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Latest Jaffetilchin Investment Partners, LLC Stock Portfolio

$1.68Billion | No. of Holdings #461

Jaffetilchin Investment Partners, LLC Performance

2026 Q1-2.91%
YTD-2.91%
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 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Jaffetilchin Investment Partners, LLC reported an equity portfolio of $1.7 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Jaffetilchin Investment Partners, LLC are IJR, AAPL, FNDA. The fund has invested 5.7% 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 CAMBRIA GLOBAL VALUE ETF (BLDG), CVS HEALTH CORP COM (CVS) and KKR & CO INC COM (KKR) stocks. They significantly reduced their stock positions in NEXTNRG INC COM, ISHARES TREASURY FLOATING RATE BOND ETF (ACWF) and AMPLIFY ALTERNATIVE HARVEST ETF (AMLX). Jaffetilchin Investment Partners, LLC opened new stock positions in ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (AAXJ), FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF (AIRR) and TEMPLETON EMERGING MARKETS DEBT ETF (BUYZ). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY TOTAL BOND ETF (FBND), VANECK MORTGAGE REIT INCOME ETF (AFK) and VANGUARD VALUE ETF (VB).
Jaffetilchin Investment Partners, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$1.68Billion
  as of May 13, 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 -2.91% in the last quarter. In trailing 12 months, it's portfolio return was 16.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares jp morgan usd emerging markets bond etf18,734,500
first trust nasdaq artificial intelligence & robotics etf2,863,270
templeton emerging markets debt etf1,123,930
first trust energy alphadex fund664,726
diamondback energy inc com633,444
ft vest u s equity deep buffer etf - february542,244
ft vest u s small cap moderate buffer etf - february512,074
franco nev corp com491,027
New stocks bought by Jaffetilchin Investment Partners, LLC

Additions

Ticker% Inc.
fidelity total bond etf18,345
vaneck mortgage reit income etf6,921
vanguard value etf606
ishares core msci eafe etf372
lam research corp com new189
ishares core msci emerging markets etf182
blackstone secd lending fd common stock157
b2gold corp com144
Additions to existing portfolio by Jaffetilchin Investment Partners, LLC

Reductions

Ticker% Reduced
nextnrg inc com-94.85
ishares treasury floating rate bond etf-92.23
amplify alternative harvest etf-88.51
vanguard short-term treasury etf-87.76
ft vest u s small cap moderate buffer etf - may-73.71
ishares 1-3 year treasury bond etf-73.19
sofi technologies inc com-71.77
nextdecade corp com-68.6
Jaffetilchin Investment Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
valley natl bancorp com-619,083
cambria global value etf-1,411,420
ft vest smid rising dividend achievers target income etf-865,136
ft vest technology dividend target income etf-887,342
calamos conv opportunities & i sh ben int-325,182
blue owl capital inc com cl a-368,435
uipath inc cl a-365,923
pimco dynamic income oprnts fd com ben shs-293,491
Jaffetilchin Investment Partners, LLC got rid off the above stocks

Sector Distribution

Jaffetilchin Investment Partners, LLC has about 63.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Defensive
Sector%
Others63.7
Technology13.1
Consumer Cyclical4.7
Communication Services4.5
Industrials3.5
Healthcare2.9
Financial Services2.9
Consumer Defensive2

Market Cap. Distribution

Jaffetilchin Investment Partners, LLC has about 34.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED63.7
MEGA-CAP27.7
LARGE-CAP7
MID-CAP1.1

Stocks belong to which Index?

About 33.9% of the stocks held by Jaffetilchin Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others65.1
S&P 50033.9
Top 5 Winners (%)%
DOW
dow hldgs inc com
75.9 %
UAMY
united states antimony corp com
69.0 %
AGX
argan inc com
61.3 %
IRDM
iridium communications inc com
58.9 %
APA
apa corporation com
55.2 %
Top 5 Winners ($)$
ECLN
first trust north american energy infrastructure fund
3.7 M
LMT
lockheed martin corp com
2.5 M
FNDA
schwab us dividend equity etf
2.4 M
XLB
state street energy select sector spdr etf
2.1 M
JNJ
johnson & johnson com
1.5 M
Top 5 Losers (%)%
nextnrg inc com
-38.1 %
DKNG
draftkings inc new com cl a
-35.5 %
PTON
peloton interactive inc cl a com
-30.1 %
grayscale ethereum staking etf
-29.9 %
SHOP
shopify inc cl a sub vtg shs
-26.3 %
Top 5 Losers ($)$
MSFT
microsoft corp com
-9.1 M
TSLA
tesla inc com
-6.9 M
AAPL
apple inc com
-6.1 M
NVDA
nvidia corporation com
-4.4 M
IJR
ishares core s&p total u s stock market etf
-4.4 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 461 stocks in it's portfolio. About 35.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ECLN was the most profitable stock for Jaffetilchin Investment Partners, LLC last quarter.

$1.68BTotal Value
500Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Jaffetilchin Investment Partners, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
1.54%855,355
$25.93M
1.54%
increased 12.02 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
1.11%199,452
$18.73M
1.11%
new position
AAXJ
Ishares Agency Bond Etf

Ishares Agency Bond Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Agency Bond Etf over time
0.23%35,690
$3.92M
0.23%
increased 9.8 percentadded
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
0.08%24,488
$1.29M
0.08%
increased 12.72 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%20,206
$1.08M
0.06%
decreased 6.59 percentreduced
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
0.06%7,751
$919.2K
0.06%
decreased 1.36 percentreduced
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%1,875
$410.1K
0.02%
increased 57.56 percentadded
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%3,257
$362.7K
0.02%
increased 0.59 percentadded
AAXJ
Ishares Mbs Etf

Ishares Mbs Etf

AAXJ
Jaffetilchin Investment Partners, LLC's holding in Ishares Mbs Etf over time
0.02%3,738
$354.9K
0.02%
increased 0.56 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%5,041
$345.2K
0.02%
unchanged 0 percentunchanged
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
0.02%2,974
$269.3K
0.02%
increased 5.5 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
$246.8K
0.01%
unchanged 0 percentunchanged
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%2,193
$232.8K
0.01%
new position
ACES
Alerian Mlp Etf

Alerian Mlp Etf

ACES
Jaffetilchin Investment Partners, LLC's holding in Alerian Mlp Etf over time
0.22%70,282
$3.70M
0.22%
increased 12.4 percentadded
ACES
Alps Medical Breakthroughs Etf

Alps Medical Breakthroughs Etf

ACES
Jaffetilchin Investment Partners, LLC's holding in Alps Medical Breakthroughs Etf over time
0.02%6,492
$339.8K
0.02%
new position