Institutional Fund
Jericho Financial, LLP
Westerville, OHCIK 18411735 filings on record
Portfolio Value
$158.56M
Q1 2026
Holdings
40
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-4.5%
from $166.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc5.4%
- Apple Inc5.2%
- Nvidia Corporation4.9%
- Broadcom Inc4.8%
- Jpmorgan Chase & Co.4.8%
- Microsoft Corp4.7%
- Other70.1%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 29.8K | $8.57M | 5.4% | −208 | Reduced |
| 2 | Apple Inc | 32.8K | $8.32M | 5.2% | +229 | Added |
| 3 | Nvidia Corporation | 44.7K | $7.80M | 4.9% | −133 | Reduced |
| 4 | Broadcom Inc | 24.6K | $7.63M | 4.8% | +106 | Added |
| 5 | Jpmorgan Chase & Co. | 25.8K | $7.59M | 4.8% | +53 | Added |
| 6 | Microsoft Corp | 20.2K | $7.46M | 4.7% | +3.1K | Added |
| 7 | Amazon Com Inc | 35.2K | $7.34M | 4.6% | +702 | Added |
| 8 | Netflix Inc | 73.1K | $7.03M | 4.4% | −2.3K | Reduced |
| 9 | Caterpillar Inc | 9.6K | $6.77M | 4.3% | −1.6K | Reduced |
| 10 | Meta Platforms Inc | 11.6K | $6.64M | 4.2% | +640 | Added |
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