Stock Taper

1248 MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Trane Technologies plcTT553$271.61K
Monolithic Power Systems, Inc.MPWR548$758.63K
Linde plcLIN531$275.56K
Canadian Pacific Kansas City Ltd.CP514$44.64K
Cummins Inc.CMI463$330.22K
Dollar Tree, Inc.DLTR449$54.31K
Gilead Sciences, Inc.GILD444$56.09K
Wells Fargo & CompanyWFC436$36.03K
Regeneron Pharmaceuticals, Inc.REGN430$268.12K
Exxon Mobil CorporationXOM423$57.83K
Coca-Cola Europacific Partners PLCCCEP423$42.33K
Trump Media & Technology Group Corp.DJT419$3.24K
eBay Inc.EBAY384$42.91K
Dell Technologies Inc.DELL369$159.21K
Newmont CorporationNEM367$34.28K
The Coca-Cola CompanyKO356$29.12K
Johnson & JohnsonJNJ346$87.87K
Lamar Advertising CompanyLAMR303$47.26K
Texas Instruments IncorporatedTXN289$86.14K
Booking Holdings Inc.BKNG275$49.02K