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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
ENB icon
426
Enbridge
ENB
$112B
$228K 0.01%
4,757
– –
BDX icon
427
Becton Dickinson
BDX
$50B
$226K 0.01%
1,162
+6
+0.5% +$1.14K
FBCG
428
Fidelity Blue Chip Growth ETF
FBCG
$7.27B
$224K 0.01%
+4,086
New +$222K
DYNF icon
429
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
$223K 0.01%
+3,662
New +$220K
COR icon
430
Cencora
COR
$60B
$222K 0.01%
658
+5
+0.8% +$1.7K
EDU icon
431
New Oriental
EDU
$8.49B
$220K 0.01%
+3,989
New +$219K
HOOD icon
432
Robinhood
HOOD
$85.3B
$219K 0.01%
1,939
+9
+0.5% +$1.17K
XSLV icon
433
Invesco S&P SmallCap Low Volatility ETF
XSLV
$249M
$219K 0.01%
4,712
+30
+0.6% +$1.38K
MORT icon
434
VanEck Mortgage REIT Income ETF
MORT
$373M
$218K 0.01%
20,781
-456
-2% -$4.82K
SQMX
435
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
$54.7M
$217K 0.01%
6,500
– –
TLT icon
436
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$217K 0.01%
2,485
+35
+1% +$3.13K
XYLD icon
437
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
$216K 0.01%
+5,323
New +$213K
WES icon
438
Western Midstream Partners
WES
$19.9B
$215K 0.01%
5,440
+120
+2% +$4.65K
SWAN icon
439
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$161M
$214K 0.01%
6,589
+44
+0.7% +$1.44K
WELL icon
440
Welltower
WELL
$166B
$213K 0.01%
+1,147
New +$214K
COIN icon
441
Coinbase
COIN
$39.3B
$209K 0.01%
+925
New +$276K
FBND icon
442
Fidelity Total Bond ETF
FBND
$27.3B
$209K 0.01%
+4,529
New +$210K
GLDM icon
443
SPDR Gold MiniShares Trust
GLDM
$30.2B
$204K 0.01%
+2,391
New +$197K
PK icon
444
Park Hotels & Resorts
PK
$2.99B
$202K 0.01%
19,323
+490
+3% +$5.25K
AZN icon
445
AstraZeneca
AZN
$246B
$201K 0.01%
+1,091
New +$191K
BCX icon
446
BlackRock Resources & Commodities Strategy Trust
BCX
$965M
$185K 0.01%
+16,834
New +$173K
RYLD icon
447
Global X Russell 2000 Covered Call ETF
RYLD
$1.39B
$184K 0.01%
+12,025
New +$184K
BITO icon
448
ProShares Bitcoin Strategy ETF
BITO
$1.43B
$132K 0.01%
10,825
-2,119
-16% -$33.2K
AGNC icon
449
AGNC Investment
AGNC
$12.9B
$125K 0.01%
11,615
-18,475
-61% -$190K
IVR icon
450
Invesco Mortgage Capital
IVR
$802M
$104K 0.01%
12,370
+143
+1% +$1.12K
16 17
18
19 20

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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.