Jaffetilchin-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AX",
  "KTOS",
  "GDX",
  null,
  null,
  null,
  null,
  "BROS",
  "RF",
  "SMCI",
  null,
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  null,
  "ALL",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  null,
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  null,
  "LEG",
  "LNC",
  "USA",
  "DUK",
  "D",
  "NNDM",
  null,
  "PDI",
  "TYG",
  null,
  null,
  null,
  "FCX",
  null,
  "BSL",
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  null,
  null,
  "ISRG",
  null,
  "BTO",
  null,
  null,
  null,
  null,
  "ITW",
  "BKNG",
  "META",
  null,
  null,
  "NEXT",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "IQV",
  null,
  "RMT",
  null,
  null,
  null,
  "KMI",
  null,
  "LIN",
  "PAXS",
  null,
  null,
  "SCHY",
  null,
  "AYTU",
  null,
  "MA",
  "APA",
  "MSFT",
  null,
  "MDLZ",
  "GE",
  null,
  "HAS",
  null,
  null,
  "BX",
  "DG",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  "SHOP",
  null,
  "SPG",
  null,
  "O",
  null,
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "SOUN",
  "VV",
  "RKLB",
  "ACDC",
  "AB",
  "SUN",
  null,
  "VWO",
  "JBL",
  "BTG",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "XLB",
  "PTON",
  "IEF",
  null,
  "TSM",
  null,
  null,
  "FSK",
  "VYM",
  null,
  null,
  "THC",
  "TOL",
  "AFL",
  "AXON",
  "AMD",
  "FI",
  "GNRC",
  "WM",
  "FTNT",
  "IWR",
  "VLY",
  "AEP",
  "ECOR",
  "EE",
  null,
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "CEF",
  null,
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VOOG",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WES",
  "WCC",
  "WFC",
  "WSC",
  null,
  "WPC",
  "YUM",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "MHK",
  null,
  null,
  "JCI",
  null,
  "SO",
  null,
  null,
  "PSX",
  "CRM",
  "DIA",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "ARLP",
  null,
  null,
  null,
  "SYF",
  "NUE",
  null,
  "FDX",
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
  "BDX",
  "BXMT",
  "BA",
  "BMY",
  "BTI",
  "CDNS",
  "CG",
  "CAVA",
  "CNP",
  "CVX",
  "LNG",
  "CINF",
  "CMG",
  "CSCO",
  "C",
  "CLX",
  "CME",
  null,
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "COST",
  "CBRL",
  "CRWD",
  "CSX",
  "CYBR",
  "DE",
  "DVN",
  "RSP",
  null,
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 403
Total Value: 1377697260
Accession Number: 0001404652-25-000002
Form Type: 13F-HR
CIK: jaffetilchin-investment-partners
Manager Name: Jaffetilchin-Investment-Partners

Data Enrichment

64% identified

258 identified145 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

403 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AFLAC INC

AFL|001055102

Shares:6.9K

Value:$764.1K

% of Portfolio:0.1% ($764.1K/$1.4B)

VICI PROPERTIES INC.

VICI|925652109

Shares:23.4K

Value:$762.7K

% of Portfolio:0.1% ($762.7K/$1.4B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:12.1K

Value:$740.9K

% of Portfolio:0.1% ($740.9K/$1.4B)

CONOCOPHILLIPS

COP|20825C104

Shares:7.0K

Value:$736.3K

% of Portfolio:0.1% ($736.3K/$1.4B)

464287176

Shares:6.5K

Value:$719.1K

% of Portfolio:0.1% ($719.1K/$1.4B)

LEGGETT & PLATT INC

LEG|524660107

Shares:90.8K

Value:$718.2K

% of Portfolio:0.1% ($718.2K/$1.4B)

ADOBE INC.

ADBE|00724F101

Shares:1.9K

Value:$715.3K

% of Portfolio:0.1% ($715.3K/$1.4B)

Toll Brothers, Inc.

TOL|889478103

Shares:6.8K

Value:$713.8K

% of Portfolio:0.1% ($713.8K/$1.4B)

KLA CORP

KLAC|482480100

Shares:1.0K

Value:$705.5K

% of Portfolio:0.1% ($705.5K/$1.4B)

33738R100

Shares:43.1K

Value:$704.2K

% of Portfolio:0.1% ($704.2K/$1.4B)

CITIGROUP INC

C|172967424

Shares:9.9K

Value:$700.3K

% of Portfolio:0.1% ($700.3K/$1.4B)

WillScot Holdings Corp

WSC|971378104

Shares:24.8K

Value:$690.2K

% of Portfolio:0.1% ($690.2K/$1.4B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:20.1K

Value:$688.3K

% of Portfolio:0.0% ($688.3K/$1.4B)

UNITED RENTALS, INC.

URI|911363109

Shares:1.1K

Value:$676.3K

% of Portfolio:0.0% ($676.3K/$1.4B)

81369Y886

Shares:8.5K

Value:$671.4K

% of Portfolio:0.0% ($671.4K/$1.4B)

Energy Transfer LP

ET|29273V100

Shares:35.1K

Value:$652.5K

% of Portfolio:0.0% ($652.5K/$1.4B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:1.9K

Value:$649.0K

% of Portfolio:0.0% ($649.0K/$1.4B)

464287598

IWD|464287598

Shares:3.4K

Value:$641.8K

% of Portfolio:0.0% ($641.8K/$1.4B)

LOWES COMPANIES INC

LOW|548661107

Shares:2.7K

Value:$639.1K

% of Portfolio:0.0% ($639.1K/$1.4B)

Shell plc

SHEL|780259305

Shares:8.7K

Value:$633.8K

% of Portfolio:0.0% ($633.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AFLAC INC(AFLcusip001055102)	6.9K	QoQ -0.73% (-51) YoY -5.26% (-382)	All Managers (Combined)	$764.1K	0.1% ($764.1K/$1.4B)	QoQ +6.71% (-$48.1K) YoY +22.68% (-$141.3K)
VICI PROPERTIES INC.(VICIcusip925652109)	23.4K	QoQ +0.89% (+207) YoY -10.98% (-2.9K)	All Managers (Combined)	$762.7K	0.1% ($762.7K/$1.4B)	QoQ +12.67% (+$85.8K) YoY -2.52% (-$19.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	12.1K	QoQ -2.33% (-291) YoY +18.34% (+1.9K)	All Managers (Combined)	$740.9K	0.1% ($740.9K/$1.4B)	QoQ +5.31% (-$37.4K) YoY +33.08% (+$184.2K)
CONOCOPHILLIPS(COPcusip20825C104)	7.0K	QoQ NEW(+7.0K) YoY +188.39% (+4.6K)	All Managers (Combined)	$736.3K	0.1% ($736.3K/$1.4B)	QoQ NEW(+$736.3K) YoY +137.92% (+$426.9K)
(cusip464287176)✕	6.5K	QoQ -1.52% (-100) YoY -7.09% (-494)	All Managers (Combined)	$719.1K	0.1% ($719.1K/$1.4B)	QoQ +2.66% (-$18.7K) YoY -3.91% (-$29.3K)
LEGGETT & PLATT INC(LEGcusip524660107)	90.8K	QoQ -16.66% (-18.1K) YoY NEW(+90.8K)	All Managers (Combined)	$718.2K	0.1% ($718.2K/$1.4B)	QoQ -31.33% (-$327.7K) YoY NEW(+$718.2K)
ADOBE INC.(ADBEcusip00724F101)	1.9K	QoQ +2.24% (-41) YoY +35.63% (+490)	All Managers (Combined)	$715.3K	0.1% ($715.3K/$1.4B)	QoQ -11.81% (-$95.8K) YoY +3.09% (+$21.5K)
Toll Brothers, Inc.(TOLcusip889478103)	6.8K	QoQ -0.57% (-39) YoY -2.02% (-140)	All Managers (Combined)	$713.8K	0.1% ($713.8K/$1.4B)	QoQ -16.64% (-$142.5K) YoY -20.03% (-$178.8K)
KLA CORP(KLACcusip482480100)	1.0K	QoQ +30.73% (+244) YoY NEW(+1.0K)	All Managers (Combined)	$705.5K	0.1% ($705.5K/$1.4B)	QoQ +40.95% (+$205.0K) YoY NEW(+$705.5K)
(cusip33738R100)✕	43.1K	QoQ -0.53% (-230) YoY -32.10% (-20.4K)	All Managers (Combined)	$704.2K	0.1% ($704.2K/$1.4B)	QoQ +0.71% (-$5.0K) YoY -29.68% (-$297.4K)
CITIGROUP INC(Ccusip172967424)	9.9K	QoQ +94.26% (+4.8K) YoY NEW(+9.9K)	All Managers (Combined)	$700.3K	0.1% ($700.3K/$1.4B)	QoQ +95.95% (+$342.9K) YoY NEW(+$700.3K)
WillScot Holdings Corp(WSCcusip971378104)	24.8K	QoQ -9.53% (-2.6K) YoY NEW(+24.8K)	All Managers (Combined)	$690.2K	0.1% ($690.2K/$1.4B)	QoQ -24.81% (-$227.9K) YoY NEW(+$690.2K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	20.1K	QoQ NEW(+20.1K) YoY NEW(+20.1K)	All Managers (Combined)	$688.3K	0.0% ($688.3K/$1.4B)	QoQ NEW(+$688.3K) YoY NEW(+$688.3K)
UNITED RENTALS, INC.(URIcusip911363109)	1.1K	QoQ -1.00% (-11) YoY +1.79% (-19)	All Managers (Combined)	$676.3K	0.0% ($676.3K/$1.4B)	QoQ -11.95% (-$91.8K) YoY -11.49% (-$87.8K)
(cusip81369Y886)✕	8.5K	QoQ +2.67% (+222) YoY +3.70% (+304)	All Managers (Combined)	$671.4K	0.0% ($671.4K/$1.4B)	QoQ +6.95% (+$43.7K) YoY +24.54% (+$132.3K)
Energy Transfer LP(ETcusip29273V100)	35.1K	QoQ +68.74% (+14.3K) YoY +65.98% (+14.0K)	All Managers (Combined)	$652.5K	0.0% ($652.5K/$1.4B)	QoQ +60.13% (+$245.0K) YoY +96.16% (+$319.9K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	1.9K	QoQ +5.32% (+97) YoY +6.43% (+116)	All Managers (Combined)	$649.0K	0.0% ($649.0K/$1.4B)	QoQ +6.85% (+$41.6K) YoY +35.42% (+$169.8K)
(IWDcusip464287598)	3.4K	QoQ +22.43% (+625) YoY +70.97% (+1.4K)	All Managers (Combined)	$641.8K	0.0% ($641.8K/$1.4B)	QoQ +24.42% (+$126.0K) YoY +79.64% (+$284.6K)
LOWES COMPANIES INC(LOWcusip548661107)	2.7K	QoQ +8.08% (+205) YoY +12.94% (+314)	All Managers (Combined)	$639.1K	0.0% ($639.1K/$1.4B)	QoQ +2.14% (+$13.4K) YoY +3.41% (+$21.1K)
Shell plc(SHELcusip780259305)	8.7K	QoQ -10.47% (-1.0K) YoY NEW(+8.7K)	All Managers (Combined)	$633.8K	0.0% ($633.8K/$1.4B)	QoQ +4.71% (-$28.5K) YoY NEW(+$633.8K)