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

Page 15 of 21

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33740U760

Shares:17.0K

Value:$381.4K

% of Portfolio:0.0% ($381.4K/$1.4B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.9K

Value:$379.0K

% of Portfolio:0.0% ($379.0K/$1.4B)

33734X143

Shares:3.6K

Value:$377.1K

% of Portfolio:0.0% ($377.1K/$1.4B)

33735K108

Shares:2.8K

Value:$373.8K

% of Portfolio:0.0% ($373.8K/$1.4B)

JABIL INC

JBL|466313103

Shares:2.7K

Value:$365.6K

% of Portfolio:0.0% ($365.6K/$1.4B)

78468R887

Shares:3.0K

Value:$365.1K

% of Portfolio:0.0% ($365.1K/$1.4B)

CAVA GROUP, INC.

CAVA|148929102

Shares:4.2K

Value:$362.9K

% of Portfolio:0.0% ($362.9K/$1.4B)

G3041W107

Shares:302.0K

Value:$362.4K

% of Portfolio:0.0% ($362.4K/$1.4B)

British American Tobacco p.l.c.

BTI|110448107

Shares:8.7K

Value:$361.8K

% of Portfolio:0.0% ($361.8K/$1.4B)

S&P Global Inc.

SPGI|78409V104

Shares:704

Value:$357.7K

% of Portfolio:0.0% ($357.7K/$1.4B)

YUM BRANDS INC

YUM|988498101

Shares:2.3K

Value:$356.3K

% of Portfolio:0.0% ($356.3K/$1.4B)

464287788

Shares:3.1K

Value:$351.9K

% of Portfolio:0.0% ($351.9K/$1.4B)

464288588

Shares:3.7K

Value:$351.2K

% of Portfolio:0.0% ($351.2K/$1.4B)

808524870

Shares:12.9K

Value:$347.8K

% of Portfolio:0.0% ($347.8K/$1.4B)

92204A702

VGT|92204A702

Shares:639

Value:$346.7K

% of Portfolio:0.0% ($346.7K/$1.4B)

MPLX LP

MPLX|55336V100

Shares:6.4K

Value:$344.4K

% of Portfolio:0.0% ($344.4K/$1.4B)

ORACLE CORP

ORCL|68389X105

Shares:2.5K

Value:$343.7K

% of Portfolio:0.0% ($343.7K/$1.4B)

LIBERTY ALL STAR EQUITY FUND

USA|530158104

Shares:52.3K

Value:$342.3K

% of Portfolio:0.0% ($342.3K/$1.4B)

Uber Technologies, Inc

UBER|90353T100

Shares:4.7K

Value:$342.1K

% of Portfolio:0.0% ($342.1K/$1.4B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:3.1K

Value:$341.1K

% of Portfolio:0.0% ($341.1K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740U760)✕	17.0K	QoQ +2.67% (+443) YoY +7.13% (+1.1K)	All Managers (Combined)	$381.4K	0.0% ($381.4K/$1.4B)	QoQ +2.73% (+$10.1K) YoY +12.64% (+$42.8K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.9K	QoQ +2.54% (+71) YoY NEW(+2.9K)	All Managers (Combined)	$379.0K	0.0% ($379.0K/$1.4B)	QoQ +59.89% (+$142.0K) YoY NEW(+$379.0K)
(cusip33734X143)✕	3.6K	QoQ NEW(+3.6K) YoY -43.03% (-2.8K)	All Managers (Combined)	$377.1K	0.0% ($377.1K/$1.4B)	QoQ NEW(+$377.1K) YoY -46.14% (-$323.1K)
(cusip33735K108)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$373.8K	0.0% ($373.8K/$1.4B)	QoQ -4.95% (-$19.5K) YoY +6.58% (+$23.1K)
JABIL INC(JBLcusip466313103)	2.7K	QoQ -47.78% (-2.5K) YoY NEW(+2.7K)	All Managers (Combined)	$365.6K	0.0% ($365.6K/$1.4B)	QoQ -50.62% (-$374.9K) YoY NEW(+$365.6K)
(cusip78468R887)✕	3.0K	QoQ +0.57% (-17) YoY +3.44% (+99)	All Managers (Combined)	$365.1K	0.0% ($365.1K/$1.4B)	QoQ -3.15% (-$11.9K) YoY +13.45% (+$43.3K)
CAVA GROUP, INC.(CAVAcusip148929102)	4.2K	QoQ +2.18% (-90) YoY -36.64% (-2.4K)	All Managers (Combined)	$362.9K	0.0% ($362.9K/$1.4B)	QoQ -21.71% (-$100.7K) YoY -21.84% (-$101.4K)
(cusipG3041W107)✕	302.0K	QoQ +24.53% (-59.5K) YoY NEW(+302.0K)	All Managers (Combined)	$362.4K	0.0% ($362.4K/$1.4B)	QoQ -2.32% (-$8.6K) YoY NEW(+$362.4K)
British American Tobacco p.l.c.(BTIcusip110448107)	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$361.8K	0.0% ($361.8K/$1.4B)	QoQ NEW(+$361.8K) YoY NEW(+$361.8K)
S&P Global Inc.(SPGIcusip78409V104)	704	QoQ +11.04% (+70) YoY +10.69% (+68)	All Managers (Combined)	$357.7K	0.0% ($357.7K/$1.4B)	QoQ +13.30% (+$42.0K) YoY +32.15% (+$87.0K)
YUM BRANDS INC(YUMcusip988498101)	2.3K	QoQ -7.44% (-182) YoY -6.29% (-152)	All Managers (Combined)	$356.3K	0.0% ($356.3K/$1.4B)	QoQ +8.59% (-$28.2K) YoY +6.37% (-$21.4K)
(cusip464287788)✕	3.1K	QoQ 0.00% (+0) YoY +0.32% (+10)	All Managers (Combined)	$351.9K	0.0% ($351.9K/$1.4B)	QoQ +2.05% (+$7.1K) YoY +18.36% (+$54.6K)
(cusip464288588)✕	3.7K	QoQ +5.49% (+195) YoY -51.33% (-4.0K)	All Managers (Combined)	$351.2K	0.0% ($351.2K/$1.4B)	QoQ +7.90% (+$25.7K) YoY -50.62% (-$360.1K)
(cusip808524870)✕	12.9K	QoQ -6.31% (-872) YoY +22.25% (-2.4K)	All Managers (Combined)	$347.8K	0.0% ($347.8K/$1.4B)	QoQ -2.47% (-$8.8K) YoY -36.97% (-$204.0K)
(VGTcusip92204A702)	639	QoQ -22.45% (-185) YoY +11.13% (+64)	All Managers (Combined)	$346.7K	0.0% ($346.7K/$1.4B)	QoQ -32.33% (-$165.7K) YoY +14.91% (+$45.0K)
MPLX LP(MPLXcusip55336V100)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$344.4K	0.0% ($344.4K/$1.4B)	QoQ NEW(+$344.4K) YoY NEW(+$344.4K)
ORACLE CORP(ORCLcusip68389X105)	2.5K	QoQ +33.36% (+615) YoY +35.95% (+650)	All Managers (Combined)	$343.7K	0.0% ($343.7K/$1.4B)	QoQ +11.93% (+$36.7K) YoY +51.33% (+$116.6K)
LIBERTY ALL STAR EQUITY FUND(USAcusip530158104)	52.3K	QoQ +28.43% (+11.6K) YoY NEW(+52.3K)	All Managers (Combined)	$342.3K	0.0% ($342.3K/$1.4B)	QoQ +21.04% (+$59.5K) YoY NEW(+$342.3K)
Uber Technologies, Inc(UBERcusip90353T100)	4.7K	QoQ -36.12% (-2.7K) YoY +6.72% (+296)	All Managers (Combined)	$342.1K	0.0% ($342.1K/$1.4B)	QoQ -22.84% (-$101.3K) YoY +1.00% (+$3.4K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	3.1K	QoQ +40.28% (+877) YoY +43.31% (+923)	All Managers (Combined)	$341.1K	0.0% ($341.1K/$1.4B)	QoQ +32.21% (+$83.1K) YoY +36.36% (+$91.0K)