Fund HoldingsJERICHO FINANCIAL, LLP

Total Portfolio Value
$158.56M
Total Bought
$6.03M
Total Sold
$3.91M
Net Transaction
+$2.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CATERPILLAR INC(CAT)11,1259,553-1,5726,3736,7684.27%+395
INTEL CORP(INTC)119,768105,013-14,7554,4194,6342.92%+215
CHEVRON CORPORATION(CVX)31,53324,043-7,4904,8064,9743.14%+169
MICRON TECHNOLOGY INC(MU)17,32115,106-2,2154,9445,1033.22%+160
COSTCO WHOLESALE CORPORATION(COST)4,7774,245-5324,1194,2302.67%+110
AMERICAN WTR WKS CO INC NEW22,38722,117-2702,9213,0101.90%+88
QUEST DIAGNOSTICS INC(DGX)2,6222,482-1404554860.31%+31
AIR PRODUCTS AND CHEMICALS I9,6588,278-1,3802,3862,4051.52%+19
SPDR SERIES TRUST
ST STR SP AERO
1,2351,239+42983150.20%+17
AFLAC INC(AFL)48,75649,125+3695,3765,3893.40%+13
CARDINAL HEALTH INC(CAH)1,5161,520+43123210.20%+10
SPDR SERIES TRUST
ST STR SP SEMI
927935+82983050.19%+7
WASTE MGMT INC DEL(WM)24,89323,825-1,0685,4695,4753.45%+6
MCDONALDS CORP(MCD)13,38513,157-2284,0914,0892.58%-2
VANGUARD WORLD FD
INF TECH ETF
355360+52682510.16%-17
PROCTER & GAMBLE CO(PG)23,87823,560-3183,4223,4032.15%-19
SPDR SERIES TRUST
ST STR PR SP1500
7,6497,724+756316110.39%-20
ABBOTT LABORATORIES27,81833,685+5,8673,4853,4582.18%-27
NETFLIX INC.(NFLX)75,37273,122-2,2507,0677,0314.43%-36
AMERICAN TOWER CORP(AMT)13,44013,388-522,3602,3101.46%-49
JOHNSON & JOHNSON(JNJ)1,552908-6443212220.14%-99
SCHWAB CHARLES CORP(SCHW)6,7586,072-6866755710.36%-105
SPDR SERIES TRUST
ST STR P500GRW
15,36815,675+3071,6401,5350.97%-105
CROWDSTRIKE HLDGS INC(CRWD)11,55313,526+1,9735,4165,2813.33%-135
CHEMED CORP NEW(CHE)1,260953-3075393600.23%-179
RESMED INC(RMD)17,84918,288+4394,2994,1052.59%-194
S&P GLOBAL INC(SPGI)1,3601,165-1957114950.31%-216
ABBVIE INC(ABBV)21,98121,925-565,0224,7683.01%-254
TESLA INC(TSLA)10,98312,452+1,4694,9394,6292.92%-310
MASTERCARD INCORPORATED(MA)1,6991,208-4919706030.38%-367
VISA INC(V)17,56819,133+1,5656,1615,7833.65%-379
APPLE INC(AAPL)32,56632,795+2298,8538,3235.25%-530
NVIDIA CORPORATION(NVDA)44,85344,720-1338,3657,7994.92%-566
META PLATFORMS INC(META)10,96411,604+6407,2376,6394.19%-599
AMAZON COM INC(AMZN)34,54635,248+7027,9747,3414.63%-633
SALESFORCE INC(CRM)18,65522,943+4,2884,9424,2832.70%-659
JPMORGAN CHASE & CO(JPM)25,74225,795+538,2957,5884.79%-707
MICROSOFT CORP(MSFT)17,10520,164+3,0598,2727,4644.71%-808
ALPHABET INC(GOOG)30,02729,819-2089,3988,5755.41%-824
BROADCOM INC(AVGO)24,53324,639+1068,4917,6264.81%-865
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