13F-HR filed by 1248 Management, LLC
1248 Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 146 holding rows worth $215,740,202.
- Accession
- 0001580642-26-003191
- Filer
- CIK 2011147
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 147 entries on the cover page, a total value of $215,740,202 stated on the cover page (in dollars after the unit check, H1), rows summing to $215,740,202 with VALUE read as dollars as filed, 13F file number 028-25320. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PALMER SQUARE CAPITAL BDC IN | 69702V107 | COM SHS | 2,954,713 | $29,960,790 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 242,040 | $19,375,262 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 51,924 | $14,931,228 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 38,382 | $14,207,758 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 146,266 | $13,746,102 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 46,583 | $9,701,780 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 32,729 | $9,627,492 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 122,430 | $8,484,373 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 48,227 | $8,411,271 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 54,603 | $8,032,589 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 16,383 | $6,396,087 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 70,761 | $5,569,598 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 27,404 | $5,115,552 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 44,345 | $4,940,920 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 13,873 | $4,173,395 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,010 | $3,301,808 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 614,628 | $3,177,627 | dollars as filed | |
| PAYSIGN INC | 70451A104 | COM | 497,435 | $2,934,867 | dollars as filed | |
| CORNING INC | 219350105 | COM | 11,948 | $1,624,570 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,825 | $1,593,955 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,567 | $1,468,658 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,515 | $1,393,452 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,403 | $1,362,773 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 20,073 | $1,225,457 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,315 | $1,112,477 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,902 | $1,066,136 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 1,744 | $1,055,137 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 2,566 | $902,847 | dollars as filed | |
| KLA CORP | 482480100 | COM | 609 | $896,698 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,963 | $895,537 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 253 | $854,578 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 883 | $849,190 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 3,941 | $820,083 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 2,854 | $793,041 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 6,976 | $791,148 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 790 | $787,180 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 4,920 | $785,724 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,811 | $771,300 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,208 | $748,267 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 10,121 | $728,004 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 2,161 | $711,985 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 11,322 | $710,456 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 913 | $705,420 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 3,347 | $699,590 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,377 | $698,701 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,857 | $690,340 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 163 | $686,282 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,908 | $682,434 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 5,343 | $656,014 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,614 | $617,636 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,415 | $608,860 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 548 | $600,252 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 1,343 | $599,703 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 2,976 | $586,927 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,978 | $574,582 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 4,819 | $572,160 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,006 | $568,310 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 2,702 | $558,557 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 5,290 | $553,070 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,689 | $552,421 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,719 | $546,883 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 741 | $539,863 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 6,095 | $423,237 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 2,652 | $398,198 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 26,175 | $393,934 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,970 | $369,847 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 3,947 | $335,061 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,196 | $296,844 | dollars as filed | |
| Linde plc | G54950103 | COM | 531 | $263,249 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 784 | $257,850 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 515 | $257,325 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 5,074 | $235,434 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,910 | $231,377 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 553 | $230,457 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 1,246 | $226,996 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 3,822 | $225,651 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 1,250 | $194,400 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,880 | $180,762 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 753 | $173,860 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,084 | $158,568 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 714 | $117,503 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 128 | $110,871 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 2,600 | $108,368 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 200 | $107,604 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 308 | $105,271 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 205 | $98,236 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 346 | $84,576 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 2,495 | $83,657 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 587 | $76,862 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 423 | $71,766 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 444 | $61,880 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 369 | $60,564 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 1,053 | $58,618 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 289 | $56,106 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 180 | $53,163 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,758 | $50,964 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 449 | $49,170 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 208 | $47,014 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 137 | $44,785 | dollars as filed | |
| General Electric Company | 369604301 | COM | 157 | $44,626 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 203 | $40,243 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 259 | $40,220 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 367 | $39,728 | dollars as filed | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 303 | $38,378 | dollars as filed | |
| COCA-COLA EUROPACIFIC PARTNERS SHS | G25839104 | Stock | 423 | $38,353 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 122 | $37,916 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 159 | $37,875 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 82 | $37,801 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 543 | $36,691 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 172 | $34,990 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 384 | $34,952 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 436 | $34,710 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 62 | $34,039 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 122 | $33,221 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 145 | $31,018 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 116 | $30,943 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 632 | $30,810 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 427 | $30,343 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 86 | $29,067 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 110 | $28,809 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 241 | $27,713 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 356 | $27,262 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 118 | $26,489 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 193 | $24,214 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 83 | $22,459 | dollars as filed | |
| Boeing Company | 097023105 | COM | 110 | $21,893 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 154 | $21,132 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 156 | $21,122 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 52 | $20,617 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 64 | $14,707 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 72 | $12,488 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 101 | $12,241 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 106 | $10,853 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 36 | $10,458 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 78 | $10,310 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 75 | $9,831 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 46 | $9,121 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 94 | $8,212 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 105 | $8,147 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 76 | $7,424 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 122 | $7,093 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 75 | $6,719 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 69 | $6,356 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 36 | $4,899 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 36 | $4,636 | dollars as filed | |
| TRUMP MEDIA & TECHNOLOGY | 25400Q105 | COM | 419 | $3,888 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580642-26-003191 | this filing | 2026-05-15 | acceptance time not in the bulk data set |