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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
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XSD SPDR SERIES TRUST 927.0 $298K 0.18% -295.0 -24.1% $321.61 +79.3%
22 XAR SPDR SERIES TRUST 1,235.0 $298K 0.18% -404.0 -24.6% $241.20 +10.4%
23 VGT VANGUARD WORLD FD 355.0 $268K 0.16% -274.0 -43.6% $754.63 -84.8%
Page 2 of 2  ·  23 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 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%