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Portfolio (Quarterly) Guide ↗

Jaffetilchin Investment Partners, LLC

· CIK 0001404652
13F Portfolio $1.7B AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 453 New
Page 16 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MARM FT VEST U S EQUITY MAX BUFFER ETF - MARCH 11,994.0 $396K 0.02% NEW $33.05 +3.2%
302 CRWV COREWEAVE INC COM CL A Technology 5,492.0 $393K 0.02% NEW $71.61 +40.1%
303 SMLV STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF 2,990.0 $392K 0.02% NEW $131.15 +14.1%
304 EWC ISHARES MSCI CANADA ETF 7,244.0 $391K 0.02% NEW $53.93 +8.5%
305 ANET ARISTA NETWORKS INC COM SHS Technology 2,974.0 $390K 0.02% NEW $131.01 +18.8%
306 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 5,991.0 $389K 0.02% NEW $65.01 +6.6%
307 D DOMINION ENERGY INC COM Utilities 6,641.0 $389K 0.02% NEW $58.59 +14.5%
308 NUE NUCOR CORP COM Basic Materials 2,376.0 $388K 0.02% NEW $163.14 +49.6%
309 ARKG ARK GENOMIC REVOLUTION ETF 13,354.0 $387K 0.02% NEW $28.97 +10.1%
310 LRCX LAM RESEARCH CORP COM NEW Technology 2,246.0 $385K 0.02% NEW $171.20 +85.5%
311 XBI STATE STREET SPDR S&P BIOTECH ETF 3,117.0 $380K 0.02% NEW $121.93 +10.9%
312 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 12,595.0 $376K 0.02% NEW $29.82 +8.9%
313 TYG TORTOISE ENERGY INFRA CORP COM Financial Services 9,176.0 $375K 0.02% NEW $40.90 +11.2%
314 ARKW ARK NEXT GENERATION INTERNET ETF 2,533.0 $374K 0.02% NEW $147.74 -0.7%
315 CLOUGH SELECT EQUITY ETF 9,445.0 $372K 0.02% NEW $39.43
316 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 5,952.0 $372K 0.02% NEW $62.47 +14.4%
317 NBR NABORS INDUSTRIES LTD SHS Energy 6,844.0 $372K 0.02% NEW $54.30 +85.1%
318 FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 2,268.0 $371K 0.02% NEW $163.56 +18.3%
319 EFG ISHARES MSCI EAFE GROWTH ETF 3,238.0 $369K 0.02% NEW $113.92 +7.8%
320 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 24,661.0 $368K 0.02% NEW $14.94 -31.6%
Page 16 of 23  ·  453 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 35.0%
Financial Services 19.1%
Consumer Cyclical 12.1%
Communication Services 10.6%
Industrials 7.6%
Healthcare 6.3%
Consumer Defensive 4.3%
Energy 1.7%
Utilities 1.7%
Real Estate 0.7%