CIK 2011147
1248 Management, LLC
Institutional 13F holdings & portfolio
Holdings
157
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 157
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSBD | Palmer Square Capital BDC Inc Common Stock | 3.0M | $1M+ | SH |
| GOOGL | Alphabet Inc Cap STK | 52K | $1M+ | SH |
| ORCL | Oracle Corporation | 56K | $1M+ | SH |
| AMZN | Amazon.Com Inc | 47K | $1M+ | SH |
| JPM | JPMorgan Chase | 33K | $1M+ | SH |
| MSFT | Microsoft | 20K | $1M+ | SH |
| SCHW | Schwab Charles Corp | 94K | $1M+ | SH |
| NVDA | Nvidia Corp | 48K | $1M+ | SH |
| CRM | Salesforce | 27K | $1M+ | SH |
| GRNY | Tidal Trust I (fundstrat Granny) | 219K | $1M+ | SH |
| ACHR | Archer Aviation Inc | 615K | $1M+ | SH |
| AAPL | Apple | 13K | $1M+ | SH |
| PAYS | Paysign Inc Com | 497K | $1M+ | SH |
| AVGO | Broadcom LTD | 5K | $1M+ | SH |
| META | Facebook Inc-Class A | 3K | $1M+ | SH |
| LLY | Lilly Eli &co Com | 2K | $1M+ | SH |
| GEV | GE Vernova Inc Com | 2K | $1M+ | SH |
| GS | Goldman Sachs Group Inc | 1K | $1M+ | SH |
| ABBV | Abbvie Inc | 5K | $1M+ | SH |
| UNP | Union Pacific Corp | 5K | $1M+ | SH |
| NOW | Servicenow Inc Com | 7K | $1M+ | SH |
| GLW | Corning Inc | 12K | $1M+ | SH |
| V | Visa Inc Com CL A | 3K | $1M+ | SH |
| UPS | United Parcel SVC | 10K | $500K+ | SH |
| BLK | BlackRock Inc | 883 | $500K+ | SH |
| PANW | Palo Alto Networks | 5K | $500K+ | SH |
| BKR | Baker Hughes | 20K | $500K+ | SH |
| CDNS | Cadence Design Systems Inc | 3K | $500K+ | SH |
| TDY | Teledyne Technologies Inc | 2K | $500K+ | SH |
| BKNG | Booking Holdings Inc | 163 | $500K+ | SH |
| AZO | Autozone Inc | 253 | $500K+ | SH |
| ABT | Abbott Laboratories | 7K | $500K+ | SH |
| TSLA | Tesla Motors | 2K | $500K+ | SH |
| UBER | Uber Technologies Inc | 10K | $500K+ | SH |
| PNC | PNC Financial Services Group Inc | 4K | $500K+ | SH |
| C | Citigroup Inc | 7K | $500K+ | SH |
| BSX | Boston Scientific | 8K | $500K+ | SH |
| TEL | Te Connectivity PLC F | 3K | $500K+ | SH |
| TJX | TJX Cos Inc New Com | 5K | $500K+ | SH |
| KLAC | Kla-Tencor Corp Com | 615 | $500K+ | SH |
| RMD | Resmed Inc | 3K | $500K+ | SH |
| REGN | Regeneron Pharmaceuticals Inc | 913 | $500K+ | SH |
| ANET | Arista Networks Inc | 5K | $500K+ | SH |
| COST | Costco Wholesale | 790 | $500K+ | SH |
| TSM | Taiwan Semiconductor | 2K | $500K+ | SH |
| PLNT | Planet Fitness Inc A | 6K | $500K+ | SH |
| DG | Dollar Gen Corp New | 5K | $500K+ | SH |
| LOW | Lowes Cos Inc Com | 3K | $500K+ | SH |
| SPGI | S&P Global Inc Com | 1K | $500K+ | SH |
| WCN | Waste Connections | 4K | $500K+ | SH |