Figure 8 Investment Strategies
Latest statistics and disclosures from Figure 8 Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, GOOGL, TSM, TT, and represent 27.37% of Figure 8 Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: WTW, HDB, MELI, WAT, GOOG, SROI, ICE, ADBE, BRK.B, NVDA.
- Started 5 new stock positions in MELI, NVDA, VEA, WTW, BRK.B.
- Reduced shares in these 10 stocks: VLTO, SONY, GIS, GLW, HSIC, , CHGX, HASI, NXPI, COO.
- Sold out of its positions in GIS, MRK, HSIC.
- Figure 8 Investment Strategies was a net buyer of stock by $1.7M.
- Figure 8 Investment Strategies has $112M in assets under management (AUM), dropping by 9.64%.
- Central Index Key (CIK): 0001909570
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Portfolio Holdings for Figure 8 Investment Strategies
Figure 8 Investment Strategies holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.7 | $7.6M | 15k | 517.95 |
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| Apple (AAPL) | 6.3 | $7.0M | 28k | 254.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $6.8M | 28k | 243.10 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.4 | $4.9M | 18k | 279.29 |
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| Trane Technologies SHS (TT) | 3.9 | $4.4M | 10k | 421.96 |
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| TJX Companies (TJX) | 3.8 | $4.3M | 30k | 144.54 |
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| Costco Wholesale Corporation (COST) | 2.9 | $3.2M | 3.5k | 925.63 |
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| Flex Ord (FLEX) | 2.9 | $3.2M | 56k | 57.97 |
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| Netflix (NFLX) | 2.7 | $3.0M | 2.5k | 1198.92 |
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| Xylem (XYL) | 2.7 | $3.0M | 20k | 147.50 |
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| Visa Com Cl A (V) | 2.6 | $3.0M | 8.7k | 341.38 |
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| Corning Incorporated (GLW) | 2.6 | $2.9M | -19% | 35k | 82.03 |
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| Nxp Semiconductors N V (NXPI) | 2.5 | $2.9M | -7% | 13k | 227.73 |
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| Linde SHS (LIN) | 2.2 | $2.4M | 5.1k | 475.00 |
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| Waters Corporation (WAT) | 2.1 | $2.3M | +46% | 7.8k | 299.81 |
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| Amalgamated Financial Corp (AMAL) | 2.0 | $2.3M | 84k | 27.15 |
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| Sony Group Corp Sponsored Adr (SONY) | 2.0 | $2.2M | -29% | 78k | 28.79 |
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| Adobe Systems Incorporated (ADBE) | 1.9 | $2.1M | +28% | 5.9k | 352.75 |
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| Stryker Corporation (SYK) | 1.8 | $2.0M | +11% | 5.4k | 369.67 |
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| Nextracker Class A Com (NXT) | 1.7 | $2.0M | 27k | 73.99 |
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| Willis Towers Watson SHS (WTW) | 1.7 | $2.0M | NEW | 5.7k | 345.45 |
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| Deere & Company (DE) | 1.6 | $1.8M | 4.0k | 457.26 |
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| Aptiv Com Shs (APTV) | 1.6 | $1.8M | +2% | 21k | 86.22 |
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| First Solar (FSLR) | 1.6 | $1.8M | 8.1k | 220.53 |
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| Hannon Armstrong (HASI) | 1.6 | $1.8M | -20% | 58k | 30.70 |
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| D.R. Horton (DHI) | 1.6 | $1.8M | 10k | 169.47 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.5 | $1.7M | 1.7k | 968.09 |
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| Danaher Corporation (DHR) | 1.5 | $1.7M | +5% | 8.4k | 198.26 |
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| Hdfc Bank Sponsored Ads (HDB) | 1.5 | $1.6M | +101% | 48k | 34.16 |
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| Walt Disney Company (DIS) | 1.4 | $1.6M | +3% | 14k | 114.50 |
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| Prologis (PLD) | 1.4 | $1.5M | 13k | 114.52 |
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| Intercontinental Exchange (ICE) | 1.3 | $1.4M | +72% | 8.5k | 168.48 |
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| Calamos Etf Tr Antetokounmpo Gl (SROI) | 1.3 | $1.4M | +82% | 43k | 33.04 |
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| Astrazeneca Sponsored Adr (AZN) | 1.1 | $1.2M | +13% | 16k | 76.72 |
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| Avery Dennison Corporation (AVY) | 1.1 | $1.2M | -5% | 7.3k | 162.17 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 1.0 | $1.2M | 50k | 23.30 |
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| Msci (MSCI) | 1.0 | $1.2M | 2.0k | 567.41 |
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| Nvent Electric SHS (NVT) | 1.0 | $1.1M | +8% | 11k | 98.64 |
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| Intel Corporation (INTC) | 1.0 | $1.1M | 32k | 33.55 |
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| American Water Works (AWK) | 0.9 | $1.1M | 7.6k | 139.19 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.0M | +196% | 4.2k | 243.55 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $976k | 10k | 95.47 |
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| AvalonBay Communities (AVB) | 0.9 | $974k | -13% | 5.0k | 193.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $883k | -3% | 1.3k | 666.18 |
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| GSK Sponsored Adr (GSK) | 0.7 | $808k | +18% | 19k | 43.16 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.7 | $774k | +16% | 10k | 75.74 |
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| Cooper Cos (COO) | 0.7 | $766k | -18% | 11k | 68.56 |
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| MercadoLibre (MELI) | 0.7 | $753k | NEW | 322.00 | 2336.94 |
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| Ea Series Trust Stance Sustainab (CHGX) | 0.7 | $731k | -42% | 27k | 27.30 |
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| New York Times Cl A (NYT) | 0.6 | $644k | 11k | 57.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $585k | -2% | 1.8k | 328.17 |
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| PNC Financial Services (PNC) | 0.2 | $268k | 1.3k | 200.93 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $268k | 2.1k | 125.95 |
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| Intuit (INTU) | 0.2 | $263k | 385.00 | 682.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $251k | NEW | 500.00 | 502.74 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $225k | -84% | 2.1k | 106.61 |
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| NVIDIA Corporation (NVDA) | 0.2 | $219k | NEW | 1.2k | 186.58 |
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| salesforce (CRM) | 0.2 | $215k | -4% | 905.00 | 237.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $212k | NEW | 3.5k | 59.92 |
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Past Filings by Figure 8 Investment Strategies
SEC 13F filings are viewable for Figure 8 Investment Strategies going back to 2024
- Figure 8 Investment Strategies 2025 Q3 filed Oct. 28, 2025
- Figure 8 Investment Strategies 2025 Q2 filed July 22, 2025
- Figure 8 Investment Strategies 2025 Q1 filed April 23, 2025
- Figure 8 Investment Strategies 2024 Q4 filed Jan. 30, 2025