1248-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  "TEAM",
  "T",
  "BLK",
  "AVGO",
  "APP",
  "LOW",
  "BSX",
  "CMI",
  null,
  "DUK",
  "EBAY",
  "EXPE",
  null,
  "FCX",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  null,
  "UNP",
  "QCOM",
  "LAMR",
  "ISRG",
  "ITW",
  "RIVN",
  "BKNG",
  "META",
  "PAYS",
  "PSBD",
  "SWK",
  null,
  null,
  "KMI",
  "LIN",
  "MMC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  null,
  "BX",
  "FAST",
  "IJR",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "PAYX",
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LDOS",
  "PLTR",
  "PRU",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "AMGN",
  null,
  "SPGI",
  null,
  "NOW",
  "GLD",
  null,
  "AMT",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "NEM",
  "PNFP",
  "RCL",
  "SCHW",
  "SNY",
  "TSM",
  null,
  "RMD",
  "VRTX",
  "EW",
  "TT",
  "APTV",
  "ALB",
  "AMD",
  "FI",
  "WM",
  "WCN",
  "AEP",
  "BKR",
  "DHI",
  "AMZN",
  "TTWO",
  "DKNG",
  "ACM",
  "V",
  "WMT",
  "WFC",
  "WSC",
  "XYL",
  "FLR",
  "PSX",
  "PLNT",
  "CRM",
  "SYY",
  null,
  "LYB",
  "GEV",
  "MCK",
  "NTAP",
  "EG",
  "STM",
  "LULU",
  "AZO",
  "BALL",
  "BAC",
  "BRK-B",
  "BHP",
  null,
  "BMY",
  "CNI",
  "CDNS",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "COHR",
  "CMCSA",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  null,
  "VMC",
  "NEE",
  "QQQ",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "AWK",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 179
Total Value: 182652883
Accession Number: 0001580642-25-003145
Form Type: 13F-HR
CIK: 1248-management
Manager Name: 1248-Management

Data Enrichment

91% identified

163 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

179 positions • $182.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:523

Value:$184.3K

% of Portfolio:0.1% ($184.3K/$182.7M)

LINDE PLC

LIN|G54950103

Shares:340

Value:$158.2K

% of Portfolio:0.1% ($158.2K/$182.7M)

STRYKER CORP

SYK|863667101

Shares:407

Value:$151.9K

% of Portfolio:0.1% ($151.9K/$182.7M)

Trane Technologies plc

TT|G8994E103

Shares:415

Value:$139.7K

% of Portfolio:0.1% ($139.7K/$182.7M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:261

Value:$130.0K

% of Portfolio:0.1% ($130.0K/$182.7M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:938

Value:$126.5K

% of Portfolio:0.1% ($126.5K/$182.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:444

Value:$125.7K

% of Portfolio:0.1% ($125.7K/$182.7M)

AECOM

ACM|00766T100

Shares:1.2K

Value:$114.7K

% of Portfolio:0.1% ($114.7K/$182.7M)

MORGAN STANLEY

MS|617446448

Shares:855

Value:$99.8K

% of Portfolio:0.1% ($99.8K/$182.7M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:369

Value:$93.8K

% of Portfolio:0.1% ($93.8K/$182.7M)

CUMMINS INC

CMI|231021106

Shares:265

Value:$83.1K

% of Portfolio:0.0% ($83.1K/$182.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:154

Value:$81.9K

% of Portfolio:0.0% ($81.9K/$182.7M)

25459W847

Shares:2.6K

Value:$76.3K

% of Portfolio:0.0% ($76.3K/$182.7M)

MCKESSON CORP

MCK|58155Q103

Shares:113

Value:$75.8K

% of Portfolio:0.0% ($75.8K/$182.7M)

GENERAL MILLS INC

GIS|370334104

Shares:1.3K

Value:$75.7K

% of Portfolio:0.0% ($75.7K/$182.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:136

Value:$71.0K

% of Portfolio:0.0% ($71.0K/$182.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:394

Value:$70.8K

% of Portfolio:0.0% ($70.8K/$182.7M)

74347Y813

Shares:3.5K

Value:$68.5K

% of Portfolio:0.0% ($68.5K/$182.7M)

Pure Storage, Inc.

PSTG|74624M102

Shares:1.4K

Value:$62.8K

% of Portfolio:0.0% ($62.8K/$182.7M)

Expedia Group, Inc.

EXPE|30212P303

Shares:360

Value:$60.5K

% of Portfolio:0.0% ($60.5K/$182.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	523	QoQ NEW(+523) YoY-	All Managers (Combined)	$184.3K	0.1% ($184.3K/$182.7M)	QoQ NEW(+$184.3K) YoY-
LINDE PLC(LINcusipG54950103)	340	QoQ NEW(+340) YoY-	All Managers (Combined)	$158.2K	0.1% ($158.2K/$182.7M)	QoQ NEW(+$158.2K) YoY-
STRYKER CORP(SYKcusip863667101)	407	QoQ NEW(+407) YoY-	All Managers (Combined)	$151.9K	0.1% ($151.9K/$182.7M)	QoQ NEW(+$151.9K) YoY-
Trane Technologies plc(TTcusipG8994E103)	415	QoQ NEW(+415) YoY-	All Managers (Combined)	$139.7K	0.1% ($139.7K/$182.7M)	QoQ NEW(+$139.7K) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	261	QoQ NEW(+261) YoY-	All Managers (Combined)	$130.0K	0.1% ($130.0K/$182.7M)	QoQ NEW(+$130.0K) YoY-
Leidos Holdings, Inc.(LDOScusip525327102)	938	QoQ NEW(+938) YoY-	All Managers (Combined)	$126.5K	0.1% ($126.5K/$182.7M)	QoQ NEW(+$126.5K) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	444	QoQ NEW(+444) YoY-	All Managers (Combined)	$125.7K	0.1% ($125.7K/$182.7M)	QoQ NEW(+$125.7K) YoY-
AECOM(ACMcusip00766T100)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$114.7K	0.1% ($114.7K/$182.7M)	QoQ NEW(+$114.7K) YoY-
MORGAN STANLEY(MScusip617446448)	855	QoQ NEW(+855) YoY-	All Managers (Combined)	$99.8K	0.1% ($99.8K/$182.7M)	QoQ NEW(+$99.8K) YoY-
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	369	QoQ NEW(+369) YoY-	All Managers (Combined)	$93.8K	0.1% ($93.8K/$182.7M)	QoQ NEW(+$93.8K) YoY-
CUMMINS INC(CMIcusip231021106)	265	QoQ NEW(+265) YoY-	All Managers (Combined)	$83.1K	0.0% ($83.1K/$182.7M)	QoQ NEW(+$83.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	154	QoQ NEW(+154) YoY-	All Managers (Combined)	$81.9K	0.0% ($81.9K/$182.7M)	QoQ NEW(+$81.9K) YoY-
(cusip25459W847)✕	2.6K	QoQ NEW(+2.6K) YoY-	All Managers (Combined)	$76.3K	0.0% ($76.3K/$182.7M)	QoQ NEW(+$76.3K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	113	QoQ NEW(+113) YoY-	All Managers (Combined)	$75.8K	0.0% ($75.8K/$182.7M)	QoQ NEW(+$75.8K) YoY-
GENERAL MILLS INC(GIScusip370334104)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$75.7K	0.0% ($75.7K/$182.7M)	QoQ NEW(+$75.7K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	136	QoQ -95.49% (-2.9K) YoY-	All Managers (Combined)	$71.0K	0.0% ($71.0K/$182.7M)	QoQ -95.35% (-$1.5M) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	394	QoQ NEW(+394) YoY-	All Managers (Combined)	$70.8K	0.0% ($70.8K/$182.7M)	QoQ NEW(+$70.8K) YoY-
(cusip74347Y813)✕	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$68.5K	0.0% ($68.5K/$182.7M)	QoQ NEW(+$68.5K) YoY-
Pure Storage, Inc.(PSTGcusip74624M102)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$62.8K	0.0% ($62.8K/$182.7M)	QoQ NEW(+$62.8K) YoY-
Expedia Group, Inc.(EXPEcusip30212P303)	360	QoQ NEW(+360) YoY-	All Managers (Combined)	$60.5K	0.0% ($60.5K/$182.7M)	QoQ NEW(+$60.5K) YoY-