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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 17 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IYF ISHARES U S FINANCIALS ETF 3,118.0 $367K 0.02% $117.66 +5.2%
322 UTES VIRTUS REAVES UTILITIES ETF 4,569.0 $365K 0.02% $79.90 +3.4%
323 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 5,617.0 $365K 0.02% +384.0 +7.3% $64.97 +4.6%
324 EFA ISHARES MSCI EAFE ETF 3,756.0 $365K 0.02% NEW $97.13 +8.2%
325 EFG ISHARES MSCI EAFE GROWTH ETF 3,257.0 $363K 0.02% +19.0 +0.6% $111.37 +10.4%
326 AMAT APPLIED MATLS INC COM Technology 1,057.0 $361K 0.02% -30.0 -2.8% $341.73 +33.1%
327 FIRST TRUST BUYWRITE INCOME ETF 15,697.0 $360K 0.02% +6K +56.3% $22.95
328 FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 2,268.0 $360K 0.02% $158.78 +21.8%
329 PFFD GLOBAL X U S PREFERRED ETF 19,513.0 $359K 0.02% +2K +9.9% $18.40 +2.7%
330 PSX PHILLIPS 66 COM Energy 1,966.0 $358K 0.02% +102.0 +5.5% $182.17 -4.6%
331 NUE NUCOR CORP COM Basic Materials 2,117.0 $358K 0.02% -259.0 -10.9% $169.09 +42.1%
332 YUM YUM BRANDS INC COM Consumer Cyclical 2,302.0 $358K 0.02% $155.50 -0.2%
333 MBB ISHARES MBS ETF 3,738.0 $355K 0.02% +21.0 +0.6% $94.96 -0.7%
334 FRI FIRST TRUST S&P REIT INDEX FUND 12,421.0 $354K 0.02% -3K -18.2% $28.46 +10.6%
335 UAMY UNITED STATES ANTIMONY CORP COM Basic Materials 40,348.0 $352K 0.02% -6K -13.3% $8.73 +0.9%
336 ELECTROCORE INC COM NEW 58,198.0 $351K 0.02% +6K +11.1% $6.03
337 XYLD GLOBAL X S&P 500 COVERED CALL ETF 8,914.0 $349K 0.02% +4K +67.5% $39.13 +3.6%
338 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 6,046.0 $348K 0.02% -533.0 -8.1% $57.64 +6.3%
339 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 3,443.0 $346K 0.02% -621.0 -15.3% $100.57 +0.1%
340 ACWX ISHARES MSCI ACWI EX U S ETF 5,041.0 $345K 0.02% $68.47 +11.8%
Page 17 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%