Figure 8 Investment Strategies LLC Top Holdings and 13F Report (2026) About Figure 8 Investment Strategies LLCInvestment ActivityFigure 8 Investment Strategies LLC has $102.40 million in total holdings as of March 31, 2026.Figure 8 Investment Strategies LLC owns shares of 56 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 6.43% of the portfolio was purchased this quarter.About 13.90% of the portfolio was sold this quarter.This quarter, Figure 8 Investment Strategies LLC has purchased 62 new stocks and bought additional shares in 18 stocks.Figure 8 Investment Strategies LLC sold shares of 35 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $6,559,456Alphabet $5,630,712Microsoft $5,198,686Taiwan Semiconductor Manufacturing $3,891,156TJX Companies $3,621,357 Largest New Holdings this Quarter G0593M107 - AstraZeneca $1,739,875 Holding81762P102 - ServiceNow $782,870 Holding92532F100 - Vertex Pharmaceuticals $684,546 Holding Largest Purchases this Quarter AstraZeneca 8,822 shares (about $1.74M)S&P Global 2,314 shares (about $984.24K)ServiceNow 7,488 shares (about $782.87K)D.R. Horton 5,062 shares (about $694.61K)Vertex Pharmaceuticals 1,533 shares (about $684.55K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 5,258 shares (about $1.78M)Alphabet 4,833 shares (about $1.39M)TJX Companies 6,352 shares (about $1.01M)Amalgamated Financial 15,365 shares (about $597.24K)HA Sustainable Infrastructure Capital 15,620 shares (about $574.04K) 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 PortfolioSectorAAPLApple$6,559,456$332,719 ▼-4.8%25,8466.4%Computer and TechnologyGOOGLAlphabet$5,630,712$1,389,777 ▼-19.8%19,5815.5%Computer and TechnologyMSFTMicrosoft$5,198,686$90,692 ▼-1.7%14,0445.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,891,156$1,776,941 ▼-31.3%11,5143.8%Computer and TechnologyTJXTJX Companies$3,621,357$1,014,414 ▼-21.9%22,6763.5%Retail/WholesaleGLWCorning$3,264,912$521,581 ▼-13.8%24,0123.2%Computer and TechnologyCOSTCostco Wholesale$3,114,840$293,947 ▼-8.6%3,1263.0%Retail/WholesaleTTTrane Technologies$3,078,875$448,829 ▼-12.7%7,3883.0%ConstructionNXTNextpower$3,052,447$82,938 ▼-2.6%25,3213.0%EnergyAMALAmalgamated Financial$2,569,268$597,238 ▼-18.9%66,0992.5%FinanceFLEXFlex$2,545,674$270,350 ▼-9.6%38,8892.5%Computer and TechnologyVVisa$2,540,025$54,101 ▼-2.1%8,4042.5%Business ServicesWATWaters$2,360,065$51,817 ▲2.2%7,9252.3%MedicalLINDE PLC$2,346,432$99,648 ▼-4.1%4,7332.3%SHSXYLXylem$2,343,156$65,845 ▼-2.7%19,6082.3%Business ServicesNFLXNetflix$2,293,851$72,882 ▼-3.1%23,8572.2%Consumer DiscretionaryASMLASML$2,168,803$13,208 ▼-0.6%1,6422.1%Computer and TechnologyDEDeere & Company$2,092,096$117,730 ▼-5.3%3,7142.0%IndustrialsNXPINXP Semiconductors$2,057,581$347,458 ▼-14.4%10,4522.0%Computer and TechnologyDHID.R. Horton$2,057,339$694,607 ▲51.0%14,9932.0%ConstructionDISWalt Disney$1,862,833$574,425 ▲44.6%19,3281.8%Consumer DiscretionarySPGIS&P Global$1,828,537$984,237 ▲116.6%4,2991.8%FinanceICEIntercontinental Exchange$1,782,612$125,038 ▲7.5%11,3341.7%FinancePLDPrologis$1,764,206$20,091 ▼-1.1%13,3471.7%FinanceAZNCFAstraZeneca$1,739,875$1,739,875 ▲New Holding8,8221.7%MedicalSYKStryker$1,676,795$40,088 ▼-2.3%5,1031.6%MedicalSCHWCharles Schwab$1,628,767$635,493 ▲64.0%17,3311.6%FinanceDHRDanaher$1,594,536$28,630 ▲1.8%8,4101.6%MedicalWTWWillis Towers Watson Public$1,577,920$46,221 ▼-2.8%5,4281.5%FinanceFSLRFirst Solar$1,555,395$16,767 ▲1.1%7,8851.5%EnergyHASIHA Sustainable Infrastructure Capital$1,543,574$574,035 ▼-27.1%42,0021.5%FinanceSONYSony$1,487,419$102,154 ▼-6.4%71,8561.5%Consumer DiscretionaryAPTIV PLC$1,459,143$14,930 ▲1.0%21,0131.4%COM SHSNVTnVent Electric$1,336,567$12,538 ▲0.9%11,3001.3%Computer and TechnologyAVYAvery Dennison$1,275,933$173 ▲0.0%7,3891.2%IndustrialsDMXFiShares ESG Advanced MSCI EAFE ETF$1,275,860$42,177 ▲3.4%16,9101.2%ManufacturingADBEAdobe$1,229,256$91,155 ▼-6.9%5,0571.2%Computer and TechnologyINTCIntel$1,191,598$140,686 ▼-10.6%27,0021.2%Computer and TechnologyHDBHDFC Bank$1,181,302$25,626 ▼-2.1%47,4801.2%FinanceGSKGSK$1,120,688$88,690 ▲8.6%20,3061.1%MedicalAWKAmerican Water Works$1,010,332$408 ▲0.0%7,4241.0%UtilitiesLEVILevi Strauss & Co.$947,169$5,307 ▲0.6%51,2260.9%Retail/WholesaleNYTNew York Times$917,724$18,838 ▼-2.0%10,9610.9%Consumer StaplesNOWServiceNow$782,870$782,870 ▲New Holding7,4880.8%Computer and TechnologyGOOGAlphabet$757,884$413,078 ▼-35.3%2,6420.7%Computer and TechnologyCOOPER COS INC$705,133$29,816 ▼-4.1%9,8620.7%COMVRTXVertex Pharmaceuticals$684,546$684,546 ▲New Holding1,5330.7%MedicalAVBAvalonBay Communities$651,603$15,845 ▼-2.4%3,9890.6%FinanceMELIMercadoLibre$596,512$86,451 ▲16.9%3450.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$507,842$57,746 ▼-10.2%1,5830.5%ETFBSXBoston Scientific$467,488$10,668 ▲2.3%7,4500.5%MedicalWDAYWorkday$463,555$141,223 ▼-23.4%3,5680.5%Computer and TechnologyPNCThe PNC Financial Services Group$287,164$9,572 ▲3.4%1,3800.3%FinanceMUMicron Technology$266,894$35,473 ▼-11.7%7900.3%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$241,168$16,482 ▼-6.4%1,9900.2%ETFBRK.BBerkshire Hathaway$215,640$23,960 ▼-10.0%4500.2%FinanceASTRAZENECA PLC$0$1,473,546 ▼-100.0%00.0%SPONSORED ADRMSCIMSCI$0$1,140,575 ▼-100.0%00.0%FinanceSPYSPDR S&P 500 ETF Trust$0$903,544 ▼-100.0%00.0%FinanceINTUIntuit$0$255,032 ▼-100.0%00.0%Computer and TechnologySROICalamos Antetokounmpo Global Sustainable Equities ETF$0$234,127 ▼-100.0%00.0%ETFCRMSalesforce$0$221,730 ▼-100.0%00.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$0$221,331 ▼-100.0%00.0%ETFVERALTO CORP$0$204,948 ▼-100.0%00.0%COM SHSEA SERIES TRUST$0$201,376 ▼-100.0%00.0%STANCE SUSTAINABShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
