1248 Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$182.7B
Holdings
179
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (179 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DUKDUKE ENERGY CORP NEW | 487 | $59.4M | 0.03% | |
| 102 | AMTAMERICAN TOWER CORP NEW | 266 | $57.8M | 0.03% | |
| 103 | KMIKINDER MORGAN INC DEL | 1,982 | $56.6M | 0.03% | |
| 104 | PRUPRUDENTIAL FINL INC | 476 | $53.2M | 0.03% | |
| 105 | CRMSALESFORCE INC | 195 | $52.2M | 0.03% | |
| 106 | QCOMQUALCOMM INC | 332 | $51.0M | 0.03% | |
| 107 | FISVFISERV INC | 229 | $50.6M | 0.03% | |
| 108 | BACBANK AMERICA CORP | 1,203 | $50.2M | 0.03% | |
| 109 | JNJJOHNSON & JOHNSON | 291 | $48.2M | 0.03% | |
| 110 | SBUXSTARBUCKS CORP | 488 | $47.8M | 0.03% | |
| 111 | NFLXNETFLIX INC | 47 | $43.4M | 0.02% | |
| 112 | TAT&T INC | 1,449 | $41.0M | 0.02% | |
| 113 | XOMEXXON MOBIL CORP | 340 | $40.4M | 0.02% | |
| 114 | GILDGILEAD SCIENCES INC | 356 | $39.9M | 0.02% | |
| 115 | APDAIR PRODS & CHEMS INC | 132 | $38.9M | 0.02% | |
| 116 | HONHONEYWELL INTL INC | 181 | $38.3M | 0.02% | |
| 117 | DYHTARGET CORP | 367 | $38.2M | 0.02% | |
| 118 | FASTFASTENAL CO | 467 | $36.2M | 0.02% | |
| 119 | SYYSYSCO CORP | 469 | $35.2M | 0.02% | |
| 120 | SSNCSS&C TECHNOLOGIES HLDGS INC | 407 | $34.0M | 0.02% | |
| 121 | MCDMCDONALDS CORP | 106 | $33.2M | 0.02% | |
| 122 | CBCHUBB LIMITED | 103 | $31.1M | 0.02% | |
| 123 | RCLROYAL CARIBBEAN GROUP | 137 | $31.1M | 0.02% | |
| 124 | ISRGINTUITIVE SURGICAL INC | 62 | $30.5M | 0.02% | |
| 125 | ITWILLINOIS TOOL WKS INC | 119 | $29.6M | 0.02% | |
| 126 | CITHE CIGNA GROUP | 87 | $28.6M | 0.02% | |
| 127 | APTVAPTIV PLC | 477 | $28.4M | 0.02% | |
| 128 | PLTRPALANTIR TECHNOLOGIES INC | 325 | $27.4M | 0.02% | |
| 129 | ZTSZOETIS INC | 166 | $27.3M | 0.01% | |
| 130 | SWKSTANLEY BLACK & DECKER INC | 343 | $26.4M | 0.01% | |
| 131 | BSXBOSTON SCIENTIFIC CORP | 260 | $26.2M | 0.01% | |
| 132 | LAMRLAMAR ADVERTISING CO NEW | 227 | $25.9M | 0.01% | |
| 133 | MDTMEDTRONIC PLC | 283 | $25.6M | 0.01% | |
| 134 | BXBLACKSTONE INC | 180 | $25.2M | 0.01% | |
| 135 | ADBEADOBE INC | 65 | $24.7M | 0.01% | |
| 136 | NTAPNETAPP INC | 282 | $24.7M | 0.01% | |
| 137 | GEVGE VERNOVA INC | 77 | $23.6M | 0.01% | |
| 138 | WFCWELLS FARGO CO NEW | 327 | $23.5M | 0.01% | |
| 139 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 133 | $22.2M | 0.01% | |
| 140 | PNFPPINNACLE FINL PARTNERS INC | 203 | $21.5M | 0.01% | |
| 141 | CMCSACOMCAST CORP NEW | 544 | $20.1M | 0.01% | |
| 142 | CMGCHIPOTLE MEXICAN GRILL INC | 400 | $20.1M | 0.01% | |
| 143 | WSCWILLSCOT HLDGS CORP | 716 | $19.9M | 0.01% | |
| 144 | KOCOCA COLA CO | 266 | $19.2M | 0.01% | |
| 145 | BABAALIBABA GROUP HLDG LTD | 145 | $19.1M | 0.01% | |
| 146 | NEMNEWMONT CORP | 379 | $18.3M | 0.01% | |
| 147 | TECLDIREXION SHS ETF TR | 300 | $17.6M | 0.01% | |
| 148 | APPAPPLOVIN CORP | 65 | $17.3M | 0.01% | |
| 149 | LYBLYONDELLBASELL INDUSTRIES N | 245 | $17.3M | 0.01% | |
| 150 | TDTORONTO DOMINION BK ONT | 271 | $16.2M | 0.01% | |
| 151 | 0DFCDIREXION SHS ETF TR | 100 | $15.9M | 0.01% | |
| 152 | YANGDIREXION SHS ETF TR | 400 | $15.8M | 0.01% | |
| 153 | EBAEBAY INC. | 228 | $15.4M | 0.01% | |
| 154 | WMWASTE MGMT INC DEL | 64 | $14.8M | 0.01% | |
| 155 | CVSCVS HEALTH CORP | 217 | $14.7M | 0.01% | |
| 156 | DHID R HORTON INC | 116 | $14.7M | 0.01% | |
| 157 | XYZBLOCK INC | 260 | $14.1M | 0.01% | |
| 158 | FLRFLUOR CORP NEW | 392 | $14.0M | 0.01% | |
| 159 | BALLBALL CORP | 258 | $13.4M | 0.01% | |
| 160 | REEVEREST GROUP LTD | 36 | $13.1M | 0.01% | |
| 161 | STMSTMICROELECTRONICS N V | 564 | $12.4M | 0.01% | |
| 162 | CNRCANADIAN NATL RY CO | 126 | $12.3M | 0.01% | |
| 163 | BHPBHP GROUP LTD | 240 | $11.7M | 0.01% | |
| 164 | EQIXEQUINIX INC | 14 | $11.4M | 0.01% | |
| 165 | COHRCOHERENT CORP | 164 | $10.7M | 0.01% | |
| 166 | PAYXPAYCHEX INC | 69 | $10.6M | 0.01% | |
| 167 | BACVERIZON COMMUNICATIONS INC | 225 | $10.2M | 0.01% | |
| 168 | DJTWWTRUMP MEDIA & TECHNOLOGY GRO | 818 | $10.2M | 0.01% | |
| 169 | BMYBRISTOL-MYERS SQUIBB CO | 151 | $9.2M | 0.01% | |
| 170 | PLDPROLOGIS INC. | 78 | $8.7M | 0.00% | |
| 171 | MDLZMONDELEZ INTL INC | 122 | $8.3M | 0.00% | |
| 172 | AEPAMERICAN ELEC PWR CO INC | 75 | $8.2M | 0.00% | |
| 173 | DJTTRUMP MEDIA & TECHNOLOGY GRO | 419 | $8.2M | 0.00% | |
| 174 | PFFISHARES TR | 265 | $8.1M | 0.00% | |
| 175 | DEDEERE & CO | 16 | $7.5M | 0.00% | |
| 176 | CSCOCISCO SYS INC | 105 | $6.5M | 0.00% | |
| 177 | AZNASTRAZENECA PLC | 70 | $5.1M | 0.00% | |
| 178 | SOXLDIREXION SHS ETF TR | 300 | $4.8M | 0.00% | |
| 179 | AGQPROSHARES TR | 100 | $3.9M | 0.00% |
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