Jericho Financial, LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Jericho Financial, LLP reported 41 stock positions worth $138.1 million. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Broadcom (AVGO, 5.5%) and Netflix (NFLX, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001841173
- Portfolio Value
- $138.1M (Q4 2024)
- SEC Filing
- 0001941040-25-000033 ↗ filed Jan 27, 2025
Holdings Value
Holdings 41 stocks · $138.1M
| AAPL Apple Inc. | 5.54% | 30,578 | $7.7M | — |
| AVGO Broadcom Inc. | 5.54% | 32,984 | $7.6M | — |
| NFLX Netflix Inc. | 5.29% | 8,197 | $7.3M | — |
| AMZN Amazon.com Inc. | 5.18% | 32,617 | $7.2M | — |
| TSLA Tesla Inc. | 4.85% | 16,574 | $6.7M | — |
| GOOGL Alphabet Inc. Class A | 4.84% | 35,337 | $6.7M | — |
| META Meta Platforms Inc. Class A | 4.83% | 11,403 | $6.7M | — |
| JPM JPMorgan Chase & Co. | 4.66% | 26,877 | $6.4M | — |
| CRM Salesforce Inc. | 4.57% | 18,887 | $6.3M | — |
| MSFT Microsoft Corp. | 4.54% | 14,879 | $6.3M | — |
| NVDA Nvidia Corp. | 4.19% | 43,109 | $5.8M | — |
| V Visa Inc. Class A | 3.86% | 16,872 | $5.3M | — |
| CAT Caterpillar Inc. | 3.26% | 12,399 | $4.5M | — |
| WM Waste Management Inc. | 3.19% | 21,859 | $4.4M | — |
| CVX Chevron Corp. | 2.92% | 27,801 | $4.0M | — |
| AFL Aflac Inc. | 2.91% | 38,807 | $4.0M | — |
| PG The Procter & Gamble Co. | 2.75% | 22,623 | $3.8M | — |
| MCD McDonald's Corp. | 2.73% | 12,993 | $3.8M | — |
| ABBV Abbvie Inc. | 2.72% | 21,126 | $3.8M | — |
| RMD Resmed Inc. | 2.58% | 15,555 | $3.6M | — |
| COST Costco Wholesale Corp. | 2.29% | 3,452 | $3.2M | — |
| CHE Chemed Corp. | 2.27% | 5,931 | $3.1M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.20% | 8,868 | $3.0M | — |
| APD Air Products & Chemicals Inc. | 1.81% | 8,627 | $2.5M | — |
| AWK American Water Works Co. Inc. | 1.59% | 17,660 | $2.2M | — |
| AMT American Tower Corp. | 1.54% | 11,618 | $2.1M | — |
| INTC Intel Corp. | 1.48% | 102,006 | $2.0M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.23% | 19,382 | $1.7M | — |
| MA Mastercard Inc. Class A | 0.85% | 2,234 | $1.2M | — |
| SPGI S&P Global Inc. | 0.64% | 1,772 | $883K | — |
| SCHW Schwab (charles) Corp. | 0.57% | 10,548 | $781K | — |
| DGX Quest Diagnostics Inc. | 0.43% | 3,910 | $590K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.42% | 8,189 | $585K | — |
| JNJ Johnson & Johnson | 0.31% | 2,954 | $427K | — |
| VGT Vanguard Info Tech ETF | 0.28% | 618 | $384K | — |
| ADBE Adobe Inc. | 0.27% | 845 | $376K | — |
| XSD SS SPDR S&P Semiconductor | 0.20% | 1,130 | $281K | — |
| XAR SS SPDR S&P Aerospace Def | 0.19% | 1,621 | $269K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.17% | 680 | $233K | — |
| VDC Vanguard Consumer Staple ETF | 0.16% | 1,054 | $223K | — |
| LMT Lockheed Martin Corp. | 0.15% | 418 | $203K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |