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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
SUB icon
401
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$247K 0.01%
2,317
– –
RCL icon
402
Royal Caribbean
RCL
$82.4B
$246K 0.01%
882
-53
-6% -$15K
BTG icon
403
B2Gold
BTG
$6.88B
$245K 0.01%
54,342
-138,215
-72% -$644K
JBL icon
404
Jabil
JBL
$38.4B
$244K 0.01%
1,072
-226
-17% -$48.2K
CLX icon
405
Clorox
CLX
$12.8B
$244K 0.01%
2,422
-2,620
-52% -$284K
IVW icon
406
iShares S&P 500 Growth ETF
IVW
$77.3B
$243K 0.01%
1,975
+2
+0.1% +$245
FENI icon
407
Fidelity Enhanced International ETF
FENI
$11.3B
$242K 0.01%
+6,625
New +$237K
B
408
Barrick Mining
B
$67.9B
$242K 0.01%
5,548
-18,245
-77% -$684K
PSX icon
409
Phillips 66
PSX
$90B
$241K 0.01%
1,864
+92
+5% +$12.4K
FINX icon
410
Global X FinTech ETF
FINX
$166M
$240K 0.01%
8,158
-1
-0% -$32
PUMP icon
411
ProPetro Holding
PUMP
$1.42B
$240K 0.01%
+25,200
New +$219K
STX icon
412
Seagate
STX
$199B
$239K 0.01%
868
-7
-0.8% -$1.82K
FTHI icon
413
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.48B
$237K 0.01%
+10,042
New +$237K
FTNT icon
414
Fortinet
FTNT
$118B
$236K 0.01%
2,975
+41
+1% +$3.4K
AGI icon
415
Alamos Gold
AGI
$14B
$236K 0.01%
6,110
+2
+0% +$70
ACN icon
416
Accenture
ACN
$110B
$236K 0.01%
878
+35
+4% +$8.89K
ECOR icon
417
electroCore
ECOR
$84.7M
$235K 0.01%
52,363
+3,600
+7% +$18K
CDNS icon
418
Cadence Design Systems
CDNS
$89B
$235K 0.01%
750
-79
-10% -$25.8K
COF icon
419
Capital One
COF
$136B
$234K 0.01%
965
-4
-0.4% -$890
UAMY icon
420
United States Antimony
UAMY
$744M
$234K 0.01%
46,550
+9,050
+24% +$71.1K
BTC
421
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$233K 0.01%
6,013
+1,707
+40% +$75.6K
QQQI icon
422
NEOS Nasdaq 100 High Income ETF
QQQI
$14B
$232K 0.01%
+4,305
New +$234K
MPLX icon
423
MPLX
MPLX
$60.8B
$232K 0.01%
4,340
+28
+0.6% +$1.46K
QJUN icon
424
FT Vest Growth-100 Buffer ETF June
QJUN
$679M
$229K 0.01%
7,200
-7,279
-50% -$228K
QTUM icon
425
Defiance Quantum ETF
QTUM
$5.77B
$229K 0.01%
+2,090
New +$230K
15 16
17
18 19

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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.