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Jericho Financial, LLP Portfolio
$202M across 39 positions as of 2026-09-30, with 49% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+24.2%
+9.7% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
5 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +4.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +23.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.2% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $11.1M | 5.5% | 33,472 |
| MSFTMicrosoft Corp | $10.8M | 5.4% | 21,108 |
| CRWDCrowdStrike Holdings Inc | $10.8M | 5.3% | 40,781 |
| GOOGLAlphabet Inc | $10.4M | 5.1% | 30,164 |
| NVDANVIDIA Corp | $10.4M | 5.1% | 45,398 |
| JPMJPMorgan Chase & Co | $9.7M | 4.8% | 29,458 |
| METAMeta Platforms Inc | $9.3M | 4.6% | 12,795 |
| AMZNAmazon.com Inc | $9.1M | 4.5% | 36,450 |
| AVGOBroadcom Inc | $8.8M | 4.4% | 25,075 |
| MUMicron Technology Inc | $8.3M | 4.1% | 7,796 |
| INTCIntel Corp | $8.2M | 4.1% | 68,479 |
| CATCaterpillar Inc | $7.9M | 3.9% | 9,709 |
| VVisa Inc | $7.8M | 3.9% | 21,645 |
| ABBVAbbVie Inc | $6.8M | 3.4% | 26,070 |
| AFLAflac Inc | $6.5M | 3.2% | 58,409 |
| NFLXNetflix Inc | $6.3M | 3.1% | 90,485 |
| CVXChevron Corp | $6.2M | 3.1% | 30,549 |
| WMWaste Management Inc | $6M | 3.0% | 29,640 |
| CRMSalesforce Inc | $5.9M | 2.9% | 25,804 |
| RMDResmed Inc | $5.5M | 2.7% | 24,737 |
| COSTCostco Wholesale Corp | $4.9M | 2.4% | 5,338 |
| TSLATesla Inc | $4.6M | 2.3% | 13,039 |
| ABTAbbott Laboratories | $4.3M | 2.1% | 43,398 |
| MCDMcDonald's Corp | $3.8M | 1.9% | 16,532 |
| PGProcter & Gamble Co | $3.5M | 1.7% | 24,195 |
| AWKAmerican Water Works Co Inc | $3.5M | 1.7% | 27,069 |
| APDAir Products and Chemicals Inc | $2.4M | 1.2% | 8,641 |
| AMTAmerican Tower Corp | $2.2M | 1.1% | 13,635 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $2M | 1.0% | 16,100 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $838.5K | 0.4% | 15,770 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $730.5K | 0.4% | 7,936 |
| MAMastercard Inc | $551.6K | 0.3% | 1,000 |
| SCHWCharles Schwab Corp | $524.4K | 0.3% | 5,366 |
| SPDR SERIES TRUST | $479.5K | 0.2% | 905 |
| DGXQuest Diagnostics Inc | $378.3K | 0.2% | 1,623 |
| VGTVanguard Information Tech ETF | $352.8K | 0.2% | 2,807 |
| CAHCardinal Health Inc | $339.7K | 0.2% | 1,527 |
| XARSPDR S&P Aerospace & Defense ETF | $300.4K | 0.1% | 1,299 |
| CHEChemed Corp | $292.1K | 0.1% | 578 |
Quarter ending 2026-09-30.
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