Jaffetilchin Investment Partners’s Kratos Defense & Security Solutions KTOS Stock Holding History

Jaffetilchin Investment Partners’s Portfolio KTOS Stock Details KTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$376K	Buy	5,334 +1,066	+25%	+$102K	0.02%	315
2025 Q4	$324K	Sell	4,268 -3,771	-47%	-$309K	0.02%	347
2025 Q3	$735K	Sell	8,039 -2,734	-25%	-$175K	0.04%	221
2025 Q2	$500K	Buy	10,773 +1,113	+12%	+$40.3K	0.03%	262
2025 Q1	$287K	Sell	9,660 -4,373	-31%	-$133K	0.02%	331
2024 Q4	$370K	Buy	14,033 +1,474	+12%	+$37.8K	0.03%	275
2024 Q3	$293K	Buy	12,559 +2,159	+21%	+$46.7K	0.02%	298
2024 Q2	$208K	Buy	+10,400	New	+$203K	0.02%	332
2024 Q1	–	Sell	-13,703	Closed	-$278K	–	379
2023 Q4	$278K	Buy	+13,703	New	+$252K	0.03%	286
2023 Q3	–	Sell	-38,245	Closed	-$548K	–	358
2023 Q2	$548K	Buy	38,245 +15,231	+66%	+$206K	0.06%	188
2023 Q1	$310K	Buy	23,014 +8,843	+62%	+$105K	0.04%	279
2022 Q4	$146K	Buy	+14,171	New	+$141K	0.02%	334
2022 Q3	–	Sell	-15,485	Closed	-$215K	–	332
2022 Q2	$215K	Buy	+15,485	New	+$241K	0.03%	295

Other funds holding KTOS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Jaffetilchin Investment Partners's KTOS Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Kratos Defense & Security Solutions (KTOS) stake by 25% in Q1 2026, buying an estimated $102K and bringing the position to 5,334 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #315.

Jaffetilchin Investment Partners first reported a position in KTOS in Q2 2022 and has held it in 13 quarters since. The position peaked at $735K in Q3 2025. 712 funds tracked by Wall St. Rank hold KTOS as of Q1 2026.

Jaffetilchin Investment Partners held 5,334 shares of Kratos Defense & Security Solutions worth $376K as of Q1 2026.
Jaffetilchin Investment Partners bought 1,066 Kratos Defense & Security Solutions shares in Q1 2026, an estimated $102K.
Kratos Defense & Security Solutions made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #315 holding.
Jaffetilchin Investment Partners first reported a position in Kratos Defense & Security Solutions in Q2 2022 and has held it in 13 quarters since.
Jaffetilchin Investment Partners's Kratos Defense & Security Solutions position peaked at $735K in Q3 2025.
712 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.