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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 17 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PATH UIPATH INC CL A Technology 22,326.0 $366K 0.02% NEW $16.39 -32.4%
322 CEG CONSTELLATION ENERGY CORP COM Utilities 1,031.0 $364K 0.02% NEW $353.13 -17.8%
323 UTES VIRTUS REAVES UTILITIES ETF 4,578.0 $361K 0.02% NEW $78.94 +3.5%
324 TFC TRUIST FINL CORP COM Financial Services 7,340.0 $361K 0.02% NEW $49.21 -1.4%
325 HACK AMPLIFY CYBERSECURITY ETF 4,477.0 $360K 0.02% NEW $80.37 +14.7%
326 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 13,589.0 $358K 0.02% NEW $26.33 -9.6%
327 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 6,579.0 $354K 0.02% NEW $53.83 +15.6%
328 BROS DUTCH BROS INC CL A Consumer Cyclical 5,781.0 $354K 0.02% NEW $61.22 -8.7%
329 MBB ISHARES MBS ETF 3,717.0 $354K 0.02% NEW $95.21 -0.8%
330 YUM YUM BRANDS INC COM Consumer Cyclical 2,293.0 $347K 0.02% NEW $151.27 +1.3%
331 PRU PRUDENTIAL FINL INC COM Financial Services 3,055.0 $345K 0.02% NEW $112.86 -9.6%
332 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 4,534.0 $342K 0.02% NEW $75.44 +13.8%
333 SMH VANECK SEMICONDUCTOR ETF 943.0 $340K 0.02% NEW $360.03 +64.5%
334 EEM ISHARES MSCI EMERGING MARKETS ETF 6,196.0 $339K 0.02% NEW $54.71 +24.8%
335 VOOG VANGUARD S&P 500 GROWTH ETF 762.0 $339K 0.02% NEW $444.59 -81.3%
336 ACWX ISHARES MSCI ACWI EX U S ETF 5,041.0 $338K 0.02% NEW $67.13 +13.7%
337 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 2,439.0 $338K 0.02% NEW $138.46 +21.7%
338 FSLR FIRST SOLAR INC COM Energy 1,287.0 $336K 0.02% NEW $261.18 +3.8%
339 PFFD GLOBAL X U S PREFERRED ETF 17,754.0 $336K 0.02% NEW $18.91 +0.1%
340 LBRT LIBERTY ENERGY INC COM CL A Energy 18,071.0 $334K 0.02% NEW $18.46 +66.7%
Page 17 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%