Stock Taper

1248 MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Target CorporationTGT101$13.19K
Celestica Inc.CLS103$37.57K
Honeywell International Inc.HON104$23.29K
Cisco Systems, Inc.CSCO105$12.33K
NetApp, Inc.NTAP106$16.41K
Illinois Tool Works Inc.ITW110$29.93K
The Boeing CompanyBA110$23.81K
Cigna CorporationCI116$31.98K
Lowe's Companies, Inc.LOW120$26.46K
McDonald's CorporationMCD122$32.98K
Mondelez International, Inc.MDLZ122$7.12K
McKesson CorporationMCK128$96.82K
Chubb LimitedCB137$46.82K
Cerebras Systems Inc.CBRS143$31.6K
Lam Research CorporationLRCX145$62.87K
D.R. Horton, Inc.DHI154$25.08K
GE AerospaceGE157$58.68K
Coherent, Inc.COHR159$62.72K
Advanced Micro Devices, Inc.AMD172$99.92K
CME Group Inc.CME180$39.75K