SEC 13F Intelligence

Managers / Q4 2025 · view latest →

JERICHO FINANCIAL, LLP

CIK 0001841173 · 38-A COMMERCE PARK DR, WESTERVILLE, OH, 43082 · 614-948-0039

Reported Value
$166M
Q4 2025
Positions
40
Filings on Record
6
2019–present window
Filed
Jan 21, 2026
original filing

Summary

Jericho Financial, LLP reported $166M in U.S.-listed holdings across 40 positions for Q4 2025.

Its largest position, GOOGL, represents 5.7% of the portfolio.

Compared with Q3 2025, the fund opened 2 new positions and exited 3.

Portfolio Metrics

Turnover
+7.4%
vs prior filed quarter
Top-10 Concentration
+48.4%
share of reported value
Largest Position
+5.7%
Alphabet
New / Exited
2 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $138MQ4 ’24Q1 ’25: $138MQ1 ’25Q2 ’25: $152MQ2 ’25Q3 ’25: $165MQ3 ’25Q4 ’25: $166MQ4 ’25Q1 ’26: $159MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 96.7%ETP: 1.9%REIT: 1.4%
  • Common Stock · 96.7% · $161M
  • ETP · 1.9% · $3M
  • REIT · 1.4% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MUMICRON TECHNOLOGY INCNEW+17.3K17.3K+$5M$5M
ABTABBOTT LABSNEW+27.8K27.8K+$3M$3M
NFLXNETFLIX INCADDED+68.2K75.4K$1M$7M
VANGUARD WORLD FDSOLD OUT6180$248,814$0
SPDR SERIES TRUSTSOLD OUT3.7K0$220,565$0
PLTRPALANTIR TECHNOLOGIES INCSOLD OUT1.1K0$209,783$0
CHECHEMED CORP NEWTRIMMED5.8K1.3K$3M$539,009
VANGUARD WORLD FDTRIMMED274355$201,855$267,895

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

37 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INChistory →CAP STK CL A5.66%$9M30.0K
2AAPLAPPLE INChistory →COM5.33%$9M32.6K
3AVGOBROADCOM INChistory →COM5.11%$8M24.5K
4NVDANVIDIA CORPORATIONhistory →COM5.04%$8M44.9K
5JPMJPMORGAN CHASE & CO.history →COM5.00%$8M25.7K
6MSFTMICROSOFT CORPhistory →COM4.98%$8M17.1K
7AMZNAMAZON COM INChistory →COM4.80%$8M34.5K
8METAMETA PLATFORMS INChistory →CL A4.36%$7M11.0K
9NFLXNETFLIX INChistory →COM4.26%$7M75.4K
10CATCATERPILLAR INChistory →COM3.84%$6M11.1K
11VVISA INChistory →COM CL A3.71%$6M17.6K
12WMWASTE MGMT INC DELhistory →COM3.29%$5M24.9K
13CRWDCROWDSTRIKE HLDGS INChistory →CL A3.26%$5M11.6K
14AFLAFLAC INChistory →COM3.24%$5M48.8K
15ABBVABBVIE INChistory →COM3.03%$5M22.0K
16MUMICRON TECHNOLOGY INChistory →COM2.98%$5M17.3K
17CRMSALESFORCE INChistory →COM2.98%$5M18.7K
18TSLATESLA INChistory →COM2.97%$5M11.0K
19CHVCHEVRON CORP NEWhistory →COM2.89%$5M31.5K
20INTCINTEL CORPhistory →COM2.66%$4M119.8K
21RMERESMED INChistory →COM2.59%$4M17.8K
22COSTCOSTCO WHSL CORP NEWhistory →COM2.48%$4M4.8K
23MCDMCDONALDS CORPhistory →COM2.46%$4M13.4K
24ABTABBOTT LABShistory →COM2.10%$3M27.8K
25PGPROCTER AND GAMBLE COhistory →COM2.06%$3M23.9K
26AWCAMERICAN WTR WKS CO INC NEWhistory →COM1.76%$3M22.4K
27SPDR SERIES TRUSTSTATE STREET SPD1.73%$3M25.2K
28APDAIR PRODS & CHEMS INChistory →COM1.44%$2M9.7K
29AMTAMERICAN TOWER CORP NEWhistory →COM1.42%$2M13.4K
30MAMASTERCARD INCORPORATEDCL A0.58%$970,1231.7K
31SPGIS&P GLOBAL INCCOM0.43%$710,8491.4K
32SCHWSCHWAB CHARLES CORPCOM0.41%$675,2316.8K
33CHECHEMED CORP NEWCOM0.32%$539,0091.3K
34DGXQUEST DIAGNOSTICS INCCOM0.27%$455,0272.6K
35JNJJOHNSON & JOHNSONCOM0.19%$321,1571.6K
36CAHCARDINAL HEALTH INCCOM0.19%$311,5941.5K
37VANGUARD WORLD FDINF TECH ETF0.16%$267,895355

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$159M40Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$166M40Jan 21, 202613F-HRchanges · EDGAR ↗
Q3 2025$165M41Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$152M41Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$138M41Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$138M41Jan 27, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.