Jaffetilchin Investment Partners, LLC

CIK

1404652

Location

TAMPA, FL

Portfolio Value

Small $685,303,235

Diversification

Diversified

Filing Date

Global Rank

#1,931 / 8,232 ▲ 36

Top Industry

Consumer Electronics 13.6%

3Y Alpha vs SPY

-0.5%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.1%

SPY

+76.3%

Annualised alpha

-0.5%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.2%

−0.3 pts

Top 5

37.0%

−1.5 pts

Top 10

53.1%

−2.1 pts

HHI

402

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$229,541,878	32
Consumer Cyclical	11.5%	$78,748,748	18
Unclassified	9.8%	$67,239,284	13
Industrials	9.5%	$65,317,105	31
Financial Services	9.2%	$63,349,987	33
Communication Services	8.8%	$60,223,068	7
Healthcare	6.4%	$43,902,229	18
Consumer Defensive	4.9%	$33,426,373	17
Energy	2.8%	$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
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
ARLP	Alliance Resource Partners LP	−1,708	32,243	$891,518
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
HOOD	Robinhood Markets, Inc.	1,939	$219,300
COIN	Coinbase Global, Inc.	925	$209,179
BDX	Becton Dickinson & Co	1,162	$177,287
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

227 positions · $685,303,235 total · 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%	12.24%
NVDA	Nvidia Corp Technology	Reduced	366,535	-1,691	$63,923,704	−6.9%	9.33%
QQQ	Invesco Qqq Trust, Series 1	Added	73,275	+500	$42,292,864	−5.4%	6.17%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	88,179	-736	$32,780,543	−18.0%	4.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	105,686	-1,659	$30,391,066	−9.5%	4.43%
MSFT	Microsoft Corp Technology	Added	82,003	+3,199	$30,355,050	−20.4%	4.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	144,873	+428	$30,172,699	−9.5%	4.40%
META	Meta Platforms, Inc. Communication Services	Added	33,675	+571	$19,266,477	−11.8%	2.81%
LLY	ELI LILLY & Co Healthcare	Reduced	17,545	-1,130	$16,137,364	−19.6%	2.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	49,723	+3,373	$14,626,517	−2.1%	2.13%
LMT	Lockheed Martin Corp Industrials	Added	21,121	+417	$12,765,321	+27.5%	1.86%
JNJ	Johnson & Johnson Healthcare	Reduced	38,788	-388	$9,481,338	+16.9%	1.38%
GLD	Spdr Gold Trust	Reduced	21,091	-9,679	$9,075,246	−25.6%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,909	+96	$9,061,192	−4.2%	1.32%
AVGO	Broadcom Inc. Technology	Added	27,066	+2,864	$8,377,197	+0.0%	1.22%
SHOP	Shopify Inc. Technology	Added	65,597	+293	$7,781,116	−26.0%	1.14%
CAT	Caterpillar Inc Industrials	Added	9,934	+2,243	$7,037,841	+59.7%	1.03%
WMT	Walmart Inc. Consumer Defensive	Reduced	54,328	-1,046	$6,751,883	+9.4%	0.99%
V	Visa Inc. Financial Services	Added	21,684	+744	$6,553,772	−10.8%	0.96%
PLTR	Palantir Technologies Inc. Technology	Added	37,812	+2,133	$5,531,139	−12.8%	0.81%
NEE	Nextera Energy Inc Utilities	Reduced	57,419	-2,043	$5,333,076	+11.7%	0.78%
MA	Mastercard Inc Financial Services	Added	10,533	+91	$5,262,918	−11.7%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,831	-452	$5,175,429	−0.5%	0.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,752	+4	$4,735,035	+15.6%	0.69%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,053	-66	$4,586,848	−5.5%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,348	-289	$4,390,023	−6.4%	0.64%
RTX	RTX Corp Industrials	Reduced	22,289	-115	$4,299,548	+4.6%	0.63%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	13,644	-338	$4,240,418	−0.8%	0.62%
PANW	Palo Alto Networks Inc Technology	Added	25,996	+3,163	$4,167,678	−0.9%	0.61%
IBIT	iShares Bitcoin Trust ETF	Reduced	107,414	-47,452	$4,126,845	−46.3%	0.60%
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%	0.55%
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%	0.54%
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%	0.50%
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%	0.49%
CSCO	Cisco Systems, Inc. Technology	Reduced	42,721	-4,067	$3,314,722	−8.0%	0.48%
XOM	Exxon Mobil 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%	0.42%
AMD	Advanced Micro Devices Inc Technology	Added	13,823	+6,004	$2,812,012	+67.9%	0.41%
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%	0.40%
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%	0.37%