1y return+9.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $115 against $127 in the S&P 500.2
1248 Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PSBDPalmer Square Capital Bdc In | $34.4M | 13.5% | +7.9% |
| GOOGLAlphabet Inc | $18.9M | 7.4% | +1.7% |
| APOApollo Global Mgmt Inc | $15.5M | 6.1% | +195.8% |
| MSFTMicrosoft Corp | $14.1M | 5.5% | −1.6% |
| SCHWSchwab Charles Corp | $13.5M | 5.3% | |
| CRWDCrowdstrike Hldgs Inc | $12.5M | 4.9% | |
| HOODRobinhood Mkts Inc | $12.3M | 4.8% | |
| AMZNAmazon Com Inc | $11.4M | 4.5% | +3.1% |
| JPMJpmorgan Chase & Co | $10.7M | 4.2% | |
| RJFRaymond James Finl Inc | $10.0M | 3.9% | New |
| OKTAOkta Inc | $9.7M | 3.8% | |
| NVDANvidia Corporation | $9.6M | 3.8% | |
| CRMSalesforce Inc | $9.2M | 3.6% | +113.4% |
| ORCLOracle Corp | $8.0M | 3.1% | |
| ALLAllstate Corp | $5.5M | 2.2% | New |
| AAPLApple Inc | $3.8M | 1.5% | |
| ACHRArcher Aviation Inc | $2.9M | 1.1% | |
| LLYEli Lilly & Co | $2.2M | 0.8% | +19.3% |
| AVGOBroadcom Inc | $2.2M | 0.8% | +30.2% |
| GLWCorning Inc | $2.1M | 0.8% | −30.5% |
| DHRDanaher Corp Del | $1.6M | 0.6% | New |
| GEVGe Vernova Inc | $1.5M | 0.6% | −30.4% |
| METAMeta Platforms Inc | $1.4M | 0.6% | |
| MUMicron Technology Inc | $1.4M | 0.6% | +1326.7% |
| KLACKla Corp | $1.3M | 0.5% | +615.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2024 | +437.5% | $2.1M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $1.5M |
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $1.1M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2025 | +116.4% | $12.5M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $18.9M |
| PANWPalo Alto Networks Inc | December 31, 2024 | +87.4% | $1.0M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $914K |
| OKTAOkta Inc | March 31, 2026 | +73.4% | $9.7M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $2.2M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $2.2M |
Sold off last quarter
- IGVIshares Tr was $19.4M
- LPLALpl Finl Hldgs Inc was $4.2M
- PAYSPaysign Inc was $2.9M
- Aptiv PLCCUSIP G3265R107 was $423K
- LDOSLeidos Holdings Inc was $194K
- TQQQProshares Tr was $108K
- Honeywell Intl IncCUSIP 438516106 was $47K
- SSNCSs&c Tech Hldgs was $37K
- BXBlackstone Inc was $28K
- RMDResmed Inc was $26K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.1% | +14.8% |
| March 31, 2026 | −11.6% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +12.9% | +10.5% |
| March 31, 2025 | −7.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 1248 Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011147&type=13F-HR&dateb=&owner=include&count=40CIK 2011147
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011147/000158064226005252/Filed August 13, 2026 · accession 0001580642-26-005252