Figure 8 Investment Strategies LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Figure 8 Investment Strategies LLC reported 53 stock positions worth $95.5 million. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Alphabet Class A (GOOGL, 4.6%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 28 and reduced 19. The biggest buy was a new position in Aptiv (APTV) and the biggest sale Alphabet Class A (GOOGL, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- BOISE, ID
- CIK
- 0001909570
- Portfolio Value
- $95.5M (Q1 2025)
- SEC Filing
- 0001085146-25-002245 ↗ filed Apr 23, 2025
Holdings Value
Holdings 53 stocks · $95.5M
| AAPL Apple Inc. | 6.76% | 29,048 | $6.5M | Reduce -6.0% |
| MSFT Microsoft Corp. | 5.95% | 15,141 | $5.7M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 4.58% | 28,287 | $4.4M | Reduce -15.1% |
| TT Trane Technologies PLC | 4.15% | 11,772 | $4.0M | Reduce -15.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.85% | 22,166 | $3.7M | Reduce -2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.79% | 29,715 | $3.6M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 3.49% | 3,528 | $3.3M | Reduce -20.4% |
| V Visa Inc. Class A | 3.17% | 8,624 | $3.0M | Add +1.0% |
| LIN Linde PLC | 2.96% | 6,074 | $2.8M | Add +3.5% |
| WAT Waters Corp. | 2.80% | 7,246 | $2.7M | Add +4.3% |
| SONY Sony Group Corp. - SP ADR | 2.79% | 104,768 | $2.7M | Add +7.7% |
| NXPI NXP Semiconductors NV | 2.76% | 13,861 | $2.6M | Add +2.9% |
| FLEX Flex Ltd. | 2.65% | 76,413 | $2.5M | Add +7.3% |
| NFLX Netflix Inc. | 2.59% | 2,657 | $2.5M | Reduce -32.2% |
| XYL Xylem Inc. | 2.58% | 20,663 | $2.5M | Add +3.0% |
| PLD Prologis Inc. | 2.57% | 21,955 | $2.5M | Reduce -2.5% |
| AMAL Amalgamated Financial Corp. | 2.57% | 85,323 | $2.5M | Add +2.8% |
| HASI Ha Sustainable Infrastructur | 2.38% | 77,698 | $2.3M | Add +0.7% |
| DE Deere & Co. | 2.02% | 4,115 | $1.9M | Reduce -28.2% |
| GLW Corning Inc. | 2.01% | 41,915 | $1.9M | Reduce -19.0% |
| SYK Stryker Corp. | 1.94% | 4,972 | $1.9M | Add +4.7% |
| ADBE Adobe Inc. | 1.90% | 4,722 | $1.8M | Add +6.5% |
| DHR Danaher Corp. | 1.86% | 8,677 | $1.8M | Reduce -5.2% |
| HDB HDFC Bank Ltd.-ADR | 1.63% | 23,375 | $1.6M | Add +5.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.55% | 14,968 | $1.5M | Add +15.6% |
| GIS General Mills Inc. | 1.51% | 24,104 | $1.4M | Reduce -13.9% |
| AVY Avery Dennison Corp. | 1.47% | 7,889 | $1.4M | Add +1.1% |
| VLTO Veralto Corp. | 1.46% | 14,349 | $1.4M | Add +1.1% |
| DHI D.R. Horton Inc. | 1.46% | 10,991 | $1.4M | Add +59.3% |
| APTV Aptiv PLC | 1.37% | 22,033 | $1.3M | New |
| COO The Cooper Cos Inc. | 1.34% | 15,191 | $1.3M | Add +2.7% |
| AVB Avalonbay Communities Inc. | 1.33% | 5,928 | $1.3M | New |
| ASML ASML Holding NV-NY Reg SHS | 1.29% | 1,862 | $1.2M | Add +4.2% |
| MSCI MSCI Inc. | 1.23% | 2,076 | $1.2M | Add +5.6% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.20% | 27,135 | $1.1M | Add +152.2% |
| AWK American Water Works Co. Inc. | 1.18% | 7,627 | $1.1M | Reduce -0.7% |
| FSLR First Solar Inc. | 1.17% | 8,853 | $1.1M | Add +8.4% |
| MRK Merck & Co. Inc. | 1.05% | 11,132 | $999K | Reduce -10.9% |
| LEVI Levi Strauss & Co. Class A | 0.87% | 53,036 | $827K | Add +4.4% |
| ABNB Airbnb Inc. Class A | 0.81% | 6,500 | $776K | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 1,375 | $769K | Reduce -42.1% |
| GSK GSK PLC-Spon ADR | 0.69% | 16,946 | $656K | Add +17.2% |
| SROI Calms Antko GLB Sust Eqy ETF | 0.66% | 22,011 | $631K | Add +31.0% |
| HSIC Henry Schein Inc. | 0.62% | 8,667 | $594K | Add +11.5% |
| NVT Nvent Electric PLC | 0.60% | 10,889 | $571K | New |
| NYT New York Times Co. Class A | 0.58% | 11,136 | $552K | Add +17.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 1,823 | $501K | Add +69.9% |
| INTU Intuit Inc. | 0.30% | 460 | $282K | Reduce -43.2% |
| CRM Salesforce Inc. | 0.27% | 951 | $255K | Reduce -20.8% |
| PNC PNC Financial Services Group | 0.25% | 1,334 | $234K | No change |
| GOOG Alphabet Inc. Class C | 0.23% | 1,407 | $220K | Reduce -17.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 2,126 | $218K | No change |
| INTC Intel Corp. | 0.21% | 8,953 | $203K | New |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -15.1% | 4.58% | −1.60 |
| TT Trane Technologies PLC | Reduce -15.8% | 4.15% | −0.91 |
| AAPL Apple Inc. | Reduce -6.0% | 6.76% | −0.83 |
| NFLX Netflix Inc. | Reduce -32.2% | 2.59% | −0.83 |
| AMRC Ameresco Inc. Class A | Sold out | 0.00% | −0.69 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -42.1% | 0.81% | −0.56 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.3% | 3.85% | −0.54 |
| COST Costco Wholesale Corp. | Reduce -20.4% | 3.49% | −0.49 |
| KRBN KS Global Carbon Stratgy ETF | Sold out | 0.00% | −0.48 |
| GLW Corning Inc. | Reduce -19.0% | 2.01% | −0.40 |
| DE Deere & Co. | Reduce -28.2% | 2.02% | −0.36 |
| MSFT Microsoft Corp. | Reduce -0.1% | 5.95% | −0.31 |
| GIS General Mills Inc. | Reduce -13.9% | 1.51% | −0.24 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.24 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.20 |
| INTU Intuit Inc. | Reduce -43.2% | 0.30% | −0.20 |
| DHR Danaher Corp. | Reduce -5.2% | 1.86% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -10.9% | 1.05% | −0.17 |
| CRM Salesforce Inc. | Reduce -20.8% | 0.27% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -17.8% | 0.23% | −0.09 |
| TJX TJX Companies Inc. | Reduce -1.9% | 3.79% | +0.20 |
| PLD Prologis Inc. | Reduce -2.5% | 2.57% | +0.24 |
| AWK American Water Works Co. Inc. | Reduce -0.7% | 1.18% | +0.24 |
Portfolio Buys Q4 2024 → Q1 2025
| APTV Aptiv PLC | New | 1.37% | +1.37 |
| AVB Avalonbay Communities Inc. | New | 1.33% | +1.33 |
| NXT Nextpower Inc. | Add +152.2% | 1.20% | +0.81 |
| SONY Sony Group Corp. - SP ADR | Add +7.7% | 2.79% | +0.77 |
| NVT Nvent Electric PLC | New | 0.60% | +0.60 |
| LIN Linde PLC | Add +3.5% | 2.96% | +0.55 |
| V Visa Inc. Class A | Add +1.0% | 3.17% | +0.52 |
| DHI D.R. Horton Inc. | Add +59.3% | 1.46% | +0.52 |
| HASI Ha Sustainable Infrastructur | Add +0.7% | 2.38% | +0.35 |
| XYL Xylem Inc. | Add +3.0% | 2.58% | +0.30 |
| WAT Waters Corp. | Add +4.3% | 2.80% | +0.27 |
| SYK Stryker Corp. | Add +4.7% | 1.94% | +0.26 |
| HDB HDFC Bank Ltd.-ADR | Add +5.7% | 1.63% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +69.9% | 0.52% | +0.22 |
| INTC Intel Corp. | New | 0.21% | +0.21 |
| GSK GSK PLC-Spon ADR | Add +17.2% | 0.69% | +0.21 |
| SROI Calms Antko GLB Sust Eqy ETF | Add +31.0% | 0.66% | +0.18 |
| DIS The Walt Disney Co. | Add +15.6% | 1.55% | +0.13 |
| NYT New York Times Co. Class A | Add +17.8% | 0.58% | +0.10 |
| HSIC Henry Schein Inc. | Add +11.5% | 0.62% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.2% | 1.29% | +0.08 |
| MSCI MSCI Inc. | Add +5.6% | 1.23% | +0.07 |
| VLTO Veralto Corp. | Add +1.1% | 1.46% | +0.05 |
| AVY Avery Dennison Corp. | Add +1.1% | 1.47% | +0.04 |
| NXPI NXP Semiconductors NV | Add +2.9% | 2.76% | +0.01 |
| COO The Cooper Cos Inc. | Add +2.7% | 1.34% | +0.01 |
| LEVI Levi Strauss & Co. Class A | Add +4.4% | 0.87% | +0.00 |
| ABNB Airbnb Inc. Class A | Add +2.4% | 0.81% | −0.01 |
| FLEX Flex Ltd. | Add +7.3% | 2.65% | −0.03 |
| ADBE Adobe Inc. | Add +6.5% | 1.90% | −0.04 |
| AMAL Amalgamated Financial Corp. | Add +2.8% | 2.57% | −0.16 |
| FSLR First Solar Inc. | Add +8.4% | 1.17% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $118.3M | AAPL, GOOGL, TSM, MSFT, FLEX |
| Q1 2026 | 56 | $102.4M | AAPL, GOOGL, MSFT, TSM, TJX |
| Q4 2025 | 62 | $112.3M | GOOGL, AAPL, MSFT, TSM, TJX |
| Q3 2025 | 59 | $112.2M | MSFT, AAPL, GOOGL, TSM, TT |
| Q2 2025 | 57 | $102.4M | MSFT, AAPL, GOOGL, TT, TSM |
| Q1 2025 | 53 | $95.5M | AAPL, MSFT, GOOGL, TT, TSM |
| Q4 2024 | 53 | $102.0M | AAPL, MSFT, GOOGL, TT, TSM |