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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
MTUM icon
376
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
$278K 0.02%
1,112
– –
VT icon
377
Vanguard Total World Stock ETF
VT
$81.4B
$278K 0.02%
1,968
– –
IBTM icon
378
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$559M
$276K 0.02%
11,980
+151
+1% +$3.5K
GLQ
379
Clough Global Equity Fund
GLQ
$158M
$276K 0.02%
36,023
+7,116
+25% +$54.7K
IBTL icon
380
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$655M
$274K 0.02%
13,368
+172
+1% +$3.54K
SUN icon
381
Sunoco
SUN
$14.2B
$274K 0.02%
5,233
-529
-9% -$28K
ITB icon
382
iShares US Home Construction ETF
ITB
$2.34B
$271K 0.02%
2,819
+160
+6% +$16.2K
IBTK icon
383
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$271K 0.02%
13,666
+167
+1% +$3.32K
XLY icon
384
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$269K 0.02%
2,250
+42
+2% +$4.98K
IBTJ icon
385
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$268K 0.02%
12,212
+148
+1% +$3.25K
VYMI icon
386
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$266K 0.02%
+2,953
New +$257K
STOT icon
387
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$507M
$265K 0.02%
5,606
+85
+2% +$4.03K
LVHI icon
388
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.59B
$262K 0.02%
+7,114
New +$256K
EFAS icon
389
Global X MSCI SuperDividend EAFE ETF
EFAS
$53.7M
$261K 0.02%
+13,443
New +$253K
PLD icon
390
Prologis
PLD
$134B
$258K 0.02%
2,025
+180
+10% +$22.4K
LNG icon
391
Cheniere Energy
LNG
$55.4B
$258K 0.02%
1,328
-48
-3% -$10.1K
OIH icon
392
VanEck Oil Services ETF
OIH
$1.96B
$257K 0.02%
+904
New +$253K
UAN icon
393
CVR Partners
UAN
$1.26B
$256K 0.02%
+2,497
New +$238K
ITA icon
394
iShares US Aerospace & Defense ETF
ITA
$15B
$256K 0.01%
1,190
-21
-2% -$4.4K
VB icon
395
Vanguard Morningstar Small-Cap ETF
VB
$83B
$255K 0.01%
989
+53
+6% +$13.6K
ADP icon
396
Automatic Data Processing
ADP
$107B
$255K 0.01%
990
-39
-4% -$10.4K
AGX icon
397
Argan
AGX
$8.02B
$252K 0.01%
804
-194
-19% -$61.6K
BABA icon
398
Alibaba
BABA
$300B
$251K 0.01%
1,713
-52
-3% -$8.47K
IVES
399
Dan IVES Wedbush AI Revolution ETF
IVES
$1.08B
$250K 0.01%
+7,914
New +$259K
C icon
400
Citigroup
C
$231B
$248K 0.01%
2,128
-538
-20% -$55.9K
14 15
16
17 18

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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.