Stock Taper

1248 MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V2.96K$1.02M
Walmart Inc.WMT2.97K$336.38K
AstraZeneca PLCAZN2.98K$564.31K
Palo Alto Networks, Inc.PANW3.02K$1.03M
QUALCOMM IncorporatedQCOM3.19K$588.74K
NextEra Energy, Inc.NEE3.2K$280.51K
Netflix, Inc.NFLX3.29K$234.98K
TE Connectivity plcTEL3.35K$674.79K
Chevron CorporationCVX3.38K$559.77K
Jazz Pharmaceuticals plcJAZZ3.81K$919.06K
The PNC Financial Services Group, Inc.PNC3.94K$970.35K
Phillips 66PSX4.13K$698.85K
KLA CorporationKLAC4.36K$1.31M
AbbVie Inc.ABBV4.9K$1.23M
ServiceNow, Inc.NOW5K$496.4K
Arista Networks, Inc.ANET5.34K$907.67K
Broadcom Inc.AVGO5.73K$2.17M
The TJX Companies, Inc.TJX6.11K$926.12K
Citigroup Inc.C6.98K$976.36K
Fastenal CompanyFAST7.99K$383.9K