FIGURE 8 INVESTMENT STRATEGIES LLC
Sector Allocation
- Technology45.5%$53.8M
- Financials12.6%$14.9M
- Healthcare9.5%$11.2M
- Industrials8.6%$10.2M
- Materials7.0%$8.3M
- Consumer Discretionary5.1%$6.0M
- Communication Services3.7%$4.3M
- Other2.7%$3.1M
- Consumer Staples2.4%$2.9M
- Real Estate2.2%$2.6M
AUM History
13fpro.ai/research/fund/figure-8-investment-strategies-llc-1909570
Conviction and streaks
Concentrating · top 10 = 41.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$7.3MGOOGL
$7.0MTSM
$5.6MMSFT
$5.3MFLEX
$5.1MGLW
$4.7MV
$3.7MTT
$3.6MTJX
$3.4MASML
$3.3MAMAL
$3.1MNXPI
$3.0MWAT
$3.0MCOST
$2.9MINTC
$2.8MNXT
$2.5MLIN
$2.5MDHI
$2.4MDE
$2.4MXYL
$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/figure-8-investment-strategies-llc-1909570
FIGURE 8 INVESTMENT STRATEGIES LLC 13F holdings — Q2 2026
$118.3M portfolio (+15.6% QoQ) · 56 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
$7.3M
6.2% of stocks
-2%This quarter+9.8%Since filed7+ qtrsHeld$7.0M
5.9% of stocks
+0.5%This quarter-11.1%Since filed7+ qtrsHeld$5.6M
4.7% of stocks
+1%This quarter+1.0%Since filed7+ qtrsHeld$5.3M
4.5% of stocks
+0.4%This quarter+6.5%Since filed7+ qtrsHeld$5.1M
4.3% of stocks
-19%This quarter-36.6%Since filed7+ qtrsHeld$4.7M
4.0% of stocks
-24%This quarter-22.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$3.7M
3.1% of stocks
+28%This quarter+11.5%Since filed7+ qtrsHeld$3.6M
3.1% of stocks
+0.2%This quarter-5.7%Since filed7+ qtrsHeld$3.4M
2.9% of stocks
-0.9%This quarter-10.9%Since filed7+ qtrsHeld$3.3M
2.8% of stocks
-0.4%This quarter-8.6%Since filed7+ qtrsHeld
All holdings — FIGURE 8 INVESTMENT STRATEGIES LLC (Q2 2026)
56 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Amalgamated Financial Corp. | Financials | $3.1M | 2.6% | 67K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | NXP Semiconductors N.V. | Technology | $3.0M | 2.5% | 11K | +1.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | WATERS CORP /DE/ | Healthcare | $3.0M | 2.5% | 7,906 | -0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.9M | 2.4% | 3,082 | -1% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INTEL CORP | Technology | $2.8M | 2.3% | 20K | -27% | 6 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Nextpower Inc. | Technology | $2.5M | 2.1% | 21K | -16% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | LINDE PLC | Materials | $2.5M | 2.1% | 4,748 | +0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | HORTON D R INC /DE/ | Industrials | $2.4M | 2.0% | 15K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | DEERE & CO | Industrials | $2.4M | 2.0% | 3,754 | +1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Xylem Inc. | Industrials | $2.1M | 1.8% | 18K | -8% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GSK plcadr | Healthcare | $2.0M | 1.7% | 39K | +91% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | nVent Electric plc | Industrials | $1.9M | 1.6% | 11K | +0.4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FIRST SOLAR, INC. | Technology | $1.9M | 1.6% | 8,088 | +3% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ServiceNow, Inc. | Technology | $1.9M | 1.6% | 19K | +154% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SCHWAB CHARLES CORP | Financials | $1.8M | 1.5% | 20K | +14% | 5 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PLD | Prologis, Inc. | Real Estate | $1.8M | 1.5% | 13K | +0.2% | |||
| 27 | $DIS | Walt Disney Co | Communication Services | $1.8M | 1.5% | 19K | -3% | |||
| 28 | $NFLX | NETFLIX INC | Communication Services | $1.7M | 1.5% | 24K | +2% | |||
| 29 | $AZN | ASTRAZENECA PLC | Healthcare | $1.7M | 1.5% | 9,120 | +3% | |||
| 30 | $HASI | HA Sustainable Infrastructure Capital, Inc. | Financials | $1.7M | 1.4% | 43K | +3% | |||
| 31 | $SPGI | S&P Global Inc. | Financials | $1.7M | 1.4% | 4,074 | -5% | |||
| 32 | — | ISHARES TR - ESG EAFE ETF | — | $1.6M | 1.4% | 19K | +11% | |||
| 33 | $SYK | STRYKER CORP | Healthcare | $1.6M | 1.3% | 4,982 | -2% | |||
| 34 | $SONY | Sony Group Corp | Technology | $1.4M | 1.2% | 71K | -2% | |||
| 35 | $APTV | Aptiv PLC | Industrials | $1.4M | 1.2% | 23K | +8% | |||
| 36 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.4M | 1.1% | 796 | +131% | |||
| 37 | $LEVI | LEVI STRAUSS & CO | Consumer Discretionary | $1.3M | 1.1% | 52K | +2% | |||
| 38 | $WTW | WILLIS TOWERS WATSON PLC | Financials | $1.3M | 1.1% | 4,944 | -9% | |||
| 39 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.2M | 1.1% | 6,499 | -23% | |||
| 40 | $AVY | Avery Dennison Corp | Materials | $1.2M | 1.0% | 7,242 | -2% | |||
| 41 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.1M | 0.9% | 8,872 | -22% | |||
| 42 | $AWK | American Water Works Company, Inc. | Utilities | $893K | 0.8% | 6,789 | -9% | |||
| 43 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $882K | 0.8% | 1,776 | +16% | |||
| 44 | $GOOG | Alphabet Inc. | Technology | $842K | 0.7% | 2,382 | -10% | |||
| 45 | $WDAY | Workday, Inc. | Technology | $804K | 0.7% | 6,571 | +84% | |||
| 46 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $798K | 0.7% | 4,230 | +6% | |||
| 47 | $NYT | NEW YORK TIMES CO | Communication Services | $793K | 0.7% | 11K | +3% | |||
| 48 | $ADBE | ADOBE INC. | Technology | $780K | 0.7% | 3,804 | -25% | |||
| 49 | — | VERSIGENT PLC - ORDINARY SHARES | — | $685K | 0.6% | 16K | New | |||
| 50 | $MU | MICRON TECHNOLOGY INC | Technology | $680K | 0.6% | 589 | -25% | |||
| 51 | $COO | COOPER COMPANIES, INC. | Healthcare | $626K | 0.5% | 8,728 | -11% | |||
| 52 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $586K | 0.5% | 1,583 | — | |||
| 53 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $330K | 0.3% | 1,339 | -3% | |||
| 54 | — | ISHARES TR - ESG MSCI KLD ETF | — | $283K | 0.2% | 1,990 | — | |||
| 55 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $225K | 0.2% | 450 | — | |||
| 56 | $JNJ | JOHNSON & JOHNSON | Healthcare | $203K | 0.2% | 800 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 2 new, 26 added to, 25 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- VERSIGENT PLC - ORDINARY SHARES$685K
first bought this quarter
$JNJJOHNSON & JOHNSON$203K
first bought this quarter
Added to (26)
$NOWServiceNow, Inc.+154%
now $1.9M · held 2 qtrs, 2 adds in a row
$GSKGSK plc+91%
now $2.0M · held 7+ qtrs, 2 adds in a row
now $3.7M · held 7+ qtrs
$MELIMERCADOLIBRE INC+131%
now $1.4M · held 4 qtrs, 2 adds in a row
$WDAYWorkday, Inc.+84%
now $804K · held 3 qtrs
$SCHWSCHWAB CHARLES CORP+14%
now $1.8M · held 5 qtrs, 3 adds in a row
+20 more in the Excel export
Trimmed (25)
now $4.7M · held 7+ qtrs, 4 trims in a row
now $5.1M · held 7+ qtrs, 5 trims in a row
now $2.8M · held 6 qtrs, 4 trims in a row
now $2.5M · held 7+ qtrs, 3 trims in a row
$DHRDANAHER CORP /DE/-23%
now $1.2M · held 7+ qtrs
$ICEIntercontinental Exchange, Inc.-22%
now $1.1M · held 5 qtrs
+19 more in the Excel export
Holdings by quarter
Every 13F FIGURE 8 INVESTMENT STRATEGIES LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow FIGURE 8 INVESTMENT STRATEGIES?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of FIGURE 8 INVESTMENT STRATEGIES's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-6.2%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 20% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
FIGURE 8 INVESTMENT STRATEGIES LLC disclosed 56 positions worth $118.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.2% of the equity portfolio, followed by $GOOGL and $TSM. During the quarter the fund opened 2 new positions and exited 2 and a full exit from $HDB. The portfolio is most concentrated in Technology (45.5% of disclosed assets). All figures are sourced directly from FIGURE 8 INVESTMENT STRATEGIES LLC’s Form 13F-HR filing with the SEC under CIK 1909570.
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Every holding in FIGURE 8 INVESTMENT STRATEGIES LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.