1248 Management, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    kansas city, MO
  • CIK
    0002011147
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

157

$186.94M
PSBD, GOOGL, ORCL, AMZN
13F-HR
Feb 13, 2026
000158064226001085

156

$177.28M
PSBD, GOOGL, JPM, AMZN
13F-HR
Nov 14, 2025
000158064225007307

168

$270.79M
PSBD, AMZN, GOOGL, MSFT
13F-HR
Aug 18, 2025
000158064225005196

167

$233.97M
PSBD, AMZN, GOOGL, XLI
RESTATEMENT
Jun 9, 2025
000158064225003600

75

$232.15M
PSBD, AMZN, GOOGL, MSFT
13F-HR
Feb 14, 2025
000158064225001029