1248 Management

$256M 13F equity value
161 Holdings
Quarter ended June 30, 2026

The latest 13F on file for 1248 Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
PSBDPALMER SQUARE CAPITAL BDC IN3,186,701$34M13.5%
GOOGLALPHABET INC52,792$19M7.4%
APOAPOLLO GLOBAL MGMT INC131,165$16M6.1%
MSFTMICROSOFT CORP37,753$14M5.5%
SCHWSCHWAB CHARLES CORP146,646$14M5.3%
CRWDCROWDSTRIKE HLDGS INC16,383$13M4.9%
HOODROBINHOOD MKTS INC122,430$12M4.8%
AMZNAMAZON COM INC48,010$11M4.5%
JPMJPMORGAN CHASE & CO32,729$11M4.2%
RJFRAYMOND JAMES FINL INC65,770$10M3.9%

Track 1248 Management's 13F portfolio: $256M in reported holdings, 161 positions. Top holdings and quarterly changes on SentiSense.

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