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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 14 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AX AXOS FINANCIAL INC COM Financial Services 6,377.0 $543K 0.03% -146.0 -2.2% $85.09 +3.2%
262 DFEB FT VEST U S EQUITY DEEP BUFFER ETF - FEBRUARY 11,447.0 $542K 0.03% NEW $47.37 +6.2%
263 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 5,617.0 $542K 0.03% -495.0 -8.1% $96.47 +2.4%
264 IAU ISHARES GOLD TRUST Financial Services 6,088.0 $537K 0.03% +90.0 +1.5% $88.15 -3.8%
265 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 10,819.0 $534K 0.03% +3K +32.9% $49.37 +5.1%
266 NBR NABORS INDUSTRIES LTD SHS Energy 6,042.0 $520K 0.03% -802.0 -11.7% $86.06 +18.8%
267 DOW DOW HLDGS INC COM Basic Materials 12,465.0 $519K 0.03% +406.0 +3.4% $41.65 -15.3%
268 FT VEST U S SMALL CAP MODERATE BUFFER ETF - FEBRUARY 21,561.0 $512K 0.03% NEW $23.75
269 STIP ISHARES 0-5 YEAR TIPS BOND ETF 4,925.0 $509K 0.03% -307.0 -5.9% $103.42 -0.0%
270 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 6,467.0 $499K 0.03% +36.0 +0.6% $77.18 -0.8%
271 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,643.0 $499K 0.03% +21.0 +0.8% $188.71 -6.5%
272 FNV FRANCO NEV CORP COM Basic Materials 1,988.0 $491K 0.03% NEW $247.00 -7.2%
273 FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY 22,092.0 $490K 0.03% NEW $22.18
274 TYG TORTOISE ENERGY INFRSTRCTR CP COM Financial Services 9,752.0 $486K 0.03% +576.0 +6.3% $49.85 -8.7%
275 STRL STERLING INFRASTRUCTURE INC COM Industrials 1,189.0 $484K 0.03% -391.0 -24.8% $407.27 +92.4%
276 FDVV FIDELITY HIGH DIVIDEND ETF 8,698.0 $480K 0.03% +469.0 +5.7% $55.24 +9.9%
277 URTH ISHARES MSCI WORLD ETF 2,647.0 $476K 0.03% $180.01 +13.3%
278 SCHG SCHWAB U S LARGE-CAP GROWTH ETF 16,149.0 $470K 0.03% $29.13 +18.7%
279 CMI CUMMINS INC COM Industrials 874.0 $470K 0.03% +5.0 +0.6% $537.82 +24.3%
280 NRG NRG ENERGY INC COM NEW Utilities 3,196.0 $467K 0.03% -2K -33.3% $146.16 -3.9%
Page 14 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%