FIGURE 8 INVESTMENT STRATEGIES LLC

CIK

1909570

Location

BOISE, ID

Portfolio Value

Small $115,876,525

Diversification

Diversified

Filing Date

Global Rank

#5,776 / 8,633 ▲ 258

Top Industry

Semiconductors 10.3%

3Y Alpha vs SPY

+15.9%

Period ended 51 days ago

Filed Aug 7, 2026 · 13d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+52.9%

SPY

+26.1%

Annualised alpha

+15.8%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.8%

+0.3 pts

Top 5

26.9%

+1.3 pts

Top 10

43.0%

+2.4 pts

HHI

298

Diversified+13

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.5%	$46,943,570	15
Financial Services	12.8%	$14,876,539	9
Communication Services	10.5%	$12,206,230	4
Consumer Cyclical	10.1%	$11,697,087	7
Healthcare	9.7%	$11,240,033	8
Industrials	8.7%	$10,063,605	4
Consumer Defensive	2.5%	$2,883,118	1
Real Estate	2.3%	$2,609,120	2
Basic Materials	2.1%	$2,463,927	1
Utilities	0.8%	$893,296	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
GSK	GSK plc	+18,380	38,686	$2,027,920
NOW	ServiceNow, Inc.	+11,498	18,986	$1,884,930
WDAY	Workday, Inc.	+3,003	6,571	$804,421
SCHW	Schwab Charles Corp	+2,362	19,693	$1,817,073
V	Visa Inc.	+2,332	10,736	$3,683,414
APTV	Aptiv PLC	+1,625	22,638	$1,389,520
HASI	HA Sustainable Infrastructure Capital, Inc.	+1,228	43,230	$1,688,131
AMAL	Amalgamated Financial Corp.	+1,209	67,308	$3,089,437
LEVI	Levi Strauss & Co	+830	52,056	$1,292,550
NFLX	Netflix Inc	+520	24,377	$1,740,517
MELI	Mercadolibre Inc	+451	796	$1,351,122
NYT	New York Times Co	+367	11,328	$792,733
AZN	Astrazeneca PLC	+298	9,120	$1,729,334
VRTX	Vertex Pharmaceuticals Inc / Ma	+243	1,776	$882,192
AVB	Avalonbay Communities Inc	+241	4,230	$798,158
FSLR	First Solar, Inc.	+203	8,088	$1,908,444
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+141	11,655	$5,566,078
NXPI	NXP Semiconductors N.V.	+100	10,552	$2,965,428
MSFT	Microsoft Corp	+61	14,105	$5,261,447
DE	Deere & Co	+40	3,754	$2,381,274
NVT	nVent Electric plc	+40	11,340	$1,923,377
PLD	Prologis, Inc.	+21	13,368	$1,810,962
LIN	Linde PLC	+15	4,748	$2,463,927
TT	Trane Technologies plc	+13	7,401	$3,635,075
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FLEX	Flex Ltd.	−7,403	31,486	$5,102,936
INTC	Intel Corp	−7,250	19,752	$2,757,971
GLW	Corning Inc /Ny	−5,726	18,286	$4,670,792
NXT	Nextpower Inc.	−3,934	21,387	$2,548,047
ICE	Intercontinental Exchange, Inc.	−2,462	8,872	$1,092,231
DHR	Danaher Corp /De/	−1,911	6,499	$1,237,929
XYL	Xylem Inc.	−1,641	17,967	$2,123,879
SONY	Sony Group Corp	−1,293	70,563	$1,415,493
ADBE	Adobe Inc.	−1,253	3,804	$779,896
COO	Cooper Companies, Inc.	−1,134	8,728	$625,884
DIS	Walt Disney Co	−648	18,680	$1,797,950
AWK	American Water Works Company, Inc.	−635	6,789	$893,296
WTW	Willis Towers Watson PLC	−484	4,944	$1,292,213
AAPL	Apple Inc.	−469	25,377	$7,343,088
DHI	Horton D R Inc /De/	−271	14,722	$2,397,919
SPGI	S&P Global Inc.	−225	4,074	$1,659,177
MU	Micron Technology Inc	−201	589	$679,876
TJX	Tjx Companies Inc /De/	−199	22,477	$3,405,265
GOOGL	Alphabet Inc.	−160	22,063	$7,875,030
AVY	Avery Dennison Corp	−147	7,242	$1,175,738
SYK	Stryker Corp	−121	4,982	$1,568,532
COST	Costco Wholesale Corp /New	−44	3,082	$2,883,118
PNC	Pnc Financial Services Group, Inc.	−41	1,339	$329,688
WAT	Waters Corp /De/	−19	7,906	$2,965,066
ASML	Asml Holding NV	−6	1,636	$3,254,723
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VGNT	Versigent PLC	16,305	$684,973
JNJ	Johnson & Johnson	800	$203,176
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HDB	Hdfc Bank Ltd	47,480	$1,181,302
BSX	Boston Scientific Corp	7,450	$467,487
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $115,876,525 total · filing declares 56 positions · $118,339,537 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	22,063	-160	$7,875,030	+23.3%	6.80%
AAPL	Apple Inc. Technology	Reduced	25,377	-469	$7,343,088	+11.9%	6.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,655	+141	$5,566,078	+43.0%	4.80%
MSFT	Microsoft Corp Technology	Added	14,105	+61	$5,261,447	+1.2%	4.54%
FLEX	Flex Ltd. Technology	Reduced	31,486	-7,403	$5,102,936	+100.5%	4.40%
GLW	Corning Inc /Ny Technology	Reduced	18,286	-5,726	$4,670,792	+43.1%	4.03%
V	Visa Inc. Financial Services	Added	10,736	+2,332	$3,683,414	+45.0%	3.18%
TT	Trane Technologies plc Industrials	Added	7,401	+13	$3,635,075	+18.1%	3.14%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,477	-199	$3,405,265	−6.0%	2.94%
ASML	Asml Holding NV Technology	Reduced	1,636	-6	$3,254,723	+50.1%	2.81%
AMAL	Amalgamated Financial Corp. Financial Services	Added	67,308	+1,209	$3,089,437	+20.2%	2.67%
NXPI	NXP Semiconductors N.V. Technology	Added	10,552	+100	$2,965,428	+44.1%	2.56%
WAT	Waters Corp /De/ Healthcare	Reduced	7,906	-19	$2,965,066	+25.6%	2.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,082	-44	$2,883,118	−7.4%	2.49%
INTC	Intel Corp Technology	Reduced	19,752	-7,250	$2,757,971	+131.5%	2.38%
NXT	Nextpower Inc. Technology	Reduced	21,387	-3,934	$2,548,047	−16.5%	2.20%
LIN	Linde PLC Basic Materials	Added	4,748	+15	$2,463,927	+5.0%	2.13%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	14,722	-271	$2,397,919	+16.6%	2.07%
DE	Deere & Co Industrials	Added	3,754	+40	$2,381,274	+13.8%	2.06%
XYL	Xylem Inc. Industrials	Reduced	17,967	-1,641	$2,123,879	−9.4%	1.83%
GSK	GSK plc Healthcare	Added	38,686	+18,380	$2,027,920	+81.0%	1.75%
NVT	nVent Electric plc Industrials	Added	11,340	+40	$1,923,377	+43.9%	1.66%
FSLR	First Solar, Inc. Technology	Added	8,088	+203	$1,908,444	+22.7%	1.65%
NOW	ServiceNow, Inc. Technology	Added	18,986	+11,498	$1,884,930	+140.8%	1.63%
SCHW	Schwab Charles Corp Financial Services	Added	19,693	+2,362	$1,817,073	+11.6%	1.57%
PLD	Prologis, Inc. Real Estate	Added	13,368	+21	$1,810,962	+2.7%	1.56%
DIS	Walt Disney Co Communication Services	Reduced	18,680	-648	$1,797,950	−3.5%	1.55%
NFLX	Netflix Inc Communication Services	Added	24,377	+520	$1,740,517	−24.1%	1.50%
AZN	Astrazeneca PLC Healthcare	Added	9,120	+298	$1,729,334	−0.6%	1.49%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Added	43,230	+1,228	$1,688,131	+9.4%	1.46%
SPGI	S&P Global Inc. Financial Services	Reduced	4,074	-225	$1,659,177	−9.3%	1.43%
SYK	Stryker Corp Healthcare	Reduced	4,982	-121	$1,568,532	−6.5%	1.35%
SONY	Sony Group Corp Technology	Reduced	70,563	-1,293	$1,415,493	−4.8%	1.22%
APTV	Aptiv PLC Consumer Cyclical	Added	22,638	+1,625	$1,389,520	−4.8%	1.20%
MELI	Mercadolibre Inc Consumer Cyclical	Added	796	+451	$1,351,122	+126.5%	1.17%
LEVI	Levi Strauss & Co Consumer Cyclical	Added	52,056	+830	$1,292,550	+36.5%	1.12%
WTW	Willis Towers Watson PLC Financial Services	Reduced	4,944	-484	$1,292,213	−18.1%	1.12%
DHR	Danaher Corp /De/ Healthcare	Reduced	6,499	-1,911	$1,237,929	−22.4%	1.07%
AVY	Avery Dennison Corp Consumer Cyclical	Reduced	7,242	-147	$1,175,738	−7.9%	1.01%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	8,872	-2,462	$1,092,231	−38.7%	0.94%
AWK	American Water Works Company, Inc. Utilities	Reduced	6,789	-635	$893,296	−11.6%	0.77%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	1,776	+243	$882,192	+28.9%	0.76%
WDAY	Workday, Inc. Technology	Added	6,571	+3,003	$804,421	+73.5%	0.69%
AVB	Avalonbay Communities Inc Real Estate	Added	4,230	+241	$798,158	+22.5%	0.69%
NYT	New York Times Co Communication Services	Added	11,328	+367	$792,733	−13.6%	0.68%
ADBE	Adobe Inc. Technology	Reduced	3,804	-1,253	$779,896	−36.6%	0.67%
VGNT	Versigent PLC Consumer Cyclical	NEW	16,305	NEW	$684,973	NEW	0.59%
MU	Micron Technology Inc Technology	Reduced	589	-201	$679,876	+154.7%	0.59%
COO	Cooper Companies, Inc. Healthcare	Reduced	8,728	-1,134	$625,884	−11.2%	0.54%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	1,339	-41	$329,688	+14.8%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.