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1248 Management, LLC

Q1 2026 13F Holdings

  • Location
    kansas city, MO
  • Num holdings

    146

  • Value ($000)

    $215,740

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002011147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PSBD

PALMER SQUARE CAPITAL BDC IN

COM SHS
69702V107
$29.96M
14 %

2,954,713

I
IGV

ISHARES TR

GL TIMB FORE ETF
464287515
$19.38M
9 %

242,040

G
GOOGL

ALPHABET INC

CAP STK CL C
02079K305
$14.93M
7 %

51,924

M
MSFT

MICROSOFT CORP

COM
594918104
$14.21M
7 %

38,382

S
SCHW

SCHWAB CHARLES CORP

COM
808513105
$13.75M
6 %

146,266

A
AMZN

AMAZON COM INC

COM
023135106
$9.7M
5 %

46,583

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$9.63M
5 %

32,729

H
HOOD

ROBINHOOD MKTS INC

COM CL A
770700102
$8.48M
4 %

122,430

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.41M
4 %

48,227

O
ORCL

ORACLE CORP

COM
68389X105
$8.03M
4 %

54,603

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