Jaffetilchin Investment Partners, LLC
Filing Date
Global Rank
#2,210
/ 8,588
▼ 50
Top Industry
Consumer Electronics
13.6%
3Y Alpha vs SPY
-0.6%
Period ended 3 months ago
Filed May 13, 2026 · 35d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.3%
SPY
+76.8%
Annualised alpha
-0.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 33.5% | $229,541,878 |
| Consumer Cyclical | 11.5% | $78,748,748 |
| Unclassified | 9.8% | $67,239,284 |
| Industrials | 9.5% | $65,317,105 |
| Financial Services | 9.2% | $63,349,987 |
| Communication Services | 8.8% | $60,223,068 |
| Healthcare | 6.4% | $43,902,229 |
| Consumer Defensive | 4.9% | $33,426,373 |
| Energy | 2.8% | $18,896,177 |
| Utilities | 1.6% | $11,052,915 |
| Basic Materials | 1.2% | $8,315,066 |
| Real Estate | 0.8% | $5,290,405 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 101–150
of 227 positions by value
· page 3 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ARLP |
Alliance Resource Partners LP
Energy
|
Reduced | 32,243 | $891,518 | 0.13% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 5,980 | $879,717 | 0.13% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Reduced | 47,729 | $860,076 | 0.13% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 25,531 | $856,054 | 0.12% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
Added | 35,043 | $830,168 | 0.12% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Reduced | 35,901 | $807,413 | 0.12% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 2,185 | $781,508 | 0.11% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 1,049 | $764,259 | 0.11% | |
| SHEL |
Shell plc
Energy
|
Reduced | 8,138 | $756,834 | 0.11% | |
| BAR |
GraniteShares Gold Trust
|
Reduced | 15,784 | $728,115 | 0.11% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 5,523 | $723,954 | 0.11% | |
| CNH |
CNH Industrial N.V.
Industrials
|
Reduced | 64,641 | $711,051 | 0.10% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 7,756 | $694,860 | 0.10% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Reduced | 6,078 | $677,210 | 0.10% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 6,715 | $660,621 | 0.10% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 10,733 | $650,956 | 0.09% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 5,881 | $645,204 | 0.09% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
NEW | 3,203 | $633,521 | 0.09% | |
| WFRD |
Weatherford International plc
Energy
|
Reduced | 6,562 | $620,633 | 0.09% | |
| BTG |
B2gold Corp
Basic Materials
|
Added | 132,772 | $601,457 | 0.09% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 8,342 | $600,040 | 0.09% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,204 | $598,090 | 0.09% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 1,960 | $578,886 | 0.08% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Reduced | 20,920 | $571,534 | 0.08% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 2,411 | $569,671 | 0.08% | |
| ET |
Energy Transfer LP
Energy
|
Added | 29,332 | $566,107 | 0.08% | |
| AGX |
Argan Inc
Industrials
|
Added | 1,019 | $554,998 | 0.08% | |
| AX |
Axos Financial, Inc.
Financial Services
|
Reduced | 6,377 | $542,618 | 0.08% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 5,617 | $541,871 | 0.08% | |
| IAU |
Ishares Gold Trust
|
Added | 6,088 | $536,718 | 0.08% | |
| NBR |
Nabors Industries Ltd
Energy
|
Reduced | 6,042 | $519,974 | 0.08% | |
| DOW |
Dow Inc.
Basic Materials
|
Added | 12,465 | $519,167 | 0.08% | |
| THC |
Tenet Healthcare Corp
Healthcare
|
Added | 2,643 | $498,760 | 0.07% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
NEW | 1,988 | $491,135 | 0.07% | |
| TYG |
Tortoise Energy Infrastructure Corp
Financial Services
|
Added | 9,752 | $486,137 | 0.07% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
Reduced | 1,189 | $484,244 | 0.07% | |
| CMI |
Cummins Inc
Industrials
|
Added | 874 | $470,229 | 0.07% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Reduced | 3,196 | $467,063 | 0.07% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,831 | $465,897 | 0.07% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
NEW | 4,946 | $450,184 | 0.07% | |
| BXMT |
Blackstone Mortgage Trust, Inc.
Real Estate
|
Reduced | 23,212 | $444,509 | 0.06% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,465 | $443,133 | 0.06% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 888 | $436,478 | 0.06% | |
| HALO |
Halozyme Therapeutics, Inc.
Healthcare
|
NEW | 6,145 | $397,151 | 0.06% | |
| PUMP |
ProPetro Holding Corp.
Energy
|
Added | 27,200 | $391,952 | 0.06% | |
| DVN |
Devon Energy Corp/De
Energy
|
Reduced | 7,676 | $386,256 | 0.06% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 557 | $380,007 | 0.06% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Added | 1,331 | $377,684 | 0.06% | |
| RF |
Regions Financial Corp
Financial Services
|
Reduced | 14,410 | $376,389 | 0.05% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Added | 5,334 | $376,100 | 0.05% |