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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
FHDG
351
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$70.5M
$323K 0.02%
+9,513
New +$318K
GIS icon
352
General Mills
GIS
$20.4B
$320K 0.02%
6,889
-2,139
-24% -$102K
NOC icon
353
Northrop Grumman
NOC
$82B
$317K 0.02%
557
+1
+0.2% +$580
DDOG icon
354
Datadog
DDOG
$86.5B
$314K 0.02%
2,311
-133
-5% -$21K
LMBS icon
355
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$314K 0.02%
6,272
+63
+1% +$3.15K
AB icon
356
AllianceBernstein
AB
$3.4B
$309K 0.02%
8,029
-3,621
-31% -$144K
ALL icon
357
Allstate
ALL
$64.7B
$308K 0.02%
1,480
-40
-3% -$8.19K
GJAN icon
358
FT Vest US Equity Moderate Buffer ETF January
GJAN
$439M
$302K 0.02%
7,060
– –
MSFY icon
359
Kurv Yield Premium Strategy Microsoft (MSFT) ETF
MSFY
$13.3M
$302K 0.02%
+12,446
New +$321K
SHOC icon
360
Strive US Semiconductor ETF
SHOC
$244M
$301K 0.02%
+4,386
New +$295K
BTI icon
361
British American Tobacco
BTI
$120B
$299K 0.02%
5,286
-3,062
-37% -$167K
MS icon
362
Morgan Stanley
MS
$342B
$296K 0.02%
1,665
+13
+0.8% +$2.17K
PDO
363
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
$293K 0.02%
+21,206
New +$295K
HAS icon
364
Hasbro
HAS
$13.4B
$293K 0.02%
3,575
-74
-2% -$5.8K
APP icon
365
Applovin
APP
$102B
$292K 0.02%
+433
New +$273K
SCHP icon
366
Schwab US TIPS ETF
SCHP
$16.2B
$292K 0.02%
11,011
+166
+2% +$4.45K
ADBE icon
367
Adobe
ADBE
$103B
$287K 0.02%
819
-97
-11% -$33K
BKNG icon
368
Booking.com
BKNG
$159B
$286K 0.02%
1,325
+25
+2% +$5.14K
ABT icon
369
Abbott
ABT
$192B
$284K 0.02%
2,264
+7
+0.3% +$892
AVAV icon
370
AeroVironment
AVAV
$9.81B
$283K 0.02%
1,171
+171
+17% +$53.8K
VPU
371
Vanguard Utilities ETF
VPU
$8.48B
$283K 0.02%
1,531
+1
+0.1% +$192
DOW icon
372
Dow Inc
DOW
$22.1B
$282K 0.02%
12,059
+1,946
+19% +$44.7K
HYMB icon
373
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
$282K 0.02%
11,293
– –
AMAT icon
374
Applied Materials
AMAT
$435B
$279K 0.02%
1,087
+28
+3% +$6.71K
IBTO icon
375
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$464M
$279K 0.02%
11,342
+152
+1% +$3.76K
13 14
15
16 17

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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.