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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 9 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 2,938.0 $1.4M 0.08% +752.0 +34.4% $463.16 +8.9%
162 TGT TARGET CORP COM Consumer Defensive 11,173.0 $1.4M 0.08% +461.0 +4.3% $121.20 +3.1%
163 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 8,351.0 $1.4M 0.08% +3K +62.0% $161.73 +7.7%
164 MHK MOHAWK INDS INC COM Consumer Cyclical 13,594.0 $1.3M 0.08% -1K -7.0% $98.46 +5.3%
165 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 3,930.0 $1.3M 0.08% +590.0 +17.7% $337.98 +22.1%
166 O REALTY INCOME CORP COM Real Estate 21,624.0 $1.3M 0.08% -1K -5.0% $61.18 +2.0%
167 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 28,388.0 $1.3M 0.08% +976.0 +3.6% $45.89 -0.7%
168 FCX FREEPORT MCMORAN INC CL B Basic Materials 21,992.0 $1.3M 0.08% +2K +9.3% $58.78 +9.2%
169 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 24,488.0 $1.3M 0.08% +3K +12.7% $52.56 -0.3%
170 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 16,608.0 $1.3M 0.08% +174.0 +1.1% $76.54 +15.3%
171 JVAL JPMORGAN U S VALUE FACTOR ETF US VALUE FACTOR FUND 25,879.0 $1.3M 0.07% -2K -6.1% $48.86 +16.2%
172 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 22,731.0 $1.3M 0.07% +2K +9.3% $55.52 +9.1%
173 IDU ISHARES U S UTILITIES ETF 10,861.0 $1.3M 0.07% $116.11 -1.1%
174 PWR QUANTA SVCS INC COM Industrials 2,258.0 $1.2M 0.07% -295.0 -11.6% $549.02 +35.2%
175 WM WASTE MGMT INC DEL COM Industrials 5,304.0 $1.2M 0.07% -314.0 -5.6% $229.77 -5.8%
176 KR KROGER CO COM Consumer Defensive 16,553.0 $1.2M 0.07% -117.0 -0.7% $72.36 -10.6%
177 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 31,569.0 $1.2M 0.07% -798.0 -2.5% $37.84 +2.2%
178 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 22,567.0 $1.2M 0.07% $52.76 +11.7%
179 PBUS INVESCO MSCI USA ETF 17,842.0 $1.2M 0.07% $65.17 +15.2%
180 PNC PNC FINL SVCS GROUP INC COM Financial Services 5,561.0 $1.2M 0.07% -223.0 -3.9% $208.09 +6.1%
Page 9 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%