JERICHO FINANCIAL, LLP
SEC Form 13F institutional filer · CIK 0001841173
13F-HR · 34 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
48.4%
JERICHO FINANCIAL, LLP — $155M AUM allocation strategy
JERICHO FINANCIAL, LLP files SEC Form 13F and reports $155M of long US equity value across 34 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 32.6%, followed by Communication Services 14.3% and Financials 12.1%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
JERICHO FINANCIAL, LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$155M
total across 34 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ABT +5.87K sh · −$26.8K+$CRM +4.29K sh · −$659K+$MSFT +3.06K sh · −$808K
Biggest trims (shares)
−$INTC −14.8K sh · +$215K−$CVX −7.49K sh · +$169K−$NFLX −2.25K sh · −$36.2K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors16.3%—
- Interactive Media & Services9.8%—
- Systems Software8.2%—
- Technology Hardware, Storage & Peripherals5.3%—
- Diversified Banks4.9%—
- Broadline Retail4.8%—
- Movies & Entertainment4.5%—
- Construction Machinery & Heavy Transportation Equipment4.4%—
- Other holdings41.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 29.8K | $8.57M | -208 | 5.5% |
| $AAPL | Apple Inc | 32.8K | $8.32M | +229 | 5.4% |
| $NVDA | NVIDIA Corporation | 44.7K | $7.8M | -133 | 5.0% |
| $AVGO | Broadcom Inc | 24.6K | $7.63M | +106 | 4.9% |
| $JPM | JP Morgan Chase & Co | 25.8K | $7.59M | +53 | 4.9% |
| $MSFT | Microsoft Corporation | 20.2K | $7.46M | +3.06K | 4.8% |
| $AMZN | Amazon.com Inc | 35.2K | $7.34M | +702 | 4.7% |
| $NFLX | Netflix Inc | 73.1K | $7.03M | -2.25K | 4.5% |
| $CAT | Caterpillar Inc | 9.55K | $6.77M | -1.57K | 4.4% |
| $META | Meta Platforms Inc | 11.6K | $6.64M | +640 | 4.3% |
…and 24 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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