JERICHO FINANCIAL, LLP

Q1 2026 13F-HR Holdings

Location
Westerville, OH
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$158,559
Net value change ($000)
-7,463 (-4.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAT 395 6.2%
INTC 215 4.9%
CVX 168 3.5%
MU 159 3.2%
COST 111 2.7%
AWK 89 3.0%
DGX 31 6.8%
APD 19 0.8%
XAR 17 5.7%
AFL 13 0.2%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -865 -10.2%
GOOGL -823 -8.8%
MSFT -808 -9.8%
JPM -707 -8.5%
CRM -659 -13.3%
AMZN -633 -7.9%
META -598 -8.3%
NVDA -566 -6.8%
AAPL -530 -6.0%
V -378 -6.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type