Portfolio (Quarterly) Guide ↗

JERICHO FINANCIAL, LLP

· CIK 0001841173

13F Portfolio $193M AUM 41 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 2 New 25 Added 13 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JNJ	JOHNSON & JOHNSON	Healthcare	1,552	$321K	0.19%	SOLD

Sector Allocation

Technology 35.1%

Financial Services 13.3%

Communication Services 12.8%

Consumer Cyclical 9.7%

Industrials 8.9%

Healthcare 8.8%

Consumer Defensive 4.4%

Energy 2.7%

Utilities 1.9%

Basic Materials 1.3%