Stock Taper 
1248 MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Air Products and Chemicals, Inc. | APD | 36 | $10.55K |
 Lumentum Holdings Inc. | LITE | 42 | $36.04K |
 Accenture plc | ACN | 46 | $5.72K |
 Northern Trust Corporation | NTRS | 50 | $8.73K |
 Quanta Services, Inc. | PWR | 62 | $44.64K |
 Waste Management, Inc. | WM | 64 | $14.26K |
 Paychex, Inc. | PAYX | 69 | $6.79K |
 Marsh & McLennan Companies, Inc. | MRSH | 72 | $12K |
 Starbucks Corporation | SBUX | 75 | $7.66K |
 American Electric Power Company, Inc. | AEP | 75 | $10.26K |
 Prudential Financial, Inc. | PRU | 76 | $8.2K |
 Dollar General Corporation | DG | 77 | $8.86K |
 Vertex Pharmaceuticals Incorporated | VRTX | 78 | $38.74K |
 Prologis, Inc. | PLD | 78 | $10.57K |
 Intuitive Surgical, Inc. | ISRG | 82 | $32.61K |
 UnitedHealth Group Incorporated | UNH | 83 | $34.5K |
 Vulcan Materials Company | VMC | 83 | $24.49K |
 Stanley Black & Decker, Inc. | SWK | 92 | $8.66K |
 Medtronic plc | MDT | 94 | $7.42K |
 The Home Depot, Inc. | HD | 96 | $33.86K |