1248 MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SYY | 599 | $49.32K |
 | PGR | 592 | $146.19K |
 | DUK | 587 | $72.64K |
 | TT | 553 | $233.34K |
 | SYK | 543 | $201.19K |
 | SSNC | 543 | $48.20K |
 | MA | 515 | $292.94K |
 | LIN | 453 | $215.18K |
 | DLTR | 449 | $42.37K |
 | GILD | 444 | $49.28K |
 | PLTR | 438 | $79.90K |
 | WFC | 436 | $36.55K |
 | SWK | 427 | $31.74K |
 | XOM | 423 | $47.69K |
 | DJT | 419 | $6.88K |
 | APTV | 399 | $34.40K |
 | NEM | 367 | $30.94K |
 | KO | 356 | $23.79K |
 | JNJ | 346 | $64.16K |
 | BALL | 344 | $17.34K |
Sysco Corporation
SYY
Shares Held
599
Value
$49.32K
The Progressive Corporation
PGR
Shares Held
592
Value
$146.19K
Duke Energy Corporation
DUK
Shares Held
587
Value
$72.64K
Trane Technologies plc
TT
Shares Held
553
Value
$233.34K
Stryker Corporation
SYK
Shares Held
543
Value
$201.19K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
543
Value
$48.20K
Mastercard Incorporated
MA
Shares Held
515
Value
$292.94K
Linde plc
LIN
Shares Held
453
Value
$215.18K
Dollar Tree, Inc.
DLTR
Shares Held
449
Value
$42.37K
Gilead Sciences, Inc.
GILD
Shares Held
444
Value
$49.28K
Palantir Technologies Inc.
PLTR
Shares Held
438
Value
$79.90K
Wells Fargo & Company
WFC
Shares Held
436
Value
$36.55K
Stanley Black & Decker, Inc.
SWK
Shares Held
427
Value
$31.74K
Exxon Mobil Corporation
XOM
Shares Held
423
Value
$47.69K
Trump Media & Technology Group Corp.
DJT
Shares Held
419
Value
$6.88K
Aptiv PLC
APTV
Shares Held
399
Value
$34.40K
Newmont Corporation
NEM
Shares Held
367
Value
$30.94K
The Coca-Cola Company
KO
Shares Held
356
Value
$23.79K
Johnson & Johnson
JNJ
Shares Held
346
Value
$64.16K
Ball Corporation
BALL
Shares Held
344
Value
$17.34K