Jaffetilchin Investment Partners, LLC reported 217 positions worth $711.48M for the quarter ended Jun 30, 2026, up 10.3% on the prior quarter. It opened 30 new positions, added to 79, trimmed 105 and exited 28. Its largest holding is Apple Inc. at 13.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +9,668 | – | $1.65M | 0.232% |
| DOC Healthpeak Properties, Inc. | +40.6K | – | $869.43K | 0.122% |
| MSFT Microsoft Corp | +2,023 | +2.5% | $754.62K | 4.41% |
| FLR Fluor Corp | +14.3K | – | $748.71K | 0.105% |
| HPE Hewlett Packard Enterprise Co | +16.3K | – | $733.08K | 0.103% |
| IBM International Business Machines Corp | +2,266 | +21.0% | $637.24K | 0.517% |
| GLD Spdr Gold Trust | +1,462 | +6.9% | $538.57K | 1.17% |
| MYGN Myriad Genetics Inc | +89.8K | – | $512.80K | 0.072% |
| AVGO Broadcom Inc. | +1,238 | +4.6% | $467.66K | 1.5% |
| VLY Valley National Bancorp | +31.4K | – | $459.71K | 0.065% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -28.4K | -7.7% | $5.68M | 9.51% |
| AAPL Apple Inc. | -5,020 | -1.5% | $1.45M | 13.24% |
| PG PROCTER & GAMBLE Co | -9,356 | -26.1% | $1.37M | 0.546% |
| NEM NEWMONT Corp | -14.3K | -65.3% | $1.33M | 0.1% |
| APA APA Corp | -32.7K | -48.6% | $1.07M | 0.159% |
| BA Boeing Co | -4,844 | -34.9% | $1.05M | 0.274% |
| GOOGL Alphabet Inc. | -2,655 | -2.5% | $948.82K | 5.18% |
| PFE Pfizer Inc | -38.9K | -63.0% | $935.57K | 0.077% |
| LMT Lockheed Martin Corp | -1,712 | -8.1% | $872.21K | 1.39% |
| KMI Kinder Morgan, Inc. | -25.5K | -100.0% | $856.06K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +9,668 | $1.65M | 0.232% |
| DOC Healthpeak Properties, Inc. | +40.6K | $869.43K | 0.122% |
| FLR Fluor Corp | +14.3K | $748.71K | 0.105% |
| HPE Hewlett Packard Enterprise Co | +16.3K | $733.08K | 0.103% |
| MYGN Myriad Genetics Inc | +89.8K | $512.80K | 0.072% |
| VLY Valley National Bancorp | +31.4K | $459.71K | 0.065% |
| LITE Lumentum Holdings Inc. | +523 | $448.77K | 0.063% |
| DELL Dell Technologies Inc. | +1,034 | $446.06K | 0.063% |
| OSCR Oscar Health, Inc. | +13.2K | $376.46K | 0.053% |
| HONA Honeywell Aerospace Inc. | +1,645 | $363.63K | 0.051% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| KMI Kinder Morgan, Inc. | -25.5K | $856.06K | 0.133% |
| FANG Diamondback Energy, Inc. | -3,203 | $633.44K | 0.098% |
| FNV FRANCO NEVADA Corp | -1,988 | $491.03K | 0.076% |
| NRG Nrg Energy, Inc. | -3,196 | $467.12K | 0.072% |
| EBAY Ebay Inc | -4,946 | $450.22K | 0.07% |
| BXMT Blackstone Mortgage Trust, Inc. | -23.2K | $444.51K | 0.069% |
| HALO Halozyme Therapeutics, Inc. | -6,145 | $397.15K | 0.062% |
| KTOS Kratos Defense & Security Solutions, Inc. | -5,334 | $376.10K | 0.058% |
| UAN Cvr Partners, Lp | -2,918 | $369.65K | 0.057% |
| ZTS Zoetis Inc. | -2,882 | $340.67K | 0.053% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 325.6K | $94.22M | 13.24% | -5,020 | -1.5% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 338.1K | $67.66M | 9.51% | -28.4K | -7.7% | Reduced | 0% |
| 3 | TSLA Tesla, Inc. | Consumer Discretionary | 87.8K | $36.91M | 5.19% | -425 | -0.5% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 103.0K | $36.82M | 5.18% | -2,655 | -2.5% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 144.3K | $34.39M | 4.83% | -566 | -0.4% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 84.0K | $31.34M | 4.41% | +2,023 | +2.5% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 17.3K | $20.80M | 2.92% | -199 | -1.1% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 32.6K | $18.38M | 2.58% | -1,050 | -3.1% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 50.3K | $16.48M | 2.32% | +622 | +1.3% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 41.1K | $14.51M | 2.04% | +41 | +0.1% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 28.3K | $10.69M | 1.5% | +1,238 | +4.6% | Added | 0% |
| 12 | CAT Caterpillar Inc | Industrials | 9,942 | $10.59M | 1.49% | +8 | +0.1% | Added | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 39.8K | $10.11M | 1.42% | +1,008 | +2.6% | Added | 0% |
| 14 | LMT Lockheed Martin Corp | Industrials | 19.4K | $9.89M | 1.39% | -1,712 | -8.1% | Reduced | 0.01% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 19.2K | $9.59M | 1.35% | +250 | +1.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Jaffetilchin Investment Partners.
As of its Q2 2026 13F filing, Jaffetilchin Investment Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 13.2%, Nvidia Corp (NVDA) at 9.5%, Tesla, Inc. (TSLA) at 5.2%, Alphabet Inc. (GOOGL) at 5.2%, Amazon Com Inc (AMZN) at 4.8% of the reported portfolio.
Jaffetilchin Investment Partners, LLC reported a 13F portfolio worth $711.48M across 217 positions for Q2 2026. That is up 10.3% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.65M), Healthpeak Properties, Inc. ($869.43K), Microsoft Corp ($754.62K). It opened 30 new positions.
Its largest sales by value were Nvidia Corp ($5.68M), Apple Inc. ($1.45M), PROCTER & GAMBLE Co ($1.37M). It exited 28 positions entirely.
From the Form 13F-HR reports Jaffetilchin Investment Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.