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1248 Management, LLC

1248 Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 2011147, reporting 149 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MO
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in 1248 Management, LLC's most recent 13F filing, ranked by reported market value.

  1. PALMER SQUARE CAPITAL BDC IN (PSBD)
  2. ALPHABET INC (GOOGL)
  3. APOLLO GLOBAL MGMT INC (APO)
  4. MICROSOFT CORP (MSFT)
  5. SCHWAB CHARLES CORP (SCHW)
  6. CROWDSTRIKE HLDGS INC (CRWD)
  7. ROBINHOOD MKTS INC (HOOD)
  8. AMAZON COM INC (AMZN)
  9. JPMORGAN CHASE & CO (JPM)
  10. RAYMOND JAMES FINL INC (RJF)
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