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 3 of 21

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JOHNSON & JOHNSON

JNJ|478160104

Shares:36.3K

Value:$6.0M

% of Portfolio:0.4% ($6.0M/$1.4B)

81369Y506

Shares:63.5K

Value:$5.9M

% of Portfolio:0.4% ($5.9M/$1.4B)

Mastercard Inc

MA|57636Q104

Shares:10.8K

Value:$5.9M

% of Portfolio:0.4% ($5.9M/$1.4B)

SHOPIFY INC.

SHOP|82509L107

Shares:60.8K

Value:$5.8M

% of Portfolio:0.4% ($5.8M/$1.4B)

33734X846

Shares:83.3K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.4B)

MCDONALDS CORP

MCD|580135101

Shares:16.1K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.4B)

33738R704

Shares:72.7K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.4B)

HOME DEPOT, INC.

HD|437076102

Shares:12.3K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.4B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:61.7K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

464287226

Shares:44.0K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

032108409

Shares:106.4K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.4B)

BOEING CO

BA|097023105

Shares:25.1K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.4B)

74933W452

Shares:84.4K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.4B)

Palo Alto Networks Inc

PANW|697435105

Shares:24.2K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.4B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.3K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.4B)

464287507

IJH|464287507

Shares:69.7K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.4B)

464287721

Shares:28.9K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.4B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.6K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.4B)

33740U794

Shares:213.3K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.4B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:7.8K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	36.3K	QoQ +1.92% (+685) YoY +6.90% (+2.3K)	All Managers (Combined)	$6.0M	0.4% ($6.0M/$1.4B)	QoQ +16.87% (+$869.4K) YoY +12.08% (+$648.9K)
(cusip81369Y506)✕	63.5K	QoQ +130.82% (+36.0K) YoY +122.60% (+35.0K)	All Managers (Combined)	$5.9M	0.4% ($5.9M/$1.4B)	QoQ +151.81% (+$3.6M) YoY +120.34% (+$3.2M)
Mastercard Inc(MAcusip57636Q104)	10.8K	QoQ +0.07% (+8) YoY +43.22% (+3.2K)	All Managers (Combined)	$5.9M	0.4% ($5.9M/$1.4B)	QoQ +4.17% (+$236.2K) YoY +63.03% (+$2.3M)
SHOPIFY INC.(SHOPcusip82509L107)	60.8K	QoQ -2.01% (-1.3K) YoY -5.35% (-3.4K)	All Managers (Combined)	$5.8M	0.4% ($5.8M/$1.4B)	QoQ -11.89% (-$785.1K) YoY +17.26% (-$856.3K)
(cusip33734X846)✕	83.3K	QoQ -2.62% (-2.3K) YoY -8.47% (-7.7K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.4B)	QoQ -3.31% (-$180.2K) YoY +2.25% (-$115.6K)
MCDONALDS CORP(MCDcusip580135101)	16.1K	QoQ +8.86% (+1.3K) YoY +4.21% (+650)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.4B)	QoQ +17.31% (+$740.2K) YoY +15.46% (+$671.7K)
(cusip33738R704)✕	72.7K	QoQ -9.17% (-7.3K) YoY -14.42% (-12.2K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.4B)	QoQ -19.58% (-$1.2M) YoY -13.30% (-$760.4K)
HOME DEPOT, INC.(HDcusip437076102)	12.3K	QoQ -9.58% (-1.3K) YoY +0.76% (-93)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.4B)	QoQ -14.81% (-$784.2K) YoY -3.72% (-$174.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	61.7K	QoQ -0.64% (-402) YoY -6.65% (-4.4K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ -1.75% (-$78.2K) YoY +3.53% (-$149.3K)
(cusip464287226)✕	44.0K	QoQ +261.20% (+31.8K) YoY +398.39% (+35.2K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ +268.73% (+$3.2M) YoY +403.37% (+$3.5M)
(cusip032108409)✕	106.4K	QoQ -2.08% (-2.3K) YoY +9.54% (+9.3K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.4B)	QoQ -1.38% (-$60.9K) YoY +14.87% (+$561.7K)
BOEING CO(BAcusip097023105)	25.1K	QoQ +4.29% (+1.0K) YoY +0.57% (-143)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.4B)	QoQ +0.49% (+$20.9K) YoY -11.11% (-$535.2K)
(cusip74933W452)✕	84.4K	QoQ +32.71% (+20.8K) YoY NEW(+84.4K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.4B)	QoQ +33.11% (+$1.1M) YoY NEW(+$4.2M)
Palo Alto Networks Inc(PANWcusip697435105)	24.2K	QoQ -0.82% (-202) YoY +108.93% (+12.6K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.4B)	QoQ -6.99% (-$310.1K) YoY +25.48% (+$836.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.3K	QoQ +2.04% (+86) YoY +22.63% (+793)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.4B)	QoQ +5.33% (+$205.8K) YoY +58.32% (+$1.5M)
(IJHcusip464287507)	69.7K	QoQ +18.26% (+10.8K) YoY +18.48% (+10.9K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.4B)	QoQ +10.74% (+$394.5K) YoY +13.82% (+$493.6K)
(cusip464287721)✕	28.9K	QoQ +0.81% (-234) YoY +3.35% (+940)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.4B)	QoQ -11.24% (-$514.8K) YoY +7.47% (+$282.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	15.6K	QoQ -7.47% (-1.3K) YoY +5.12% (+762)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.4B)	QoQ +4.66% (-$173.1K) YoY +36.88% (+$1.0M)
(cusip33740U794)✕	213.3K	QoQ +26.44% (+44.6K) YoY +27.22% (+45.6K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.4B)	QoQ +10.84% (+$379.4K) YoY +18.38% (+$602.2K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	7.8K	QoQ -0.15% (-12) YoY -4.46% (-365)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.4B)	QoQ -5.25% (-$214.6K) YoY +18.55% (-$604.9K)