FIGURE 8 INVESTMENT STRATEGIES LLC
CIK: 0001909570SEC EDGAR →
Portfolio Value
$112.3M
Holdings
62
As of
Q4 2025
New Positions
62
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 24,414 | $7.6M | 6.80% |
| 2 | APPLE INC | 27,157 | $7.4M | 6.57% |
| 3 | MICROSOFT CORP | 14,289 | $6.9M | 6.15% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 16,772 | $5.1M | 4.54% |
| 5 | TJX COS INC NEW | 29,028 | $4.5M | 3.97% |
| 6 | TRANE TECHNOLOGIES PLC | 8,465 | $3.3M | 2.93% |
| 7 | VISA INC | 8,583 | $3.0M | 2.68% |
| 8 | COSTCO WHSL CORP NEW | 3,421 | $3.0M | 2.63% |
| 9 | WATERS CORP | 7,751 | $2.9M | 2.62% |
| 10 | XYLEM INC | 20,159 | $2.7M | 2.44% |
Quarterly Changes
New Positions (62)
$7.6M · 24K shares
$7.4M · 27K shares
$6.9M · 14K shares
$5.1M · 17K shares
$4.5M · 29K shares
$3.3M · 8K shares
$3.0M · 9K shares
$3.0M · 3K shares
$2.9M · 8K shares
$2.7M · 20K shares
$2.7M · 12K shares
$2.6M · 81K shares
$2.6M · 43K shares
$2.4M · 28K shares
$2.3M · 25K shares
$2.3M · 26K shares
$2.1M · 5K shares
$2.0M · 8K shares
$2.0M · 77K shares
$1.9M · 5K shares
$1.9M · 8K shares
$1.8M · 5K shares
$1.8M · 6K shares
$1.8M · 4K shares
$1.8M · 58K shares
$1.8M · 49K shares
$1.8M · 2K shares
$1.7M · 13K shares
$1.7M · 11K shares
$1.6M · 21K shares
$1.5M · 13K shares
$1.5M · 16K shares
$1.4M · 10K shares
$1.3M · 7K shares
$1.3M · 4K shares
$1.2M · 16K shares
$1.1M · 11K shares
$1.1M · 2K shares
$1.1M · 30K shares
$1.1M · 51K shares
$1.1M · 11K shares
$1.0M · 2K shares
$999K · 5K shares
$968K · 7K shares
$916K · 19K shares
$903K · 1K shares
$842K · 10K shares
$776K · 11K shares
$740K · 4K shares
$694K · 7K shares
$594K · 295 shares
$591K · 2K shares
$278K · 1K shares
$273K · 2K shares
$255K · 895 shares
$255K · 385 shares
$251K · 500 shares
$234K · 7K shares
$221K · 837 shares
$221K · 4K shares
$204K · 2K shares
$201K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 15 | $37.8M | 33.7% |
| Financial Services | 17 | $19.9M | 17.7% |
| Communication Services | 5 | $13.5M | 12.0% |
| Healthcare | 7 | $10.6M | 9.4% |
| Industrials | 6 | $10.6M | 9.4% |
| Consumer Cyclical | 4 | $8.5M | 7.6% |
| Consumer Defensive | 1 | $3.0M | 2.6% |
| Real Estate | 2 | $2.5M | 2.2% |
| Basic Materials | 1 | $2.1M | 1.9% |
| Energy | 1 | $2.0M | 1.8% |
| Unknown | 3 | $1.8M | 1.6% |