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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 11 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TOL TOLL BROTHERS INC COM Consumer Cyclical 6,571.0 $897K 0.05% $136.46 +1.0%
202 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 8,882.0 $894K 0.05% +45.0 +0.5% $100.65 -0.0%
203 ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART Energy 32,243.0 $892K 0.05% -2K -5.0% $27.65 -9.5%
204 ORCL ORACLE CORP COM Technology 5,980.0 $880K 0.05% -7K -52.9% $147.11 +31.1%
205 ARCC ARES CAPITAL CORP COM Financial Services 47,729.0 $860K 0.05% -42K -46.9% $18.02 +4.4%
206 KMI KINDER MORGAN INC DEL COM Energy 25,531.0 $856K 0.05% +7K +40.7% $33.53 -2.0%
207 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 43,346.0 $847K 0.05% +438.0 +1.0% $19.53 -0.0%
208 SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 17,510.0 $843K 0.05% +2K +9.7% $48.16 +20.1%
209 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 35,043.0 $830K 0.05% +21K +157.9% $23.69 -0.0%
210 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 3,230.0 $820K 0.05% -94.0 -2.8% $254.00 +8.9%
211 PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 13,516.0 $812K 0.05% +4K +36.9% $60.08 +44.7%
212 KHC KRAFT HEINZ CO COM Consumer Defensive 35,901.0 $807K 0.05% -19K -35.2% $22.49 +6.0%
213 ETN EATON CORP PLC SHS Industrials 2,185.0 $781K 0.05% -339.0 -13.4% $357.59 +12.7%
214 URI UNITED RENTALS INC COM Industrials 1,049.0 $764K 0.04% $728.75 +32.1%
215 SHEL SHELL PLC SPON ADS Energy 8,138.0 $757K 0.04% -197.0 -2.4% $93.00 -8.6%
216 TIP ISHARES TIPS BOND ETF 6,850.0 $756K 0.04% -392.0 -5.4% $110.37 +0.4%
217 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 26,161.0 $751K 0.04% +243.0 +0.9% $28.72 +1.4%
218 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 42,478.0 $728K 0.04% +4K +11.8% $17.15 +4.9%
219 BAR GRANITESHARES GOLD SHARES Financial Services 15,784.0 $728K 0.04% -1K -6.6% $46.13 -3.8%
220 IWD ISHARES RUSSELL 1000 VALUE ETF 3,403.0 $727K 0.04% $213.68 +11.5%
Page 11 of 24  ·  461 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%