Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JAFFETILCHIN INVESTMENT PARTNERS LLC 02-09-2024 12-31-2023 344 1,025,209,388
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DUKE ENERGY CORP NEW COM NEW 101 $1,784,202 18,386 0.00 0.00 -2,167 -10.54 12-31-2023
QUALCOMM INC COM 102 $1,747,031 12,079 0.00 0.00 2,939 32.16 12-31-2023
CATERPILLAR INC COM 103 $1,712,290 5,791 0.00 0.00 -196 -3.27 12-31-2023
REALTY INCOME CORP COM 104 $1,694,376 29,508 0.00 0.00 -281 -0.94 12-31-2023
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