1248 Management, LLC
151 holdingsFiling period: 2026-06-30Current AUM: $269.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PSBD | Palmer Square Capital Bdc in | 3.19M | $34.4M | $31.8M | 11.78% | +232.0K | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 52.8K | $18.9M | $18.0M | 6.66% | +868 | 2026-06-30 |
| 3 | APO | Apollo Global Mgmt Inc | 131.2K | $15.5M | $14.6M | 5.41% | +86.8K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 37.8K | $14.1M | $20.1M | 7.45% | -629 | 2026-06-30 |
| 5 | SCHW | Schwab Charles Corp | 146.6K | $13.5M | $13.3M | 4.94% | +380 | 2026-06-30 |
| 6 | CRWD | Crowdstrike Hldgs Inc | 16.4K | $12.5M | $14.9M | 5.53% | -- | 2026-06-30 |
| 7 | HOOD | Robinhood Mkts Inc | 122.4K | $12.3M | $12.0M | 4.46% | -- | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 48.0K | $11.4M | $12.6M | 4.68% | +1.4K | 2026-06-30 |
| 9 | JPM | JPMorgan Chase & Co | 32.7K | $10.7M | $11.0M | 4.07% | -- | 2026-06-30 |
| 10 | RJF | Raymond James Finl Inc | 65.8K | $10.0M | $10.2M | 3.79% | -- | 2026-06-30 |
| 11 | OKTA | Okta Inc | 70.8K | $9.7M | $13.7M | 5.09% | -- | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 48.2K | $9.6M | $10.4M | 3.87% | -- | 2026-06-30 |
| 13 | CRM | Salesforce Inc | 58.5K | $9.2M | $14.2M | 5.26% | +31.1K | 2026-06-30 |
| 14 | ORCL | Oracle Corp | 54.6K | $8.0M | $7.2M | 2.66% | -- | 2026-06-30 |
| 15 | ALL | Allstate Corp | 23.1K | $5.5M | $5.8M | 2.15% | -- | 2026-06-30 |
| 16 | AAPL | Apple Inc | 13.0K | $3.8M | $4.4M | 1.64% | -- | 2026-06-30 |
| 17 | ACHR | Archer Aviation Inc | 614.6K | $2.9M | $2.4M | 0.91% | -- | 2026-06-30 |
| 18 | LLY | Eli Lilly & Co | 1.8K | $2.2M | $2.3M | 0.86% | +292 | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 5.7K | $2.2M | $1.9M | 0.71% | +1.3K | 2026-06-30 |
| 20 | GLW | Corning Inc | 8.3K | $2.1M | $1.1M | 0.41% | -3,646 | 2026-06-30 |
| 21 | DHR | Danaher Corp Del | 8.2K | $1.6M | $1.8M | 0.68% | -- | 2026-06-30 |
| 22 | GEV | GE Vernova Inc | 1.3K | $1.5M | $1.1M | 0.42% | -554 | 2026-06-30 |
| 23 | META | Meta Platforms Inc | 2.6K | $1.4M | $1.8M | 0.66% | -- | 2026-06-30 |
| 24 | MU | Micron Technology Inc | 1.2K | $1.4M | $1.1M | 0.41% | +1.1K | 2026-06-30 |
| 25 | KLAC | Kla Corp | 4.4K | $1.3M | $704K | 0.26% | +3.7K | 2026-06-30 |
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