1248 MANAGEMENT, LLC

PrivateCIK: 2011147
Location

KANSAS CITY, MO

146
Positions
$215.74M
Total AUM (reported)
5.28M
Total Shares

Allocation by class

TOTAL AUM$215.74M146 positions
COM$108.73M50.4%
COM SHS$31.04M14.4%
GL TIMB FORE ETF$19.38M9.0%
CAP STK CL C$14.93M6.9%
COM CL A$12.56M5.8%
CL A$10.73M5.0%
NOTE 0.375% 6/1$5.57M2.6%

Portfolio Concentration

Top 329.8%4–1033.5%11–2521.0%Rest15.7%TOP 1063.3%0%100%
Top 3$64.27M29.8%
4–10$72.21M33.5%
11–25$45.39M21.0%
Rest$33.87M15.7%

Top 3 weight

29.8%

Top 10 weight

63.3%

Voting Authority Distribution

Total shares with voting rights: 5.28M

Sole

Full voting authority

5.28M

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)

Sole146
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings146
Rows:

PALMER SQUARE CAPITAL BDC IN

SOLE
COM SHS
Shares2.95M
TypeSH
Market value$29.96M
13.89%
Sole
2.95M
Shared
0.00
None
0.00

ISHARES TR

SOLE
GL TIMB FORE ETF
Shares242.04K
TypeSH
Market value$19.38M
8.98%
Sole
242.04K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares51.92K
TypeSH
Market value$14.93M
6.92%
Sole
51.92K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares38.38K
TypeSH
Market value$14.21M
6.59%
Sole
38.38K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares146.27K
TypeSH
Market value$13.75M
6.37%
Sole
146.27K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares46.58K
TypeSH
Market value$9.70M
4.50%
Sole
46.58K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares32.73K
TypeSH
Market value$9.63M
4.46%
Sole
32.73K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares122.43K
TypeSH
Market value$8.48M
3.93%
Sole
122.43K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares48.23K
TypeSH
Market value$8.41M
3.90%
Sole
48.23K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares54.60K
TypeSH
Market value$8.03M
3.72%
Sole
54.60K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares16.38K
TypeSH
Market value$6.40M
2.96%
Sole
16.38K
Shared
0.00
None
0.00

OKTA INC

SOLE
NOTE 0.375% 6/1
Shares70.76K
TypeSH
Market value$5.57M
2.58%
Sole
70.76K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares27.40K
TypeSH
Market value$5.12M
2.37%
Sole
27.40K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

SOLE
SER A MAND CNV
Shares44.34K
TypeSH
Market value$4.94M
2.29%
Sole
44.34K
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares13.87K
TypeSH
Market value$4.17M
1.93%
Sole
13.87K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares13.01K
TypeSH
Market value$3.30M
1.53%
Sole
13.01K
Shared
0.00
None
0.00

ARCHER AVIATION INC

SOLE
COM CL A
Shares614.63K
TypeSH
Market value$3.18M
1.47%
Sole
614.63K
Shared
0.00
None
0.00

PAYSIGN INC

SOLE
COM
Shares497.44K
TypeSH
Market value$2.93M
1.36%
Sole
497.44K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares11.95K
TypeSH
Market value$1.62M
0.75%
Sole
11.95K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares1.82K
TypeSH
Market value$1.59M
0.74%
Sole
1.82K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares2.57K
TypeSH
Market value$1.47M
0.68%
Sole
2.57K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares1.51K
TypeSH
Market value$1.39M
0.65%
Sole
1.51K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares4.40K
TypeSH
Market value$1.36M
0.63%
Sole
4.40K
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares20.07K
TypeSH
Market value$1.23M
0.57%
Sole
20.07K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares1.31K
TypeSH
Market value$1.11M
0.52%
Sole
1.31K
Shared
0.00
None
0.00
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