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Portfolio (Quarterly) Guide ↗

Jaffetilchin Investment Partners, LLC

· CIK 0001404652
13F Portfolio $1.7B AUM 461 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 164 Added 163 Reduced 45 Exited
Page 3 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 62,004.0 $3.5M 0.21% +3K +4.3% $56.68 -0.6%
42 VZ VERIZON COMMUNICATIONS INC COM Communication Services 67,168.0 $3.4M 0.20% +16K +31.0% $50.20 -3.7%
43 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 7,302.0 $3.4M 0.20% +152.0 +2.1% $460.99 -5.0%
44 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 17,310.0 $3.3M 0.20% +904.0 +5.5% $191.92 +7.6%
45 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 64,730.0 $3.3M 0.20% +27K +70.1% $50.80 +0.3%
46 XOM EXXON MOBIL CORP COM Energy 18,690.0 $3.2M 0.19% +1K +5.7% $169.66 -8.7%
47 APA APA CORPORATION COM Energy 67,376.0 $2.9M 0.17% +22K +47.2% $42.44 -8.6%
48 AMD ADVANCED MICRO DEVICES INC COM Technology 13,823.0 $2.8M 0.17% +6K +76.8% $203.43 +129.8%
49 BA BOEING CO COM Industrials 13,863.0 $2.8M 0.16% +129.0 +0.9% $199.03 +10.0%
50 DAL DELTA AIR LINES INC COM NEW Industrials 41,124.0 $2.7M 0.16% +6K +16.8% $66.48 +14.5%
51 QQQM INVESCO NASDAQ 100 ETF 9,576.0 $2.3M 0.14% +400.0 +4.4% $237.63 +24.3%
52 CVX CHEVRON CORPORATION COM Energy 10,806.0 $2.2M 0.13% +539.0 +5.2% $206.91 -7.5%
53 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 28,341.0 $2.1M 0.12% +1K +4.9% $73.14 +1.3%
54 AGG ISHARES CORE U S AGGREGATE BOND ETF 20,074.0 $2.0M 0.12% +4K +27.8% $99.27 -0.8%
55 MU MICRON TECHNOLOGY INC COM Technology 5,682.0 $1.9M 0.11% +3K +134.8% $337.81 +122.3%
56 WFC WELLS FARGO & CO COM Financial Services 23,433.0 $1.9M 0.11% +179.0 +0.8% $79.61 -4.0%
57 VUG VANGUARD GROWTH ETF 4,141.0 $1.8M 0.11% +52.0 +1.3% $436.75 -80.0%
58 CRWD CROWDSTRIKE HLDGS INC CL A Technology 4,603.0 $1.8M 0.11% +393.0 +9.3% $390.43 +69.9%
59 PFE PFIZER INC COM Healthcare 61,688.0 $1.7M 0.10% +11K +22.3% $28.08 -7.8%
60 DE DEERE & CO COM Industrials 2,998.0 $1.7M 0.10% +22.0 +0.7% $563.28 -6.1%
Page 3 of 9  ·  164 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 17.8%
Consumer Cyclical 11.5%
Communication Services 10.4%
Industrials 9.0%
Healthcare 6.3%
Consumer Defensive 4.9%
Energy 2.8%
Utilities 2.1%
Basic Materials 1.2%