1248 Management, LLC

Q1 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$215,740
Net value change ($000)
+28,796 (15.4%)
New positions
14
Sold out positions
29
Turnover %
21.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IGV 19,375 NEW
HOOD 8,231 3253.4%
CRWD 6,069 1856.0%
APO 4,941 NEW
MSFT 4,642 48.5%
SCHW 4,382 46.8%
LPLA 4,173 NEW
MPWR 600 NEW
AMGN 589 187.6%
AZN 587 NEW
Top Reduces (Value $000, Stocks/ETFs)
PSBD -7,327 -19.6%
GRNY -5,433 -100.0%
ORCL -2,901 -26.5%
CRM -2,096 -29.1%
ACHR -1,444 -31.2%
GOOGL -1,321 -8.1%
UNP -1,064 -100.0%
AMZN -1,050 -9.8%
UPS -952 -100.0%
JPM -919 -8.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type