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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 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FIDELITY MSCI HEALTH CARE INDEX ETF 12,767.0 $898K 0.05% -330.0 -2.5% $70.36
82 ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART Energy 32,243.0 $892K 0.05% -2K -5.0% $27.65 -9.5%
83 ORCL ORACLE CORP COM Technology 5,980.0 $880K 0.05% -7K -52.9% $147.11 +31.2%
84 ARCC ARES CAPITAL CORP COM Financial Services 47,729.0 $860K 0.05% -42K -46.9% $18.02 +4.4%
85 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 3,230.0 $820K 0.05% -94.0 -2.8% $254.00 +8.9%
86 KHC KRAFT HEINZ CO COM Consumer Defensive 35,901.0 $807K 0.05% -19K -35.2% $22.49 +6.0%
87 ETN EATON CORP PLC SHS Industrials 2,185.0 $781K 0.05% -339.0 -13.4% $357.59 +12.7%
88 SHEL SHELL PLC SPON ADS Energy 8,138.0 $757K 0.04% -197.0 -2.4% $93.00 -8.6%
89 TIP ISHARES TIPS BOND ETF 6,850.0 $756K 0.04% -392.0 -5.4% $110.37 +0.4%
90 BAR GRANITESHARES GOLD SHARES Financial Services 15,784.0 $728K 0.04% -1K -6.6% $46.13 -3.8%
91 AEP AMERICAN ELEC PWR CO INC COM Utilities 5,523.0 $724K 0.04% -292.0 -5.0% $131.07 -0.1%
92 CNH INDL N V SHS 64,641.0 $711K 0.04% -10K -13.3% $11.00
93 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 12,088.0 $711K 0.04% -3K -18.3% $58.80 +11.6%
94 OBIL US TREASURY 12 MONTH BILL ETF 13,400.0 $671K 0.04% -268.0 -2.0% $50.07 +0.1%
95 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 13,635.0 $664K 0.04% -3K -18.4% $48.71 -0.2%
96 ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 5,906.0 $664K 0.04% -1K -15.5% $112.45 +24.2%
97 UPS UNITED PARCEL SVCS INC CL B Industrials 6,715.0 $661K 0.04% -13K -66.0% $98.39 +3.6%
98 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 10,733.0 $651K 0.04% -131.0 -1.2% $60.65 -4.3%
99 AFL AFLAC INC COM Financial Services 5,881.0 $645K 0.04% -643.0 -9.9% $109.71 +6.5%
100 SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF 10,875.0 $644K 0.04% -3K -20.7% $59.18 +3.8%
Page 5 of 9  ·  163 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%