Figure 8 Investment Strategies as of March 31, 2025
Portfolio Holdings for Figure 8 Investment Strategies
Figure 8 Investment Strategies holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $6.5M | 29k | 222.13 | |
| Microsoft Corporation (MSFT) | 6.0 | $5.7M | 15k | 375.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $4.4M | 28k | 154.64 | |
| Trane Technologies SHS (TT) | 4.2 | $4.0M | 12k | 336.92 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $3.7M | 22k | 166.00 | |
| TJX Companies (TJX) | 3.8 | $3.6M | 30k | 121.80 | |
| Costco Wholesale Corporation (COST) | 3.5 | $3.3M | 3.5k | 945.78 | |
| Visa Com Cl A (V) | 3.2 | $3.0M | 8.6k | 350.46 | |
| Linde SHS (LIN) | 3.0 | $2.8M | 6.1k | 465.64 | |
| Waters Corporation (WAT) | 2.8 | $2.7M | 7.2k | 368.57 | |
| Sony Group Corp Sponsored Adr (SONY) | 2.8 | $2.7M | 105k | 25.39 | |
| Nxp Semiconductors N V (NXPI) | 2.8 | $2.6M | 14k | 190.06 | |
| Flex Ord (FLEX) | 2.6 | $2.5M | 76k | 33.08 | |
| Netflix (NFLX) | 2.6 | $2.5M | 2.7k | 932.53 | |
| Xylem (XYL) | 2.6 | $2.5M | 21k | 119.46 | |
| Prologis (PLD) | 2.6 | $2.5M | 22k | 111.79 | |
| Amalgamated Financial Corp (AMAL) | 2.6 | $2.5M | 85k | 28.75 | |
| Hannon Armstrong (HASI) | 2.4 | $2.3M | 78k | 29.24 | |
| Deere & Company (DE) | 2.0 | $1.9M | 4.1k | 469.35 | |
| Corning Incorporated (GLW) | 2.0 | $1.9M | 42k | 45.78 | |
| Stryker Corporation (SYK) | 1.9 | $1.9M | 5.0k | 372.25 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $1.8M | 4.7k | 383.53 | |
| Danaher Corporation (DHR) | 1.9 | $1.8M | 8.7k | 205.00 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.6 | $1.6M | 23k | 66.44 | |
| Walt Disney Company (DIS) | 1.5 | $1.5M | 15k | 98.70 | |
| General Mills (GIS) | 1.5 | $1.4M | 24k | 59.79 | |
| Avery Dennison Corporation (AVY) | 1.5 | $1.4M | 7.9k | 177.97 | |
| Veralto Corp Com Shs (VLTO) | 1.5 | $1.4M | 14k | 97.45 | |
| D.R. Horton (DHI) | 1.5 | $1.4M | 11k | 127.13 | |
| Aptiv Com Shs (APTV) | 1.4 | $1.3M | 22k | 59.50 | |
| Cooper Cos (COO) | 1.3 | $1.3M | 15k | 84.35 | |
| AvalonBay Communities (AVB) | 1.3 | $1.3M | 5.9k | 214.62 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $1.2M | 1.9k | 662.63 | |
| Msci (MSCI) | 1.2 | $1.2M | 2.1k | 565.50 | |
| Nextracker Class A Com (NXT) | 1.2 | $1.1M | 27k | 42.14 | |
| American Water Works (AWK) | 1.2 | $1.1M | 7.6k | 147.52 | |
| First Solar (FSLR) | 1.2 | $1.1M | 8.9k | 126.43 | |
| Merck & Co (MRK) | 1.0 | $999k | 11k | 89.76 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.9 | $827k | 53k | 15.59 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $777k | 6.5k | 119.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $769k | 1.4k | 559.39 | |
| GSK Sponsored Adr (GSK) | 0.7 | $657k | 17k | 38.74 | |
| Calamos Etf Tr Antetokounmpo Gl (SROI) | 0.7 | $631k | 22k | 28.67 | |
| Henry Schein (HSIC) | 0.6 | $594k | 8.7k | 68.49 | |
| Nvent Electric SHS (NVT) | 0.6 | $571k | 11k | 52.42 | |
| New York Times Cl A (NYT) | 0.6 | $552k | 11k | 49.60 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $501k | 1.8k | 274.84 | |
| Intuit (INTU) | 0.3 | $282k | 460.00 | 613.99 | |
| salesforce (CRM) | 0.3 | $255k | 951.00 | 268.36 | |
| PNC Financial Services (PNC) | 0.2 | $235k | 1.3k | 175.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $220k | 1.4k | 156.23 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $218k | 2.1k | 102.41 | |
| Intel Corporation (INTC) | 0.2 | $203k | 9.0k | 22.71 |
