13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001909570
Total reported value
$118.3M
$118.3M
56 檔
21.0%
During the Q1 2026 filing period, Figure 8 Investment Strategies LLC (CIK: 0001909570) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $118.3M across 56 reported positions.
In Q1 2026, Figure 8 Investment Strategies LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.41% | -0.20% | -4.83% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.50% | +0.44% | -19.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.08% | -0.63% | -1.71% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.80% | +0.90% | -31.35% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.54% | -0.66% | -21.88% | |
| 6 | GLW | Corning Inc | Stock-Tech | 3.19% | +0.76% | -13.77% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.04% | -0.60% | -8.62% | |
| 8 | TT | Trane Technologies plc | Stock-Industrials | 3.01% | +0.06% | -12.72% | |
| 9 | NXT | Nextpower Inc-cl A | Stock-Tech | 2.98% | -0.83% | -2.65% | |
| 10 | AMAL | Amalgamated Financial CORP | Stock-Other | 2.51% | +0.10% | -18.86% | |
| 11 | FLEX | Flex Ltd. | Stock-Tech | 2.49% | +1.82% | -9.60% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.48% | +0.63% | -2.09% | |
| 13 | WAT | Waters CORP | Stock-Healthcare | 2.30% | +0.21% | +2.24% | |
| 14 | LIN | Linde plc | Stock-Materials | 2.29% | -0.21% | -4.07% | |
| 15 | XYL | Xylem Inc | Stock-Industrials | 2.29% | -0.50% | -2.73% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 2.24% | -0.77% | -3.08% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.12% | +0.63% | -0.61% | |
| 18 | DE | Deere & Co | Stock-Industrials | 2.04% | -0.03% | -5.33% | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.01% | +0.50% | -14.45% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.01% | +0.02% | +50.97% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.82% | -0.30% | +44.58% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 1.79% | -0.39% | +116.57% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 1.74% | -0.82% | +7.54% | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 1.72% | -0.19% | -1.13% | |
| 25 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.70% | -0.24% | — | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.64% | -0.31% | -2.33% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.59% | -0.05% | +63.98% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.56% | -0.51% | +1.83% | |
| 29 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 1.54% | -0.45% | -2.85% | |
| 30 | FSLR | First Solar Inc | Stock-Tech | 1.52% | +0.09% | +1.09% | |
| 31 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 1.51% | -0.08% | -27.11% | |
| 32 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.45% | -0.25% | -6.43% | |
| 33 | APTV | Aptiv PLC | Stock-Consumer Disc | 1.42% | -0.25% | +1.03% | |
| 34 | NVT | nVent Electric plc | Stock-Industrials | 1.31% | +0.32% | +0.95% | |
| 35 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.25% | -0.26% | +0.01% | |
| 36 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.25% | +0.10% | +3.42% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 1.20% | -0.54% | -6.90% | |
| 38 | INTC | Intel CORP | Stock-Tech | 1.16% | +1.17% | -10.56% | |
| 39 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.15% | -1.15% | EXIT | |
| 40 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.09% | +0.62% | +8.59% | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 0.99% | -0.24% | +0.04% | |
| 42 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 0.92% | +0.17% | +0.56% | |
| 43 | NYT | New York Times Co-a | Stock-Comm Services | 0.90% | -0.23% | -2.01% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.76% | +0.83% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | -0.03% | -35.28% | |
| 46 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.69% | -0.16% | -4.06% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.67% | +0.08% | — | |
| 48 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.64% | +0.03% | -2.37% | |
| 49 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.58% | +0.56% | +16.95% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | — | -10.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1% | -13.77% | Trim |
| 2 | NXT | Nextpower Inc-cl A | +1% | -2.65% | Trim |
| 3 | SPGI | S&p Global Inc | +0.9% | +116.57% | Add |
| 4 | DHI | Dr Horton Inc | +0.7% | +50.97% | Add |
| 5 | SCHW | Schwab (charles) CORP | +0.7% | +63.98% | Add |
| 6 | ASML | ASML Holding N.V. | +0.6% | -0.61% | Trim |
| 7 | DIS | Walt Disney Co/the | +0.5% | +44.58% | Add |
| 8 | LIN | Linde plc | +0.4% | -4.07% | Trim |
| 9 | DE | Deere & Co | +0.4% | -5.33% | Trim |
| 10 | COST | Costco Wholesale CORP | +0.4% | -8.62% | Trim |
| 11 | NVT | nVent Electric plc | +0.3% | +0.95% | Add |
| 12 | GSK | Gsk Plc-spon Adr | +0.3% | +8.59% | Add |
| 13 | ICE | Intercontinental Exchange In | +0.2% | +7.54% | Add |
| 14 | NYT | New York Times Co-a | +0.2% | -2.01% | Trim |
| 15 | PLD | Prologis Inc | +0.2% | -1.13% | Trim |
| 16 | AMAL | Amalgamated Financial CORP | +0.2% | -18.86% | Trim |
| 17 | NFLX | Netflix Inc | +0.2% | -3.08% | Trim |
| 18 | FLEX | Flex Ltd. | +0.2% | -9.60% | Trim |
| 19 | INTC | Intel CORP | +0.2% | -10.56% | Trim |
| 20 | DMXF | Ishares Esg Advanc Msci Eafe | +0.2% | +3.42% | Add |
| 21 | AWK | American Water Works Co Inc | +0.1% | +0.04% | Add |
| 22 | TT | Trane Technologies plc | +0.1% | -12.72% | Trim |
| 23 | AVY | Avery Dennison CORP | +0.1% | +0.01% | Add |
| 24 | MELI | Mercadolibre Inc | +0.1% | +16.95% | Add |
| 25 | MU | Micron Technology Inc | 0% | -11.73% | Trim |
| 26 | PNC | Pnc Financial Services Group | 0% | +3.45% | Add |
| 27 | APTV | Aptiv PLC | 0% | +1.03% | Add |
| 28 | SYK | Stryker CORP | — | -2.33% | Trim |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | — | -6.40% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -10.00% | Trim |
| 31 | LEVI | Levi Strauss & Co- Class A | 0% | +0.56% | Add |
| 32 | AVB | Avalonbay Communities Inc | 0% | -2.37% | Trim |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | -10.21% | Trim |
| 34 | COO | Cooper Cos Inc/the | -0.1% | -4.06% | Trim |
| 35 | WTW | Willis Towers Watson Public Limited Company | -0.1% | -2.85% | Trim |
| 36 | HASI | Ha Sustainable Infrastructur | -0.1% | -27.11% | Trim |
| 37 | DHR | Danaher CORP | -0.1% | +1.83% | Add |
| 38 | XYL | Xylem Inc | -0.2% | -2.73% | Trim |
| 39 | AAPL | Apple Inc | -0.2% | -4.83% | Trim |
| 40 | BSX | Boston Scientific CORP | -0.2% | +2.34% | Add |
| 41 | V | Visa Inc-class A Shares | -0.2% | -2.09% | Trim |
| 42 | FSLR | First Solar Inc | -0.3% | +1.09% | Add |
| 43 | SONY | Sony Group CORP - Sp Adr | -0.3% | -6.43% | Trim |
| 44 | WAT | Waters CORP | -0.3% | +2.24% | Add |
| 45 | NXPI | NXP Semiconductors N.V. | -0.4% | -14.45% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | -0.4% | -35.28% | Trim |
| 47 | TJX | Tjx Companies Inc | -0.4% | -21.88% | Trim |
| 48 | HDB | Hdfc Bank Ltd-adr | -0.4% | -2.12% | Trim |
| 49 | WDAY | Workday Inc-class A | -0.4% | -23.35% | Trim |
| 50 | ADBE | Adobe Inc | -0.5% | -6.90% | Trim |
According to official SEC Form 13F filings, Figure 8 Investment Strategies LLC reported a total U.S. public equity portfolio value of $118.3M across 56 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, MSFT) accounted for 21.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.5M
During Q1 2026, Figure 8 Investment Strategies LLC's top holdings by market value included AAPL (6.4%)、GOOGL (5.5%)、MSFT (5.1%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q1 2026, Figure 8 Investment Strategies LLC made 65 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 35 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.