Jericho Financial, LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Jericho Financial, LLP reported 41 stock positions worth $137.6 million. Its top holding was Netflix (NFLX) at 5.3% of the portfolio, followed by Apple (AAPL, 5.1%) and Meta Platforms Class A (META, 4.7%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 25 and reduced 14. The biggest buy was Intel (INTC, shares +61%) and the biggest sale Tesla (TSLA, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001841173
- Portfolio Value
- $137.6M (Q1 2025)
- SEC Filing
- 0001941040-25-000224 ↗ filed Apr 22, 2025
Holdings Value
Holdings 41 stocks · $137.6M
| NFLX Netflix Inc. | 5.34% | 7,886 | $7.4M | Reduce -3.8% |
| AAPL Apple Inc. | 5.05% | 31,297 | $7.0M | Add +2.4% |
| META Meta Platforms Inc. Class A | 4.75% | 11,342 | $6.5M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 4.65% | 26,102 | $6.4M | Reduce -2.9% |
| MSFT Microsoft Corp. | 4.62% | 16,947 | $6.4M | Add +13.9% |
| AMZN Amazon.com Inc. | 4.58% | 33,149 | $6.3M | Add +1.6% |
| V Visa Inc. Class A | 4.37% | 17,168 | $6.0M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 4.18% | 37,197 | $5.8M | Add +5.3% |
| WM Waste Management Inc. | 3.99% | 23,740 | $5.5M | Add +8.6% |
| CVX Chevron Corp. | 3.71% | 30,544 | $5.1M | Add +9.9% |
| NVDA Nvidia Corp. | 3.68% | 46,703 | $5.1M | Add +8.3% |
| ABBV Abbvie Inc. | 3.54% | 23,280 | $4.9M | Add +10.2% |
| AVGO Broadcom Inc. | 3.52% | 28,975 | $4.9M | Reduce -12.2% |
| CRM Salesforce Inc. | 3.51% | 17,987 | $4.8M | Reduce -4.8% |
| AFL Aflac Inc. | 3.33% | 41,201 | $4.6M | Add +6.2% |
| PG The Procter & Gamble Co. | 3.20% | 25,864 | $4.4M | Add +14.3% |
| CAT Caterpillar Inc. | 3.18% | 13,276 | $4.4M | Add +7.1% |
| MCD McDonald's Corp. | 3.08% | 13,583 | $4.2M | Add +4.5% |
| CHE Chemed Corp. | 3.04% | 6,802 | $4.2M | Add +14.7% |
| INTC Intel Corp. | 2.71% | 164,099 | $3.7M | Add +60.9% |
| RMD Resmed Inc. | 2.63% | 16,190 | $3.6M | Add +4.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.55% | 9,957 | $3.5M | Add +12.3% |
| COST Costco Wholesale Corp. | 2.49% | 3,628 | $3.4M | Add +5.1% |
| AWK American Water Works Co. Inc. | 2.28% | 21,248 | $3.1M | Add +20.3% |
| TSLA Tesla Inc. | 2.24% | 11,900 | $3.1M | Reduce -28.2% |
| AMT American Tower Corp. | 2.21% | 13,962 | $3.0M | Add +20.2% |
| APD Air Products & Chemicals Inc. | 1.91% | 8,933 | $2.6M | Add +3.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.11% | 19,049 | $1.5M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.86% | 2,171 | $1.2M | Reduce -2.8% |
| SPGI S&P Global Inc. | 0.62% | 1,691 | $859K | Reduce -4.6% |
| SCHW Schwab (charles) Corp. | 0.57% | 10,040 | $786K | Reduce -4.8% |
| DGX Quest Diagnostics Inc. | 0.45% | 3,674 | $622K | Reduce -6.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.43% | 8,717 | $593K | Add +6.5% |
| JNJ Johnson & Johnson | 0.28% | 2,315 | $384K | Reduce -21.6% |
| VGT Vanguard Info Tech ETF | 0.25% | 626 | $340K | Add +1.3% |
| ADBE Adobe Inc. | 0.22% | 790 | $303K | Reduce -6.5% |
| XAR SS SPDR S&P Aerospace Def | 0.20% | 1,674 | $269K | Add +3.3% |
| XSD SS SPDR S&P Semiconductor | 0.17% | 1,196 | $240K | Add +5.8% |
| KIE SS SPDR S&P Insurance ETF | 0.16% | 3,628 | $220K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.15% | 672 | $207K | Reduce -1.2% |
| CAH Cardinal Health Inc. | 0.15% | 1,501 | $207K | New |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -28.2% | 2.24% | −2.60 |
| AVGO Broadcom Inc. | Reduce -12.2% | 3.52% | −2.01 |
| CRM Salesforce Inc. | Reduce -4.8% | 3.51% | −1.06 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.16 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.15 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.7% | 1.11% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 4.75% | −0.08 |
| ADBE Adobe Inc. | Reduce -6.5% | 0.22% | −0.05 |
| JNJ Johnson & Johnson | Reduce -21.6% | 0.28% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.2% | 0.15% | −0.02 |
| SPGI S&P Global Inc. | Reduce -4.6% | 0.62% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 4.65% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -4.8% | 0.57% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -2.8% | 0.86% | +0.01 |
| DGX Quest Diagnostics Inc. | Reduce -6.0% | 0.45% | +0.02 |
| NFLX Netflix Inc. | Reduce -3.8% | 5.34% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| INTC Intel Corp. | Add +60.9% | 2.71% | +1.23 |
| ABBV Abbvie Inc. | Add +10.2% | 3.54% | +0.83 |
| WM Waste Management Inc. | Add +8.6% | 3.99% | +0.80 |
| CVX Chevron Corp. | Add +9.9% | 3.71% | +0.80 |
| CHE Chemed Corp. | Add +14.7% | 3.04% | +0.77 |
| AWK American Water Works Co. Inc. | Add +20.3% | 2.28% | +0.69 |
| AMT American Tower Corp. | Add +20.2% | 2.21% | +0.66 |
| V Visa Inc. Class A | Add +1.8% | 4.37% | +0.51 |
| PG The Procter & Gamble Co. | Add +14.3% | 3.20% | +0.46 |
| AFL Aflac Inc. | Add +6.2% | 3.33% | +0.42 |
| MCD McDonald's Corp. | Add +4.5% | 3.08% | +0.36 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +12.3% | 2.55% | +0.35 |
| COST Costco Wholesale Corp. | Add +5.1% | 2.49% | +0.20 |
| KIE SS SPDR S&P Insurance ETF | New | 0.16% | +0.16 |
| CAH Cardinal Health Inc. | New | 0.15% | +0.15 |
| APD Air Products & Chemicals Inc. | Add +3.5% | 1.91% | +0.10 |
| MSFT Microsoft Corp. | Add +13.9% | 4.62% | +0.08 |
| RMD Resmed Inc. | Add +4.1% | 2.63% | +0.06 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +6.5% | 0.43% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Add +3.3% | 0.20% | +0.00 |
| XSD SS SPDR S&P Semiconductor | Add +5.8% | 0.17% | −0.03 |
| VGT Vanguard Info Tech ETF | Add +1.3% | 0.25% | −0.03 |
| CAT Caterpillar Inc. | Add +7.1% | 3.18% | −0.08 |
| AAPL Apple Inc. | Add +2.4% | 5.05% | −0.49 |
| NVDA Nvidia Corp. | Add +8.3% | 3.68% | −0.51 |
| AMZN Amazon.com Inc. | Add +1.6% | 4.58% | −0.60 |
| GOOGL Alphabet Inc. Class A | Add +5.3% | 4.18% | −0.66 |
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 |