Figure 8 Investment Strategies LLC Top Holdings and 13F Report (2025) About Figure 8 Investment Strategies LLCInvestment ActivityFigure 8 Investment Strategies LLC has $102.36 million in total holdings as of June 30, 2025.Figure 8 Investment Strategies LLC owns shares of 57 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 5.40% of the portfolio was purchased this quarter.About 8.52% of the portfolio was sold this quarter.This quarter, Figure 8 Investment Strategies LLC has purchased 53 new stocks and bought additional shares in 5 stocks.Figure 8 Investment Strategies LLC sold shares of 42 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $7,297,511Apple $5,774,304Alphabet $4,853,198Trane Technologies $4,596,304Taiwan Semiconductor Manufacturing $4,032,654 Largest New Holdings this Quarter 02072L151 - EA SERIES TRUST $1,217,365 Holding046353108 - AstraZeneca $983,841 Holding808513105 - Charles Schwab $923,714 Holding45866F104 - Intercontinental Exchange $901,755 Holding46436E759 - iShares ESG Advanced MSCI EAFE ETF $655,742 Holding Largest Purchases this Quarter EA SERIES TRUST 46,696 shares (about $1.22M)AstraZeneca 14,079 shares (about $983.84K)Charles Schwab 10,124 shares (about $923.71K)Intercontinental Exchange 4,915 shares (about $901.76K)iShares ESG Advanced MSCI EAFE ETF 8,809 shares (about $655.74K) Largest Sales this Quarter Flex 20,055 shares (about $1.00M)Taiwan Semiconductor Manufacturing 4,361 shares (about $987.72K)Prologis 8,629 shares (about $907.08K)Waters 1,924 shares (about $671.55K)Trane Technologies 1,264 shares (about $552.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFigure 8 Investment Strategies LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$7,297,511$233,783 ▼-3.1%14,6717.1%Computer and TechnologyAAPLApple$5,774,304$185,474 ▼-3.1%28,1445.6%Computer and TechnologyGOOGLAlphabet$4,853,198$131,820 ▼-2.6%27,5394.7%Computer and TechnologyTTTrane Technologies$4,596,304$552,886 ▼-10.7%10,5084.5%ConstructionTSMTaiwan Semiconductor Manufacturing$4,032,654$987,723 ▼-19.7%17,8053.9%Computer and TechnologyTJXTJX Companies$3,626,901$42,604 ▼-1.2%29,3703.5%Retail/WholesaleCOSTCostco Wholesale$3,450,931$41,577 ▼-1.2%3,4863.4%Retail/WholesaleNFLXNetflix$3,410,764$147,304 ▼-4.1%2,5473.3%Consumer DiscretionaryVVisa$3,033,547$28,404 ▼-0.9%8,5443.0%Business ServicesNXPINXP Semiconductors$2,958,136$70,354 ▼-2.3%13,5392.9%Computer and TechnologySONYSony$2,847,370$120,259 ▲4.4%109,3882.8%Consumer DiscretionaryFLEXFlex$2,813,391$1,001,145 ▼-26.2%56,3582.7%Computer and TechnologyXYLXylem$2,618,246$54,719 ▼-2.0%20,2402.6%Business ServicesAMALAmalgamated Financial$2,604,763$57,314 ▼-2.2%83,4862.5%FinanceLINDE PLC$2,388,595$461,204 ▼-16.2%5,0912.3%SHSGLWCorning$2,322,374$118,065 ▲5.4%44,1602.3%Computer and TechnologyDEDeere & Company$2,022,773$69,663 ▼-3.3%3,9782.0%IndustrialsHASIHA Sustainable Infrastructure Capital$1,960,216$126,752 ▼-6.1%72,9791.9%FinanceSYKStryker$1,910,893$56,179 ▼-2.9%4,8301.9%MedicalWATWaters$1,857,591$671,553 ▼-26.6%5,3221.8%MedicalHDBHDFC Bank$1,827,046$34,885 ▲1.9%23,8301.8%FinanceADBEAdobe$1,786,999$39,849 ▼-2.2%4,6191.7%Computer and TechnologyDISWalt Disney$1,618,703$237,479 ▼-12.8%13,0531.6%Consumer DiscretionaryDHRDanaher$1,572,221$141,834 ▼-8.3%7,9591.5%MedicalNXTNextracker$1,416,610$58,720 ▼-4.0%26,0551.4%EnergyASMLASML$1,415,255$76,933 ▼-5.2%1,7661.4%Computer and TechnologyPLDPrologis$1,400,829$907,080 ▼-39.3%13,3261.4%FinanceVERALTO CORP$1,399,268$49,264 ▼-3.4%13,8611.4%COM SHSAPTIV PLC$1,386,094$116,997 ▼-7.8%20,3181.4%COM SHSAVYAvery Dennison$1,357,962$26,320 ▼-1.9%7,7391.3%IndustrialsFSLRFirst Solar$1,335,577$129,949 ▼-8.9%8,0681.3%EnergyDHID.R. Horton$1,331,228$85,732 ▼-6.1%10,3261.3%ConstructionEA SERIES TRUST$1,217,365$1,217,365 ▲New Holding46,6961.2%STANCE SUSTAINABAVBAvalonBay Communities$1,184,574$21,775 ▼-1.8%5,8211.2%FinanceMSCIMSCI$1,182,317$14,995 ▼-1.3%2,0501.2%FinanceAWKAmerican Water Works$1,059,601$1,391 ▼-0.1%7,6171.0%UtilitiesAZNAstraZeneca$983,841$983,841 ▲New Holding14,0791.0%MedicalCOOPER COS INC$970,124$110,867 ▼-10.3%13,6330.9%COMLEVILevi Strauss & Co.$923,964$56,672 ▼-5.8%49,9710.9%Retail/WholesaleSCHWCharles Schwab$923,714$923,714 ▲New Holding10,1240.9%FinanceICEIntercontinental Exchange$901,755$901,755 ▲New Holding4,9150.9%FinanceSPYSPDR S&P 500 ETF Trust$849,5440.0%1,3750.8%FinanceNVTnVent Electric$770,151$27,469 ▼-3.4%10,5140.8%Computer and TechnologyGISGeneral Mills$761,296$487,532 ▼-39.0%14,6940.7%Consumer StaplesSROICalamos Antetokounmpo Global Sustainable Equities ETF$752,077$49,596 ▲7.1%23,5650.7%ETFINTCIntel$726,589$526,042 ▲262.3%32,4370.7%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$655,742$655,742 ▲New Holding8,8090.6%ManufacturingHSICHenry Schein$624,358$8,766 ▼-1.4%8,5470.6%MedicalNYTNew York Times$618,048$5,318 ▼-0.9%11,0410.6%Consumer StaplesGSKGSK$609,293$41,434 ▼-6.4%15,8670.6%MedicalMRKMerck & Co., Inc.$560,136$321,073 ▼-36.4%7,0760.5%MedicalVTIVanguard Total Stock Market ETF$554,0640.0%1,8230.5%ETFINTUIntuit$303,238$59,072 ▼-16.3%3850.3%Computer and TechnologyCRMSalesforce$257,692$1,636 ▼-0.6%9450.3%Computer and TechnologyGOOGAlphabet$249,5880.0%1,4070.2%Computer and TechnologyPNCThe PNC Financial Services Group$248,6840.0%1,3340.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$246,9560.0%2,1260.2%ETFABNBAirbnb$0$776,490 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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