FIGURE 8 INVESTMENT STRATEGIES LLC

CIK

1909570

Location

BOISE, ID

Portfolio Value

Micro $3,114,840

Diversification

Diversified

Filing Date

Global Rank

#5,725 / 8,586 ▲ 12

Top Industry

Consumer Electronics 8.1%

3Y Alpha vs SPY

+4.2%

Period ended 3 months ago

Filed Apr 23, 2026 · 54d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+31.8%

SPY

+25.8%

Annualised alpha

+4.2%

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

40.1%

−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	15.2%	$15,154,804	10
Communication Services	10.7%	$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	$1,828,536
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

1 positions · $3,114,840 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,126	-295	$3,114,840	+5.6%	100.00%