Stock Taper 
1248 MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mastercard Incorporated | MA | 1.6K | $823.81K |
 Marriott International, Inc. | MAR | 1.69K | $625.93K |
 Analog Devices, Inc. | ADI | 1.72K | $682.74K |
 Teledyne Technologies Incorporated | TDY | 1.74K | $1.16M |
 Palantir Technologies Inc. | PLTR | 1.76K | $205.11K |
 AT&T Inc. | T | 1.76K | $36.39K |
 Eli Lilly and Company | LLY | 1.81K | $2.17M |
 Tesla, Inc. | TSLA | 1.86K | $781.05K |
 Eaton Corporation plc | ETN | 1.91K | $813.04K |
 Merck & Co., Inc. | MRK | 1.91K | $247.06K |
 Silicon Motion Technology Corporation | SIMO | 2.04K | $681.33K |
 Stryker Corporation | SYK | 2.08K | $657.64K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.21K | $1.06M |
 Kinder Morgan, Inc. | KMI | 2.5K | $79.77K |
 Amgen Inc. | AMGN | 2.57K | $929.2K |
 Meta Platforms, Inc. | META | 2.57K | $1.45M |
 DoorDash, Inc. | DASH | 2.65K | $489.37K |
 M&T Bank Corporation | MTB | 2.7K | $643.1K |
 Cadence Design Systems, Inc. | CDNS | 2.85K | $1.07M |
 Datadog, Inc. | DDOG | 2.87K | $748.01K |