Jaffetilchin Investment Partners, LLC
Long book
$1.68B
Q1 2026
Positions
461
Top-10 weight
36%
concentration
Last quarter
+11.9%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsJaffetilchin Investment Partners, LLC is a wealth-management firm allocating client money, running a $1.68B US long book across 461 positions.
The portfolio is moderately concentrated (top 10 ≈ 36% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P TOTAL U.S., APPLE INC, SCHWAB US LARGE-CAP ETF, VANGUARD TOTAL STOCK MKT ETF, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.5%
Q2 2024
+6.3%
Q3 2024
+3.7%
Q4 2024
-5.0%
Q1 2025
+9.4%
Q2 2025
+8.8%
Q3 2025
+2.6%
Q4 2025
-3.1%
Q1 2026
+11.9%
Sector allocation
Technology 46%
Industrials 16%
Consumer discretionary 10%
Financials 8%
Healthcare 7%
Services media 3%
Utilities 3%
Other 2%
Long book by quarter
What does Jaffetilchin Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 330.6K | $83.9M | 5.0% | -2.8% |
| NVDA NVIDIA CORP | Technology | 366.5K | $63.9M | 3.8% | -0.5% |
| TSLA TESLA INC | Industrials | 88.2K | $32.8M | 2.0% | -0.8% |
| GOOGL ALPHABET INC-CL A | Technology | 105.7K | $30.4M | 1.8% | -1.5% |
| MSFT MICROSOFT CORP | Technology | 82.0K | $30.4M | 1.8% | +4.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 144.9K | $30.2M | 1.8% | +0.3% |
| META META PLATFORMS INC-CLASS A | Technology | 33.7K | $19.3M | 1.1% | +1.7% |
| LLY ELI LILLY & CO | Healthcare | 17.5K | $16.1M | 1.0% | -6.1% |
| JPM JPMORGAN CHASE & CO | Financials | 49.7K | $14.6M | 0.9% | +7.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 21.1K | $12.8M | 0.8% | +2.0% |
| GOOG ALPHABET INC-CL C | Technology | 41.0K | $11.8M | 0.7% | -4.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 38.8K | $9.5M | 0.6% | -1.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 18.9K | $9.1M | 0.5% | +0.5% |
| AVGO BROADCOM INC | Technology | 27.1K | $8.4M | 0.5% | +11.8% |
| SHOP SHOPIFY INC - CLASS A | Technology | 65.6K | $7.8M | 0.5% | +0.4% |
| CAT CATERPILLAR INC | Industrials | 9.9K | $7.0M | 0.4% | +29.2% |
| WMT WALMART INC | Consumer discretionary | 54.3K | $6.8M | 0.4% | -1.9% |
| V VISA INC-CLASS A SHARES | Services media | 21.7K | $6.6M | 0.4% | +3.6% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 37.8K | $5.5M | 0.3% | +6.0% |
| NEE NEXTERA ENERGY INC | Utilities | 57.4K | $5.3M | 0.3% | -3.4% |
| MA MASTERCARD INC - A | Services media | 10.5K | $5.3M | 0.3% | +0.9% |
| PG PROCTER & GAMBLE CO/THE | Other | 35.8K | $5.2M | 0.3% | -1.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 4.8K | $4.7M | 0.3% | +0.1% |
| HD HOME DEPOT INC | Consumer discretionary | 13.3K | $4.4M | 0.3% | -2.1% |
| RTX RTX CORP | Industrials | 22.3K | $4.3M | 0.3% | -0.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 13.6K | $4.2M | 0.3% | -2.4% |
| PANW PALO ALTO NETWORKS INC | Technology | 26.0K | $4.2M | 0.2% | +13.9% |
| RKLB ROCKET LAB CORP | Industrials | 59.1K | $3.8M | 0.2% | +3.8% |
| GE GENERAL ELECTRIC | Industrials | 13.3K | $3.8M | 0.2% | -12.2% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 28.5K | $3.7M | 0.2% | +0.8% |
| BX BLACKSTONE INC | Financials | 32.3K | $3.7M | 0.2% | +13.9% |
| ABBV ABBVIE INC | Healthcare | 17.0K | $3.7M | 0.2% | +67.1% |
| KO COCA-COLA CO/THE | Consumer staples | 45.3K | $3.4M | 0.2% | -1.4% |
| BAC BANK OF AMERICA CORP | Financials | 70.5K | $3.4M | 0.2% | -21.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 67.2K | $3.4M | 0.2% | +31.0% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 7.3K | $3.4M | 0.2% | +2.1% |
| CSCO CISCO SYSTEMS INC | Technology | 42.7K | $3.3M | 0.2% | -8.7% |
| XOM EXXON MOBIL CORP | Energy | 18.7K | $3.2M | 0.2% | +5.7% |
| GEV GE VERNOVA INC | Industrials | 3.4K | $3.0M | 0.2% | -11.4% |
| APA APA CORP | Energy | 67.4K | $2.9M | 0.2% | +47.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 461 | $1.68B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 453 | $1.71B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 436 | $1.67B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 427 | $1.53B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 403 | $1.38B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 382 | $1.38B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 1364 | $1.32B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 346 | $1.17B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 16, 2024 | 362 | $1.12B | canonical | SEC ↗ |