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1248 Management - Q2 2026 13F Filings

12

1248 Management, LLC

CIK: 0002011147
Address: Missouri Kansas City 4622 Pennsylvania Ave Suite 600
$255.82 M
Portfolio Value
149
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. APO Apollo Global Management
+$10.27 M
2. RJF Raymond James Financial
+$10 M
3. ALL The Allstate Corporation
+$5.52 M
4. CRM Salesforce
+$4.87 M
5. PSBD Palmer Square Capital Bdc
+$2.51 M

Top Sells

Q2 2026
1. IGV Ishares Expanded Tech-Software Sector Etf
−$19.38 M
2. LPLA Lpl Financial Holdings
−$4.17 M
3. PAYS Paysign
−$2.93 M
4. GLW Corning Incorporated
−$931,297.84
5. BKNG Booking Holdings
−$677,312

Asset Allocation

Stocks/ETFs
+18.58%
$255.82 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

1248 Management Q2 2026 Filing Summary

1248 Management, LLC filed its 13F report for Q2 2026 on August 13, 2026. The portfolio totaled 255.82 M reflecting a +18.58% change from the prior quarter, spanning 149 assets. The top 10 holdings comprised 60.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 12 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for 1248 Management’s Q2 2026 Filing

1248 Management submitted their Form 13F-HR for the Q2 2026 period on 08/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, 1248 Management reported a managed portfolio value of 255.82 M, consisting of 149 individual positions.

This page displays the raw filing documents. To see which stocks 1248 Management bought or sold during Q2 2026, please visit 1248 Management's Portfolio Analysis page.