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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
FCOR icon
51
Fidelity Corporate Bond ETF
FCOR
$352M
$5.63M 0.33%
117,716
+58,744
+100% +$2.83M
CIBR icon
52
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$5.62M 0.33%
78,603
-966
-1% -$72.4K
XME icon
53
State Street SPDR S&P Metals & Mining ETF
XME
$4.52B
$5.51M 0.32%
53,178
-17
-0% -$1.68K
PG icon
54
Procter & Gamble
PG
$335B
$5.2M 0.3%
36,283
-1,642
-4% -$242K
TBIL
55
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$5.01M 0.29%
100,353
+7,714
+8% +$385K
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$124B
$5M 0.29%
34,753
-1,075
-3% -$155K
BAC icon
57
Bank of America
BAC
$453B
$4.95M 0.29%
90,069
+838
+0.9% +$44.3K
IBM icon
58
IBM
IBM
$222B
$4.94M 0.29%
16,661
+1,270
+8% +$380K
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$4.85M 0.28%
7,119
+743
+12% +$502K
DIVO icon
60
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$4.85M 0.28%
109,039
+1,069
+1% +$48.1K
NEE icon
61
NextEra Energy
NEE
$179B
$4.77M 0.28%
59,462
-760
-1% -$62.9K
HD icon
62
Home Depot
HD
$342B
$4.69M 0.27%
13,637
+125
+0.9% +$45.8K
GE icon
63
GE Aerospace
GE
$379B
$4.65M 0.27%
15,087
-1,393
-8% -$419K
IJH icon
64
iShares Core S&P Mid-Cap ETF
IJH
$128B
$4.61M 0.27%
69,877
+31
+0% +$2.03K
CAT icon
65
Caterpillar
CAT
$393B
$4.41M 0.26%
7,691
-74
-1% -$41.1K
BX icon
66
Blackstone
BX
$110B
$4.38M 0.26%
28,397
+4,460
+19% +$678K
SOXX icon
67
iShares Semiconductor ETF
SOXX
$46.2B
$4.33M 0.25%
14,366
-744
-5% -$219K
MCD icon
68
McDonald's
MCD
$195B
$4.27M 0.25%
13,982
-383
-3% -$117K
PANW icon
69
Palo Alto Networks
PANW
$315B
$4.21M 0.25%
22,833
-2,097
-8% -$423K
SKYY icon
70
First Trust Cloud Computing ETF
SKYY
$3.25B
$4.19M 0.25%
32,208
-8
-0% -$1.07K
IXUS icon
71
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
$4.19M 0.24%
49,482
+2,309
+5% +$194K
RTX icon
72
RTX Corp
RTX
$300B
$4.11M 0.24%
22,404
+657
+3% +$114K
COST icon
73
Costco
COST
$421B
$4.09M 0.24%
4,748
+135
+3% +$122K
ISRG icon
74
Intuitive Surgical
ISRG
$142B
$4.05M 0.24%
7,150
-175
-2% -$93.2K
IJR icon
75
iShares Core S&P Small-Cap ETF
IJR
$112B
$4.04M 0.24%
33,611
+1,396
+4% +$167K
1 2
3
4 5

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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.