JERICHO FINANCIAL, LLP

Q2 2026 13F-HR Holdings

Location
Westerville, OH
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$192,975
Net value change ($000)
+34,416 (21.7%)
New positions
2
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
INTC 4,985 107.6%
MU 3,809 74.6%
CAT 3,507 51.8%
CRWD 2,576 48.8%
JPM 2,120 27.9%
GOOGL 2,077 24.2%
ABBV 1,799 37.7%
AVGO 1,729 22.7%
V 1,563 27.0%
AFL 1,368 25.4%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -719 -10.2%
CRM -297 -6.9%
SPGI -288 -58.2%
JNJ -222 -100.0%
DGX -142 -29.2%
AMT -140 -6.1%
MA -88 -14.6%
CHE -80 -22.2%
SCHW -36 -6.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type