Grufity logo
Grufity logo

Latest Jaffetilchin Investment Partners, LLC Stock Portfolio

$1.89Billion | No. of Holdings #489

Jaffetilchin Investment Partners, LLC Performance

2026 Q2+9.70%
YTD+6.51%
2025+14.55%

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

Jaffetilchin Investment Partners, LLC is a hedge fund based in Tampa, FL. On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Jaffetilchin Investment Partners, LLC reported an equity portfolio of $1.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Jaffetilchin Investment Partners, LLC are IJR, AAPL, FNDA. The fund has invested 5.9% of it's portfolio in ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF and 5% of portfolio in APPLE INC COM. <br><br> The fund managers got completely rid off EXXON MOBIL CORP COM (XOM), TEMPLETON EMERGING MARKETS DEBT ETF (BUYZ) and UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033 (DSLVF) stocks. They significantly reduced their stock positions in B2GOLD CORP COM (BTG), BLACKSTONE SECD LENDING FD COMMON STOCK and NEWMONT CORP COM (NEM). Jaffetilchin Investment Partners, LLC opened new stock positions in US TREASURY 6 MONTH BILL ETF (EERN), EXXONMOBIL HOLDINGS CORP COM SHS and HEALTHPEAK PROPERTIES INC COM (PEAK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY ETF (VAW), US TREASURY 12 MONTH BILL ETF (EERN) and VANGUARD S&P 500 GROWTH ETF (IVOG).
Jaffetilchin Investment Partners, LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$1.89Billion
  as of Oct 20, 2026

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

Our best estimate is that Jaffetilchin Investment Partners, LLC made a return of 9.7% in the last quarter. In trailing 12 months, it's portfolio return was 17.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
us treasury 6 month bill etf2,561,120
exxonmobil holdings corp com shs2,415,040
space exploration techn corp class a com stk1,651,810
royce micro-cap tr inc com1,018,060
f/m ultrashort treasury inflation-protected security (tips) etf897,124
healthpeak properties inc com869,426
royce small cap trust inc com765,570
fluor corp com748,705
New stocks bought by Jaffetilchin Investment Partners, LLC

Additions

Ticker% Inc.
vanguard information technology etf718
us treasury 12 month bill etf631
vanguard s&p 500 growth etf620
vanguard growth etf495
ishares core high dividend etf401
vanguard mega cap growth etf391
vanguard mid-cap etf342
ishares russell 1000 growth etf298
Additions to existing portfolio by Jaffetilchin Investment Partners, LLC

Reductions

Ticker% Reduced
b2gold corp com-85.19
blackstone secd lending fd common stock-67.82
newmont corp com-65.25
pfizer inc com-62.98
ft vest u.s. equity buffer etf - june-49.3
apa corporation com-48.57
rio tinto plc sponsored adr-46.56
freeport mcmoran inc cl b-45.64
Jaffetilchin Investment Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
nextdecade corp com-279,889
nextnrg inc com-12,419
profrac hldg corp class a com-137,640
sentinelone inc cl a-162,095
proshares bitcoin etf-93,900
slb limited com stk-203,840
occidental pete corp com-230,579
lyondellbasell industries nv shs - a --278,814
Jaffetilchin Investment Partners, LLC got rid off the above stocks

Sector Distribution

Jaffetilchin Investment Partners, LLC has about 64.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Defensive
Sector%
Others64.4
Technology14
Consumer Cyclical4.5
Communication Services4.5
Industrials3.4
Healthcare3
Financial Services2.9
Consumer Defensive1.6

Market Cap. Distribution

Jaffetilchin Investment Partners, LLC has about 34.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED64.4
MEGA-CAP28.3
LARGE-CAP6.3

Stocks belong to which Index?

About 33.3% of the stocks held by Jaffetilchin Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others65.7
S&P 50033.3
Top 5 Winners (%)%
SLS
sellas life sciences group inc com new
248.9 %
MU
micron technology inc com
240.6 %
INTC
intel corp com
179.5 %
AMD
advanced micro devices inc com
179.4 %
STX
seagate technology hldngs plc ord shs
122.8 %
Top 5 Winners ($)$
IJR
ishares core s&p total u.s. stock market etf
14.7 M
QQQ
invesco qqq trust series i
11.7 M
AAPL
apple inc com
11.7 M
FNDA
schwab u.s. large-cap etf
9.8 M
VB
vanguard total stock market etf
9.6 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.1 %
VB
vanguard growth etf
-70.4 %
AMPS
ishares core high dividend etf
-70.3 %
IVOG
vanguard s&p 500 growth etf
-69.1 %
EDV
vanguard mega cap growth etf
-65.7 %
Top 5 Losers ($)$
VB
vanguard growth etf
-5.1 M
AMPS
ishares core high dividend etf
-4.9 M
EDV
vanguard mega cap growth etf
-3.4 M
IJR
ishares russell 1000 growth etf
-2.9 M
LMT
lockheed martin corp com
-1.9 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 489 stocks in it's portfolio. About 36% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Jaffetilchin Investment Partners, LLC last quarter.

$1.89BTotal Value
500Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Jaffetilchin Investment Partners, LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Preferred & Income Securities Etf

Ishares Preferred & Income Securities Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Preferred & Income Securities Etf over time
1.39%857,103
$26.13M
1.39%
increased 0.2 percentadded
AAXJ
Ishares Jp Morgan Usd Emerging Markets Bond Etf

Ishares Jp Morgan Usd Emerging Markets Bond Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Jp Morgan Usd Emerging Markets Bond Etf over time
1.03%201,095
$19.39M
1.03%
increased 0.82 percentadded
AAXJ
Ishares Agency Bond Etf

Ishares Agency Bond Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Agency Bond Etf over time
0.2%34,601
$3.78M
0.2%
decreased 3.05 percentreduced
AAXJ
Ishares 1-5 Year Investment Grade Corporate Bond Etf

Ishares 1-5 Year Investment Grade Corporate Bond Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares 1-5 Year Investment Grade Corporate Bond Etf over time
0.1%34,615
$1.81M
0.1%
increased 41.35 percentadded
AAXJ
Ishares U.S. Medical Devices Etf

Ishares U.S. Medical Devices Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares U.S. Medical Devices Etf over time
0.06%20,831
$1.03M
0.06%
increased 3.09 percentadded
AAXJ
Ishares 3-7 Year Treasury Bond Etf

Ishares 3-7 Year Treasury Bond Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares 3-7 Year Treasury Bond Etf over time
0.05%7,823
$918.8K
0.05%
increased 0.93 percentadded
AAXJ
Ishares U.S. Aerospace & Defense Etf

Ishares U.S. Aerospace & Defense Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares U.S. Aerospace & Defense Etf over time
0.02%1,846
$447.5K
0.02%
decreased 1.55 percentreduced
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Msci Eafe Growth Etf over time
0.02%3,449
$429.1K
0.02%
increased 5.89 percentadded
AAXJ
Ishares Msci Acwi Ex U.S. Etf

Ishares Msci Acwi Ex U.S. Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Msci Acwi Ex U.S. Etf over time
0.02%5,097
$387.9K
0.02%
increased 1.11 percentadded
AAXJ
Ishares Mbs Etf

Ishares Mbs Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Mbs Etf over time
0.02%3,882
$366.9K
0.02%
increased 3.85 percentadded
AAXJ
Ishares U.S. Home Construction Etf

Ishares U.S. Home Construction Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares U.S. Home Construction Etf over time
0.01%2,679
$279.9K
0.01%
decreased 9.92 percentreduced
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares National Muni Bond Etf over time
0.01%2,364
$254.4K
0.01%
increased 7.8 percentadded
AAXJ
Ishares Short-Term National Muni Bond Etf

Ishares Short-Term National Muni Bond Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Short-Term National Muni Bond Etf over time
0.01%2,317
$246.7K
0.01%
unchanged 0 percentunchanged
ACES
Alerian Mlp Etf

Alerian Mlp Etf

ACES
Jaffetilchin Investment Partners, LLC's holding in Alerian Mlp Etf over time
0.2%72,454
$3.76M
0.2%
increased 3.09 percentadded
ACES
Alps Medical Breakthroughs Etf

Alps Medical Breakthroughs Etf

ACES
Jaffetilchin Investment Partners, LLC's holding in Alps Medical Breakthroughs Etf over time
0.03%7,690
$497.2K
0.03%
increased 18.45 percentadded
ACIO
Defiance Quantum Etf

Defiance Quantum Etf

ACIO
Jaffetilchin Investment Partners, LLC's holding in Defiance Quantum Etf over time
0.02%1,819
$300.9K
0.02%
decreased 14.64 percentreduced