Q2 2026 13F · SEC CIK 1909570

Figure 8 Investment Strategies LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $118.3M
Reported positions: 56
Holdings vs S&P 500, 3 yrs: —
Assets under management: $233.4M

Figure 8 Investment Strategies LLC is a wealth manager that reported 56 positions worth $118.3M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Apple Inc (AAPL, 6.2%), Alphabet Inc (GOOGL, 5.9%), Taiwan Semiconductor Manufac (TSM, 4.7%).

Figure 8 Investment Strategies LLC holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Figure 8 Investment Strategies LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.2%	6.4%	25,377	-1.8%	$7.3M
GOOGLAlphabet Inc	5.9%	5.5%	19,681	+0.5%	$7.0M
TSMTaiwan Semiconductor Manufac	4.7%	3.8%	11,655	+1.2%	$5.6M
MSFTMicrosoft Corp	4.4%	5.1%	14,105	+0.4%	$5.3M
FLEXFlex Ltd	4.3%	2.5%	31,486	-19.0%	$5.1M
GLWCorning Inc.	3.9%	3.2%	18,286	-23.8%	$4.7M
VVisa Inc Com Cl A	3.1%	2.5%	10,736	+27.7%	$3.7M
TTTrane Technologies PLC	3.1%	3.0%	7,401	+0.2%	$3.6M
TJXTjx Cos Inc New Com	2.9%	3.5%	22,477	-0.9%	$3.4M
ASMLAsml Hldg NV	2.8%	2.1%	1,636	-0.4%	$3.3M
AMALAmalgamated Financial Corp	2.6%	2.5%	67,308	+1.8%	$3.1M
NXPINxp Semiconductors N V	2.5%	2.0%	10,552	+1.0%	$3.0M
WATWaters Corp.	2.5%	2.3%	7,906	-0.2%	$3.0M
COSTCostco Whsl Corp New	2.4%	3.0%	3,082	-1.4%	$2.9M
INTCIntel Corp	2.3%	1.2%	19,752	-26.8%	$2.8M
NXTNextpower Inc	2.2%	3.0%	21,387	-15.5%	$2.5M
LINLinde PLC	2.1%	2.3%	4,748	+0.3%	$2.5M
DHIDR Horton Inc	2.0%	2.0%	14,722	-1.8%	$2.4M
DEDeere & Co Com	2.0%	2.0%	3,754	+1.1%	$2.4M
XYLXylem Inc Ny	1.8%	2.3%	17,967	-8.4%	$2.1M
GSKGsk PLC	1.7%	1.1%	38,686	+90.5%	$2.0M
NVTNvent Elec PLC	1.6%	1.3%	11,340	+0.4%	$1.9M
FSLRFirst Solar Inc Com	1.6%	1.5%	8,088	+2.6%	$1.9M
NOWServicenow Inc Com	1.6%	0.8%	18,986	+153.6%	$1.9M
SCHWSchwab Charles Corp	1.5%	1.6%	19,693	+13.6%	$1.8M
PLDPrologis Inc	1.5%	1.7%	13,368	+0.2%	$1.8M
DISDisney Walt Co	1.5%	1.8%	18,680	-3.4%	$1.8M
NFLXNetflix Inc Total	1.5%	2.2%	24,377	+2.2%	$1.7M
AZNAstrazeneca PLC Ord	1.5%	1.7%	9,120	+3.4%	$1.7M
HASIHa Sustainable Infra Cap Inc	1.4%	1.5%	43,230	+2.9%	$1.7M
SPGIS&P Global Inc.	1.4%	1.8%	4,074	-5.2%	$1.7M
DMXFIshares Tr	1.3%	1.2%	18,840	+11.4%	$1.6M
SYKStryker Corporation	1.3%	1.6%	4,982	-2.4%	$1.6M
SONYSony Corporation ADR (jpn)	1.2%	1.5%	70,563	-1.8%	$1.4M
APTVAptiv PLC	1.2%	1.4%	22,638	+7.7%	$1.4M
MELIMercadolibre Inc	1.1%	0.6%	796	+130.7%	$1.4M
LEVILevi Strauss & Co New	1.1%	0.9%	52,056	+1.6%	$1.3M
WTWWillis Towers Watson PLC Ltd	1.1%	1.5%	4,944	-8.9%	$1.3M
DHRDanaher Corporation	1.0%	1.6%	6,499	-22.7%	$1.2M
AVYAvery Dennison Corp	1.0%	1.2%	7,242	-2.0%	$1.2M
ICEIntercontinental Exchange in	0.9%	1.7%	8,872	-21.7%	$1.1M
AWKAmerican Water Works Co. Inc.	0.8%	1.0%	6,789	-8.6%	$893K
VRTXVertex Pharmaceuticals Inc	0.7%	0.7%	1,776	+15.9%	$882K
GOOGAlphabet Inc	0.7%	0.7%	2,382	-9.8%	$842K
WDAYWorkday Inc	0.7%	—	6,571	—	$804K
AVBAvalonBay Communities Inc	0.7%	0.6%	4,230	+6.0%	$798K
NYTNew York Times Co Mtn Be	0.7%	0.9%	11,328	+3.3%	$793K
ADBEAdobe Inc	0.7%	1.2%	3,804	-24.8%	$780K
VGNTVersigent Ltd	0.6%	—	16,305	—	$685K
MUMicron Technology Inc	0.6%	—	589	—	$680K

What Figure 8 Investment Strategies LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NOW Servicenow Inc Com+153.6% shares
MELI Mercadolibre Inc+130.7% shares
GSK Gsk PLC+90.5% shares
V Visa Inc Com Cl A+27.7% shares
VRTX Vertex Pharmaceuticals Inc+15.9% shares
SCHW Schwab Charles Corp+13.6% shares
DMXF Ishares Tr+11.4% shares
APTV Aptiv PLC+7.7% shares

Reduced

INTC Intel Corp-26.8% shares
ADBE Adobe Inc-24.8% shares
GLW Corning Inc.-23.8% shares
DHR Danaher Corporation-22.7% shares
ICE Intercontinental Exchange in-21.7% shares
FLEX Flex Ltd-19.0% shares
NXT Nextpower Inc-15.5% shares
GOOG Alphabet Inc-9.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$118.3M	56
Q1 2026	$102.4M	56
Q4 2025	$112.3M	62
Q3 2025	$112.2M	59
Q2 2025	$102.4M	57
Q1 2025	$95.5M	53
Q4 2024	$102.0M	53

Questions about Figure 8 Investment Strategies LLC's portfolio

What stocks does Figure 8 Investment Strategies LLC own?

Figure 8 Investment Strategies LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 56 positions worth $118.3M. The largest are Apple Inc (AAPL) at 6.2%, Alphabet Inc (GOOGL) at 5.9%, Taiwan Semiconductor Manufac (TSM) at 4.7%, Microsoft Corp (MSFT) at 4.4% and Flex Ltd (FLEX) at 4.3%.

What did Figure 8 Investment Strategies LLC buy last quarter?

In Q2 2026, Figure 8 Investment Strategies LLC added Servicenow Inc Com (NOW) (+153.6% shares), Mercadolibre Inc (MELI) (+130.7% shares) and Gsk PLC (GSK) (+90.5% shares), compared with its Q1 2026 filing.

What did Figure 8 Investment Strategies LLC sell last quarter?

In Q2 2026, Figure 8 Investment Strategies LLC cut from its top 50 Hdfc Bk Ltd ADR (HDB), cut from its top 50 Cooper Cos Inc (COO), cut from its top 50 Vanguard Index Fds (VTI), Intel Corp (INTC) (-26.8% shares), Adobe Inc (ADBE) (-24.8% shares) and Corning Inc. (GLW) (-23.8% shares), compared with its Q1 2026 filing.

When is Figure 8 Investment Strategies LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Figure 8 Investment Strategies LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Figure 8 Investment Strategies LLC manage?

Figure 8 Investment Strategies LLC reported $233.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $118.3M.