Jericho Financial, LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), Jericho Financial, LLP reported 41 stock positions worth $151.6 million. Its top holding was Netflix (NFLX) at 6.6% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Meta Platforms Class A (META, 5.4%). Compared with Q1 2025, it added to 11 and reduced 30. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Chemed (CHE, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001841173
- Portfolio Value
- $151.6M (Q2 2025)
- SEC Filing
- 0001941040-25-000399 ↗ filed Aug 1, 2025
Holdings Value
Holdings 41 stocks · $151.6M
| NFLX Netflix Inc. | 6.56% | 7,426 | $9.9M | Reduce -5.8% |
| MSFT Microsoft Corp. | 5.48% | 16,692 | $8.3M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 5.39% | 11,069 | $8.2M | Reduce -2.4% |
| AVGO Broadcom Inc. | 5.21% | 28,675 | $7.9M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 4.92% | 25,730 | $7.5M | Reduce -1.4% |
| NVDA Nvidia Corp. | 4.89% | 46,943 | $7.4M | Add +0.5% |
| AMZN Amazon.com Inc. | 4.69% | 32,416 | $7.1M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 4.28% | 36,839 | $6.5M | Reduce -1.0% |
| AAPL Apple Inc. | 4.28% | 31,598 | $6.5M | Add +1.0% |
| V Visa Inc. Class A | 3.91% | 16,690 | $5.9M | Reduce -2.8% |
| WM Waste Management Inc. | 3.51% | 23,273 | $5.3M | Reduce -2.0% |
| CAT Caterpillar Inc. | 3.40% | 13,287 | $5.2M | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.22% | 9,598 | $4.9M | Reduce -3.6% |
| CRM Salesforce Inc. | 3.22% | 17,904 | $4.9M | Reduce -0.5% |
| CVX Chevron Corp. | 2.92% | 30,968 | $4.4M | Add +1.4% |
| AFL Aflac Inc. | 2.85% | 40,919 | $4.3M | Reduce -0.7% |
| ABBV Abbvie Inc. | 2.83% | 23,103 | $4.3M | Reduce -0.8% |
| RMD Resmed Inc. | 2.71% | 15,940 | $4.1M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 2.68% | 25,545 | $4.1M | Reduce -1.2% |
| MCD McDonald's Corp. | 2.58% | 13,405 | $3.9M | Reduce -1.3% |
| TSLA Tesla Inc. | 2.54% | 12,121 | $3.9M | Add +1.9% |
| INTC Intel Corp. | 2.38% | 161,338 | $3.6M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 2.32% | 3,553 | $3.5M | Reduce -2.1% |
| CHE Chemed Corp. | 2.16% | 6,711 | $3.3M | Reduce -1.3% |
| AMT American Tower Corp. | 1.98% | 13,606 | $3.0M | Reduce -2.5% |
| AWK American Water Works Co. Inc. | 1.90% | 20,711 | $2.9M | Reduce -2.5% |
| APD Air Products & Chemicals Inc. | 1.65% | 8,874 | $2.5M | Reduce -0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.21% | 19,174 | $1.8M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.75% | 2,011 | $1.1M | Reduce -7.4% |
| SPGI S&P Global Inc. | 0.58% | 1,654 | $872K | Reduce -2.2% |
| SCHW Schwab (charles) Corp. | 0.53% | 8,879 | $810K | Reduce -11.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.44% | 8,861 | $664K | Add +1.6% |
| DGX Quest Diagnostics Inc. | 0.42% | 3,570 | $641K | Reduce -2.8% |
| VGT Vanguard Info Tech ETF | 0.28% | 635 | $421K | Add +1.4% |
| XAR SS SPDR S&P Aerospace Def | 0.23% | 1,648 | $348K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.22% | 2,164 | $331K | Reduce -6.5% |
| XSD SS SPDR S&P Semiconductor | 0.21% | 1,255 | $322K | Add +4.9% |
| ADBE Adobe Inc. | 0.19% | 748 | $289K | Reduce -5.3% |
| CAH Cardinal Health Inc. | 0.17% | 1,507 | $253K | Add +0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.16% | 671 | $246K | Reduce -0.1% |
| KIE SS SPDR S&P Insurance ETF | 0.14% | 3,656 | $218K | Add +0.8% |
Portfolio Sells Q1 2025 → Q2 2025
| CHE Chemed Corp. | Reduce -1.3% | 2.16% | −0.89 |
| ABBV Abbvie Inc. | Reduce -0.8% | 2.83% | −0.72 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 2.68% | −0.52 |
| MCD McDonald's Corp. | Reduce -1.3% | 2.58% | −0.50 |
| AFL Aflac Inc. | Reduce -0.7% | 2.85% | −0.48 |
| WM Waste Management Inc. | Reduce -2.0% | 3.51% | −0.48 |
| V Visa Inc. Class A | Reduce -2.8% | 3.91% | −0.46 |
| AWK American Water Works Co. Inc. | Reduce -2.5% | 1.90% | −0.38 |
| INTC Intel Corp. | Reduce -1.7% | 2.38% | −0.32 |
| CRM Salesforce Inc. | Reduce -0.5% | 3.22% | −0.29 |
| APD Air Products & Chemicals Inc. | Reduce -0.7% | 1.65% | −0.26 |
| AMT American Tower Corp. | Reduce -2.5% | 1.98% | −0.22 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 2.32% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -7.4% | 0.75% | −0.12 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.22% | −0.06 |
| SPGI S&P Global Inc. | Reduce -2.2% | 0.58% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -11.6% | 0.53% | −0.04 |
| ADBE Adobe Inc. | Reduce -5.3% | 0.19% | −0.03 |
| DGX Quest Diagnostics Inc. | Reduce -2.8% | 0.42% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.1% | 0.16% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Reduce -1.6% | 0.23% | +0.03 |
| RMD Resmed Inc. | Reduce -1.5% | 2.71% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 4.28% | +0.10 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 4.69% | +0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 4.92% | +0.27 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 5.39% | +0.64 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.6% | 3.22% | +0.67 |
| MSFT Microsoft Corp. | Reduce -1.5% | 5.48% | +0.85 |
| NFLX Netflix Inc. | Reduce -5.8% | 6.56% | +1.22 |
| AVGO Broadcom Inc. | Reduce -1.0% | 5.21% | +1.69 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.5% | 4.89% | +1.21 |
| TSLA Tesla Inc. | Add +1.9% | 2.54% | +0.30 |
| CAT Caterpillar Inc. | Add +0.1% | 3.40% | +0.22 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.7% | 1.21% | +0.09 |
| XSD SS SPDR S&P Semiconductor | Add +4.9% | 0.21% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +1.4% | 0.28% | +0.03 |
| CAH Cardinal Health Inc. | Add +0.4% | 0.17% | +0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +1.6% | 0.44% | +0.01 |
| KIE SS SPDR S&P Insurance ETF | Add +0.8% | 0.14% | −0.02 |
| AAPL Apple Inc. | Add +1.0% | 4.28% | −0.78 |
| CVX Chevron Corp. | Add +1.4% | 2.92% | −0.79 |
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 |