Portfolio (Quarterly) Guide ↗

JERICHO FINANCIAL, LLP

· CIK 0001841173

13F Portfolio $166M AUM 40 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 11 Added 23 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MGK	VANGUARD WORLD FD	—	618	$249K	0.15%	SOLD
2	KIE	SPDR SERIES TRUST	—	3,718	$221K	0.13%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,150	$210K	0.13%	SOLD

Sector Allocation

Technology 33.0%

Communication Services 14.6%

Financial Services 13.6%

Consumer Cyclical 10.4%

Healthcare 8.9%

Industrials 7.3%

Consumer Defensive 4.6%

Energy 3.0%

Utilities 1.8%

Basic Materials 1.5%