JERICHO FINANCIAL, LLP
Portfolio value QoQ: +21.7% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 8.55% Est. buys $15,028,712 · sells $17,024,734
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 91.1% still held
Performance vs S&P 500
Annualized: +27.1% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 41 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL | $10,652,201 | 5.52% | 29,807 | $2,077,514 | Down ×3 | ||
| CAT | $10,275,425 | 5.32% | 9,649 | $3,507,439 | Up ×1 | ||
| JPM | $9,708,035 | 5.03% | 29,658 | $2,120,098 | Up ×2 | ||
| AAPL | $9,650,383 | 5.00% | 33,351 | $1,327,228 | Up ×2 | ||
| INTC | $9,618,733 | 4.98% | 68,887 | $4,984,498 | Down ×3 | ||
| AVGO | $9,355,261 | 4.85% | 24,766 | $1,729,281 | Up ×2 | ||
| NVDA | $9,024,949 | 4.68% | 45,104 | $1,225,848 | Up ×1 | ||
| MU | $8,912,319 | 4.62% | 7,721 | $3,808,902 | Down ×2 | ||
| AMZN | $8,580,329 | 4.45% | 36,000 | $1,239,150 | Up ×4 | ||
| CRWD | $7,857,289 | 4.07% | 10,296 | $2,576,603 | Down ×1 | ||
| MSFT | $7,740,347 | 4.01% | 20,750 | $276,388 | Up ×4 | ||
| V | $7,346,156 | 3.81% | 21,412 | $1,563,408 | Up ×4 | ||
| META | $7,061,218 | 3.66% | 12,536 | $422,500 | Up ×2 | ||
| AFL | $6,756,790 | 3.50% | 57,627 | $1,367,337 | Up ×4 | ||
| ABBV | $6,567,343 | 3.40% | 26,098 | $1,798,894 | Up ×1 | ||
| WM | $6,505,663 | 3.37% | 29,189 | $1,030,947 | Up ×1 | ||
| NFLX | $6,311,602 | 3.27% | 88,398 | $-719,058 | Up ×1 | ||
| TSLA | $5,341,069 | 2.77% | 12,699 | $712,153 | Up ×2 | ||
| CVX | $5,006,447 | 2.59% | 30,203 | $32,018 | Up ×1 | ||
| COST | $4,881,644 | 2.53% | 5,218 | $651,735 | Up ×1 | ||
| RMD | $4,756,081 | 2.46% | 24,405 | $650,734 | Up ×4 | ||
| MCD | $4,380,275 | 2.27% | 16,205 | $291,325 | Up ×1 | ||
| ABT | $4,226,874 | 2.19% | 46,582 | $768,403 | Up ×2 | ||
| CRM | $3,985,999 | 2.07% | 25,444 | $-296,722 | Up ×4 | ||
| AWK | $3,505,599 | 1.82% | 26,642 | $495,639 | Up ×1 | ||
| PG | $3,489,193 | 1.81% | 23,794 | $86,246 | Up ×1 | ||
| APD | $2,490,219 | 1.29% | 8,494 | $85,540 | Up ×1 | ||
| AMT | $2,169,895 | 1.12% | 13,266 | $-140,558 | Down ×3 | ||
| SPYG | $1,970,119 | 1.02% | 16,557 | $435,350 | Up ×2 | ||
| SPTM | $745,151 | 0.39% | 8,207 | $134,515 | Up ×2 | ||
| XSD | $589,741 | 0.31% | 946 | $284,713 | Up ×2 | ||
| SCHW | $534,518 | 0.28% | 5,793 | $-36,109 | Down ×6 | ||
| MA | $515,026 | 0.27% | 1,003 | $-88,369 | Down ×6 | ||
| XAR | $370,756 | 0.19% | 1,306 | $55,970 | Up ×2 | ||
| CAH | $361,927 | 0.19% | 1,524 | $40,763 | Up ×5 | ||
| SPYI | $349,230 | 0.18% | 6,578 | Up ×1 | |||
| DGX | $343,720 | 0.18% | 1,622 | $-142,692 | Down ×6 | ||
| VGT | $335,275 | 0.17% | 2,805 | $84,387 | Up ×2 | ||
| CHE | $280,084 | 0.15% | 601 | $-79,851 | Down ×3 | ||
| KIE | $214,952 | 0.11% | 3,524 | ||||
| SPGI | $206,816 | 0.11% | 508 | $-288,507 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.