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1248 Management, LLC
1248 Management, LLC is an SEC registered investment adviser headquartered in Kansas City, Missouri. The firm was founded recently (exact year unavailable, but filings start in 2024) and manages assets for institutional and high-net-worth clients. With an estimated employee count typical of boutique asset managers (exact number not public), they provide tailored investment strategies in both equity and fixed income markets. Their office is located at 4622 Pennsylvania Avenue Suite 600, Kansas City, MO 64112.
Investment Strategy
1248 Management pursues diversified portfolio management for clients, primarily focusing on U.S. equities and some exposure to ETFs and fixed income securities. Their approach combines both fundamental research and portfolio risk management, allocating across large-cap and small-cap stocks, sector leaders, and select ETF vehicles. The firm appears to prioritize liquid, publicly traded U.S. equities with an emphasis on growth, value, and sector diversification.
Latest 13F Filing Activity
1248 Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 168 equity positions with a total 13F market value of $271M. The fund increased holdings in Tesla Inc., Paysign Inc., Microsoft Corp. among other positions. 1248 Management, LLC reduced exposure to Uber Technologies Inc., Select Sector SPDR TR, SPDR Series Trust among others.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PSBD | PALMER SQUARE CAPITAL BDC IN | 15.69% | $42.5M | 2,954,713 | $14.70 | $13.96 | +$2.0M |
A AMZN | AMAZON COM INC | 6.92% | $18.7M | 85,407 | $219.39 | $219.39 | +$2.5M |
| ALPHABET INC | 6.21% | $16.8M | 95,478 | $189.30 | $176.23 | +$2.0M | |
M MSFT | MICROSOFT CORP | 6.04% | $16.4M | 32,873 | $421.47 | $497.41 | +$3.9M |
J JPM | JPMORGAN CHASE & CO. | 4.73% | $12.8M | 44,179 | $239.78 | $289.91 | +$2.0M |
Industry Allocation
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