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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BTG B2GOLD CORP COM Basic Materials 132,772.0 $601K 0.04% +78K +144.3% $4.53 +1.1%
102 GJAN FT VEST U S EQUITY MODERATE BUFFER ETF - JAN 14,006.0 $587K 0.04% +7K +98.4% $41.91 +6.8%
103 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 19,985.0 $574K 0.03% +3K +16.7% $28.71 +2.3%
104 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 29,332.0 $566K 0.03% +1K +4.8% $19.30 +4.0%
105 AGX ARGAN INC COM Industrials 1,019.0 $555K 0.03% +215.0 +26.7% $544.51 +20.5%
106 BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 22,012.0 $546K 0.03% +5K +29.6% $24.81 +4.1%
107 JPLD JPMORGAN LIMITED DURATION BOND ETF 10,415.0 $544K 0.03% +2K +24.1% $52.19 -0.3%
108 IAU ISHARES GOLD TRUST Financial Services 6,088.0 $537K 0.03% +90.0 +1.5% $88.15 -3.8%
109 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 10,819.0 $534K 0.03% +3K +32.9% $49.37 +5.2%
110 DOW DOW HLDGS INC COM Basic Materials 12,465.0 $519K 0.03% +406.0 +3.4% $41.65 -13.5%
111 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 6,467.0 $499K 0.03% +36.0 +0.6% $77.18 -1.1%
112 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,643.0 $499K 0.03% +21.0 +0.8% $188.71 -7.9%
113 TYG TORTOISE ENERGY INFRSTRCTR CP COM Financial Services 9,752.0 $486K 0.03% +576.0 +6.3% $49.85 -7.4%
114 FDVV FIDELITY HIGH DIVIDEND ETF 8,698.0 $480K 0.03% +469.0 +5.7% $55.24 +9.9%
115 CMI CUMMINS INC COM Industrials 874.0 $470K 0.03% +5.0 +0.6% $537.82 +18.9%
116 MS MORGAN STANLEY COM NEW Financial Services 2,831.0 $466K 0.03% +1K +70.0% $164.58 +22.1%
117 GDX VANECK GOLD MINERS ETF 4,735.0 $435K 0.03% +67.0 +1.4% $91.76 -7.3%
118 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 5,491.0 $423K 0.03% +957.0 +21.1% $77.11 +9.5%
119 ITA ISHARES U S AEROSPACE & DEFENSE ETF 1,875.0 $410K 0.02% +685.0 +57.6% $218.74 +3.0%
120 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 12,669.0 $401K 0.02% +74.0 +0.6% $31.66 +2.4%
Page 6 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%