JAFFETILCHIN INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JBL | 1K | $281.81K |
 | FSLR | 1K | $280.07K |
 | ETN | 1K | $463.84K |
 | KLAC | 1K | $1.28M |
 | BDX | 1K | $216.41K |
 | BLK | 1K | $1.32M |
 | URI | 1K | $1.04M |
 | AMAT | 1K | $216.75K |
 | ADP | 1K | $302.06K |
 | AVAV | 1K | $314.89K |
 | AGX | 998 | $269.56K |
 | CEG | 993 | $326.67K |
 | NOW | 983 | $904.63K |
 | COF | 969 | $206.01K |
 | RCL | 935 | $302.60K |
 | ADBE | 916 | $323.12K |
 | PGR | 905 | $223.40K |
 | RDDT | 902 | $207.45K |
 | TMO | 882 | $427.76K |
 | STX | 875 | $206.55K |
Jabil Inc.
JBL
Shares Held
1K
Value
$281.81K
First Solar, Inc.
FSLR
Shares Held
1K
Value
$280.07K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$463.84K
KLA Corporation
KLAC
Shares Held
1K
Value
$1.28M
Becton, Dickinson and Company
BDX
Shares Held
1K
Value
$216.41K
BlackRock, Inc.
BLK
Shares Held
1K
Value
$1.32M
United Rentals, Inc.
URI
Shares Held
1K
Value
$1.04M
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$216.75K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$302.06K
AeroVironment, Inc.
AVAV
Shares Held
1K
Value
$314.89K
Argan, Inc.
AGX
Shares Held
998
Value
$269.56K
Constellation Energy Corporation
CEG
Shares Held
993
Value
$326.67K
ServiceNow, Inc.
NOW
Shares Held
983
Value
$904.63K
Capital One Financial Corporation
COF
Shares Held
969
Value
$206.01K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
935
Value
$302.60K
Adobe Inc.
ADBE
Shares Held
916
Value
$323.12K
The Progressive Corporation
PGR
Shares Held
905
Value
$223.40K
Reddit, Inc.
RDDT
Shares Held
902
Value
$207.45K
Thermo Fisher Scientific Inc.
TMO
Shares Held
882
Value
$427.76K
Seagate Technology Holdings plc
STX
Shares Held
875
Value
$206.55K