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Figure 8 Investment Strategies LLC 13F Filings, Portfolio & Analysis

CIK: 0001909570
Boise 1410 W Washington St
Zip Code: 83702
Latest Portfolio Value
$118.34 M
+15.56%
Total Holdings
56
0
Latest Report Date
Q2 2026
Top 10 Concentration
41.37%

Figure 8 Investment Strategies LLC — Portfolio Overview & Company Profile

Figure 8 Investment Strategies LLC (CIK: 0001909570) is a financial institution headquartered at 1410 W Washington St, , Boise, Idaho 83702. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $118.34 M, comprising 56 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 41.4%. Quarterly turnover: 5.5%. ▲ 2 new, +26 added, −25 reduced, ×2 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026
+$1.14 M
+$963,479.54
+$800,085.83
+$765,522.64
5. Versigent PLC Ordinary Shares
+$684,973

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+15.56%
$118.34 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
25,377 $7.34 M 6.21% ▼ 469 Reduce -1.8%
19,681 $7.03 M 5.94% ▲ 100 Add 0.5%
11,655 $5.57 M 4.70% ▲ 141 Add 1.2%
14,105 $5.26 M 4.45% ▲ 61 Add 0.4%
31,486 $5.1 M 4.31% ▼ 7,403 Reduce -19.0%
18,286 $4.67 M 3.95% ▼ 5,726 Reduce -23.9%
10,736 $3.68 M 3.11% ▲ 2,332 Add 27.8%
7,401 $3.64 M 3.07% ▲ 13 Add 0.2%
22,477 $3.41 M 2.88% ▼ 199 Reduce -0.9%
1,636 $3.25 M 2.75% ▼ 6 Reduce -0.4%

Historical Portfolio Charts