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AIM

Aigen Investment Management Portfolio holdings

AUM $366M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
+15.83%
1 Year Est. Return
+24.75%
3 Year Est. Return
+55.47%
5 Year Est. Return
+38.86%
10 Year Est. Return
–
AUM
$366M
AUM Growth
-$23.5M
Cap. Flow
-$39.3M
Cap. Flow %
-10.74%
Top 10 Hldgs %
12.21%
Holding
841
New
345
Increased
70
Reduced
102
Closed
324

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$6M
2
DVN icon
Devon Energy
DVN
+$4.65M
3
ABT icon
Abbott
ABT
+$4.52M
4
CSX icon
CSX Corp
CSX
+$4.34M
5
CB icon
Chubb
CB
+$3.57M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.19M
2
SRE icon
Sempra
SRE
+$6.03M
3
HBAN icon
Huntington Bancshares
HBAN
+$5.19M
4
ADI icon
Analog Devices
ADI
+$4.62M
5
ELV icon
Elevance Health
ELV
+$4.14M

Sector Composition

Rank Sector Weight
1 Financials 17.91%
2 Technology 16.67%
3 Industrials 16.57%
4 Healthcare 12.03%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
1
Wells Fargo
WFC
$270B
$6.18M 1.69%
+74,722
New +$6M
COF icon
2
Capital One
COF
$135B
$6.09M 1.66%
30,345
+5,850
+24% +$1.12M
CSX icon
3
CSX Corp
CSX
$90.8B
$4.57M 1.25%
+96,205
New +$4.34M
ABT icon
4
Abbott
ABT
$188B
$4.5M 1.23%
+49,551
New +$4.52M
DVN icon
5
Devon Energy
DVN
$53.7B
$4.14M 1.13%
+100,230
New +$4.65M
PPL
6
PPL Corp
PPL
$26.4B
$4.11M 1.12%
113,056
+92,874
+460% +$3.43M
GILD icon
7
Gilead Sciences
GILD
$188B
$3.79M 1.04%
29,983
+11,489
+62% +$1.51M
TSM icon
8
TSMC
TSM
$2.16T
$3.79M 1.04%
7,931
+5,268
+198% +$2.14M
TT icon
9
Trane Technologies
TT
$98B
$3.77M 1.03%
7,669
+6,496
+554% +$3.04M
CB icon
10
Chubb
CB
$134B
$3.73M 1.02%
+10,957
New +$3.57M
LMT icon
11
Lockheed Martin
LMT
$123B
$3.71M 1.02%
7,288
+1,867
+34% +$1.01M
VRTX icon
12
Vertex Pharmaceuticals
VRTX
$141B
$3.7M 1.01%
7,452
+3,214
+76% +$1.42M
FLEX icon
13
Flex
FLEX
$39.9B
$3.58M 0.98%
+22,109
New +$2.68M
LPLA icon
14
LPL Financial
LPLA
$28.4B
$3.21M 0.88%
+11,395
New +$3.42M
MMM icon
15
3M
MMM
$86.8B
$3.14M 0.86%
19,422
+3,051
+19% +$462K
EMR icon
16
Emerson Electric
EMR
$83.8B
$3.11M 0.85%
21,730
+18,560
+585% +$2.61M
MDLZ icon
17
Mondelez International
MDLZ
$78.4B
$3.05M 0.83%
+52,772
New +$3.18M
SJM icon
18
J.M. Smucker
SJM
$13.7B
$2.98M 0.81%
26,464
-6,256
-19% -$637K
PH icon
19
Parker-Hannifin
PH
$122B
$2.91M 0.8%
2,978
+33
+1% +$30.2K
LOW icon
20
Lowe's Companies
LOW
$113B
$2.89M 0.79%
+13,094
New +$2.97M
MAR icon
21
Marriott International
MAR
$87.6B
$2.89M 0.79%
7,786
-2,012
-21% -$742K
SE icon
22
Sea Limited
SE
$69.3B
$2.88M 0.79%
30,025
+21,501
+252% +$1.89M
TXN icon
23
Texas Instruments
TXN
$232B
$2.88M 0.79%
+9,652
New +$2.68M
MSFT icon
24
Microsoft
MSFT
$3.79T
$2.81M 0.77%
7,523
+4,351
+137% +$1.76M
APD icon
25
Air Products & Chemicals
APD
$67.7B
$2.76M 0.75%
9,398
-6,431
-41% -$1.87M
1
2 3 4 5

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Aigen Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Aigen Investment Management held 841 positions worth $366M, down 6% from $389M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $39.3M in Q2 2026, closing 324 positions and reducing 102 holdings. Its most notable exit was Home Depot, an estimated $6.19M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

Against the trend, Aigen Investment Management opened a new position in Wells Fargo worth $6.18M.

  • Aigen Investment Management's largest Q2 2026 buy was Wells Fargo: 74,722 shares worth $6.18M.
  • Aigen Investment Management added most to PPL Corp in Q2 2026, an estimated $3.43M increase.
  • Aigen Investment Management's biggest Q2 2026 reduction was Analog Devices, cutting an estimated $4.62M.
  • Aigen Investment Management fully exited Home Depot in Q2 2026, selling an estimated $6.19M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $366M portfolio in Q2 2026.
  • Aigen Investment Management opened 345 new positions and closed 324 in Q2 2026.
  • Aigen Investment Management's portfolio value fell 6% quarter-over-quarter to $366M.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.