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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.81%
This Fund
S&P 500
This Quarter Est. Return
+2.81%
1 Year Est. Return
+22.81%
3 Year Est. Return
+78.52%
5 Year Est. Return
+93%
10 Year Est. Return
+323.14%
AUM
$1.71B
AUM Growth
+$38.9M
Cap. Flow
+$4.67M
Cap. Flow %
0.27%
Top 10 Hldgs %
38.12%
Holding
483
New
47
Increased
216
Reduced
172
Closed
30

Top Buys

Rank Stock Value
1
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$2.83M
2
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$2.41M
3
RKLB icon
Rocket Lab Corp
RKLB
+$2.17M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.38M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.83M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.87M
3
ABNB icon
Airbnb
ABNB
+$2.16M
4
BA icon
Boeing
BA
+$1.89M
5
CAVA icon
CAVA Group
CAVA
+$1.58M

Sector Composition

Rank Sector Weight
1 Technology 15.3%
2 Consumer Discretionary 5.22%
3 Communication Services 4.63%
4 Financials 4.21%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
226
iShares Russell 1000 Value ETF
IWD
$84B
$717K 0.04%
3,409
-29
-0.8% -$5.99K
XDEC icon
227
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$204M
$694K 0.04%
16,971
– –
MU icon
228
Micron Technology
MU
$1.03T
$691K 0.04%
2,420
-1,635
-40% -$375K
CNH
229
CNH Industrial
CNH
$17.3B
$687K 0.04%
74,554
-18,599
-20% -$186K
OBIL icon
230
US Treasury 12 Month Bill ETF
OBIL
$307M
$686K 0.04%
13,668
-71
-0.5% -$3.57K
QYLD icon
231
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$671K 0.04%
37,995
+3,931
+12% +$68.4K
AEP icon
232
American Electric Power
AEP
$67.9B
$670K 0.04%
5,815
-13
-0.2% -$1.53K
VO icon
233
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$657K 0.04%
9,052
+1,000
+12% +$72.7K
DVY icon
234
iShares Select Dividend ETF
DVY
$23.7B
$652K 0.04%
4,616
+600
+15% +$84.8K
TJX icon
235
TJX Companies
TJX
$169B
$651K 0.04%
4,236
+66
+2% +$9.76K
SBUX icon
236
Starbucks
SBUX
$124B
$650K 0.04%
7,715
-1
-0% -$84
LOW icon
237
Lowe's Companies
LOW
$121B
$641K 0.04%
2,656
+91
+4% +$21.9K
VICI icon
238
VICI Properties
VICI
$28.7B
$640K 0.04%
22,747
+725
+3% +$21.5K
IRDM icon
239
Iridium Communications
IRDM
$5.26B
$635K 0.04%
+36,528
New +$646K
SPYG icon
240
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.1B
$625K 0.04%
5,858
+258
+5% +$27.4K
VLY icon
241
Valley National Bancorp
VLY
$8.25B
$619K 0.04%
53,004
-74,296
-58% -$824K
MDIV icon
242
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$430M
$617K 0.04%
39,274
-1,859
-5% -$29.3K
KMB icon
243
Kimberly-Clark
KMB
$36.2B
$617K 0.04%
6,112
+2,092
+52% +$229K
KQQQ
244
Kurv Technology Titans Select ETF
KQQQ
$127M
$615K 0.04%
+21,919
New +$636K
NEXT icon
245
NextDecade
NEXT
$1.8B
$613K 0.04%
+116,370
New +$694K
VWO icon
246
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$613K 0.04%
11,406
+178
+2% +$9.67K
SHEL icon
247
Shell
SHEL
$249B
$612K 0.04%
8,335
-34
-0.4% -$2.5K
IXN icon
248
iShares Global Tech ETF
IXN
$9.35B
$612K 0.04%
5,828
-1,217
-17% -$129K
XLP icon
249
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$596K 0.03%
7,675
+34
+0.4% +$2.65K
BMY icon
250
Bristol-Myers Squibb
BMY
$130B
$586K 0.03%
10,864
-884
-8% -$42.5K
8 9
10
11 12

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Jaffetilchin Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Jaffetilchin Investment Partners held 483 positions worth $1.71B, up 2.3% from $1.67B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Jaffetilchin Investment Partners's Q4 2025 filing shows 47 new, 216 increased, 172 reduced and 30 closed positions. Its largest new stake was Kraft Heinz: 55,379 shares worth $1.34M. The largest sale was NVIDIA, an estimated $3.83M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Jaffetilchin Investment Partners's largest Q4 2025 buy was Kraft Heinz: 55,379 shares worth $1.34M.
  • Jaffetilchin Investment Partners added most to Fidelity Corporate Bond ETF in Q4 2025, an estimated $2.83M increase.
  • Jaffetilchin Investment Partners's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $3.83M.
  • Jaffetilchin Investment Partners fully exited Airbnb in Q4 2025, selling an estimated $2.16M.
  • Jaffetilchin Investment Partners's ten largest holdings make up 38% of its $1.71B portfolio in Q4 2025.
  • Jaffetilchin Investment Partners opened 47 new positions and closed 30 in Q4 2025.
  • Jaffetilchin Investment Partners's portfolio value rose 2.3% quarter-over-quarter to $1.71B.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2025, filed 15 Jan 2026.