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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 5 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BX BLACKSTONE INC COM Financial Services 32,343.0 $3.7M 0.22% +4K +13.9% $114.99 +3.1%
82 AMLP ALERIAN MLP ETF 70,282.0 $3.7M 0.22% +8K +12.4% $52.64 +2.0%
83 ABBV ABBVIE INC COM Healthcare 16,974.0 $3.7M 0.22% +7K +67.1% $217.49 -1.7%
84 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 62,004.0 $3.5M 0.21% +3K +4.3% $56.68 -0.8%
85 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 31,241.0 $3.5M 0.21% -41K -57.0% $110.78 +15.2%
86 KO COCA COLA CO COM Consumer Defensive 45,252.0 $3.4M 0.20% -635.0 -1.4% $76.05 +6.0%
87 BAC BANK OF AMER CORP COM Financial Services 70,526.0 $3.4M 0.20% -20K -21.7% $48.75 +6.9%
88 VZ VERIZON COMMUNICATIONS INC COM Communication Services 67,168.0 $3.4M 0.20% +16K +31.0% $50.20 -4.0%
89 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 7,302.0 $3.4M 0.20% +152.0 +2.1% $460.99 -5.4%
90 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 17,310.0 $3.3M 0.20% +904.0 +5.5% $191.92 +8.1%
91 CSCO CISCO SYS INC COM Technology 42,721.0 $3.3M 0.20% -4K -8.7% $77.59 +52.6%
92 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 64,730.0 $3.3M 0.20% +27K +70.1% $50.80 -0.6%
93 SKYY FIRST TRUST CLOUD COMPUTING ETF 30,028.0 $3.3M 0.20% -2K -6.8% $109.36 +22.7%
94 XOM EXXON MOBIL CORP COM Energy 18,690.0 $3.2M 0.19% +1K +5.7% $169.66 -10.5%
95 GEV GE VERNOVA INC COM Utilities 3,412.0 $3.0M 0.18% -441.0 -11.4% $872.79 +23.4%
96 ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 62,029.0 $2.9M 0.17% NEW $46.16 +23.7%
97 APA APA CORPORATION COM Energy 67,376.0 $2.9M 0.17% +22K +47.2% $42.44 -9.4%
98 VGSH VANGUARD SHORT-TERM TREASURY ETF 48,450.0 $2.8M 0.17% -347K -87.8% $58.54 -0.5%
99 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 58,634.0 $2.8M 0.17% $48.32 +11.7%
100 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 14,724.0 $2.8M 0.17% -344.0 -2.3% $191.80 +12.3%
Page 5 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%