Stock Taper 
1248 MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 463 | $330.22K |
 Canadian Pacific Kansas City Ltd. | CP | 514 | $44.64K |
 Linde plc | LIN | 531 | $275.56K |
 Monolithic Power Systems, Inc. | MPWR | 548 | $758.63K |
 Trane Technologies plc | TT | 553 | $271.61K |
 Applied Materials, Inc. | AMAT | 582 | $420.79K |
 Duke Energy Corporation | DUK | 587 | $74.3K |
 Bank of America Corporation | BAC | 632 | $36.01K |
 Morgan Stanley | MS | 714 | $149.25K |
 United Rentals, Inc. | URI | 741 | $839.47K |
 Expedia Group, Inc. | EXPE | 753 | $192.68K |
 Costco Wholesale Corporation | COST | 790 | $739.02K |
 BlackRock, Inc. | BLK | 883 | $849.06K |
 T-Mobile US, Inc. | TMUS | 900 | $150.96K |
 The Goldman Sachs Group, Inc. | GS | 904 | $914.28K |
 Deere & Company | DE | 1.01K | $639.77K |
 GSK plc | GSK | 1.05K | $55.68K |
 Micron Technology, Inc. | MU | 1.23K | $1.42M |
 GE Vernova Inc. | GEV | 1.27K | $1.49M |
 The Procter & Gamble Company | PG | 1.45K | $212.19K |