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 51–100 of 157
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XYL | Xylem Inc Com | 4K | $500K+ | SH |
| VRTX | Vertex Pharmaceutcls | 1K | $500K+ | SH |
| ETN | Eaton Corp PLC | 2K | $500K+ | SH |
| URI | United Rentals Inc | 741 | $500K+ | SH |
| PG | Procter & Gamble | 4K | $500K+ | SH |
| KR | Kroger Co | 9K | $500K+ | SH |
| GLD | SPDR Gold TR Gold (SHS) | 1K | $500K+ | SH |
| PSX | Phillips 66 | 4K | $500K+ | SH |
| DASH | Doordash Inc CL A | 2K | $500K+ | SH |
| RIVN | Rivian Automotive Inc | 26K | $500K+ | SH |
| CVX | Chevron Corp. | 3K | $500K+ | SH |
| AWK | American Water Works Co Inc | 4K | $500K+ | SH |
| BX | Blackstone Inc | 3K | $100K–$500K | SH |
| APTV | Aptiv PLC Ord | 6K | $100K–$500K | SH |
| WRB | Berkley W R Corp | 6K | $100K–$500K | SH |
| TQQQ | ProShares Trustultrapro QQQ | 7K | $100K–$500K | SH |
| NDAQ | Nasdaq Inc | 4K | $100K–$500K | SH |
| WMT | Wal-Mart | 3K | $100K–$500K | SH |
| CRWD | Crowdstrike HLDGS Inc | 697 | $100K–$500K | SH |
| AMGN | Amgen Inc | 958 | $100K–$500K | SH |
| MA | Mastercard | 515 | $100K–$500K | SH |
| HD | Home Depot | 784 | $100K–$500K | SH |
| NEE | Nextera Energy Inc | 3K | $100K–$500K | SH |
| PSTG | Pure Storage Inc CL | 4K | $100K–$500K | SH |
| HOOD | Robinhood MKTS Inc | 2K | $100K–$500K | SH |
| FAS | Call DRXN Fincl Bull 3X | 1K | $100K–$500K | SH |
| LIN | Linde PLC Com | 531 | $100K–$500K | SH |
| LDOS | Leidos Holdings Inc | 1K | $100K–$500K | SH |
| TMUS | T Mobile US Inc Com | 1K | $100K–$500K | SH |
| TT | Trane Technologies | 553 | $100K–$500K | SH |
| EXPE | Expedia Group Inc | 753 | $100K–$500K | SH |
| MRK | Merck & Co Inc New | 2K | $100K–$500K | SH |
| SYK | Stryker Corp | 543 | $100K–$500K | SH |
| PGR | Progressive Corp | 795 | $100K–$500K | SH |
| ACM | Aecom | 2K | $100K–$500K | SH |
| CMCSA | Comcast Corp Class A | 5K | $100K–$500K | SH |
| TNA | Call DRXN Smlcap Bull 3X | 3K | $100K–$500K | SH |
| MS | Morgan Stanley | 714 | $100K–$500K | SH |
| MCK | Mckesson Corp | 128 | $100K–$500K | SH |
| BRK.B | Berkshire Hathaway | 205 | $100K–$500K | SH |
| CMI | Cummins Inc | 200 | $100K–$500K | SH |
| JNJ | Johnson & Johnson | 346 | $50K–$100K | SH |
| DUK | Duke Energy Corp New | 587 | $50K–$100K | SH |
| KMI | Kinder Morgan Inc | 2K | $50K–$100K | SH |
| NFLX | Netflix Inc | 620 | $50K–$100K | SH |
| DLTR | Dollar Tree Inc | 449 | $50K–$100K | SH |
| GILD | Gilead Sciences Inc | 444 | $50K–$100K | SH |
| GSK | GSK PLC Spon Ads | 1K | $50K–$100K | SH |
| DE | Deere & Co | 111 | $50K–$100K | SH |
| XOM | Exxon Mobil Corp | 423 | $50K–$100K | SH |