Figure 8 Investment Strategies as of June 30, 2025
Portfolio Holdings for Figure 8 Investment Strategies
Figure 8 Investment Strategies holds 57 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.1 | $7.3M | 15k | 497.41 | |
| Apple (AAPL) | 5.6 | $5.8M | 28k | 205.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $4.9M | 28k | 176.23 | |
| Trane Technologies SHS (TT) | 4.5 | $4.6M | 11k | 437.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $4.0M | 18k | 226.49 | |
| TJX Companies (TJX) | 3.5 | $3.6M | 29k | 123.49 | |
| Costco Wholesale Corporation (COST) | 3.4 | $3.5M | 3.5k | 989.94 | |
| Netflix (NFLX) | 3.3 | $3.4M | 2.5k | 1339.13 | |
| Visa Com Cl A (V) | 3.0 | $3.0M | 8.5k | 355.05 | |
| Nxp Semiconductors N V (NXPI) | 2.9 | $3.0M | 14k | 218.49 | |
| Sony Group Corp Sponsored Adr (SONY) | 2.8 | $2.8M | 109k | 26.03 | |
| Flex Ord (FLEX) | 2.7 | $2.8M | 56k | 49.92 | |
| Xylem (XYL) | 2.6 | $2.6M | 20k | 129.36 | |
| Amalgamated Financial Corp (AMAL) | 2.5 | $2.6M | 84k | 31.20 | |
| Linde SHS (LIN) | 2.3 | $2.4M | 5.1k | 469.18 | |
| Corning Incorporated (GLW) | 2.3 | $2.3M | 44k | 52.59 | |
| Deere & Company (DE) | 2.0 | $2.0M | 4.0k | 508.49 | |
| Hannon Armstrong (HASI) | 1.9 | $2.0M | 73k | 26.86 | |
| Stryker Corporation (SYK) | 1.9 | $1.9M | 4.8k | 395.63 | |
| Waters Corporation (WAT) | 1.8 | $1.9M | 5.3k | 349.04 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.8 | $1.8M | 24k | 76.67 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $1.8M | 4.6k | 386.88 | |
| Walt Disney Company (DIS) | 1.6 | $1.6M | 13k | 124.01 | |
| Danaher Corporation (DHR) | 1.5 | $1.6M | 8.0k | 197.54 | |
| Nextracker Class A Com (NXT) | 1.4 | $1.4M | 26k | 54.37 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.4 | $1.4M | 1.8k | 801.39 | |
| Prologis (PLD) | 1.4 | $1.4M | 13k | 105.12 | |
| Veralto Corp Com Shs (VLTO) | 1.4 | $1.4M | 14k | 100.95 | |
| Aptiv Com Shs (APTV) | 1.4 | $1.4M | 20k | 68.22 | |
| Avery Dennison Corporation (AVY) | 1.3 | $1.4M | 7.7k | 175.47 | |
| First Solar (FSLR) | 1.3 | $1.3M | 8.1k | 165.54 | |
| D.R. Horton (DHI) | 1.3 | $1.3M | 10k | 128.92 | |
| Ea Series Trust Stance Sustainab (CHGX) | 1.2 | $1.2M | 47k | 26.07 | |
| AvalonBay Communities (AVB) | 1.2 | $1.2M | 5.8k | 203.50 | |
| Msci (MSCI) | 1.2 | $1.2M | 2.1k | 576.74 | |
| American Water Works (AWK) | 1.0 | $1.1M | 7.6k | 139.11 | |
| Astrazeneca Sponsored Adr (AZN) | 1.0 | $984k | 14k | 69.88 | |
| Cooper Cos (COO) | 0.9 | $970k | 14k | 71.16 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.9 | $924k | 50k | 18.49 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $924k | 10k | 91.24 | |
| Intercontinental Exchange (ICE) | 0.9 | $902k | 4.9k | 183.47 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $850k | 1.4k | 617.85 | |
| Nvent Electric SHS (NVT) | 0.8 | $770k | 11k | 73.25 | |
| General Mills (GIS) | 0.7 | $761k | 15k | 51.81 | |
| Calamos Etf Tr Antetokounmpo Gl (SROI) | 0.7 | $752k | 24k | 31.91 | |
| Intel Corporation (INTC) | 0.7 | $727k | 32k | 22.40 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.6 | $656k | 8.8k | 74.44 | |
| Henry Schein (HSIC) | 0.6 | $624k | 8.5k | 73.05 | |
| New York Times Cl A (NYT) | 0.6 | $618k | 11k | 55.98 | |
| GSK Sponsored Adr (GSK) | 0.6 | $609k | 16k | 38.40 | |
| Merck & Co (MRK) | 0.5 | $560k | 7.1k | 79.16 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $554k | 1.8k | 303.93 | |
| Intuit (INTU) | 0.3 | $303k | 385.00 | 787.63 | |
| salesforce (CRM) | 0.3 | $258k | 945.00 | 272.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $250k | 1.4k | 177.39 | |
| PNC Financial Services (PNC) | 0.2 | $249k | 1.3k | 186.42 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $247k | 2.1k | 116.16 |
