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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 19 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 5,286.0 $299K 0.02% NEW $56.62 +14.7%
362 MS MORGAN STANLEY COM NEW Financial Services 1,665.0 $296K 0.02% NEW $177.55 +13.6%
363 PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS Financial Services 21,206.0 $293K 0.02% NEW $13.84 -6.6%
364 HAS HASBRO INC COM Consumer Cyclical 3,575.0 $293K 0.02% NEW $82.00 +7.3%
365 APP APPLOVIN CORP COM CL A Technology 433.0 $292K 0.02% NEW $674.55 -23.8%
366 SCHP SCHWAB US TIPS ETF 11,011.0 $292K 0.02% NEW $26.49 +0.9%
367 ADBE ADOBE INC COM Technology 819.0 $287K 0.02% NEW $349.95 -31.3%
368 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 53.0 $286K 0.02% NEW $5391.09 -97.0%
369 ABT ABBOTT LABS COM Healthcare 2,264.0 $284K 0.02% NEW $125.31 -30.8%
370 AVAV Aerovironment Inc Industrials 1,171.0 $283K 0.02% NEW $241.89 -24.7%
371 VPU VANGUARD UTILITIES ETF 1,531.0 $283K 0.02% NEW $184.99 +6.3%
372 DOW DOW INC COM Basic Materials 12,059.0 $282K 0.02% NEW $23.38 +50.9%
373 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 11,293.0 $282K 0.02% NEW $24.94 +0.5%
374 AMAT APPLIED MATLS INC COM Technology 1,087.0 $279K 0.02% NEW $256.90 +77.1%
375 IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 11,342.0 $278K 0.02% NEW $24.55 -1.9%
376 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1,112.0 $278K 0.02% NEW $250.31 +25.5%
377 VT VANGUARD TOTAL WORLD STOCK ETF 1,968.0 $278K 0.02% NEW $141.09 +11.5%
378 ISHARES IBONDS DEC 2032 TERM TREASURY ETF 11,980.0 $276K 0.02% NEW $23.07
379 GLQ CLOUGH GLOBAL EQUITY FD COM Financial Services 36,023.0 $276K 0.02% NEW $7.66 +10.7%
380 ISHARES IBONDS DEC 2031 TERM TREASURY ETF 13,368.0 $274K 0.02% NEW $20.53
Page 19 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%