JF
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JERICHO FINANCIAL, LLP13F | |
JERICHO FINANCIAL, LLP | |
Last update 2025-04-22 | 41 Stocks (2 new) |
Value $138.00 Mil | Turnover 6 % |
JERICHO FINANCIAL, LLP Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NFLX | Netflix Inc | 7,886 | 7,353.6 | -3.79% | 5.340 | -0.20% | 0.000 | +41.45% | +45.53% | 552,042.5 | Media - Diversified | |
AAPL | Apple Inc | 31,297 | 6,952.0 | +2.35% | 5.050 | +0.12% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
META | Meta Platforms Inc | 11,342 | 6,536.8 | -0.53% | 4.750 | -0.03% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
JPM | JPMorgan Chase & Co | 26,102 | 6,402.7 | -2.88% | 4.650 | -0.13% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
MSFT | Microsoft Corp | 16,947 | 6,361.6 | +13.90% | 4.620 | +0.56% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 33,149 | 6,306.9 | +1.63% | 4.580 | +0.07% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
V | Visa Inc | 17,168 | 6,016.7 | +1.75% | 4.370 | +0.08% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
GOOGL | Alphabet Inc | 37,197 | 5,752.2 | +5.26% | 4.180 | +0.21% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
WM | Waste Management Inc | 23,740 | 5,496.1 | +8.61% | 3.990 | +0.32% | 0.010 | -3.78% | +13.35% | 91,386.9 | Waste Management | |
CVX | Chevron Corp | 30,544 | 5,109.8 | +9.87% | 3.710 | +0.33% | 0.000 | -3.81% | +4.83% | 257,010.4 | Oil & Gas |
JERICHO FINANCIAL, LLP's Historical Top Holdings Breakdowns
JERICHO FINANCIAL, LLP's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -1.37% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | Reduce -28.2% | 11,900 | -4,674 | |
INTC | Intel Corp | 2025-03-31 | Add Add | +1.03% | 19.1 ($21.88) 27.39 | $22.49 | 2.79% | Add 60.87% | 164,099 | 62,093 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.67% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Reduce -12.15% | 28,975 | -4,009 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.56% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Add 13.9% | 16,947 | 2,068 | |
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +0.40% | 158.56 ($167.49) 176.26 | $160.83 | -3.98% | Add 14.33% | 25,864 | 3,241 | |
AWK | American Water Works Co Inc | 2025-03-31 | Add Add | +0.39% | 121.01 ($131.75) 149.31 | $140.05 | 6.30% | Add 20.32% | 21,248 | 3,588 | |
CHE | Chemed Corp | 2025-03-31 | Add Add | +0.39% | 521.84 ($568.39) 615.32 | $473.18 | -16.75% | Add 14.69% | 6,802 | 871 | |
AMT | American Tower Corp | 2025-03-31 | Add Add | +0.37% | 173.46 ($196.17) 217.6 | $221.75 | 13.04% | Add 20.18% | 13,962 | 2,344 | |
ABBV | AbbVie Inc | 2025-03-31 | Add Add | +0.33% | 169.2 ($194.4) 216.66 | $189.28 | -2.63% | Add 10.2% | 23,280 | 2,154 | |
CVX | Chevron Corp | 2025-03-31 | Add Add | +0.33% | 146.71 ($156.54) 167.97 | $148.37 | -5.22% | Add 9.87% | 30,544 | 2,743 |
JERICHO FINANCIAL, LLP Total Holding History ($B)
JERICHO FINANCIAL, LLP's Asset Allocation
JERICHO FINANCIAL, LLP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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JERICHO FINANCIAL, LLP's Hypothetical Growth since 2025-03-31
JERICHO FINANCIAL, LLP's Yearly Returns
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JERICHO FINANCIAL, LLP's Holdings Heat Map
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