Jaffetilchin Investment Partners, LLC

CIK

1404652

Location

TAMPA, FL

Portfolio Value

Mid $1,391,830,362

Diversification

Diversified

Filing Date

Global Rank

#1,705 / 8,800 ▲ 4 · as of Mar 2026

Top Industry

Consumer Electronics 13.2%

Period ended 6 months ago

Filed May 13, 2026 · 4mo

25 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

11.0%

+0.2 pts

Top 5

35.5%

+0.8 pts

Top 10

50.2%

−0.4 pts

HHI

365

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.4%	$757,236,615	73
Technology	16.5%	$229,541,878	32
Consumer Cyclical	5.7%	$78,748,748	18
Communication Services	5.2%	$71,991,212	7
Financial Services	4.9%	$68,134,239	35
Industrials	4.7%	$65,317,105	31
Healthcare	3.2%	$43,902,229	18
Consumer Defensive	2.4%	$33,426,373	17
Energy	1.4%	$18,873,577	28
Utilities	0.8%	$11,052,915	9
Basic Materials	0.6%	$8,315,066	13
Real Estate	0.4%	$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
AFK	VanEck Africa Index ETF	+1,439,342	1,497,111	$17,092,942
FAAA	Fidelity AAA CLO ETF	+906,550	1,028,795	$47,225,692
AFGR	First Trust Active Factor Large Cap Growth ETF	+510,206	1,771,177	$67,463,417
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+115,577	1,091,740	$26,828,988
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+90,230	343,664	$13,664,287
BTG	B2gold Corp	+78,430	132,772	$601,457
VB	Vanguard Morningstar Small-Cap ETF	+51,033	522,760	$152,802,733
AGNG	Global X Funds Global X Aging Population ETF	+49,965	379,373	$17,094,046
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+29,035	111,769	$6,759,378
FAB	First Trust Multi Cap Value AlphaDEX Fund	+25,591	32,441	$1,103,254
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
ACES	ALPS Clean Energy ETF	+14,243	76,774	$4,039,435
—		+12,071	144,328	$4,381,552
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
—		+6,869	22,838	$1,059,363
ABBV	AbbVie Inc.	+6,817	16,974	$3,691,675
DYTA	SGI Dynamic Tactical ETF	+6,262	120,283	$6,000,191
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAAA	First Trust AAA CMBS ETF	−736,697	274,178	$15,964,999
NXXT	Nextnrg, Inc.	−571,554	31,048	$12,419
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−387,633	2,714,183	$0
BNDW	Vanguard Total World Bond ETF	−310,508	525,868	$25,251,038
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−135,858	484,765	$39,902,677
AIEQ	Amplify AI Powered Equity ETF	−88,741	140,488	$6,071,225
NEXT	NextDecade Corp	−79,831	36,539	$279,888
FCAL	First Trust California Municipal High income ETF	−64,254	71,872	$1,365,568
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
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−34,711	233,333	$11,891,757
FNDA	Schwab Fundamental U.S. Small Company ETF	−30,196	4,778,566	$126,019,844
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
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−7,002	15,704	$260,529
ORCL	Oracle Corp	−6,727	5,980	$879,717
—		−6,377	29,927	$1,879,260
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BUYZ	Franklin Disruptive Commerce ETF	61,389	$1,576,983
FANG	Diamondback Energy, Inc.	3,203	$633,521
FNV	FRANCO NEVADA Corp	1,988	$491,135
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	9,634	$469,069
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
AAAP	Pacer Barings CLO Market Flex ETF	3,417	$213,767
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BLDG	Cambria Global Real Estate ETF	44,850	$1,411,429
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
AAAA	Amplius Aggressive Asset Allocation ETF	4,386	$300,989
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
IVES	Dan IVES Wedbush AI Revolution ETF	7,914	$250,161
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

289 tracked positions · $1,391,830,362 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 289 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	522,760	+51,033	$152,802,733	−0.6%	10.98%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	4,778,566	-30,196	$126,019,844	−2.2%	9.05%
AAPL	Apple Inc. Technology	Reduced	330,621	-9,486	$83,908,303	−9.3%	6.03%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	1,771,177	+510,206	$67,463,417	+42.9%	4.85%
NVDA	Nvidia Corp Technology	Reduced	366,535	-1,691	$63,923,704	−6.9%	4.59%
FAAA	Fidelity AAA CLO ETF	Added	1,028,795	+906,550	$47,225,692	+708.8%	3.39%
QQQ	Invesco Qqq Trust, Series 1	Added	73,275	+500	$42,292,864	−5.4%	3.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	146,710	-3,522	$42,159,210	−10.4%	3.03%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	484,765	-135,858	$39,902,677	−23.9%	2.87%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	88,179	-736	$32,780,543	−18.0%	2.36%
MSFT	Microsoft Corp Technology	Added	82,003	+3,199	$30,355,050	−20.4%	2.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	144,873	+428	$30,172,699	−9.5%	2.17%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	1,091,740	+115,577	$26,828,988	+10.0%	1.93%
BNDW	Vanguard Total World Bond ETF	Reduced	525,868	-310,508	$25,251,038	−42.6%	1.81%
META	Meta Platforms, Inc. Communication Services	Added	33,675	+571	$19,266,477	−11.8%	1.38%
AGNG	Global X Funds Global X Aging Population ETF	Added	379,373	+49,965	$17,094,046	+27.8%	1.23%
AFK	VanEck Africa Index ETF	Added	1,497,111	+1,439,342	$17,092,942	+598.0%	1.23%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	206,223	-1,212	$16,272,331	+14.0%	1.17%
LLY	ELI LILLY & Co Healthcare	Reduced	17,545	-1,130	$16,137,364	−19.6%	1.16%
CAAA	First Trust AAA CMBS ETF	Reduced	274,178	-736,697	$15,964,999	−63.2%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	49,723	+3,373	$14,626,517	−2.1%	1.05%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	343,664	+90,230	$13,664,287	+33.1%	0.98%
LMT	Lockheed Martin Corp Industrials	Added	21,121	+417	$12,765,321	+27.5%	0.92%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	233,333	-34,711	$11,891,757	−15.6%	0.85%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	108,457	+423	$11,352,111	+0.9%	0.82%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	198,001	-6,373	$9,508,331	−30.7%	0.68%
JNJ	Johnson & Johnson Healthcare	Reduced	38,788	-388	$9,481,338	+16.9%	0.68%
GLD	Spdr Gold Trust	Reduced	21,091	-9,679	$9,075,246	−25.6%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,909	+96	$9,061,192	−4.2%	0.65%
		Added	115,889	+5,078	$8,665,629	−11.6%	0.62%
AVGO	Broadcom Inc. Technology	Added	27,066	+2,864	$8,377,197	+0.0%	0.60%
SHOP	Shopify Inc. Technology	Added	65,597	+293	$7,781,116	−26.0%	0.56%
		Added	83,957	+104	$7,303,290	+22.5%	0.52%
CAT	Caterpillar Inc Industrials	Added	9,934	+2,243	$7,037,841	+59.7%	0.51%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	111,769	+29,035	$6,759,378	+35.4%	0.49%
WMT	Walmart Inc. Consumer Defensive	Reduced	54,328	-1,046	$6,751,883	+9.4%	0.49%
V	Visa Inc. Financial Services	Added	21,684	+744	$6,553,772	−10.8%	0.47%
AIEQ	Amplify AI Powered Equity ETF	Reduced	140,488	-88,741	$6,071,225	−30.0%	0.44%
DYTA	SGI Dynamic Tactical ETF	Added	120,283	+6,262	$6,000,191	+5.4%	0.43%
BKF	iShares MSCI BIC ETF	Reduced	31,402	-6,341	$5,693,244	−13.8%	0.41%
PLTR	Palantir Technologies Inc. Technology	Added	37,812	+2,133	$5,531,139	−12.8%	0.40%
NEE	Nextera Energy Inc Utilities	Reduced	57,419	-2,043	$5,333,076	+11.7%	0.38%
MA	Mastercard Inc Financial Services	Added	10,533	+91	$5,262,918	−11.7%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,831	-452	$5,175,429	−0.5%	0.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,752	+4	$4,735,035	+15.6%	0.34%
		Added	88,766	+1,420	$4,656,217	+10.6%	0.33%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,053	-66	$4,586,848	−5.5%	0.33%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	30,753	-370	$4,486,881	+3.7%	0.32%
FBCG	Fidelity Blue Chip Growth ETF	Added	76,398	+4,913	$4,415,536	+5.9%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,348	-289	$4,390,023	−6.4%	0.32%

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.