FIGURE 8 INVESTMENT STRATEGIES LLC
RIA/Wealth
FIGURE 8 INVESTMENT STRATEGIES LLC is a RIA/Wealth based in Jacksonville, FL led by Lisa Michele Cooper, reporting $199.8M in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
CEOLisa Michele Cooper
- Portfolio Value
- $111.5M
- Positions
- 58
- Top Holding
- MSFT at 6.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FIGURE 8 INVESTMENT STRATEGIES LLC's portfolio (42.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $7.6M | 6.79% | -$29.5K Sold | 0.00% 14.6K shares | |
Consumer Electronics Technology | $7.0M | 6.32% | -$117.1K Sold | 0.00% 27.7K shares | |
Internet Content & Information Communication Services | $6.8M | 6.09% | +$99.9K Bought | 0.00% 28.0K shares | |
Semiconductors Technology | $4.9M | 4.40% | -$63.7K Sold | — 17.6K shares | |
Construction Industrials | $4.4M | 3.94% | -$42.2K Sold | 0.00% 10.4K shares | |
Apparel - Retail Consumer Cyclical | $4.3M | 3.84% | +$31.1K Bought | 0.00% 29.6K shares | |
Discount Stores Consumer Defensive | $3.2M | 2.91% | +$15.7K Bought | 0.00% 3.5K shares | |
Hardware, Equipment & Parts Technology | $3.2M | 2.90% | -$35.4K Sold | 0.01% 55.7K shares | |
Entertainment Communication Services | $3.0M | 2.72% | -$26.4K Sold | 0.00% 2.5K shares | |
Industrial - Machinery Industrials | $3.0M | 2.70% | +$20.4K Bought | 0.01% 20.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FIGURE 8 INVESTMENT STRATEGIES LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-84.75% | |
-29.06% |
Analytics
Portfolio insights and performance metrics for FIGURE 8 INVESTMENT STRATEGIES LLC
GthenA