Stock Taper 
JAFFETILCHIN INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Booking Holdings Inc. | BKNG | 52 | $220.31K |
 Sandisk Corporation | SNDK | 425 | $270.02K |
 Northrop Grumman Corporation | NOC | 557 | $380.24K |
 Linde plc | LIN | 573 | $284.04K |
 Marriott International, Inc. | MAR | 621 | $203.02K |
 Analog Devices, Inc. | ADI | 641 | $203.92K |
 Cencora, Inc. | COR | 675 | $212.14K |
 Seagate Technology Holdings plc | STX | 818 | $320.48K |
 Cummins Inc. | CMI | 874 | $470.05K |
 Illinois Tool Works Inc. | ITW | 878 | $228.41K |
 Royal Caribbean Cruises Ltd. | RCL | 881 | $242.32K |
 Thermo Fisher Scientific Inc. | TMO | 888 | $436.47K |
 KLA Corporation | KLAC | 936 | $1.38M |
 Jabil Inc. | JBL | 938 | $249.11K |
 Howmet Aerospace Inc. | HWM | 940 | $216.54K |
 Automatic Data Processing, Inc. | ADP | 996 | $202.38K |
 Argan, Inc. | AGX | 1.02K | $554.85K |
 AstraZeneca PLC | AZN | 1.05K | $206.75K |
 United Rentals, Inc. | URI | 1.05K | $764.46K |
 Applied Materials, Inc. | AMAT | 1.06K | $361.21K |