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 2 of 3 · 45 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES	—	9,218	$323K	0.02%	SOLD
22	—	FT VEST U S EQUITY QUARTERLY DYNAMIC BUFFER ETF	—	9,513	$323K	0.02%	SOLD
23	DDOG	DATADOG INC CL A COM	Technology	2,311	$314K	0.02%	SOLD
24	SHOC	STRIVE U S SEMICONDUCTOR ETF	—	4,386	$301K	0.02%	SOLD
25	PDO	PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS	Financial Services	21,206	$293K	0.02%	SOLD
26	APP	APPLOVIN CORP COM CL A	Technology	433	$292K	0.02%	SOLD
27	ADBE	ADOBE INC COM	Technology	819	$287K	0.02%	SOLD
28	AVAV	Aerovironment Inc	Industrials	1,171	$283K	0.02%	SOLD
29	STOT	STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF	—	5,606	$265K	0.02%	SOLD
30	EFAS	GLOBAL X MSCI SUPERDIVIDEND EAFE ETF	—	13,443	$261K	0.01%	SOLD
31	PLD	PROLOGIS INC COM	Real Estate	2,025	$258K	0.01%	SOLD
32	OIH	VANECK OIL SERVICES ETF	—	904	$257K	0.01%	SOLD
33	BABA	ALIBABA GROUP HLDG LTD SPONSORED ADS	Consumer Cyclical	1,713	$251K	0.01%	SOLD
34	IVES	DAN IVES WEDBUSH AI REVOLUTION ETF	—	7,914	$250K	0.01%	SOLD
35	FINX	GLOBAL X FINTECH ETF	—	8,158	$240K	0.01%	SOLD
36	ACN	ACCENTURE PLC IRELAND SHS CLASS A	Technology	878	$236K	0.01%	SOLD
37	CDNS	CADENCE DESIGN SYSTEM INC COM	Technology	750	$235K	0.01%	SOLD
38	COF	CAPITAL ONE FINL CORP COM	Financial Services	965	$234K	0.01%	SOLD
39	BTC	GRAYSCALE BITCOIN MINI TRUST ETF	Financial Services	6,013	$233K	0.01%	SOLD
40	QQQI	NEOS NASDAQ 100 HIGH INCOME ETF	—	4,305	$232K	0.01%	SOLD

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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%