Fund Universe

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☆FIGURE 8 INVESTMENT STRATEGIES LLC

CIK 0001909570 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.183
AUM ($M)
118
Positions
56
Turnover
0.11
Top-10 wt
41%
Herfindahl
0.028
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 58 positions · portfolio value $118M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC TRIM — 6.2% -0.2% 7.3 25,377 -469 5 —
☆GOOGL funds › ALPHABET INC ADD — 5.9% +0.4% 7.0 19,681 +100 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 4.7% +0.9% 5.6 11,655 +141 5 —
☆MSFT funds › MICROSOFT CORP ADD — 4.4% -0.6% 5.3 14,105 +61 5 —
☆FLEX funds › FLEX LTD TRIM — 4.3% +1.8% 5.1 31,486 -7,403 5 —
☆GLW funds › CORNING INC TRIM — 3.9% +0.8% 4.7 18,286 -5,726 5 —
☆V funds › VISA INC ADD — 3.1% +0.6% 3.7 10,736 +2,332 5 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 3.1% +0.1% 3.6 7,401 +13 5 —
☆TJX funds › TJX COS INC NEW TRIM — 2.9% -0.7% 3.4 22,477 -199 5 —
☆ASML funds › ASML HLDG NV TRIM — 2.8% +0.6% 3.3 1,636 -6 5 —
☆AMAL funds › AMALGAMATED FINANCIAL CORP ADD — 2.6% +0.1% 3.1 67,308 +1,209 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V ADD — 2.5% +0.5% 3.0 10,552 +100 5 —
☆WAT funds › WATERS CORP TRIM — 2.5% +0.2% 3.0 7,906 -19 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 2.4% -0.6% 2.9 3,082 -44 5 —
☆INTC funds › INTEL CORP TRIM — 2.3% +1.2% 2.8 19,752 -7,250 5 —
☆NXT funds › NEXTPOWER INC TRIM — 2.2% -0.8% 2.5 21,387 -3,934 5 —
☆LIN funds › LINDE PLC ADD — 2.1% -0.2% 2.5 4,748 +15 5 —
☆DHI funds › D R HORTON INC TRIM — 2.0% +0.0% 2.4 14,722 -271 5 —
☆DE funds › DEERE & CO ADD — 2.0% -0.0% 2.4 3,754 +40 5 —
☆XYL funds › XYLEM INC TRIM — 1.8% -0.5% 2.1 17,967 -1,641 5 —
☆GSK funds › GSK PLC ADD — 1.7% +0.6% 2.0 38,686 +18,380 5 —
☆NVT funds › NVENT ELEC PLC ADD — 1.6% +0.3% 1.9 11,340 +40 5 —
☆FSLR funds › FIRST SOLAR INC ADD — 1.6% +0.1% 1.9 8,088 +203 5 —
☆NOW funds › SERVICENOW INC ADD — 1.6% +0.8% 1.9 18,986 +11,498 2 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 1.5% -0.1% 1.8 19,693 +2,362 5 —
☆PLD funds › PROLOGIS INC. ADD — 1.5% -0.2% 1.8 13,368 +21 5 —
☆DIS funds › DISNEY WALT CO TRIM — 1.5% -0.3% 1.8 18,680 -648 5 —
☆NFLX funds › NETFLIX INC. ADD — 1.5% -0.8% 1.7 24,377 +520 5 —
☆AZN funds › ASTRAZENECA PLC ADD — 1.5% -0.2% 1.7 9,120 +298 2 —
☆HASI funds › HA SUSTAINABLE INFRA CAP INC ADD — 1.4% -0.1% 1.7 43,230 +1,228 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 1.4% -0.4% 1.7 4,074 -225 3 —
☆DMXF funds › ISHARES TR ADD — 1.3% +0.1% 1.6 18,840 +1,930 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 1.3% -0.3% 1.6 4,982 -121 5 —
☆SONY funds › SONY GROUP CORP TRIM — 1.2% -0.3% 1.4 70,563 -1,293 5 —
☆APTV funds › APTIV PLC ADD — 1.2% -0.3% 1.4 22,638 +1,625 5 —
☆MELI funds › MERCADOLIBRE INC ADD — 1.1% +0.6% 1.4 796 +451 4 —
☆LEVI funds › LEVI STRAUSS & CO NEW ADD — 1.1% +0.2% 1.3 52,056 +830 5 —
☆WTW funds › WILLIS TOWERS WATSON PLC LTD TRIM — 1.1% -0.4% 1.3 4,944 -484 4 —
☆DHR funds › DANAHER CORP DEL TRIM — 1.0% -0.5% 1.2 6,499 -1,911 5 —
☆AVY funds › AVERY DENNISON CORP TRIM — 1.0% -0.3% 1.2 7,242 -147 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.9% -0.8% 1.1 8,872 -2,462 5 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW TRIM — 0.8% -0.2% 0.9 6,789 -635 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.7% +0.1% 0.9 1,776 +243 2 —
☆GOOG funds › ALPHABET INC TRIM — 0.7% -0.0% 0.8 2,382 -260 5 —
☆WDAY funds › WORKDAY INC ADD — 0.7% +0.2% 0.8 6,571 +3,003 3 —
☆AVB funds › AVALONBAY CMNTYS INC ADD — 0.7% +0.0% 0.8 4,230 +241 5 —
☆NYT funds › NEW YORK TIMES CO MTN BE ADD — 0.7% -0.2% 0.8 11,328 +367 5 —
☆ADBE funds › ADOBE INC TRIM — 0.7% -0.5% 0.8 3,804 -1,253 5 —
☆VGNT funds › VERSIGENT PLC NEW — 0.6% +0.6% 0.7 16,305 +16,305 1 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.6% +0.3% 0.7 589 -201 3 —
☆COO funds › COOPER COS INC TRIM — 0.5% -0.2% 0.6 8,728 -1,134 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.5% -0.0% 0.6 1,583 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.3% -0.0% 0.3 1,339 -41 5 —
☆DSI funds › ISHARES TR HOLD — 0.2% +0.0% 0.3 1,990 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 0.2 450 +0 4 —
☆JNJ funds › JOHNSON & JOHNSON NEW — 0.2% +0.2% 0.2 800 +800 1 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.5% 0.0 0 -7,450 0 —
☆HDB funds › HDFC BANK LTD EXIT — 0.0% -1.2% 0.0 0 -47,480 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 118 56 0.11 41% 0.028 0.183 — in
2026Q1 102 56 0.12 39% 0.027 0.156 — in
2025Q4 112 62 0.08 41% 0.029 0.202 — in
2025Q3 112 59 0.10 42% 0.029 0.176 — in
2025Q2 102 57 0.09 42% 0.029 0.212 — entered
2025Q1 95 53 0.00 42% 0.029 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status