Jericho Financial, LLP
WESTERVILLE, OH
$193m in 41 US stocks at the end of 30 June 2026. The top 10 are 48.5% of the money. It changed about 6.8% of the portfolio this quarter.
Value
$193m
Stocks
41
Top 10 share
48.5%
Turnover
6.8%
What changed this quarter
New
Bought for the first time this quarter.
- Neos ETF TrustSPYI0.2% of the fund
- Spdr Series TrustKIE0.1% of the fund
Added
Bought more of a stock they already held.
- JPMorgan ChaseJPM5.0% of the fund+15%
- Amazon.comAMZN4.4% of the fund+2%
- MicrosoftMSFT4.0% of the fund+3%
- VisaV3.8% of the fund+12%
- Meta PlatformsMETA3.7% of the fund+8%
- AflacAFL3.5% of the fund+17%
- AbbVieABBV3.4% of the fund+19%
- Waste ManagementWM3.4% of the fund+23%
- NetflixNFLX3.3% of the fund+21%
- ChevronCVX2.6% of the fund+26%
- Costco WholesaleCOST2.5% of the fund+23%
- ResmedRMD2.5% of the fund+33%
- McDonald'sMCD2.3% of the fund+23%
- Abbott LaboratoriesABT2.2% of the fund+38%
- SalesforceCRM2.1% of the fund+11%
- American Water Works CompanyAWK1.8% of the fund+20%
- Air Products & ChemicalsAPD1.3% of the fund+3%
- Spdr Series TrustSPYG1.0% of the fund+6%
- Spdr Series TrustSPTM0.4% of the fund+6%
- Spdr Series TrustXAR0.2% of the fund+5%
Cut
Sold some of their stake.
- IntelINTC5.0% of the fund-34%
- Micron TechnologyMU4.6% of the fund-49%
- CrowdStrike HoldingsCRWD4.1% of the fund-24%
- Charles SchwabSCHW0.3% of the fund-5%
- MastercardMA0.3% of the fund-17%
- Quest DiagnosticsDGX0.2% of the fund-35%
- Vanguard World FDVGT0.2% of the fund-3%
- ChemedCHE0.1% of the fund-37%
- S&P GlobalSPGI0.1% of the fund-56%
Sold out
Sold their entire stake.
- Johnson & JohnsonJNJ-100%
Holdings
- Spdr Series TrustSPYG
- Share
- 1.0%
- Value
- $2m
- Shares
- 16,557
+6%
- Spdr Series TrustSPTM
- Share
- 0.4%
- Value
- $745,151
- Shares
- 8,207
+6%
- Spdr Series TrustXSD
- Share
- 0.3%
- Value
- $589,741
- Shares
- 946
Held
- Spdr Series TrustXAR
- Share
- 0.2%
- Value
- $370,756
- Shares
- 1,306
+5%
- Neos ETF TrustSPYI
- Share
- 0.2%
- Value
- $349,230
- Shares
- 6,578
New
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $335,275
- Shares
- 2,805
-3%
- Spdr Series TrustKIE
- Share
- 0.1%
- Value
- $214,952
- Shares
- 3,524
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 5.5% | $11m | 29,807 | Held |
| CaterpillarCAT | 5.3% | $10m | 9,649 | Held |
| JPMorgan ChaseJPM | 5.0% | $10m | 29,658 | +15% |
| AppleAAPL | 5.0% | $10m | 33,351 | Held |
| IntelINTC | 5.0% | $10m | 68,887 | -34% |
| BroadcomAVGO | 4.8% | $9m | 24,766 | Held |
| NvidiaNVDA | 4.7% | $9m | 45,104 | Held |
| Micron TechnologyMU | 4.6% | $9m | 7,721 | -49% |
| Amazon.comAMZN | 4.4% | $9m | 36,000 | +2% |
| CrowdStrike HoldingsCRWD | 4.1% | $8m | 10,296 | -24% |
| MicrosoftMSFT | 4.0% | $8m | 20,750 | +3% |
| VisaV | 3.8% | $7m | 21,412 | +12% |
| Meta PlatformsMETA | 3.7% | $7m | 12,536 | +8% |
| AflacAFL | 3.5% | $7m | 57,627 | +17% |
| AbbVieABBV | 3.4% | $7m | 26,098 | +19% |
| Waste ManagementWM | 3.4% | $7m | 29,189 | +23% |
| NetflixNFLX | 3.3% | $6m | 88,398 | +21% |
| TeslaTSLA | 2.8% | $5m | 12,699 | Held |
| ChevronCVX | 2.6% | $5m | 30,203 | +26% |
| Costco WholesaleCOST | 2.5% | $5m | 5,218 | +23% |
| ResmedRMD | 2.5% | $5m | 24,405 | +33% |
| McDonald'sMCD | 2.3% | $4m | 16,205 | +23% |
| Abbott LaboratoriesABT | 2.2% | $4m | 46,582 | +38% |
| SalesforceCRM | 2.1% | $4m | 25,444 | +11% |
| American Water Works CompanyAWK | 1.8% | $4m | 26,642 | +20% |
| Procter & GamblePG | 1.8% | $3m | 23,794 | Held |
| Air Products & ChemicalsAPD | 1.3% | $2m | 8,494 | +3% |
| American TowerAMT | 1.1% | $2m | 13,266 | Held |
| Spdr Series TrustSPYG | 1.0% | $2m | 16,557 | +6% |
| Spdr Series TrustSPTM | 0.4% | $745,151 | 8,207 | +6% |
| Spdr Series TrustXSD | 0.3% | $589,741 | 946 | Held |
| Charles SchwabSCHW | 0.3% | $534,518 | 5,793 | -5% |
| MastercardMA | 0.3% | $515,026 | 1,003 | -17% |
| Spdr Series TrustXAR | 0.2% | $370,756 | 1,306 | +5% |
| Cardinal HealthCAH | 0.2% | $361,927 | 1,524 | Held |
| Neos ETF TrustSPYI | 0.2% | $349,230 | 6,578 | New |
| Quest DiagnosticsDGX | 0.2% | $343,720 | 1,622 | -35% |
| Vanguard World FDVGT | 0.2% | $335,275 | 2,805 | -3% |
| ChemedCHE | 0.1% | $280,084 | 601 | -37% |
| Spdr Series TrustKIE | 0.1% | $214,952 | 3,524 | New |
| S&P GlobalSPGI | 0.1% | $206,816 | 508 | -56% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 27.3% since 30 June 2025.
Where the money is
Technology34.3%
Financial services13.0%
Media & telecom12.4%
Retail & consumer9.5%
Industrials8.7%
Health care8.6%
Everyday goods4.3%
Energy2.6%
Utilities1.8%
Materials1.3%
Real estate1.1%
Other2.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.