Stock Taper 
JAFFETILCHIN INVESTMENT PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Welltower Inc. | WELL | 1.6K | $315.64K |
 The Allstate Corporation | ALL | 1.48K | $307.65K |
 American Express Company | AXP | 1.47K | $443.18K |
 Cheniere Energy, Inc. | LNG | 1.33K | $377.7K |
 Constellation Energy Corporation | CEG | 1.21K | $336.95K |
 Sterling Infrastructure, Inc. | STRL | 1.19K | $484.24K |
 BlackRock, Inc. | BLK | 1.11K | $1.07M |
 Applied Materials, Inc. | AMAT | 1.06K | $361.21K |
 United Rentals, Inc. | URI | 1.05K | $764.46K |
 AstraZeneca PLC | AZN | 1.05K | $206.75K |
 Argan, Inc. | AGX | 1.02K | $554.85K |
 Automatic Data Processing, Inc. | ADP | 996 | $202.38K |
 Howmet Aerospace Inc. | HWM | 940 | $216.54K |
 Jabil Inc. | JBL | 938 | $249.11K |
 KLA Corporation | KLAC | 936 | $1.38M |
 Thermo Fisher Scientific Inc. | TMO | 888 | $436.47K |
 Royal Caribbean Cruises Ltd. | RCL | 881 | $242.32K |
 Illinois Tool Works Inc. | ITW | 878 | $228.41K |
 Cummins Inc. | CMI | 874 | $470.05K |
 Seagate Technology Holdings plc | STX | 818 | $320.48K |