1248 MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSTG | 4K | $320.32K |
 | WCN | 4K | $624.27K |
 | CVX | 3K | $524.41K |
 | TEL | 3K | $727.08K |
 | BX | 3K | $540.91K |
 | RMD | 3K | $813.53K |
 | WMT | 3K | $306.09K |
 | V | 3K | $1.01M |
 | CDNS | 3K | $993.01K |
 | LOW | 3K | $656.92K |
 | META | 3K | $1.89M |
 | KMI | 2K | $70.63K |
 | TSM | 2K | $619.13K |
 | MRK | 2K | $161.85K |
 | ETN | 2K | $714.07K |
 | TSLA | 2K | $825.85K |
 | GEV | 2K | $1.12M |
 | T | 2K | $49.65K |
 | TDY | 2K | $1.02M |
 | ACM | 2K | $215.15K |
Pure Storage, Inc.
PSTG
Shares Held
4K
Value
$320.32K
Waste Connections, Inc.
WCN
Shares Held
4K
Value
$624.27K
Chevron Corporation
CVX
Shares Held
3K
Value
$524.41K
TE Connectivity Ltd.
TEL
Shares Held
3K
Value
$727.08K
Blackstone Inc.
BX
Shares Held
3K
Value
$540.91K
ResMed Inc.
RMD
Shares Held
3K
Value
$813.53K
Walmart Inc.
WMT
Shares Held
3K
Value
$306.09K
Visa Inc.
V
Shares Held
3K
Value
$1.01M
Cadence Design Systems, Inc.
CDNS
Shares Held
3K
Value
$993.01K
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$656.92K
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.89M
Kinder Morgan, Inc.
KMI
Shares Held
2K
Value
$70.63K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$619.13K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$161.85K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$714.07K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$825.85K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.12M
AT&T Inc.
T
Shares Held
2K
Value
$49.65K
Teledyne Technologies Incorporated
TDY
Shares Held
2K
Value
$1.02M
Aecom
ACM
Shares Held
2K
Value
$215.15K