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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
MARM icon
301
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$396K 0.02%
11,994
– –
CRWV
302
CoreWeave
CRWV
$59.4B
$393K 0.02%
5,492
+1,305
+31% +$132K
SMLV icon
303
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$261M
$392K 0.02%
2,990
-6
-0.2% -$778
EWC icon
304
iShares MSCI Canada ETF
EWC
$6.51B
$391K 0.02%
+7,244
New +$375K
ANET icon
305
Arista Networks
ANET
$265B
$390K 0.02%
2,974
+14
+0.5% +$1.93K
AOR icon
306
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.74B
$389K 0.02%
+5,991
New +$389K
D icon
307
Dominion Energy
D
$59.8B
$389K 0.02%
6,641
-944
-12% -$56.9K
NUE icon
308
Nucor
NUE
$61.7B
$388K 0.02%
2,376
+571
+32% +$85.8K
ARKG icon
309
ARK Genomic Revolution ETF
ARKG
$1.79B
$387K 0.02%
13,354
-28,911
-68% -$868K
LRCX icon
310
Lam Research
LRCX
$408B
$385K 0.02%
2,246
-173
-7% -$26.9K
XBI icon
311
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$380K 0.02%
3,117
+447
+17% +$51.3K
SCHY icon
312
Schwab International Dividend Equity ETF
SCHY
$2.53B
$376K 0.02%
12,595
+134
+1% +$3.87K
TYG
313
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$375K 0.02%
9,176
+1,830
+25% +$78.2K
ARKW icon
314
ARK Web x.0 ETF
ARKW
$1.78B
$374K 0.02%
2,533
-6,797
-73% -$1.1M
CBSE icon
315
Clough Select Equity ETF
CBSE
$54.2M
$372K 0.02%
9,445
+1,000
+12% +$40.3K
VEA icon
316
Vanguard FTSE Developed Markets ETF
VEA
$238B
$372K 0.02%
5,952
+74
+1% +$4.53K
NBR icon
317
Nabors Industries
NBR
$1.33B
$372K 0.02%
6,844
-1,003
-13% -$48.9K
FPX icon
318
First Trust US Equity Opportunities ETF
FPX
$1.53B
$371K 0.02%
2,268
-1,828
-45% -$300K
EFG icon
319
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$369K 0.02%
3,238
+61
+2% +$6.99K
OWL icon
320
Blue Owl Capital
OWL
$19.1B
$368K 0.02%
+24,661
New +$386K
PATH icon
321
UiPath
PATH
$7.91B
$366K 0.02%
+22,326
New +$347K
CEG icon
322
Constellation Energy
CEG
$98.7B
$364K 0.02%
1,031
+38
+4% +$13.8K
UTES icon
323
Virtus Reaves Utilities ETF
UTES
$1.32B
$361K 0.02%
4,578
-201
-4% -$16.6K
TFC icon
324
Truist Financial
TFC
$64.3B
$361K 0.02%
7,340
-14
-0.2% -$645
HACK icon
325
Amplify Cybersecurity ETF
HACK
$3B
$360K 0.02%
4,477
+48
+1% +$4.07K
11 12
13
14 15

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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.