1248 MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LLY | 2K | $1.16M |
 | SAP | 1K | $399.21K |
 | AMD | 1K | $226.51K |
 | NOW | 1K | $1.26M |
 | GS | 1K | $1.05M |
 | VRTX | 1K | $501.69K |
 | LDOS | 1K | $236.20K |
 | SPGI | 1K | $581.62K |
 | FAST | 1K | $57.38K |
 | GSK | 1K | $45.56K |
 | KLAC | 1K | $1.10M |
 | AMGN | 958 | $270.35K |
 | BLK | 883 | $1.03M |
 | COST | 790 | $731.25K |
 | HD | 784 | $317.67K |
 | EXPE | 753 | $160.95K |
 | URI | 741 | $707.40K |
 | MS | 714 | $113.50K |
 | CRWD | 697 | $341.80K |
 | BAC | 632 | $32.60K |
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.16M
SAP SE
SAP
Shares Held
1K
Value
$399.21K
Advanced Micro Devices, Inc.
AMD
Shares Held
1K
Value
$226.51K
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.26M
The Goldman Sachs Group, Inc.
GS
Shares Held
1K
Value
$1.05M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
1K
Value
$501.69K
Leidos Holdings, Inc.
LDOS
Shares Held
1K
Value
$236.20K
S&P Global Inc.
SPGI
Shares Held
1K
Value
$581.62K
Fastenal Company
FAST
Shares Held
1K
Value
$57.38K
GSK plc
GSK
Shares Held
1K
Value
$45.56K
KLA Corporation
KLAC
Shares Held
1K
Value
$1.10M
Amgen Inc.
AMGN
Shares Held
958
Value
$270.35K
BlackRock, Inc.
BLK
Shares Held
883
Value
$1.03M
Costco Wholesale Corporation
COST
Shares Held
790
Value
$731.25K
The Home Depot, Inc.
HD
Shares Held
784
Value
$317.67K
Expedia Group, Inc.
EXPE
Shares Held
753
Value
$160.95K
United Rentals, Inc.
URI
Shares Held
741
Value
$707.40K
Morgan Stanley
MS
Shares Held
714
Value
$113.50K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
697
Value
$341.80K
Bank of America Corporation
BAC
Shares Held
632
Value
$32.60K