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 1 of 3 · 45 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GVAL	CAMBRIA GLOBAL VALUE ETF	—	44,850	$1.4M	0.08%	SOLD
2	CVS	CVS HEALTH CORP COM	Healthcare	12,613	$1.0M	0.06%	SOLD
3	KKR	KKR & CO INC COM	—	7,645	$975K	0.06%	SOLD
4	—	FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF	—	31,988	$887K	0.05%	SOLD
5	—	FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	—	40,314	$865K	0.05%	SOLD
6	DELL	DELL TECHNOLOGIES INC CL C	Technology	6,588	$829K	0.05%	SOLD
7	NOW	SERVICENOW INC COM	Technology	5,349	$819K	0.05%	SOLD
8	—	CYBERARK SOFTWARE LTD SHS	—	1,719	$767K	0.04%	SOLD
9	VLYPN	VALLEY NATL BANCORP COM	—	53,004	$619K	0.04%	SOLD
10	FXH	FIRST TRUST HEALTH CARE ALPHADEX FUND	—	4,005	$456K	0.03%	SOLD
11	KBWB	INVESCO KBW BANK ETF	—	4,851	$409K	0.02%	SOLD
12	EWC	ISHARES MSCI CANADA ETF	—	7,244	$391K	0.02%	SOLD
13	ARKW	ARK NEXT GENERATION INTERNET ETF	—	2,533	$374K	0.02%	SOLD
14	OWL	BLUE OWL CAPITAL INC COM CL A	Financial Services	24,661	$368K	0.02%	SOLD
15	PATH	UIPATH INC CL A	Technology	22,326	$366K	0.02%	SOLD
16	EEM	ISHARES MSCI EMERGING MARKETS ETF	—	6,196	$339K	0.02%	SOLD
17	FSLR	FIRST SOLAR INC COM	Energy	1,287	$336K	0.02%	SOLD
18	COPX	GLOBAL X COPPER MINERS ETF	—	4,645	$333K	0.02%	SOLD
19	MSDL	MORGAN STANLEY DIRECT LENDING COM SHS	Financial Services	20,192	$333K	0.02%	SOLD
20	CHI	CALAMOS CONV OPPORTUNITIES & I SH BEN INT	Financial Services	31,029	$325K	0.02%	SOLD

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Sector Allocation

Technology 34.0%

Financial Services 18.0%

Consumer Cyclical 11.8%

Industrials 9.2%

Communication Services 8.8%

Healthcare 6.5%

Consumer Defensive 5.0%

Energy 2.6%

Utilities 2.1%

Basic Materials 1.2%