Figure 8 Investment Strategies

Figure 8 Investment Strategies as of Dec. 31, 2024

Portfolio Holdings for Figure 8 Investment Strategies

Figure 8 Investment Strategies holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.6 $7.7M 31k 250.42
Microsoft Corporation (MSFT) 6.3 $6.4M 15k 421.50
Alphabet Cap Stk Cl A (GOOGL) 6.2 $6.3M 33k 189.30
Trane Technologies SHS (TT) 5.1 $5.2M 14k 369.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.4 $4.5M 23k 197.49
Costco Wholesale Corporation (COST) 4.0 $4.1M 4.4k 916.27
TJX Companies (TJX) 3.6 $3.7M 30k 120.81
Netflix (NFLX) 3.4 $3.5M 3.9k 891.32
Nxp Semiconductors N V (NXPI) 2.7 $2.8M 14k 207.85
Amalgamated Financial Corp (AMAL) 2.7 $2.8M 83k 33.47
Flex Ord (FLEX) 2.7 $2.7M 71k 38.39
Visa Com Cl A (V) 2.6 $2.7M 8.5k 316.04
Waters Corporation (WAT) 2.5 $2.6M 6.9k 370.98
Corning Incorporated (GLW) 2.4 $2.5M 52k 47.52
Linde SHS (LIN) 2.4 $2.5M 5.9k 418.67
Deere & Company (DE) 2.4 $2.4M 5.7k 423.70
Prologis (PLD) 2.3 $2.4M 23k 105.70
Xylem (XYL) 2.3 $2.3M 20k 116.02
Danaher Corporation (DHR) 2.1 $2.1M 9.2k 229.55
Hannon Armstrong (HASI) 2.0 $2.1M 77k 26.83
Sony Group Corp Sponsored Adr (SONY) 2.0 $2.1M 97k 21.16
Adobe Systems Incorporated (ADBE) 1.9 $2.0M 4.4k 444.68
General Mills (GIS) 1.8 $1.8M 28k 63.77
Stryker Corporation (SYK) 1.7 $1.7M 4.7k 360.05
Avery Dennison Corporation (AVY) 1.4 $1.5M 7.8k 187.13
Veralto Corp Com Shs (VLTO) 1.4 $1.4M 14k 101.85
Walt Disney Company (DIS) 1.4 $1.4M 13k 111.35
First Solar (FSLR) 1.4 $1.4M 8.2k 176.24
Hdfc Bank Sponsored Ads (HDB) 1.4 $1.4M 22k 63.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.4M 2.4k 586.08
Cooper Cos (COO) 1.3 $1.4M 15k 91.93
Merck & Co (MRK) 1.2 $1.2M 13k 99.48
Asml Holding N V N Y Registry Shs (ASML) 1.2 $1.2M 1.8k 693.08
Msci (MSCI) 1.2 $1.2M 2.0k 600.01
D.R. Horton (DHI) 0.9 $965k 6.9k 139.82
American Water Works (AWK) 0.9 $956k 7.7k 124.49
Levi Strauss & Co Cl A Com Stk (LEVI) 0.9 $879k 51k 17.30
Airbnb Com Cl A (ABNB) 0.8 $835k 6.4k 131.41
Ameresco Cl A (AMRC) 0.7 $708k 30k 23.48
Henry Schein (HSIC) 0.5 $538k 7.8k 69.20
Intuit (INTU) 0.5 $509k 810.00 628.50
New York Times Cl A (NYT) 0.5 $492k 9.5k 52.05
GSK Sponsored Adr (GSK) 0.5 $489k 15k 33.82
Calamos Etf Tr Antetokounmpo Gl (SROI) 0.5 $487k 17k 29.00
Kraneshares Trust Global Carb Stra (KRBN) 0.5 $485k 17k 29.31
salesforce (CRM) 0.4 $402k 1.2k 334.33
Nextracker Class A Com (NXT) 0.4 $393k 11k 36.53
Alphabet Cap Stk Cl C (GOOG) 0.3 $326k 1.7k 190.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $311k 1.1k 289.81
PNC Financial Services (PNC) 0.3 $257k 1.3k 192.85
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $242k 1.9k 128.82
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $234k 2.1k 110.25
Spdr Gold Tr Gold Shs (GLD) 0.2 $209k 861.00 242.13