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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 13 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VLYPN VALLEY NATL BANCORP COM Financial Services 53,004.0 $619K 0.04% NEW $11.68 +122.3%
242 MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 39,274.0 $617K 0.04% NEW $15.72 +5.9%
243 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 6,112.0 $617K 0.04% NEW $100.89 -2.1%
244 KQQQ KURV TECHNOLOGY TITANS SELECT ETF 21,919.0 $615K 0.04% NEW $28.07 +12.1%
245 NEXT NEXTDECADE CORP COM Energy 116,370.0 $613K 0.04% NEW $5.27 +58.8%
246 VWO VANGUARD FTSE EMERGING MARKETS ETF 11,406.0 $613K 0.04% NEW $53.76 +12.0%
247 SHEL SHELL PLC SPON ADS Energy 8,335.0 $612K 0.04% NEW $73.48 +15.7%
248 IXN ISHARES GLOBAL TECH ETF 5,828.0 $612K 0.04% NEW $105.00 +33.0%
249 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 7,675.0 $596K 0.04% NEW $77.68 +7.7%
250 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 10,864.0 $586K 0.03% NEW $53.94 +7.6%
251 VDC VANGUARD CONSUMER STAPLES ETF 2,762.0 $583K 0.03% NEW $211.22 +7.2%
252 WFRD WEATHERFORD INTL PLC ORD SHS Energy 7,376.0 $577K 0.03% NEW $78.26 +39.0%
253 FTSL FIRST TRUST SENIOR LOAN FUND 12,378.0 $568K 0.03% NEW $45.88 -2.1%
254 AX AXOS FINANCIAL INC COM Financial Services 6,523.0 $562K 0.03% NEW $86.16 +1.9%
255 IYK ISHARES U S CONSUMER STAPLES ETF 8,366.0 $560K 0.03% NEW $66.92 +7.2%
256 PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 9,871.0 $559K 0.03% NEW $56.61 +53.6%
257 AXP AMERICAN EXPRESS CO COM Financial Services 1,508.0 $558K 0.03% NEW $370.07 -16.0%
258 FJUN FT VEST U S EQUITY BUFFER ETF - JUNE 9,600.0 $548K 0.03% NEW $57.06 +4.6%
259 CME CME GROUP INC COM Financial Services 1,976.0 $539K 0.03% NEW $273.01 +3.5%
260 SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 14,007.0 $539K 0.03% NEW $38.51 +19.5%
Page 13 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%