Figure 8 Investment Strategies LLC holds a diversified book of 56 reported positions worth $118.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Versigent PLC and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +12.3%, a 2.7-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Figure 8 Investment Strategies LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
+2 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Figure 8 Investment Strategies LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 41 / 56 | $43.6B |
| Hoffman, Alan N Investment Management | 6 / 56 | $133.1M |
| Ardent Capital Management, Inc. | 10 / 56 | $186.0M |
| Emerald Advisors, LLC | 13 / 56 | $609.7M |
| New World Advisors LLC | 14 / 56 | $446.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 6 / 56 | $336.3M |
| H&H International Investment, LLC | 5 / 56 | $13.6B |
| Independent Investors Inc | 11 / 56 | $361.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Figure 8 Investment Strategies LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $7.3M | 25.4K | 6.2% | ▼−1.8% Reduced · −469 sh | |
| 2 | Alphabet Inc CAP STK CL A | $7.0M | 19.7K | 5.9% | ▲+0.5% Added · +100 sh | |
| 3 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.6M | 11.7K | 4.7% | ▲+1.2% Added · +141 sh | |
| 4 | Microsoft Corp COM | $5.3M | 14.1K | 4.4% | ▲+0.4% Added · +61 sh | |
| 5 | Flex Ltd ORD | $5.1M | 31.5K | 4.3% | ▼−19% Reduced · −7K sh | |
| 6 | Corning Inc COM | $4.7M | 18.3K | 3.9% | ▼−24% Reduced · −6K sh | |
| 7 | Visa Inc COM CL A | $3.7M | 10.7K | 3.1% | ▲+28% Added · +2K sh | |
| 8 | Trane Technologies PLC SHS | $3.6M | 7.4K | 3.1% | ▲+0.2% Added · +13 sh | |
| 9 | TJX Cos Inc New COM | $3.4M | 22.5K | 2.9% | ▼−0.9% Reduced · −199 sh | |
| 10 | ASML Hldg NV N Y REGISTRY SHS | $3.3M | 1.6K | 2.8% | ▼−0.4% Reduced · −6 sh | |
| 11 | Amalgamated Financial Corp COM | $3.1M | 67.3K | 2.6% | ▲+1.8% Added · +1K sh | |
| 12 | NXP Semiconductors N V COM | $3.0M | 10.6K | 2.5% | ▲+0.9% Added · +100 sh | |
| 13 | Waters Corp COM | $3.0M | 7.9K | 2.5% | ▼−0.2% Reduced · −19 sh | |
| 14 | Costco Wholesale Corporation COM | $2.9M | 3.1K | 2.4% | ▼−1.4% Reduced · −44 sh | |
| 15 | Intel Corp COM | $2.8M | 19.8K | 2.3% | ▼−27% Reduced · −7K sh | |
| 16 | Nextpower Inc CLASS A COM | $2.5M | 21.4K | 2.2% | ▼−16% Reduced · −4K sh | |
| 17 | Linde PLC SHS | $2.5M | 4.7K | 2.1% | ▲+0.3% Added · +15 sh | |
| 18 | D R Horton Inc COM | $2.4M | 14.7K | 2.0% | ▼−1.8% Reduced · −271 sh | |
| 19 | Deere & Co COM | $2.4M | 3.8K | 2.0% | ▲+1.1% Added · +40 sh | |
| 20 | Xylem Inc COM | $2.1M | 18.0K | 1.8% | ▼−8.4% Reduced · −2K sh | |
| 21 | GSK PLC SPONSORED ADR | $2.0M | 38.7K | 1.7% | ▲+91% Added · +18K sh | |
| 22 | Nvent Elec PLC SHS | $1.9M | 11.3K | 1.6% | ▲+0.3% Added · +40 sh | |
| 23 | First Solar Inc COM | $1.9M | 8.1K | 1.6% | ▲+2.6% Added · +203 sh | |
| 24 | Servicenow Inc COM | $1.9M | 19.0K | 1.6% | ▲+154% Added · +11K sh | |
| 25 | Schwab Charles Corp COM | $1.8M | 19.7K | 1.5% | ▲+14% Added · +2K sh | |
| 26 | Prologis Inc. COM | $1.8M | 13.4K | 1.5% | ▲+0.1% Added · +21 sh | |
| 27 | Disney Walt Co COM | $1.8M | 18.7K | 1.5% | ▼−3.4% Reduced · −648 sh | |
| 28 | Netflix Inc. COM | $1.7M | 24.4K | 1.5% | ▲+2.2% Added · +520 sh | |
| 29 | AstraZeneca PLC ORD | $1.7M | 9.1K | 1.5% | ▲+3.4% Added · +298 sh | |
| 30 | Ha Sustainable Infra Cap Inc COM | $1.7M | 43.2K | 1.4% | ▲+2.9% Added · +1K sh | |
| 31 | S&P Global Inc COM | $1.7M | 4.1K | 1.4% | ▼−5.2% Reduced · −225 sh | |
| 32 | Ishares TR ESG EAFE ETF | $1.6M | 18.8K | 1.3% | ▲+11% Added · +2K sh | |
| 33 | Stryker Corporation COM | $1.6M | 5.0K | 1.3% | ▼−2.4% Reduced · −121 sh | |
| 34 | Sony Group Corp SPONSORED ADR | $1.4M | 70.6K | 1.2% | ▼−1.8% Reduced · −1K sh | |
| 35 | Aptiv PLC COM SHS | $1.4M | 22.6K | 1.2% | ▲+7.7% Added · +2K sh | |
| 36 | Mercadolibre Inc COM | $1.4M | 796 | 1.1% | ▲+131% Added · +451 sh | |
| 37 | Levi Strauss & Co New CL A COM STK | $1.3M | 52.1K | 1.1% | ▲+1.6% Added · +830 sh | |
| 38 | Willis Towers Watson PLC Ltd SHS | $1.3M | 4.9K | 1.1% | ▼−8.9% Reduced · −484 sh | |
| 39 | Danaher Corp Del COM | $1.2M | 6.5K | 1.0% | ▼−23% Reduced · −2K sh | |
| 40 | Avery Dennison Corp COM | $1.2M | 7.2K | 1.0% | ▼−2.0% Reduced · −147 sh | |
| 41 | Intercontinental Exchange In COM | $1.1M | 8.9K | 0.9% | ▼−22% Reduced · −2K sh | |
| 42 | American WTR WKS Co Inc New COM | $893K | 6.8K | 0.8% | ▼−8.6% Reduced · −635 sh | |
| 43 | Vertex Pharmaceuticals Inc COM | $882K | 1.8K | 0.7% | ▲+16% Added · +243 sh | |
| 44 | Alphabet Inc CAP STK CL C | $842K | 2.4K | 0.7% | ▼−9.8% Reduced · −260 sh | |
| 45 | Workday Inc CL A | $804K | 6.6K | 0.7% | ▲+84% Added · +3K sh | |
| 46 | Avalonbay Cmntys Inc COM | $798K | 4.2K | 0.7% | ▲+6.0% Added · +241 sh | |
| 47 | New York Times Co MTN Be CL A | $793K | 11.3K | 0.7% | ▲+3.3% Added · +367 sh | |
| 48 | Adobe Inc COM | $780K | 3.8K | 0.7% | ▼−25% Reduced · −1K sh | |
| 49 | Versigent PLC ORDINARY SHARES | $685K | 16.3K | 0.6% | ▲New New position | |
| 50 | Micron Technology Inc COM | $680K | 589 | 0.6% | ▼−25% Reduced · −201 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show FIGURE 8 INVESTMENT STRATEGIES LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.