1248 Management, LLC

Q3 2025 13F Holdings

  • Location
    kansas city, MO
  • Num holdings

    156

  • Value ($000)

    $177,280

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002011147
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PSBD
PSBD

Palmer Square Capital BDC Inc Common Stock

COM SHS
69702V107
$37.50 M
21 %

2,954,713

GOOGL
GOOGL

Alphabet Inc Cap STK

CAP STK CL A
02079K305
$12.60 M
7 %

51,829

JPM
JPM

JPMorgan Chase

COM
46625H100
$10.49 M
6 %

33,270

AMZN
AMZN

Amazon.Com Inc

COM
023135106
$10.23 M
6 %

46,583

MSFT
MSFT

Microsoft

COM
594918104
$9.67 M
6 %

18,662

SCHW
SCHW

Schwab Charles Corp

COM
808513105
$8.95 M
5 %

93,729

NVDA
NVDA

Nvidia Corp

COM
67066G104
$8.48 M
5 %

45,429

ORCL
ORCL

Oracle Corporation

COM
68389X105
$8.15 M
5 %

28,986

PAYS
PAYS

Paysign Inc Com

COM
70451A104
$5.79 M
3 %

920,000

---

Tidal Trust I (fundstrat Granny)

FUNDSTRAT GRANNY
886364231
$5.48 M
3 %

219,427

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