Latest Jaffetilchin Investment Partners, LLC Stock Portfolio

Jaffetilchin Investment Partners, LLC Performance:

2025 Q4: 0.25%YTD: 12.43%2024: 8.08%

Performance for 2025 Q4 is 0.25%, and YTD is 12.43%, and 2024 is 8.08%.

About Jaffetilchin Investment Partners, LLC and 13F Hedge Fund Stock Holdings

Jaffetilchin Investment Partners, LLC is a hedge fund based in TAMPA, FL. On 14-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, Jaffetilchin Investment Partners, LLC reported an equity portfolio of $1.7 Billions as of 31 Dec, 2025.

The top stock holdings of Jaffetilchin Investment Partners, LLC are IJR, AAPL, VB. The fund has invested 6.4% of it's portfolio in ISHARES CORE S&P TOTAL U S STOCK MARKET ETF and 5.4% of portfolio in APPLE INC COM.

The fund managers got completely rid off AIRBNB INC COM CL A (ABNB), CAVA GROUP INC COM and VANECK ALTERNATIVE ASSET MANAGER ETF (BUZZ) stocks. They significantly reduced their stock positions in BARRICK MNG CORP COM SHS, ARK NEXT GENERATION INTERNET ETF (ARKF) and ISHARES CORE U S AGGREGATE BOND ETF (IJR). Jaffetilchin Investment Partners, LLC opened new stock positions in KRAFT HEINZ CO COM (KHC), NEXTNRG INC COM and IRIDIUM COMMUNICATIONS INC COM (IRDM). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC COM (NFLX), SERVICENOW INC COM (NOW) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (ECLN).

Jaffetilchin Investment Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Jaffetilchin Investment Partners, LLC made a return of 0.25% in the last quarter. In trailing 12 months, it's portfolio return was 12.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
kraft heinz co com	1,342,940
nextnrg inc com	873,773
iridium communications inc com	634,865
kurv technology titans select etf	615,258
nextdecade corp com	613,270
kinder morgan inc del com	498,867
invesco kbw bank etf	408,914
first trust global tactical commodity strategy fund	397,682

New stocks bought by Jaffetilchin Investment Partners, LLC

Additions

Ticker	% Inc.
netflix inc com	926
servicenow inc com	444
ft vest smid rising dividend achievers target income etf	304
rocket lab corp com	199
united parcel service inc cl b	192
state street utilities select sector spdr etf	111
state street consumer discretionary select sector spdr etf	103
eaton corp plc shs	103

Additions to existing portfolio by Jaffetilchin Investment Partners, LLC

Reductions

Ticker	% Reduced
barrick mng corp com shs	-76.68
ark next generation internet etf	-72.85
b2gold corp com	-71.78
ark genomic revolution etf	-68.4
ishares core u s aggregate bond etf	-64.52
agnc invt corp com	-61.4
valley natl bancorp com	-58.36
clorox co del com	-51.96

Jaffetilchin Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
royce micro-cap tr inc com	-826,275
royce small cap trust inc com	-722,553
vaneck alternative asset manager etf	-847,716
cava group inc com	-1,575,250
ford mtr co com	-297,064
soundhound ai inc class a com	-364,753
ft vest bitcoin strategy & target income etf	-451,953
airbnb inc com cl a	-2,155,650

Jaffetilchin Investment Partners, LLC got rid off the above stocks

Sector Distribution

Jaffetilchin Investment Partners, LLC has about 61.7% of it's holdings in Others sector.

Sector	%
Others	61.7
Technology	14.6
Consumer Cyclical	5.2
Communication Services	4.8
Financial Services	3.4
Healthcare	3.3
Industrials	3.1
Consumer Defensive	1.8

Market Cap. Distribution

Jaffetilchin Investment Partners, LLC has about 36.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	61.7
MEGA-CAP	27
LARGE-CAP	9.4

Stocks belong to which Index?

About 36.6% of the stocks held by Jaffetilchin Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63.4
S&P 500	35.5
RUSSELL 2000	1.1

Top 5 Winners (%)		%
MU	micron technology inc com	56.4 %
SLV	ishares silver trust	51.1 %
LLY	eli lilly & co com	40.5 %
NBR	nabors industries ltd shs	30.8 %
AMD	advanced micro devices inc com	29.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk cl a	7.5 M
AAPL	apple inc com	5.9 M
LLY	eli lilly & co com	5.9 M
GOOG	alphabet inc cap stk cl c	3.1 M
IJR	ishares core s&p total u s stock market etf	2.2 M

Top 5 Losers (%)		%
NFLX	netflix inc com	-86.6 %
NOW	servicenow inc com	-74.8 %
	coreweave inc com cl a	-44.5 %
XLB	state street utilities select sector spdr etf	-43.4 %
XLB	state street consumer discretionary select sector spdr etf	-42.9 %

Top 5 Losers ($)		$
NFLX	netflix inc com	-16.9 M
XLB	state street energy select sector spdr etf	-4.3 M
XLB	state street technology select sector spdr etf	-3.6 M
MSFT	microsoft corp com	-2.7 M
XLB	state street materials select sector spdr etf	-2.6 M

Jaffetilchin Investment Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Jaffetilchin Investment Partners, LLC

Jaffetilchin Investment Partners, LLC has 453 stocks in it's portfolio. About 38.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Jaffetilchin Investment Partners, LLC last quarter.

Last Reported on: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	5.41	340,107	92,461,400	reduced	-1.56

AAXJ	ishares preferred & income securities etf	1.38	763,604	23,641,200	added	1.45

AAXJ	ishares agency bond etf	0.21	32,505	3,583,640	added	22.93

AAXJ	ishares u s medical devices etf	0.08	21,631	1,344,370	added	1.77

AAXJ	ishares 1-5 year investment grade corporate bond etf	0.07	21,724	1,148,760	added	3.65

AAXJ	ishares 3-7 year treasury bond etf	0.06	7,858	937,853	added	6.58

AAXJ	ishares msci eafe growth etf	0.02	3,238	368,865	added	1.92

AAXJ	ishares mbs etf	0.02	3,717	353,890	added	1.23

AAXJ	ishares msci acwi ex u s etf	0.02	5,041	338,424	added	4.09

AAXJ	ishares u s home construction etf	0.02	2,819	271,422	added	6.02

AAXJ	ishares u s aerospace & defense etf	0.01	1,190	255,566	reduced	-1.73

AAXJ	ishares short-term national muni bond etf	0.01	2,317	247,224	unchanged	0.00

AB	alliancebernstein hldg l p unit ltd partn	0.02	8,029	308,955	reduced	-31.08

ABBV	abbvie inc com	0.14	10,157	2,320,880	added	12.17

ABC	cencora inc com	0.01	658	222,202	added	0.77

ABNB	airbnb inc com cl a	0.00	0.00	0.00	sold off	-100

ABT	abbott labs com	0.02	2,264	283,697	added	0.31

ACES	alerian mlp etf	0.17	62,531	2,940,210	added	1.79

ACIO	defiance quantum etf	0.01	2,090	229,242	new

ACN	accenture plc ireland shs class a	0.01	878	235,667	added	4.15