1248 MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CB | 137 | $38.80K |
 | MCK | 128 | $98.99K |
 | MCD | 122 | $37.08K |
 | VMC | 122 | $37.53K |
 | AZN | 122 | $9.36K |
 | CI | 116 | $33.44K |
 | ITW | 110 | $28.86K |
 | BA | 110 | $23.74K |
 | CSCO | 105 | $7.18K |
 | MDT | 94 | $9.02K |
 | APP | 87 | $62.51K |
 | UNH | 83 | $28.66K |
 | ISRG | 82 | $36.67K |
 | PLD | 78 | $8.93K |
 | PRU | 76 | $7.88K |
 | SBUX | 75 | $6.34K |
 | AEP | 75 | $8.44K |
 | MMC | 72 | $14.51K |
 | PAYX | 69 | $8.75K |
 | WM | 64 | $14.13K |
Chubb Limited
CB
Shares Held
137
Value
$38.80K
McKesson Corporation
MCK
Shares Held
128
Value
$98.99K
McDonald's Corporation
MCD
Shares Held
122
Value
$37.08K
Vulcan Materials Company
VMC
Shares Held
122
Value
$37.53K
AstraZeneca PLC
AZN
Shares Held
122
Value
$9.36K
Cigna Corporation
CI
Shares Held
116
Value
$33.44K
Illinois Tool Works Inc.
ITW
Shares Held
110
Value
$28.86K
The Boeing Company
BA
Shares Held
110
Value
$23.74K
Cisco Systems, Inc.
CSCO
Shares Held
105
Value
$7.18K
Medtronic plc
MDT
Shares Held
94
Value
$9.02K
AppLovin Corporation
APP
Shares Held
87
Value
$62.51K
UnitedHealth Group Incorporated
UNH
Shares Held
83
Value
$28.66K
Intuitive Surgical, Inc.
ISRG
Shares Held
82
Value
$36.67K
Prologis, Inc.
PLD
Shares Held
78
Value
$8.93K
Prudential Financial, Inc.
PRU
Shares Held
76
Value
$7.88K
Starbucks Corporation
SBUX
Shares Held
75
Value
$6.34K
American Electric Power Company, Inc.
AEP
Shares Held
75
Value
$8.44K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
72
Value
$14.51K
Paychex, Inc.
PAYX
Shares Held
69
Value
$8.75K
Waste Management, Inc.
WM
Shares Held
64
Value
$14.13K