Figure 8 Investment Strategies
Latest statistics and disclosures from Figure 8 Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, MSFT, TSM, TJX, and represent 28.04% of Figure 8 Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: NFLX, SPGI, WDAY, BSX, DMXF, ICE, MU, SCHW, PLD, HDB.
- Started 4 new stock positions in MU, WDAY, SPGI, BSX.
- Reduced shares in these 10 stocks: SROI, GOOGL, FLEX, TT, GLW, CHGX, TSM, NVDA, ADBE, AVB.
- Sold out of its position in NVDA.
- Figure 8 Investment Strategies was a net seller of stock by $-1.5M.
- Figure 8 Investment Strategies has $112M in assets under management (AUM), dropping by 0.08%.
- Central Index Key (CIK): 0001909570
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Portfolio Holdings for Figure 8 Investment Strategies
Figure 8 Investment Strategies holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $7.6M | -12% | 24k | 313.00 |
|
| Apple (AAPL) | 6.6 | $7.4M | 27k | 271.86 |
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| Microsoft Corporation (MSFT) | 6.2 | $6.9M | -2% | 14k | 483.62 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.5 | $5.1M | -4% | 17k | 303.89 |
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| TJX Companies (TJX) | 4.0 | $4.5M | 29k | 153.61 |
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| Trane Technologies SHS (TT) | 2.9 | $3.3M | -18% | 8.5k | 389.20 |
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| Visa Com Cl A (V) | 2.7 | $3.0M | 8.6k | 350.71 |
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| Costco Wholesale Corporation (COST) | 2.6 | $3.0M | -2% | 3.4k | 862.34 |
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| Waters Corporation (WAT) | 2.6 | $2.9M | 7.8k | 379.83 |
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| Xylem (XYL) | 2.4 | $2.7M | 20k | 136.18 |
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| Nxp Semiconductors N V (NXPI) | 2.4 | $2.7M | -2% | 12k | 217.06 |
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| Amalgamated Financial Corp (AMAL) | 2.3 | $2.6M | -3% | 82k | 32.03 |
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| Flex Ord (FLEX) | 2.3 | $2.6M | -22% | 43k | 60.42 |
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| Corning Incorporated (GLW) | 2.2 | $2.4M | -21% | 28k | 87.56 |
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| Netflix (NFLX) | 2.1 | $2.3M | +874% | 25k | 93.76 |
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| Nextpower Class A Com (NXT) | 2.0 | $2.3M | 26k | 87.11 |
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| Linde SHS (LIN) | 1.9 | $2.1M | -3% | 4.9k | 426.39 |
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| First Solar (FSLR) | 1.8 | $2.0M | -3% | 7.8k | 261.23 |
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| Sony Group Corp Sponsored Adr (SONY) | 1.8 | $2.0M | 77k | 25.60 |
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| Adobe Systems Incorporated (ADBE) | 1.7 | $1.9M | -8% | 5.4k | 349.99 |
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| Danaher Corporation (DHR) | 1.7 | $1.9M | 8.3k | 228.92 |
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| Stryker Corporation (SYK) | 1.6 | $1.8M | -2% | 5.2k | 351.47 |
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| Willis Towers Watson SHS (WTW) | 1.6 | $1.8M | 5.6k | 328.60 |
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| Deere & Company (DE) | 1.6 | $1.8M | 3.9k | 465.57 |
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| Hannon Armstrong (HASI) | 1.6 | $1.8M | 58k | 31.43 |
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| Hdfc Bank Sponsored Ads (HDB) | 1.6 | $1.8M | 49k | 36.54 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.6 | $1.8M | -4% | 1.7k | 1069.86 |
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| Prologis (PLD) | 1.5 | $1.7M | 14k | 127.66 |
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| Intercontinental Exchange (ICE) | 1.5 | $1.7M | +24% | 11k | 161.96 |
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| Aptiv Com Shs (APTV) | 1.4 | $1.6M | 21k | 76.09 |
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| Walt Disney Company (DIS) | 1.4 | $1.5M | 13k | 113.77 |
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| Astrazeneca Sponsored Adr (AZN) | 1.3 | $1.5M | 16k | 91.93 |
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| D.R. Horton (DHI) | 1.3 | $1.4M | -4% | 9.9k | 144.03 |
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| Avery Dennison Corporation (AVY) | 1.2 | $1.3M | 7.4k | 181.88 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $1.3M | -2% | 4.1k | 313.80 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 1.1 | $1.2M | +59% | 16k | 75.16 |
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| Nvent Electric SHS (NVT) | 1.0 | $1.1M | 11k | 101.97 |
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| Msci (MSCI) | 1.0 | $1.1M | -2% | 2.0k | 573.73 |
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| Intel Corporation (INTC) | 1.0 | $1.1M | -5% | 30k | 36.90 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.9 | $1.1M | 51k | 20.74 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $1.1M | +3% | 11k | 99.91 |
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| S&p Global (SPGI) | 0.9 | $1.0M | NEW | 2.0k | 522.59 |
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| Workday Cl A (WDAY) | 0.9 | $1000k | NEW | 4.7k | 214.78 |
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| American Water Works (AWK) | 0.9 | $968k | -2% | 7.4k | 130.50 |
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| GSK Sponsored Adr (GSK) | 0.8 | $917k | 19k | 49.04 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $904k | 1.3k | 681.92 |
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| Cooper Cos (COO) | 0.8 | $843k | -8% | 10k | 81.96 |
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| New York Times Cl A (NYT) | 0.7 | $777k | 11k | 69.42 |
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| AvalonBay Communities (AVB) | 0.7 | $741k | -18% | 4.1k | 181.31 |
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| Boston Scientific Corporation (BSX) | 0.6 | $694k | NEW | 7.3k | 95.35 |
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| MercadoLibre (MELI) | 0.5 | $594k | -8% | 295.00 | 2014.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $591k | 1.8k | 335.27 |
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| PNC Financial Services (PNC) | 0.2 | $278k | 1.3k | 208.73 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $274k | 2.1k | 128.83 |
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| Micron Technology (MU) | 0.2 | $255k | NEW | 895.00 | 285.41 |
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| Intuit (INTU) | 0.2 | $255k | 385.00 | 662.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $251k | 500.00 | 502.65 |
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| Calamos Etf Tr Antetokounmpo Gl (SROI) | 0.2 | $234k | -83% | 7.0k | 33.54 |
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| salesforce (CRM) | 0.2 | $222k | -7% | 837.00 | 264.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $221k | 3.5k | 62.47 |
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| Veralto Corp Com Shs (VLTO) | 0.2 | $205k | -2% | 2.1k | 99.78 |
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| Ea Series Trust Stance Sustainab (CHGX) | 0.2 | $201k | -72% | 7.4k | 27.19 |
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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 Q4 filed Jan. 21, 2026
- 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