Figure 8 Investment Strategies
Latest statistics and disclosures from Figure 8 Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, TSM, TJX, and represent 24.32% of Figure 8 Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: AZN, SPGI, NOW, DHI, VRTX, SCHW, DIS, ICE, GSK, MELI.
- Started 3 new stock positions in VRTX, NOW, AZN.
- Reduced shares in these 10 stocks: TSM, AstraZeneca, GOOGL, , TJX, , AMAL, HASI, GLW, TT.
- Sold out of its positions in CHGX, AstraZeneca, SROI, INTU, MSCI, SPY, CRM, VEA, VLTO.
- Figure 8 Investment Strategies was a net seller of stock by $-7.6M.
- Figure 8 Investment Strategies has $102M in assets under management (AUM), dropping by -8.83%.
- Central Index Key (CIK): 0001909570
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Portfolio Holdings for Figure 8 Investment Strategies
Figure 8 Investment Strategies holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.4 | $6.6M | -4% | 26k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $5.6M | -19% | 20k | 287.56 |
|
| Microsoft Corporation (MSFT) | 5.1 | $5.2M | 14k | 370.17 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.8 | $3.9M | -31% | 12k | 337.95 |
|
| TJX Companies (TJX) | 3.5 | $3.6M | -21% | 23k | 159.70 |
|
| Corning Incorporated (GLW) | 3.2 | $3.3M | -13% | 24k | 135.97 |
|
| Costco Wholesale Corporation (COST) | 3.0 | $3.1M | -8% | 3.1k | 996.43 |
|
| Trane Technologies SHS (TT) | 3.0 | $3.1M | -12% | 7.4k | 416.74 |
|
| Nextpower Class A Com (NXT) | 3.0 | $3.1M | -2% | 25k | 120.55 |
|
| Amalgamated Financial Corp (AMAL) | 2.5 | $2.6M | -18% | 66k | 38.87 |
|
| Flextronics Intl Ord (FLEX) | 2.5 | $2.5M | -9% | 39k | 65.46 |
|
| Visa Com Cl A (V) | 2.5 | $2.5M | -2% | 8.4k | 302.24 |
|
| Waters Corporation (WAT) | 2.3 | $2.4M | +2% | 7.9k | 297.80 |
|
| Linde SHS (LIN) | 2.3 | $2.3M | -4% | 4.7k | 495.76 |
|
| Xylem (XYL) | 2.3 | $2.3M | -2% | 20k | 119.50 |
|
| Netflix (NFLX) | 2.2 | $2.3M | -3% | 24k | 96.15 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.1 | $2.2M | 1.6k | 1320.83 |
|
|
| Deere & Company (DE) | 2.0 | $2.1M | -5% | 3.7k | 563.30 |
|
| Nxp Semiconductors N V (NXPI) | 2.0 | $2.1M | -14% | 11k | 196.86 |
|
| D.R. Horton (DHI) | 2.0 | $2.1M | +50% | 15k | 137.22 |
|
| Walt Disney Company (DIS) | 1.8 | $1.9M | +44% | 19k | 96.38 |
|
| S&p Global (SPGI) | 1.8 | $1.8M | +116% | 4.3k | 425.34 |
|
| Intercontinental Exchange (ICE) | 1.7 | $1.8M | +7% | 11k | 157.28 |
|
| Prologis (PLD) | 1.7 | $1.8M | 13k | 132.18 |
|
|
| Astrazeneca Ord (AZN) | 1.7 | $1.7M | NEW | 8.8k | 197.22 |
|
| Stryker Corporation (SYK) | 1.6 | $1.7M | -2% | 5.1k | 328.59 |
|
| Charles Schwab Corporation (SCHW) | 1.6 | $1.6M | +63% | 17k | 93.98 |
|
| Danaher Corporation (DHR) | 1.6 | $1.6M | 8.4k | 189.60 |
|
|
| Willis Towers Watson SHS (WTW) | 1.5 | $1.6M | -2% | 5.4k | 290.70 |
|
| First Solar (FSLR) | 1.5 | $1.6M | 7.9k | 197.26 |
|
|
| Hannon Armstrong (HASI) | 1.5 | $1.5M | -27% | 42k | 36.75 |
|
| Sony Group Corp Sponsored Adr (SONY) | 1.5 | $1.5M | -6% | 72k | 20.70 |
|
| Aptiv Com Shs (APTV) | 1.4 | $1.5M | 21k | 69.44 |
|
|
| Nvent Elec SHS (NVT) | 1.3 | $1.3M | 11k | 118.28 |
|
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| Avery Dennison Corporation (AVY) | 1.2 | $1.3M | 7.4k | 172.68 |
|
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| Ishares Tr Esg Eafe Etf (DMXF) | 1.2 | $1.3M | +3% | 17k | 75.45 |
|
| Adobe Systems Incorporated (ADBE) | 1.2 | $1.2M | -6% | 5.1k | 243.08 |
|
| Intel Corporation (INTC) | 1.2 | $1.2M | -10% | 27k | 44.13 |
|
| Hdfc Bank Sponsored Ads (HDB) | 1.2 | $1.2M | -2% | 48k | 24.88 |
|
| GSK Sponsored Adr (GSK) | 1.1 | $1.1M | +8% | 20k | 55.19 |
|
| American Water Works (AWK) | 1.0 | $1.0M | 7.4k | 136.09 |
|
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.9 | $947k | 51k | 18.49 |
|
|
| New York Times Co Mtn Be Cl A (NYT) | 0.9 | $918k | -2% | 11k | 83.73 |
|
| Servicenow (NOW) | 0.8 | $783k | NEW | 7.5k | 104.55 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $758k | -35% | 2.6k | 286.86 |
|
| Cooper Cos (COO) | 0.7 | $705k | -4% | 9.9k | 71.50 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $685k | NEW | 1.5k | 446.54 |
|
| AvalonBay Communities (AVB) | 0.6 | $652k | -2% | 4.0k | 163.35 |
|
| MercadoLibre (MELI) | 0.6 | $597k | +16% | 345.00 | 1729.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $508k | -10% | 1.6k | 320.81 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $468k | +2% | 7.5k | 62.75 |
|
| Workday Cl A (WDAY) | 0.5 | $464k | -23% | 3.6k | 129.92 |
|
| PNC Financial Services (PNC) | 0.3 | $287k | +3% | 1.4k | 208.09 |
|
| Micron Technology (MU) | 0.3 | $267k | -11% | 790.00 | 337.84 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $241k | -6% | 2.0k | 121.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $216k | -10% | 450.00 | 479.20 |
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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 2026 Q1 filed April 23, 2026
- 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