Jaffetilchin Investment Partners, LLC
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 SPYHypothetical 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, 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. | ||||
32 positions ·
$229,541,878 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 330,621 | $83,908,303 | 36.55% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 366,535 | $63,923,704 | 27.85% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 82,003 | $30,355,050 | 13.22% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 27,066 | $8,377,197 | 3.65% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 65,597 | $7,781,116 | 3.39% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 37,812 | $5,531,139 | 2.41% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 25,996 | $4,167,678 | 1.82% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 42,721 | $3,314,722 | 1.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 13,823 | $2,812,012 | 1.23% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 10,810 | $2,620,235 | 1.14% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 18,975 | $2,443,600 | 1.06% | |
| MU |
Micron Technology Inc
Technology
|
Added | 5,682 | $1,919,606 | 0.84% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,603 | $1,797,057 | 0.78% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Reduced | 9,481 | $1,474,485 | 0.64% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,512 | $1,391,353 | 0.61% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 936 | $1,378,175 | 0.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,930 | $1,328,143 | 0.58% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 5,980 | $879,717 | 0.38% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 8,342 | $600,040 | 0.26% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,204 | $598,090 | 0.26% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Reduced | 4,842 | $375,109 | 0.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,057 | $361,272 | 0.16% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 2,627 | $322,543 | 0.14% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 818 | $320,459 | 0.14% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 425 | $270,019 | 0.12% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 938 | $249,160 | 0.11% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 2,927 | $239,194 | 0.10% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,891 | $215,839 | 0.09% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 641 | $203,927 | 0.09% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 996 | $202,367 | 0.09% | |
| S |
SentinelOne, Inc.
Technology
|
NEW | 12,585 | $162,094 | 0.07% | |
| GNSS |
Genasys Inc.
Technology
|
Held | 10,150 | $18,473 | 0.01% |