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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 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TLT ISHARES 20 YEAR TREASURY BOND ETF 2,503.0 $217K 0.01% +18.0 +0.7% $86.69 -2.3%
162 CENCORA INC COM 675.0 $212K 0.01% +17.0 +2.6% $314.28
163 SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 6,635.0 $206K 0.01% +46.0 +0.7% $31.06 +7.7%
164 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 996.0 $202K 0.01% +6.0 +0.6% $203.20 +10.9%
Page 9 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%