FIGURE 8 INVESTMENT STRATEGIES LLC

CIK

1909570

Location

BOISE, ID

Portfolio Value

Micro $99,521,706

Diversification

Diversified

Filing Date

Global Rank

#5,730 / 8,608 ▲ 7 · as of Mar 2026

Top Industry

Consumer Electronics 8.1%

3Y Alpha vs SPY

+4.6%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+31.5%

SPY

+25.6%

Annualised alpha

+3.9%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−0.6 pts

Top 5

25.0%

−4.5 pts

Top 10

40.2%

−3.3 pts

HHI

281

Diversified−31

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.9%	$35,715,675	15
Financial Services	15.1%	$15,056,198	10
Communication Services	10.8%	$10,705,158	4
Healthcare	10.4%	$10,349,122	8
Consumer Cyclical	10.0%	$9,957,449	6
Industrials	8.9%	$8,850,691	4
Consumer Defensive	3.1%	$3,114,840	1
Real Estate	2.4%	$2,415,809	2
Basic Materials	2.4%	$2,346,432	1
Utilities	1.0%	$1,010,332	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	+6,762	17,331	$1,628,767
DIS	Walt Disney Co	+5,960	19,328	$1,862,832
DHI	Horton D R Inc /De/	+5,062	14,993	$2,057,339
SPGI	S&P Global Inc.	+2,314	4,299	$1,729,930
GSK	GSK plc	+1,607	20,306	$1,120,688
ICE	Intercontinental Exchange, Inc.	+795	11,334	$1,782,611
LEVI	Levi Strauss & Co	+287	51,226	$947,168
APTV	Aptiv PLC	+215	21,013	$1,459,142
WAT	Waters Corp /De/	+174	7,925	$2,360,065
BSX	Boston Scientific Corp	+170	7,450	$467,487
DHR	Danaher Corp /De/	+151	8,410	$1,594,536
NVT	nVent Electric plc	+106	11,300	$1,336,564
FSLR	First Solar, Inc.	+85	7,885	$1,555,395
MELI	Mercadolibre Inc	+50	345	$596,511
PNC	Pnc Financial Services Group, Inc.	+46	1,380	$287,164
AWK	American Water Works Company, Inc.	+3	7,424	$1,010,332
AVY	Avery Dennison Corp	+1	7,389	$1,275,932
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HASI	HA Sustainable Infrastructure Capital, Inc.	−15,620	42,002	$1,543,573
AMAL	Amalgamated Financial Corp.	−15,365	66,099	$2,569,268
TJX	Tjx Companies Inc /De/	−6,352	22,676	$3,621,357
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−5,258	11,514	$3,891,156
SONY	Sony Group Corp	−4,935	71,856	$1,487,419
GOOGL	Alphabet Inc.	−4,833	19,581	$5,630,712
FLEX	Flex Ltd.	−4,130	38,889	$2,545,673
GLW	Corning Inc /Ny	−3,836	24,012	$3,264,911
INTC	Intel Corp	−3,188	27,002	$1,191,598
NXPI	NXP Semiconductors N.V.	−1,765	10,452	$2,057,580
AAPL	Apple Inc.	−1,311	25,846	$6,559,456
WDAY	Workday, Inc.	−1,087	3,568	$463,554
TT	Trane Technologies plc	−1,077	7,388	$3,078,875
HDB	Hdfc Bank Ltd	−1,030	47,480	$1,181,302
NFLX	Netflix Inc	−758	23,857	$2,293,850
NXT	Nextpower Inc.	−688	25,321	$3,052,446
XYL	Xylem Inc.	−551	19,608	$2,343,156
COO	Cooper Companies, Inc.	−417	9,862	$705,133
ADBE	Adobe Inc.	−375	5,057	$1,229,255
COST	Costco Wholesale Corp /New	−295	3,126	$3,114,840
MSFT	Microsoft Corp	−245	14,044	$5,198,667
NYT	New York Times Co	−225	10,961	$917,764
DE	Deere & Co	−209	3,714	$2,092,096
LIN	Linde PLC	−201	4,733	$2,346,432
V	Visa Inc.	−179	8,404	$2,540,024
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	8,822	$1,739,874
NOW	ServiceNow, Inc.	7,488	$782,870
VRTX	Vertex Pharmaceuticals Inc / Ma	1,533	$684,545
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MSCI	MSCI Inc.	1,988	$1,140,575
SPY	Spdr S&P 500 ETF Trust	1,325	$903,544
INTU	Intuit Inc.	385	$255,031
CRM	Salesforce, Inc.	837	$221,729
VLTO	Veralto Corp	2,054	$204,948
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $99,521,706 total · as of Mar 31, 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
AAPL	Apple Inc. Technology	Reduced	25,846	-1,311	$6,559,456	−11.2%	6.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,581	-4,833	$5,630,712	−26.3%	5.66%
MSFT	Microsoft Corp Technology	Reduced	14,044	-245	$5,198,667	−24.8%	5.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	11,514	-5,258	$3,891,156	−23.7%	3.91%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,676	-6,352	$3,621,357	−18.8%	3.64%
GLW	Corning Inc /Ny Technology	Reduced	24,012	-3,836	$3,264,911	+33.9%	3.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,126	-295	$3,114,840	+5.6%	3.13%
TT	Trane Technologies plc Industrials	Reduced	7,388	-1,077	$3,078,875	−6.5%	3.09%
NXT	Nextpower Inc. Technology	Reduced	25,321	-688	$3,052,446	+34.7%	3.07%
AMAL	Amalgamated Financial Corp. Financial Services	Reduced	66,099	-15,365	$2,569,268	−1.5%	2.58%
FLEX	Flex Ltd. Technology	Reduced	38,889	-4,130	$2,545,673	−2.1%	2.56%
V	Visa Inc. Financial Services	Reduced	8,404	-179	$2,540,024	−15.6%	2.55%
WAT	Waters Corp /De/ Healthcare	Added	7,925	+174	$2,360,065	−19.8%	2.37%
LIN	Linde PLC Basic Materials	Reduced	4,733	-201	$2,346,432	+11.5%	2.36%
XYL	Xylem Inc. Industrials	Reduced	19,608	-551	$2,343,156	−14.6%	2.35%
NFLX	Netflix Inc Communication Services	Reduced	23,857	-758	$2,293,850	−0.6%	2.30%
ASML	Asml Holding NV Technology	Reduced	1,642	-10	$2,168,802	+22.7%	2.18%
DE	Deere & Co Industrials	Reduced	3,714	-209	$2,092,096	+14.5%	2.10%
NXPI	NXP Semiconductors N.V. Technology	Reduced	10,452	-1,765	$2,057,580	−22.4%	2.07%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	14,993	+5,062	$2,057,339	+43.8%	2.07%
DIS	Walt Disney Co Communication Services	Added	19,328	+5,960	$1,862,832	+22.5%	1.87%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	11,334	+795	$1,782,611	+4.4%	1.79%
PLD	Prologis, Inc. Real Estate	Reduced	13,347	-152	$1,764,206	+2.4%	1.77%
AZN	Astrazeneca PLC Healthcare	NEW	8,822	NEW	$1,739,874	NEW	1.75%
SPGI	S&P Global Inc. Financial Services	Added	4,299	+2,314	$1,729,930	+76.3%	1.74%
SYK	Stryker Corp Healthcare	Reduced	5,103	-122	$1,676,794	−8.7%	1.68%
SCHW	Schwab Charles Corp Financial Services	Added	17,331	+6,762	$1,628,767	+54.2%	1.64%
DHR	Danaher Corp /De/ Healthcare	Added	8,410	+151	$1,594,536	−15.7%	1.60%
WTW	Willis Towers Watson PLC Financial Services	Reduced	5,428	-159	$1,577,919	−14.1%	1.59%
FSLR	First Solar, Inc. Technology	Added	7,885	+85	$1,555,395	−23.7%	1.56%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Reduced	42,002	-15,620	$1,543,573	−14.8%	1.55%
SONY	Sony Group Corp Technology	Reduced	71,856	-4,935	$1,487,419	−24.3%	1.49%
APTV	Aptiv PLC Consumer Cyclical	Added	21,013	+215	$1,459,142	−7.8%	1.47%
NVT	nVent Electric plc Industrials	Added	11,300	+106	$1,336,564	+17.1%	1.34%
AVY	Avery Dennison Corp Consumer Cyclical	Added	7,389	+1	$1,275,932	−5.0%	1.28%
ADBE	Adobe Inc. Technology	Reduced	5,057	-375	$1,229,255	−35.3%	1.24%
INTC	Intel Corp Technology	Reduced	27,002	-3,188	$1,191,598	+7.0%	1.20%
HDB	Hdfc Bank Ltd Financial Services	Reduced	47,480	-1,030	$1,181,302	−33.4%	1.19%
GSK	GSK plc Healthcare	Added	20,306	+1,607	$1,120,688	+22.2%	1.13%
AWK	American Water Works Company, Inc. Utilities	Added	7,424	+3	$1,010,332	+4.3%	1.02%
LEVI	Levi Strauss & Co Consumer Cyclical	Added	51,226	+287	$947,168	−10.3%	0.95%
NYT	New York Times Co Communication Services	Reduced	10,961	-225	$917,764	+18.2%	0.92%
NOW	ServiceNow, Inc. Technology	NEW	7,488	NEW	$782,870	NEW	0.79%
COO	Cooper Companies, Inc. Healthcare	Reduced	9,862	-417	$705,133	−16.3%	0.71%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	NEW	1,533	NEW	$684,545	NEW	0.69%
AVB	Avalonbay Communities Inc Real Estate	Reduced	3,989	-97	$651,603	−12.0%	0.65%
MELI	Mercadolibre Inc Consumer Cyclical	Added	345	+50	$596,511	+0.4%	0.60%
BSX	Boston Scientific Corp Healthcare	Added	7,450	+170	$467,487	−32.7%	0.47%
WDAY	Workday, Inc. Technology	Reduced	3,568	-1,087	$463,554	−53.6%	0.47%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,380	+46	$287,164	+3.1%	0.29%