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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 16 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MARM FT VEST U S EQUITY MAX BUFFER ETF - MARCH 11,994.0 $402K 0.02% $33.48 +1.6%
302 FJUN FT VEST U S EQUITY BUFFER ETF - JUNE 7,100.0 $401K 0.02% -2K -26.0% $56.50 +5.6%
303 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 12,669.0 $401K 0.02% +74.0 +0.6% $31.66 +2.4%
304 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 6,181.0 $398K 0.02% +190.0 +3.2% $64.35 +7.7%
305 XBI STATE STREET SPDR S&P BIOTECH ETF 3,110.0 $397K 0.02% $127.73 +5.3%
306 HALO HALOZYME THERAPEUTICS INC COM Healthcare 6,145.0 $397K 0.02% NEW $64.63 +6.2%
307 PUMP PROPETRO HLDG CORP COM Energy 27,200.0 $392K 0.02% +2K +7.9% $14.41 +9.7%
308 FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF 3,395.0 $387K 0.02% $114.06 +22.1%
309 DVN DEVON ENERGY CORP NEW COM Energy 7,676.0 $386K 0.02% -1K -13.2% $50.32 -12.0%
310 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 5,960.0 $382K 0.02% $64.08 +11.4%
311 NOC NORTHROP GRUMMAN CORP COM Industrials 557.0 $380K 0.02% $682.66 -19.2%
312 LNG LNG - Cheniere Energy Inc Com Energy 1,331.0 $378K 0.02% $283.77 -18.6%
313 MSFY KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETF 22,232.0 $377K 0.02% +10K +78.6% $16.97 +9.7%
314 RF REGIONS FINANCIAL CORP NEW COM Financial Services 14,410.0 $376K 0.02% -909.0 -5.9% $26.12 +7.5%
315 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 5,334.0 $376K 0.02% +1K +25.0% $70.51 -18.7%
316 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 2,593.0 $376K 0.02% +154.0 +6.3% $145.02 +16.2%
317 CRWV COREWEAVE INC COM CL A Technology 4,842.0 $375K 0.02% -650.0 -11.8% $77.47 +34.6%
318 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 1,494.0 $372K 0.02% -18.0 -1.2% $248.80 +18.5%
319 CVR PARTNERS LP/CVR NITROGEN COM 2,918.0 $370K 0.02% +421.0 +16.9% $126.68
320 D DOMINION ENERGY INC COM Utilities 5,943.0 $367K 0.02% -698.0 -10.5% $61.82 +8.7%
Page 16 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%