Jaffetilchin Investment Partners, LLC

CIK

1404652

Location

TAMPA, FL

Portfolio Value

Small $694,756,988

Diversification

Diversified

Filing Date

Global Rank

#2,061 / 8,636 ▼ 55 · as of Mar 2026

Top Industry

Consumer Electronics 13.4%

3Y Alpha vs SPY

+2.1%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+90.1%

SPY

+78.8%

Annualised alpha

+2.5%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

227 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.1%

−0.2 pts

Top 5

38.2%

−0.9 pts

Top 10

54.1%

−2.1 pts

HHI

409

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$228,163,703	32
Consumer Cyclical	11.3%	$78,748,748	18
Communication Services	10.4%	$71,991,212	7
Unclassified	9.7%	$67,239,284	13
Industrials	9.3%	$64,380,889	31
Financial Services	9.1%	$63,349,987	33
Healthcare	6.3%	$43,902,229	18
Consumer Defensive	4.8%	$33,426,373	17
Energy	2.7%	$18,896,177	28
Utilities	1.6%	$11,052,915	9
Basic Materials	1.2%	$8,315,066	13
Real Estate	0.8%	$5,290,405	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTG	B2gold Corp	+78,430	132,772	$601,457
APA	APA Corp	+21,605	67,376	$2,859,437
BXSL	Blackstone Secured Lending Fund	+21,454	35,043	$830,168
VZ	Verizon Communications Inc	+15,882	67,168	$3,371,833
PFE	Pfizer Inc	+11,234	61,688	$1,732,199
BCX	BlackRock Resources & Commodities Strategy Trust	+8,437	25,271	$304,515
KMI	Kinder Morgan, Inc.	+7,384	25,531	$856,054
ABBV	AbbVie Inc.	+6,817	16,974	$3,691,675
MO	Altria Group, Inc.	+6,164	24,989	$1,649,024
AMD	Advanced Micro Devices Inc	+6,004	13,823	$2,812,012
DAL	Delta Air Lines, Inc.	+5,899	41,124	$2,733,923
ECOR	electroCore, Inc.	+5,835	58,198	$350,933
LRCX	Lam Research Corp	+4,266	6,512	$1,391,353
RIO	Rio Tinto PLC	+4,177	9,913	$924,783
BX	Blackstone Inc.	+3,946	32,343	$3,719,121
JPM	Jpmorgan Chase & Co	+3,373	49,723	$14,626,517
MU	Micron Technology Inc	+3,262	5,682	$1,919,606
GLDI	Credit Suisse AG	+3,220	5,971	$991,329
MSFT	Microsoft Corp	+3,199	82,003	$30,355,050
PANW	Palo Alto Networks Inc	+3,163	25,996	$4,167,678
AVGO	Broadcom Inc.	+2,864	27,066	$8,377,197
TJX	Tjx Companies Inc /De/	+2,349	6,585	$1,051,624
CAT	Caterpillar Inc	+2,243	9,934	$7,037,841
RKLB	Rocket Lab Corp	+2,161	59,115	$3,796,365
PLTR	Palantir Technologies Inc.	+2,133	37,812	$5,531,139
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NXXT	Nextnrg, Inc.	−571,554	31,048	$12,419
NEXT	NextDecade Corp	−79,831	36,539	$279,888
IBIT	iShares Bitcoin Trust ETF	−47,452	107,414	$4,126,845
ARCC	Ares Capital Corp	−42,072	47,729	$860,076
SOFI	SoFi Technologies, Inc.	−38,173	15,014	$238,422
BAC	Bank Of America Corp /De/	−19,543	70,526	$3,438,142
KHC	Kraft Heinz Co	−19,478	35,901	$807,413
UBER	Uber Technologies, Inc	−14,873	8,342	$600,040
UPS	United Parcel Service Inc	−13,019	6,715	$660,621
CNH	CNH Industrial N.V.	−9,913	64,641	$711,051
GLD	Spdr Gold Trust	−9,679	21,091	$9,075,246
AAPL	Apple Inc.	−9,486	330,621	$83,908,303
NFLX	Netflix Inc	−8,417	19,450	$1,870,117
LBRT	Liberty Energy Inc.	−7,803	10,268	$295,718
ORCL	Oracle Corp	−6,727	5,980	$879,717
UAMY	United States Antimony Corp	−6,202	40,348	$352,238
IBM	International Business Machines Corp	−5,851	10,810	$2,620,235
CSCO	Cisco Systems, Inc.	−4,067	42,721	$3,314,722
GOOGL	Alphabet Inc.	−3,522	146,710	$42,159,210
CRM	Salesforce, Inc.	−3,388	3,204	$598,090
T	At&T Inc.	−3,274	84,833	$2,459,308
UNH	Unitedhealth Group Inc	−2,838	8,380	$2,267,544
NEE	Nextera Energy Inc	−2,043	57,419	$5,333,076
GE	General Electric Co	−1,836	13,251	$3,760,236
VICI	Vici Properties Inc.	−1,827	20,920	$571,534
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FANG	Diamondback Energy, Inc.	3,203	$633,521
FNV	FRANCO NEVADA Corp	1,988	$491,135
EBAY	Ebay Inc	4,946	$450,184
HALO	Halozyme Therapeutics, Inc.	6,145	$397,151
COP	Conocophillips	2,365	$312,180
LIN	Linde PLC	573	$284,070
MDY	Spdr S&P Midcap 400 ETF Trust	456	$281,242
LYB	LyondellBasell Industries N.V.	3,461	$278,818
SNDK	Sandisk Corp	425	$270,019
BP	Bp PLC	5,571	$261,837
CCJ	Cameco Corp	2,152	$233,728
OXY	Occidental Petroleum Corp /De/	3,547	$230,555
ITW	Illinois Tool Works Inc	878	$228,534
CSX	Csx Corp	5,532	$227,088
BE	Bloom Energy Corp	1,667	$225,861
HWM	Howmet Aerospace Inc.	940	$216,632
INTC	Intel Corp	4,891	$215,839
ED	Consolidated Edison Inc	1,839	$208,138
AZN	Astrazeneca PLC	1,048	$206,686
ADI	Analog Devices Inc	641	$203,927
SLB	Slb Limited/Nv	3,967	$203,864
MAR	Marriott International Inc /Md/	621	$203,110
S	SentinelOne, Inc.	12,585	$162,094
RQI	Cohen & Steers Quality Income Realty Fund Inc	13,324	$160,554
ACDC	ProFrac Holding Corp.	22,200	$137,640
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	12,613	$1,000,967
KKR	KKR & Co. Inc.	7,645	$974,584
DELL	Dell Technologies Inc.	6,588	$829,297
NOW	ServiceNow, Inc.	5,349	$819,413
VLY	Valley National Bancorp	53,004	$619,086
OWL	Blue Owl Capital Inc.	24,661	$368,435
PATH	UiPath, Inc.	22,326	$365,923
FSLR	First Solar, Inc.	1,287	$336,203
MSDL	Morgan Stanley Direct Lending Fund	20,192	$332,764
CHI	Calamos Convertible Opportunities & Income Fund	31,029	$325,183
NAMS	NewAmsterdam Pharma Co N.V.	9,218	$323,367
DDOG	Datadog, Inc.	2,311	$314,272
PDO	PIMCO Dynamic Income Opportunities Fund	21,206	$293,491
APP	AppLovin Corp	433	$291,764
ADBE	Adobe Inc.	819	$286,641
AVAV	AeroVironment Inc	1,171	$283,253
PLD	Prologis, Inc.	2,025	$258,511
BABA	Alibaba Group Holding Ltd	1,713	$251,091
ACN	Accenture plc	878	$235,567
CDNS	Cadence Design Systems Inc	750	$234,435
COF	Capital One Financial Corp	965	$233,877
BTC	Grayscale Bitcoin Mini Trust ETF	6,013	$232,883
BDX	Becton Dickinson & Co	1,162	$225,509
HOOD	Robinhood Markets, Inc.	1,939	$219,300
COIN	Coinbase Global, Inc.	925	$209,179
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

227 tracked positions · $694,756,988 total · filing declares 461 positions · $1,680,506,581 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 227 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	330,621	-9,486	$83,908,303	−9.3%	12.08%
NVDA	Nvidia Corp Technology	Reduced	366,535	-1,691	$63,923,704	−6.9%	9.20%
QQQ	Invesco Qqq Trust, Series 1	Added	73,275	+500	$42,292,864	−5.4%	6.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	146,710	-3,522	$42,159,210	−10.4%	6.07%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	88,179	-736	$32,780,543	−18.0%	4.72%
MSFT	Microsoft Corp Technology	Added	82,003	+3,199	$30,355,050	−20.4%	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	144,873	+428	$30,172,699	−9.5%	4.34%
META	Meta Platforms, Inc. Communication Services	Added	33,675	+571	$19,266,477	−11.8%	2.77%
LLY	ELI LILLY & Co Healthcare	Reduced	17,545	-1,130	$16,137,364	−19.6%	2.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	49,723	+3,373	$14,626,517	−2.1%	2.11%
LMT	Lockheed Martin Corp Industrials	Added	21,121	+417	$12,765,321	+27.5%	1.84%
JNJ	Johnson & Johnson Healthcare	Reduced	38,788	-388	$9,481,338	+16.9%	1.36%
GLD	Spdr Gold Trust	Reduced	21,091	-9,679	$9,075,246	−25.6%	1.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,909	+96	$9,061,192	−4.2%	1.30%
AVGO	Broadcom Inc. Technology	Added	27,066	+2,864	$8,377,197	+0.0%	1.21%
SHOP	Shopify Inc. Technology	Added	65,597	+293	$7,781,116	−26.0%	1.12%
CAT	Caterpillar Inc Industrials	Added	9,934	+2,243	$7,037,841	+59.7%	1.01%
WMT	Walmart Inc. Consumer Defensive	Reduced	54,328	-1,046	$6,751,883	+9.4%	0.97%
V	Visa Inc. Financial Services	Added	21,684	+744	$6,553,772	−10.8%	0.94%
PLTR	Palantir Technologies Inc. Technology	Added	37,812	+2,133	$5,531,139	−12.8%	0.80%
NEE	Nextera Energy Inc Utilities	Reduced	57,419	-2,043	$5,333,076	+11.7%	0.77%
MA	Mastercard Inc Financial Services	Added	10,533	+91	$5,262,918	−11.7%	0.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,831	-452	$5,175,429	−0.5%	0.74%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,752	+4	$4,735,035	+15.6%	0.68%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,053	-66	$4,586,848	−5.5%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,348	-289	$4,390,023	−6.4%	0.63%
RTX	RTX Corp Industrials	Reduced	22,289	-115	$4,299,548	+4.6%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	13,644	-338	$4,240,418	−0.8%	0.61%
PANW	Palo Alto Networks Inc Technology	Added	25,996	+3,163	$4,167,678	−0.9%	0.60%
IBIT	iShares Bitcoin Trust ETF	Reduced	107,414	-47,452	$4,126,845	−46.3%	0.59%
RKLB	Rocket Lab Corp Industrials	Added	59,115	+2,161	$3,796,365	−4.4%	0.55%
GE	General Electric Co Industrials	Reduced	13,251	-1,836	$3,760,236	−19.1%	0.54%
JCI	Johnson Controls International plc Industrials	Added	28,477	+217	$3,729,063	+10.2%	0.54%
BX	Blackstone Inc. Financial Services	Added	32,343	+3,946	$3,719,121	−15.0%	0.54%
ABBV	AbbVie Inc. Healthcare	Added	16,974	+6,817	$3,691,675	+59.1%	0.53%
KO	Coca Cola Co Consumer Defensive	Reduced	45,252	-635	$3,441,414	+7.3%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	70,526	-19,543	$3,438,142	−30.6%	0.49%
VZ	Verizon Communications Inc Communication Services	Added	67,168	+15,882	$3,371,833	+61.4%	0.49%
ISRG	Intuitive Surgical Inc Healthcare	Added	7,302	+152	$3,366,148	−16.9%	0.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	42,721	-4,067	$3,314,722	−8.0%	0.48%
XOM	ExxonMobil Holdings Corp Energy	Added	18,690	+1,011	$3,170,945	+49.0%	0.46%
GEV	GE Vernova Inc. Industrials	Reduced	3,412	-441	$2,978,334	+18.3%	0.43%
APA	APA Corp Energy	Added	67,376	+21,605	$2,859,437	+155.4%	0.41%
AMD	Advanced Micro Devices Inc Technology	Added	13,823	+6,004	$2,812,012	+67.9%	0.40%
BA	Boeing Co Industrials	Added	13,863	+129	$2,759,152	−7.5%	0.40%
DAL	Delta Air Lines, Inc. Industrials	Added	41,124	+5,899	$2,733,923	+11.8%	0.39%
GS	Goldman Sachs Group Inc Financial Services	Added	3,105	+11	$2,626,798	−3.4%	0.38%
IBM	International Business Machines Corp Technology	Reduced	10,810	-5,851	$2,620,235	−46.9%	0.38%
FDX	Fedex Corp Industrials	Reduced	7,147	-38	$2,545,618	+22.7%	0.37%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	15,248	-50	$2,521,104	+2.7%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.