Add +1.0% |
| APD Air Products & Chemicals Inc. | 1.29% | 8,494 | $2.5M | Add +2.6% |
| AMT American Tower Corp. | 1.12% | 13,266 | $2.2M | Reduce -0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.02% | 16,557 | $2.0M | Add +5.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.39% | 8,207 | $745K | Add +6.3% |
| XSD SS SPDR S&P Semiconductor | 0.31% | 946 | $590K | Add +1.2% |
| SCHW Schwab (charles) Corp. | 0.28% | 5,793 | $535K | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.27% | 1,003 | $515K | Reduce -17.0% |
| XAR SS SPDR S&P Aerospace Def | 0.19% | 1,306 | $371K | Add +5.4% |
| CAH Cardinal Health Inc. | 0.19% | 1,524 | $362K | Add +0.3% |
| SPYI Neos S&P 500 High Income ETF | 0.18% | 6,578 | $349K | New |
| DGX Quest Diagnostics Inc. | 0.18% | 1,622 | $344K | Reduce -34.6% |
| VGT Vanguard Info Tech ETF | 0.17% | 2,805 | $335K | Reduce -2.6% |
| CHE Chemed Corp. | 0.15% | 601 | $280K | Reduce -36.9% |
| KIE SS SPDR S&P Insurance ETF | 0.11% | 3,524 | $215K | New |
| SPGI S&P Global Inc. | 0.11% | 508 | $207K | Reduce -56.4% |
Portfolio Sells Q1 2026 → Q2 2026
| AMT American Tower Corp. | Reduce -0.9% | 1.12% | −0.33 |
| SPGI S&P Global Inc. | Reduce -56.4% | 0.11% | −0.21 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.14 |
| DGX Quest Diagnostics Inc. | Reduce -34.6% | 0.18% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -17.0% | 0.27% | −0.11 |
| SCHW Schwab (charles) Corp. | Reduce -4.6% | 0.28% | −0.08 |
| CHE Chemed Corp. | Reduce -36.9% | 0.15% | −0.08 |
| VGT Vanguard Info Tech ETF | Reduce -2.6% | 0.17% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 5.52% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -23.9% | 4.07% | +0.74 |
| MU Micron Technology Inc. | Reduce -48.9% | 4.62% | +1.40 |
| INTC Intel Corp. | Reduce -34.4% | 4.98% | +2.06 |
Portfolio Buys Q1 2026 → Q2 2026
| CAT Caterpillar Inc. | Add +1.0% | 5.32% | +1.06 |
| ABBV Abbvie Inc. | Add +19.0% | 3.40% | +0.40 |
| JPM JPMorgan Chase & Co. | Add +15.0% | 5.03% | +0.25 |
| SPYI Neos S&P 500 High Income ETF | New | 0.18% | +0.18 |
| V Visa Inc. Class A | Add +11.9% | 3.81% | +0.16 |
| XSD SS SPDR S&P Semiconductor | Add +1.2% | 0.31% | +0.11 |
| KIE SS SPDR S&P Insurance ETF | New | 0.11% | +0.11 |
| AFL Aflac Inc. | Add +17.3% | 3.50% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.6% | 1.02% | +0.05 |
| AVGO Broadcom Inc. | Add +0.5% | 4.85% | +0.04 |
| ABT Abbott Laboratories | Add +38.3% | 2.19% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +6.3% | 0.39% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Add +5.4% | 0.19% | −0.01 |
| CAH Cardinal Health Inc. | Add +0.3% | 0.19% | −0.01 |
| WM Waste Management Inc. | Add +22.5% | 3.37% | −0.08 |
| AWK American Water Works Co. Inc. | Add +20.5% | 1.82% | −0.08 |
| RMD Resmed Inc. | Add +33.5% | 2.46% | −0.12 |
| COST Costco Wholesale Corp. | Add +22.9% | 2.53% | −0.14 |
| TSLA Tesla Inc. | Add +2.0% | 2.77% | −0.15 |
| AMZN Amazon.com Inc. | Add +2.1% | 4.45% | −0.18 |
| APD Air Products & Chemicals Inc. | Add +2.6% | 1.29% | −0.23 |
| NVDA Nvidia Corp. | Add +0.9% | 4.68% | −0.24 |
| AAPL Apple Inc. | Add +1.7% | 5.00% | −0.25 |
| MCD McDonald's Corp. | Add +23.2% | 2.27% | −0.31 |
| PG The Procter & Gamble Co. | Add +1.0% | 1.81% | −0.34 |
| META Meta Platforms Inc. Class A | Add +8.0% | 3.66% | −0.53 |
| CVX Chevron Corp. | Add +25.6% | 2.59% | −0.54 |
| CRM Salesforce Inc. | Add +10.9% | 2.07% | −0.64 |
| MSFT Microsoft Corp. | Add +2.9% | 4.01% | −0.70 |
| NFLX Netflix Inc. | Add +20.9% | 3.27% | −1.16 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 41 | $193.0M | GOOGL, CAT, JPM, AAPL, INTC |
| Q1 2026 | 40 | $158.6M | GOOGL, AAPL, NVDA, AVGO, JPM |
| Q4 2025 | 40 | $166.0M | GOOGL, AAPL, AVGO, NVDA, JPM |
| Q3 2025 | 41 | $164.8M | AVGO, GOOGL, NVDA, MSFT, NFLX |
| Q2 2025 | 41 | $151.6M | NFLX, MSFT, META, AVGO, JPM |
| Q1 2025 | 41 | $137.6M | NFLX, AAPL, META, JPM, MSFT |
| Q4 2024 | 41 | $138.1M | AAPL, AVGO, NFLX, AMZN, TSLA |