JAFFETILCHIN INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LOW | 3K | $644.65K |
 | DDOG | 2K | $348.03K |
 | LRCX | 2K | $323.88K |
 | PWR | 2K | $951.16K |
 | YUM | 2K | $347.08K |
 | ABT | 2K | $302.32K |
 | ORLY | 2K | $220.04K |
 | HOOD | 2K | $276.34K |
 | OKLO | 2K | $211.54K |
 | PLD | 2K | $211.31K |
 | NUE | 2K | $244.50K |
 | CYBR | 2K | $856.14K |
 | PSX | 2K | $241.07K |
 | BABA | 2K | $315.37K |
 | HUM | 2K | $457.64K |
 | MS | 2K | $262.67K |
 | STRL | 2K | $531.94K |
 | ALL | 2K | $326.34K |
 | AXP | 2K | $500.01K |
 | LNG | 1K | $323.22K |
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$644.65K
Datadog, Inc.
DDOG
Shares Held
2K
Value
$348.03K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$323.88K
Quanta Services, Inc.
PWR
Shares Held
2K
Value
$951.16K
Yum! Brands, Inc.
YUM
Shares Held
2K
Value
$347.08K
Abbott Laboratories
ABT
Shares Held
2K
Value
$302.32K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$220.04K
Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$276.34K
Oklo Inc.
OKLO
Shares Held
2K
Value
$211.54K
Prologis, Inc.
PLD
Shares Held
2K
Value
$211.31K
Nucor Corporation
NUE
Shares Held
2K
Value
$244.50K
CyberArk Software Ltd.
CYBR
Shares Held
2K
Value
$856.14K
Phillips 66
PSX
Shares Held
2K
Value
$241.07K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$315.37K
Humana Inc.
HUM
Shares Held
2K
Value
$457.64K
Morgan Stanley
MS
Shares Held
2K
Value
$262.67K
Sterling Infrastructure, Inc.
STRL
Shares Held
2K
Value
$531.94K
The Allstate Corporation
ALL
Shares Held
2K
Value
$326.34K
American Express Company
AXP
Shares Held
2K
Value
$500.01K
Cheniere Energy, Inc.
LNG
Shares Held
1K
Value
$323.22K