1248 MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NTAP | 340 | $40.28K |
 | BHP | 320 | $17.84K |
 | LAMR | 303 | $37.09K |
 | TXN | 289 | $53.10K |
 | CMI | 273 | $115.31K |
 | PEP | 259 | $36.37K |
 | FI | 255 | $32.88K |
 | AZO | 253 | $1.09M |
 | COHR | 219 | $23.59K |
 | HON | 208 | $43.78K |
 | BRK-B | 205 | $103.06K |
 | QCOM | 199 | $33.11K |
 | BABA | 193 | $34.49K |
 | CMCSA | 190 | $5.97K |
 | RCL | 183 | $59.40K |
 | CME | 180 | $48.63K |
 | ZTS | 178 | $26.05K |
 | BKNG | 163 | $880.08K |
 | GE | 157 | $47.28K |
 | DHI | 154 | $26.10K |
NetApp, Inc.
NTAP
Shares Held
340
Value
$40.28K
BHP Group Limited
BHP
Shares Held
320
Value
$17.84K
Lamar Advertising Company
LAMR
Shares Held
303
Value
$37.09K
Texas Instruments Incorporated
TXN
Shares Held
289
Value
$53.10K
Cummins Inc.
CMI
Shares Held
273
Value
$115.31K
PepsiCo, Inc.
PEP
Shares Held
259
Value
$36.37K
Fiserv, Inc.
FI
Shares Held
255
Value
$32.88K
AutoZone, Inc.
AZO
Shares Held
253
Value
$1.09M
Coherent, Inc.
COHR
Shares Held
219
Value
$23.59K
Honeywell International Inc.
HON
Shares Held
208
Value
$43.78K
Berkshire Hathaway Inc.
BRK-B
Shares Held
205
Value
$103.06K
QUALCOMM Incorporated
QCOM
Shares Held
199
Value
$33.11K
Alibaba Group Holding Limited
BABA
Shares Held
193
Value
$34.49K
Comcast Corporation
CMCSA
Shares Held
190
Value
$5.97K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
183
Value
$59.40K
CME Group Inc.
CME
Shares Held
180
Value
$48.63K
Zoetis Inc.
ZTS
Shares Held
178
Value
$26.05K
Booking Holdings Inc.
BKNG
Shares Held
163
Value
$880.08K
GE Aerospace
GE
Shares Held
157
Value
$47.28K
D.R. Horton, Inc.
DHI
Shares Held
154
Value
$26.10K