Figure 8 Investment Strategies LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Figure 8 Investment Strategies LLC reported 62 stock positions worth $112.3 million. Its top holding was Alphabet Class A (GOOGL) at 6.8% of the portfolio, followed by Apple (AAPL, 6.6%) and Microsoft (MSFT, 6.2%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 8 and reduced 44. The biggest buy was a new position in S&P Global (SPGI) and the biggest sale Calms Antko GLB Sust Eqy ETF (SROI, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- BOISE, ID
- CIK
- 0001909570
- Portfolio Value
- $112.3M (Q4 2025)
- SEC Filing
- 0001909570-26-000001 ↗ filed Jan 21, 2026
Holdings Value
Holdings 62 stocks · $112.3M
| GOOGL Alphabet Inc. Class A | 6.80% | 24,414 | $7.6M | Reduce -12.7% |
| AAPL Apple Inc. | 6.57% | 27,157 | $7.4M | Reduce -1.9% |
| MSFT Microsoft Corp. | 6.15% | 14,289 | $6.9M | Reduce -2.2% |
| TSM Taiwan Semiconductor-SP ADR | 4.54% | 16,772 | $5.1M | Reduce -4.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.97% | 29,028 | $4.5M | Reduce -1.9% |
| TT Trane Technologies PLC | 2.93% | 8,465 | $3.3M | Reduce -18.7% |
| V Visa Inc. Class A | 2.68% | 8,583 | $3.0M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 2.63% | 3,421 | $3.0M | Reduce -2.3% |
| WAT Waters Corp. | 2.62% | 7,751 | $2.9M | Reduce -0.5% |
| XYL Xylem Inc. | 2.44% | 20,159 | $2.7M | Reduce -1.1% |
| NXPI NXP Semiconductors NV | 2.36% | 12,217 | $2.7M | Reduce -2.5% |
| AMAL Amalgamated Financial Corp. | 2.32% | 81,464 | $2.6M | Reduce -3.5% |
| FLEX Flex Ltd. | 2.31% | 43,019 | $2.6M | Reduce -22.8% |
| GLW Corning Inc. | 2.17% | 27,848 | $2.4M | Reduce -21.3% |
| NFLX Netflix Inc. | 2.05% | 24,615 | $2.3M | Reduce -2.5% |
| NXT Nextpower Inc. | 2.02% | 26,009 | $2.3M | Reduce -1.8% |
| LIN Linde PLC | 1.87% | 4,934 | $2.1M | Reduce -4.0% |
| FSLR First Solar Inc. | 1.81% | 7,800 | $2.0M | Reduce -3.9% |
| SONY Sony Group Corp. - SP ADR | 1.75% | 76,791 | $2.0M | Reduce -1.0% |
| ADBE Adobe Inc. | 1.69% | 5,432 | $1.9M | Reduce -8.6% |
| DHR Danaher Corp. | 1.68% | 8,259 | $1.9M | Reduce -1.2% |
| SYK Stryker Corp. | 1.64% | 5,225 | $1.8M | Reduce -2.8% |
| WTW Willis Towers Watson PLC | 1.63% | 5,587 | $1.8M | Reduce -1.5% |
| DE Deere & Co. | 1.63% | 3,923 | $1.8M | Reduce -1.6% |
| HASI Ha Sustainable Infrastructur | 1.61% | 57,622 | $1.8M | Reduce -1.1% |
| HDB HDFC Bank Ltd.-ADR | 1.58% | 48,510 | $1.8M | Add +0.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.57% | 1,652 | $1.8M | Reduce -5.0% |
| PLD Prologis Inc. | 1.53% | 13,499 | $1.7M | Add +1.9% |
| ICE Intercontinental Exchange Inc. | 1.52% | 10,539 | $1.7M | Add +24.2% |
| APTV Aptiv PLC | 1.41% | 20,798 | $1.6M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.35% | 13,368 | $1.5M | Reduce -1.3% |
| AZN Astrazeneca PLC-Spons ADR | 1.31% | 16,029 | $1.5M | Reduce -0.1% |
| DHI D.R. Horton Inc. | 1.27% | 9,931 | $1.4M | Reduce -5.0% |
| AVY Avery Dennison Corp. | 1.20% | 7,388 | $1.3M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.14% | 4,082 | $1.3M | Reduce -2.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 1.09% | 16,351 | $1.2M | Add +60.0% |
| NVT Nvent Electric PLC | 1.02% | 11,194 | $1.1M | Reduce -1.6% |
| MSCI MSCI Inc. | 1.02% | 1,988 | $1.1M | Reduce -2.2% |
| INTC Intel Corp. | 0.99% | 30,190 | $1.1M | Reduce -5.6% |
| LEVI Levi Strauss & Co. Class A | 0.94% | 50,939 | $1.1M | Add +1.2% |
| SCHW Schwab (charles) Corp. | 0.94% | 10,569 | $1.1M | Add +3.4% |
| SPGI S&P Global Inc. | 0.92% | 1,985 | $1.0M | New |
| WDAY Workday Inc. Class A | 0.89% | 4,655 | $1000K | New |
| AWK American Water Works Co. Inc. | 0.86% | 7,421 | $968K | Reduce -2.8% |
| GSK GSK PLC-Spon ADR | 0.82% | 18,699 | $917K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 1,325 | $904K | No change |
| COO The Cooper Cos Inc. | 0.75% | 10,279 | $842K | Reduce -8.0% |
| NYT New York Times Co. Class A | 0.69% | 11,186 | $776K | Reduce -0.4% |
| AVB Avalonbay Communities Inc. | 0.66% | 4,086 | $741K | Reduce -19.0% |
| BSX Boston Scientific Corp. | 0.62% | 7,280 | $694K | New |
| MELI MercadoLibre Inc. | 0.53% | 295 | $594K | Reduce -8.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 1,763 | $591K | Reduce -1.1% |
| PNC PNC Financial Services Group | 0.25% | 1,334 | $278K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 2,126 | $274K | No change |
| MU Micron Technology Inc. | 0.23% | 895 | $255K | New |
| INTU Intuit Inc. | 0.23% | 385 | $255K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 500 | $251K | No change |
| SROI Calms Antko GLB Sust Eqy ETF | 0.21% | 6,980 | $234K | Reduce -83.7% |
| CRM Salesforce Inc. | 0.20% | 837 | $222K | Reduce -7.5% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 3,543 | $221K | No change |
| VLTO Veralto Corp. | 0.18% | 2,054 | $205K | Reduce -2.8% |
| CHGX Stance Sustainable Beta ETF | 0.18% | 7,407 | $201K | Reduce -72.3% |
Portfolio Sells Q3 2025 → Q4 2025
| SROI Calms Antko GLB Sust Eqy ETF | Reduce -83.7% | 0.21% | −1.05 |
| TT Trane Technologies PLC | Reduce -18.7% | 2.93% | −0.98 |
| NFLX Netflix Inc. | Reduce -2.5% | 2.05% | −0.64 |
| MSFT Microsoft Corp. | Reduce -2.2% | 6.15% | −0.59 |
| FLEX Flex Ltd. | Reduce -22.8% | 2.31% | −0.57 |
| CHGX Stance Sustainable Beta ETF | Reduce -72.3% | 0.18% | −0.47 |
| GLW Corning Inc. | Reduce -21.3% | 2.17% | −0.42 |
| DHI D.R. Horton Inc. | Reduce -5.0% | 1.27% | −0.30 |
| LIN Linde PLC | Reduce -4.0% | 1.87% | −0.30 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 2.63% | −0.26 |
| SONY Sony Group Corp. - SP ADR | Reduce -1.0% | 1.75% | −0.24 |
| XYL Xylem Inc. | Reduce -1.1% | 2.44% | −0.23 |
| AVB Avalonbay Communities Inc. | Reduce -19.0% | 0.66% | −0.21 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.20 |
| NXPI NXP Semiconductors NV | Reduce -2.5% | 2.36% | −0.18 |
| ADBE Adobe Inc. | Reduce -8.6% | 1.69% | −0.18 |
| MELI MercadoLibre Inc. | Reduce -8.4% | 0.53% | −0.14 |
| SYK Stryker Corp. | Reduce -2.8% | 1.64% | −0.14 |
| WTW Willis Towers Watson PLC | Reduce -1.5% | 1.63% | −0.11 |
| AWK American Water Works Co. Inc. | Reduce -2.8% | 0.86% | −0.09 |
| DIS The Walt Disney Co. | Reduce -1.3% | 1.35% | −0.03 |
| VLTO Veralto Corp. | Reduce -2.8% | 0.18% | −0.02 |
| MSCI MSCI Inc. | Reduce -2.2% | 1.02% | −0.01 |
| DE Deere & Co. | Reduce -1.6% | 1.63% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 0.53% | +0.00 |
| CRM Salesforce Inc. | Reduce -7.5% | 0.20% | +0.01 |
| NVT Nvent Electric PLC | Reduce -1.6% | 1.02% | +0.02 |
| HASI Ha Sustainable Infrastructur | Reduce -1.1% | 1.61% | +0.02 |
| INTC Intel Corp. | Reduce -5.6% | 0.99% | +0.04 |
| V Visa Inc. Class A | Reduce -1.3% | 2.68% | +0.04 |
| COO The Cooper Cos Inc. | Reduce -8.0% | 0.75% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -5.0% | 1.57% | +0.07 |
| GSK GSK PLC-Spon ADR | Reduce -0.1% | 0.82% | +0.10 |
| NYT New York Times Co. Class A | Reduce -0.4% | 0.69% | +0.12 |
| TJX TJX Companies Inc. | Reduce -1.9% | 3.97% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.6% | 4.54% | +0.16 |
| DHR Danaher Corp. | Reduce -1.2% | 1.68% | +0.21 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.1% | 1.31% | +0.21 |
| FSLR First Solar Inc. | Reduce -3.9% | 1.81% | +0.22 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 1.14% | +0.24 |
| NXT Nextpower Inc. | Reduce -1.8% | 2.02% | +0.27 |
| AMAL Amalgamated Financial Corp. | Reduce -3.5% | 2.32% | +0.28 |
| AAPL Apple Inc. | Reduce -1.9% | 6.57% | +0.29 |
| WAT Waters Corp. | Reduce -0.5% | 2.62% | +0.54 |
| GOOGL Alphabet Inc. Class A | Reduce -12.7% | 6.80% | +0.75 |
Portfolio Buys Q3 2025 → Q4 2025
| SPGI S&P Global Inc. | New | 0.92% | +0.92 |
| WDAY Workday Inc. Class A | New | 0.89% | +0.89 |
| BSX Boston Scientific Corp. | New | 0.62% | +0.62 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +60.0% | 1.09% | +0.40 |
| ICE Intercontinental Exchange Inc. | Add +24.2% | 1.52% | +0.25 |
| MU Micron Technology Inc. | New | 0.23% | +0.23 |
| PLD Prologis Inc. | Add +1.9% | 1.53% | +0.18 |
| AVY Avery Dennison Corp. | Add +0.5% | 1.20% | +0.13 |
| HDB HDFC Bank Ltd.-ADR | Add +0.8% | 1.58% | +0.11 |
| SCHW Schwab (charles) Corp. | Add +3.4% | 0.94% | +0.07 |
| LEVI Levi Strauss & Co. Class A | Add +1.2% | 0.94% | −0.10 |
| APTV Aptiv PLC | Add +0.2% | 1.41% | −0.19 |
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 |