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1248 Management, LLC

Q4 2025 13F Holdings

  • Location
    kansas city, MO
  • Num holdings

    157

  • Value ($000)

    $186,944

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PSBD

Palmer Square Capital BDC Inc Common Stock

COM SHS
69702V107
$37.29M
20 %

2,954,713

G
GOOGL

Alphabet Inc Cap STK

CAP STK CL A
02079K305
$16.25M
9 %

51,924

O
ORCL

Oracle Corporation

COM
68389X105
$10.93M
6 %

56,097

A
AMZN

Amazon.Com Inc

COM
023135106
$10.75M
6 %

46,583

J
JPM

JPMorgan Chase

COM
46625H100
$10.55M
6 %

32,729

M
MSFT

Microsoft

COM
594918104
$9.57M
5 %

19,781

S
SCHW

Schwab Charles Corp

COM
808513105
$9.36M
5 %

93,729

N
NVDA

Nvidia Corp

COM
67066G104
$8.97M
5 %

48,076

C
CRM

Salesforce

COM
79466L302
$7.21M
4 %

27,181

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Tidal Trust I (fundstrat Granny)

FUNDSTRAT GRANNY
886364231
$5.43M
3 %

219,427

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