Jericho Financial, LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Jericho Financial, LLP reported 41 stock positions worth $164.8 million. Its top holding was Broadcom (AVGO) at 5.7% of the portfolio, followed by Alphabet Class A (GOOGL, 5.4%) and Nvidia (NVDA, 5.3%). Compared with Q2 2025, it opened 1 new position, sold out of 1, added to 28 and reduced 12. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Netflix (NFLX, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WESTERVILLE, OH
- CIK
- 0001841173
- Portfolio Value
- $164.8M (Q3 2025)
- SEC Filing
- 0001941040-25-000578 ↗ filed Oct 29, 2025
Holdings Value
Holdings 41 stocks · $164.8M
| AVGO Broadcom Inc. | 5.65% | 28,225 | $9.3M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 5.45% | 36,934 | $9.0M | Add +0.3% |
| NVDA Nvidia Corp. | 5.30% | 46,812 | $8.7M | Reduce -0.3% |
| MSFT Microsoft Corp. | 5.25% | 16,702 | $8.7M | Add +0.1% |
| NFLX Netflix Inc. | 5.19% | 7,129 | $8.5M | Reduce -4.0% |
| AAPL Apple Inc. | 5.05% | 32,650 | $8.3M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 4.94% | 25,807 | $8.1M | Add +0.3% |
| META Meta Platforms Inc. Class A | 4.92% | 11,043 | $8.1M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 4.38% | 32,861 | $7.2M | Add +1.4% |
| CAT Caterpillar Inc. | 3.86% | 13,311 | $6.4M | Add +0.2% |
| V Visa Inc. Class A | 3.48% | 16,787 | $5.7M | Add +0.6% |
| INTC Intel Corp. | 3.39% | 166,576 | $5.6M | Add +3.3% |
| ABBV Abbvie Inc. | 3.35% | 23,828 | $5.5M | Add +3.1% |
| TSLA Tesla Inc. | 3.30% | 12,221 | $5.4M | Add +0.8% |
| WM Waste Management Inc. | 3.22% | 24,033 | $5.3M | Add +3.3% |
| CVX Chevron Corp. | 3.06% | 32,462 | $5.0M | Add +4.8% |
| AFL Aflac Inc. | 2.93% | 43,276 | $4.8M | Add +5.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.88% | 9,692 | $4.8M | Add +1.0% |
| CRM Salesforce Inc. | 2.68% | 18,641 | $4.4M | Add +4.1% |
| RMD Resmed Inc. | 2.66% | 16,009 | $4.4M | Add +0.4% |
| MCD McDonald's Corp. | 2.57% | 13,933 | $4.2M | Add +3.9% |
| PG The Procter & Gamble Co. | 2.41% | 25,831 | $4.0M | Add +1.1% |
| COST Costco Wholesale Corp. | 2.06% | 3,661 | $3.4M | Add +3.0% |
| CHE Chemed Corp. | 1.91% | 7,046 | $3.2M | Add +5.0% |
| AWK American Water Works Co. Inc. | 1.76% | 20,827 | $2.9M | Add +0.6% |
| AMT American Tower Corp. | 1.62% | 13,839 | $2.7M | Add +1.7% |
| APD Air Products & Chemicals Inc. | 1.48% | 8,963 | $2.4M | Add +1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.23% | 19,351 | $2.0M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.67% | 1,946 | $1.1M | Reduce -3.2% |
| SPGI S&P Global Inc. | 0.49% | 1,656 | $806K | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.47% | 8,161 | $779K | Reduce -8.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.45% | 9,108 | $735K | Add +2.8% |
| DGX Quest Diagnostics Inc. | 0.39% | 3,375 | $643K | Reduce -5.5% |
| VGT Vanguard Info Tech ETF | 0.29% | 629 | $470K | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.24% | 2,112 | $392K | Reduce -2.4% |
| XSD SS SPDR S&P Semiconductor | 0.24% | 1,222 | $390K | Reduce -2.6% |
| XAR SS SPDR S&P Aerospace Def | 0.23% | 1,639 | $385K | Reduce -0.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.15% | 618 | $249K | Reduce -7.9% |
| CAH Cardinal Health Inc. | 0.14% | 1,511 | $237K | Add +0.3% |
| KIE SS SPDR S&P Insurance ETF | 0.13% | 3,718 | $221K | Add +1.7% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 1,150 | $210K | New |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -4.0% | 5.19% | −1.37 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 4.92% | −0.47 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.19 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 0.67% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -8.1% | 0.47% | −0.06 |
| DGX Quest Diagnostics Inc. | Reduce -5.5% | 0.39% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -7.9% | 0.15% | −0.01 |
| XAR SS SPDR S&P Aerospace Def | Reduce -0.6% | 0.23% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 0.29% | +0.01 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.24% | +0.02 |
| XSD SS SPDR S&P Semiconductor | Reduce -2.6% | 0.24% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.3% | 5.30% | +0.41 |
| AVGO Broadcom Inc. | Reduce -1.6% | 5.65% | +0.44 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +0.3% | 5.45% | +1.17 |
| INTC Intel Corp. | Add +3.3% | 3.39% | +1.01 |
| AAPL Apple Inc. | Add +3.3% | 5.05% | +0.77 |
| TSLA Tesla Inc. | Add +0.8% | 3.30% | +0.76 |
| ABBV Abbvie Inc. | Add +3.1% | 3.35% | +0.52 |
| CAT Caterpillar Inc. | Add +0.2% | 3.86% | +0.45 |
| CVX Chevron Corp. | Add +4.8% | 3.06% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| AFL Aflac Inc. | Add +5.8% | 2.93% | +0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.9% | 1.23% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 4.94% | +0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +2.8% | 0.45% | +0.01 |
| KIE SS SPDR S&P Insurance ETF | Add +1.7% | 0.13% | −0.01 |
| MCD McDonald's Corp. | Add +3.9% | 2.57% | −0.01 |
| CAH Cardinal Health Inc. | Add +0.3% | 0.14% | −0.02 |
| RMD Resmed Inc. | Add +0.4% | 2.66% | −0.05 |
| SPGI S&P Global Inc. | Add +0.1% | 0.49% | −0.09 |
| AWK American Water Works Co. Inc. | Add +0.6% | 1.76% | −0.14 |
| APD Air Products & Chemicals Inc. | Add +1.0% | 1.48% | −0.17 |
| MSFT Microsoft Corp. | Add +0.1% | 5.25% | −0.23 |
| CHE Chemed Corp. | Add +5.0% | 1.91% | −0.24 |
| COST Costco Wholesale Corp. | Add +3.0% | 2.06% | −0.26 |
| PG The Procter & Gamble Co. | Add +1.1% | 2.41% | −0.28 |
| WM Waste Management Inc. | Add +3.3% | 3.22% | −0.29 |
| AMZN Amazon.com Inc. | Add +1.4% | 4.38% | −0.31 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.0% | 2.88% | −0.34 |
| AMT American Tower Corp. | Add +1.7% | 1.62% | −0.37 |
| V Visa Inc. Class A | Add +0.6% | 3.48% | −0.43 |
| CRM Salesforce Inc. | Add +4.1% | 2.68% | −0.54 |
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 |