Stock Taper 
1248 MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 259 | $35.07K |
 AutoZone, Inc. | AZO | 253 | $808.57K |
 Berkshire Hathaway Inc. | BRK-B | 205 | $102.58K |
 The Progressive Corporation | PGR | 203 | $44.34K |
 Alibaba Group Holding Limited | BABA | 193 | $18.73K |
 CME Group Inc. | CME | 180 | $39.75K |
 Advanced Micro Devices, Inc. | AMD | 172 | $99.92K |
 Coherent, Inc. | COHR | 159 | $62.72K |
 GE Aerospace | GE | 157 | $58.68K |
 D.R. Horton, Inc. | DHI | 154 | $25.08K |
 Lam Research Corporation | LRCX | 145 | $62.87K |
 Cerebras Systems Inc. | CBRS | 143 | $31.6K |
 Chubb Limited | CB | 137 | $46.82K |
 McKesson Corporation | MCK | 128 | $96.82K |
 McDonald's Corporation | MCD | 122 | $32.98K |
 Mondelez International, Inc. | MDLZ | 122 | $7.12K |
 Lowe's Companies, Inc. | LOW | 120 | $26.46K |
 Cigna Corporation | CI | 116 | $31.98K |
 The Boeing Company | BA | 110 | $23.81K |
 Illinois Tool Works Inc. | ITW | 110 | $29.93K |