1248 Management, LLC

Q1 2025 13F Holdings

  • Location
    kansas city, MO
  • Num holdings

    179

  • Value ($000)

    $182,653

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PSBD
PSBD

PALMER SQUARE CAPITAL BDC IN

COM SHS
69702V107
$36.69 M
20 %

2,676,350

AMZN
AMZN

AMAZON COM INC

COM
023135106
$12.20 M
7 %

64,128

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$11.11 M
6 %

71,864

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.36 M
5 %

24,946

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$8.13 M
5 %

33,150

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$7.17 M
4 %

12,775

XLI
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$7.02 M
4 %

53,546

AAPL
AAPL

APPLE INC

COM
037833100
$6.50 M
4 %

29,254

SCHW
SCHW

SCHWAB CHARLES CORP

COM
808513105
$5.50 M
3 %

70,297

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$5.24 M
3 %

71,955

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