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, TSM, MSFT, FLEX, and represent 25.61% of Figure 8 Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: NOW, GSK, V, MELI, VGNT, WDAY, SCHW, JNJ, DMXF, VRTX.
- Started 2 new stock positions in JNJ, VGNT.
- Reduced shares in these 10 stocks: GLW, FLEX, HDB, INTC, NXT, BSX, DHR, ICE, ADBE, MU.
- Sold out of its positions in BSX, HDB.
- Figure 8 Investment Strategies was a net seller of stock by $-2.0M.
- Figure 8 Investment Strategies has $118M in assets under management (AUM), dropping by 15.56%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $7.3M | 25k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $7.0M | 20k | 357.37 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.7 | $5.6M | 12k | 477.57 |
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| Microsoft Corporation (MSFT) | 4.4 | $5.3M | 14k | 373.02 |
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| Flex Ord (FLEX) | 4.3 | $5.1M | -19% | 32k | 162.07 |
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| Corning Incorporated (GLW) | 3.9 | $4.7M | -23% | 18k | 255.43 |
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| Visa Com Cl A (V) | 3.1 | $3.7M | +27% | 11k | 343.09 |
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| Trane Technologies SHS (TT) | 3.1 | $3.6M | 7.4k | 491.16 |
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| TJX Companies (TJX) | 2.9 | $3.4M | 23k | 151.50 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.8 | $3.3M | 1.6k | 1989.44 |
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| Amalgamated Financial Corp (AMAL) | 2.6 | $3.1M | 67k | 45.90 |
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| Nxp Semiconductors N V (NXPI) | 2.5 | $3.0M | 11k | 281.03 |
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| Waters Corporation (WAT) | 2.5 | $3.0M | 7.9k | 375.04 |
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| Costco Wholesale Corporation (COST) | 2.4 | $2.9M | 3.1k | 935.47 |
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| Intel Corporation (INTC) | 2.3 | $2.8M | -26% | 20k | 139.63 |
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| Nextpower Class A Com (NXT) | 2.2 | $2.5M | -15% | 21k | 119.14 |
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| Linde SHS (LIN) | 2.1 | $2.5M | 4.7k | 518.94 |
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| D.R. Horton (DHI) | 2.0 | $2.4M | 15k | 162.88 |
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| Deere & Company (DE) | 2.0 | $2.4M | 3.8k | 634.33 |
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| Xylem (XYL) | 1.8 | $2.1M | -8% | 18k | 118.21 |
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| GSK Sponsored Adr (GSK) | 1.7 | $2.0M | +90% | 39k | 52.42 |
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| Nvent Elec SHS (NVT) | 1.6 | $1.9M | 11k | 169.61 |
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| First Solar (FSLR) | 1.6 | $1.9M | +2% | 8.1k | 235.96 |
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| Servicenow (NOW) | 1.6 | $1.9M | +153% | 19k | 99.28 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $1.8M | +13% | 20k | 92.27 |
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| Prologis (PLD) | 1.5 | $1.8M | 13k | 135.47 |
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| Walt Disney Company (DIS) | 1.5 | $1.8M | -3% | 19k | 96.25 |
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| Netflix (NFLX) | 1.5 | $1.7M | +2% | 24k | 71.40 |
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| Astrazeneca Ord (AZN) | 1.5 | $1.7M | +3% | 9.1k | 189.62 |
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| Hannon Armstrong (HASI) | 1.4 | $1.7M | +2% | 43k | 39.05 |
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| S&p Global (SPGI) | 1.4 | $1.7M | -5% | 4.1k | 407.26 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 1.3 | $1.6M | +11% | 19k | 84.60 |
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| Stryker Corporation (SYK) | 1.3 | $1.6M | -2% | 5.0k | 314.84 |
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| Sony Group Corp Sponsored Adr (SONY) | 1.2 | $1.4M | 71k | 20.06 |
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| Aptiv Com Shs (APTV) | 1.2 | $1.4M | +7% | 23k | 61.38 |
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| MercadoLibre (MELI) | 1.1 | $1.4M | +130% | 796.00 | 1697.39 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 1.1 | $1.3M | 52k | 24.83 |
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| Willis Towers Watson SHS (WTW) | 1.1 | $1.3M | -8% | 4.9k | 261.37 |
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| Danaher Corporation (DHR) | 1.0 | $1.2M | -22% | 6.5k | 190.48 |
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| Avery Dennison Corporation (AVY) | 1.0 | $1.2M | 7.2k | 162.35 |
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| Intercontinental Exchange (ICE) | 0.9 | $1.1M | -21% | 8.9k | 123.11 |
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| American Water Works (AWK) | 0.8 | $893k | -8% | 6.8k | 131.58 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $882k | +15% | 1.8k | 496.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $842k | -9% | 2.4k | 353.33 |
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| Workday Cl A (WDAY) | 0.7 | $804k | +84% | 6.6k | 122.42 |
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| AvalonBay Communities (AVB) | 0.7 | $798k | +6% | 4.2k | 188.69 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.7 | $793k | +3% | 11k | 69.98 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $780k | -24% | 3.8k | 205.02 |
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| Versigent Ordinary Shares (VGNT) | 0.6 | $685k | NEW | 16k | 42.01 |
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| Micron Technology (MU) | 0.6 | $680k | -25% | 589.00 | 1154.29 |
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| Cooper Cos (COO) | 0.5 | $626k | -11% | 8.7k | 71.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $586k | 1.6k | 370.04 |
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| PNC Financial Services (PNC) | 0.3 | $330k | -2% | 1.3k | 246.22 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $283k | 2.0k | 142.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $225k | 450.00 | 500.39 |
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| Johnson & Johnson (JNJ) | 0.2 | $203k | NEW | 800.00 | 253.97 |
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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 Q2 filed Aug. 7, 2026
- 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