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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BOAT SONICSHARES GLOBAL SHIPPING ETF 5,328.0 $216K 0.01% NEW $40.56 +3.6%
42 INTC INTEL CORP COM Technology 4,891.0 $216K 0.01% NEW $44.13 +171.6%
43 COWZ PACER US CASH COWS 100 ETF 3,417.0 $214K 0.01% NEW $62.56 +2.8%
44 ED CONSOLIDATED EDISON INC COM Utilities 1,839.0 $208K 0.01% NEW $113.20 -4.1%
45 AZN ASTRAZENECA PLC ORD Healthcare 1,048.0 $207K 0.01% NEW $197.28 -5.2%
46 GDXJ VANECK JUNIOR GOLD MINERS ETF 1,708.0 $205K 0.01% NEW $120.01 -7.0%
47 ADI ANALOG DEVICES INC COM Technology 641.0 $204K 0.01% NEW $318.13 +24.8%
48 SLB SLB LIMITED COM STK Energy 3,967.0 $204K 0.01% NEW $51.38 +11.5%
49 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 621.0 $203K 0.01% NEW $326.93 +12.9%
50 S SENTINELONE INC CL A Technology 12,585.0 $162K 0.01% NEW $12.88 +45.3%
51 RQI COHEN & STEERS QUALITY INCOME COM Financial Services 13,324.0 $161K 0.01% NEW $12.05 +10.5%
52 ACDC PROFRAC HLDG CORP CLASS A COM Energy 22,200.0 $138K 0.01% NEW $6.20 +15.3%
53 MVO MV OIL TR TR UNITS Energy 10,000.0 $23K 0.00% NEW $2.26 -18.1%
Page 3 of 3  ·  53 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 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%