Stock Taper 
1248 MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Danaher Corporation | DHR | 8.2K | $1.57M |
 Corning Inc | GLW | 8.3K | $2.12M |
 Uber Technologies, Inc. | UBER | 10.58K | $763.74K |
 Nasdaq, Inc. | NDAQ | 11.11K | $875.53K |
 Baker Hughes Company | BKR | 11.46K | $636.09K |
 Apple Inc. | AAPL | 13.01K | $3.76M |
 Royalty Pharma plc | RPRX | 15.16K | $849.91K |
 CrowdStrike Holdings, Inc. | CRWD | 16.38K | $12.5M |
 Boston Scientific Corporation | BSX | 22.4K | $956.03K |
 The Allstate Corporation | ALL | 23.09K | $5.52M |
 Rivian Automotive, Inc. | RIVN | 26.18K | $454.14K |
 JPMorgan Chase & Co. | JPM | 32.73K | $10.71M |
 Microsoft Corporation | MSFT | 37.75K | $14.08M |
 Amazon.com, Inc. | AMZN | 48.01K | $11.44M |
 NVIDIA Corporation | NVDA | 48.23K | $9.65M |
 Alphabet Inc. | GOOGL | 52.79K | $18.87M |
 Oracle Corporation | ORCL | 54.6K | $8M |
 Salesforce, Inc. | CRM | 58.47K | $9.17M |
 Raymond James Financial, Inc. | RJF | 65.77K | $10M |
 Okta, Inc. | OKTA | 70.76K | $9.66M |