Filed: 8/13/2026ACC: 0001580642-26-005252
📋 What this filing means
1248 MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $255.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$255.82M
Total AUM (reported)
5M
Total Shares
Allocation by class
COM$147.54M57.7%
COM SHS$35.36M13.8%
CL A$26.74M10.5%
CAP STK CL A$18.87M7.4%
COM CL A$16.69M6.5%
COM NEW$2.86M1.1%
SHS$1.41M0.6%
Portfolio Concentration
Top 3$68.83M26.9%
4–10$84.55M33.0%
11–25$62.36M24.4%
Rest$40.08M15.7%
Top 3 weight
26.9%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 5M
Sole
Full voting authority
5M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings149
Rows:
PALMER SQUARE CAPITAL BDC IN
SOLEShares3.19M
TypeSH
Market value$34.45M
13.47%
Sole
3.19M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.79K
TypeSH
Market value$18.87M
7.37%
Sole
52.79K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares131.16K
TypeSH
Market value$15.52M
6.07%
Sole
131.16K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares37.75K
TypeSH
Market value$14.08M
5.50%
Sole
37.75K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares146.65K
TypeSH
Market value$13.53M
5.29%
Sole
146.65K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares16.38K
TypeSH
Market value$12.50M
4.89%
Sole
16.38K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares122.43K
TypeSH
Market value$12.28M
4.80%
Sole
122.43K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.01K
TypeSH
Market value$11.44M
4.47%
Sole
48.01K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares32.73K
TypeSH
Market value$10.71M
4.19%
Sole
32.73K
Shared
0.00
None
0.00
RAYMOND JAMES FINL INC
SOLEShares65.77K
TypeSH
Market value$10.00M
3.91%
Sole
65.77K
Shared
0.00
None
0.00
OKTA INC
SOLEShares70.76K
TypeSH
Market value$9.66M
3.77%
Sole
70.76K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares48.23K
TypeSH
Market value$9.65M
3.77%
Sole
48.23K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares58.47K
TypeSH
Market value$9.17M
3.59%
Sole
58.47K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares54.60K
TypeSH
Market value$8.00M
3.13%
Sole
54.60K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares23.09K
TypeSH
Market value$5.52M
2.16%
Sole
23.09K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.01K
TypeSH
Market value$3.76M
1.47%
Sole
13.01K
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares614.63K
TypeSH
Market value$2.91M
1.14%
Sole
614.63K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.81K
TypeSH
Market value$2.17M
0.85%
Sole
1.81K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.73K
TypeSH
Market value$2.17M
0.85%
Sole
5.73K
Shared
0.00
None
0.00
CORNING INC
SOLEShares8.30K
TypeSH
Market value$2.12M
0.83%
Sole
8.30K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares8.20K
TypeSH
Market value$1.57M
0.61%
Sole
8.20K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares1.27K
TypeSH
Market value$1.49M
0.58%
Sole
1.27K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.57K
TypeSH
Market value$1.45M
0.57%
Sole
2.57K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.23K
TypeSH
Market value$1.42M
0.55%
Sole
1.23K
Shared
0.00
None
0.00
KLA CORP
SOLEShares4.36K
TypeSH
Market value$1.31M
0.51%
Sole
4.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALMER SQUARE CAPITAL BDC INSOLE | COM SHS | 3.19M | SH | $34.45M 13.47% | 3.19M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52.79K | SH | $18.87M 7.37% | 52.79K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 131.16K | SH | $15.52M 6.07% | 131.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 37.75K | SH | $14.08M 5.50% | 37.75K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 146.65K | SH | $13.53M 5.29% | 146.65K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 16.38K | SH | $12.50M 4.89% | 16.38K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 122.43K | SH | $12.28M 4.80% | 122.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.01K | SH | $11.44M 4.47% | 48.01K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 32.73K | SH | $10.71M 4.19% | 32.73K | 0.00 | 0.00 |
RAYMOND JAMES FINL INCSOLE | COM | 65.77K | SH | $10.00M 3.91% | 65.77K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 70.76K | SH | $9.66M 3.77% | 70.76K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 48.23K | SH | $9.65M 3.77% | 48.23K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 58.47K | SH | $9.17M 3.59% | 58.47K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 54.60K | SH | $8.00M 3.13% | 54.60K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 23.09K | SH | $5.52M 2.16% | 23.09K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.01K | SH | $3.76M 1.47% | 13.01K | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | COM CL A | 614.63K | SH | $2.91M 1.14% | 614.63K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.81K | SH | $2.17M 0.85% | 1.81K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.73K | SH | $2.17M 0.85% | 5.73K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 8.30K | SH | $2.12M 0.83% | 8.30K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 8.20K | SH | $1.57M 0.61% | 8.20K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 1.27K | SH | $1.49M 0.58% | 1.27K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.57K | SH | $1.45M 0.57% | 2.57K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.23K | SH | $1.42M 0.55% | 1.23K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 4.36K | SH | $1.31M 0.51% | 4.36K | 0.00 | 0.00 |
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