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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
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPGI S&P GLOBAL INC Financial Services 508.0 $207K 0.11% -852.0 -62.6% $407.12 +7.4%
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%