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AIM

Aigen Investment Management Portfolio holdings

AUM $389M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
+0.5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$432M
AUM Growth
-$214M
Cap. Flow
-$209M
Cap. Flow %
-48.29%
Top 10 Hldgs %
12.7%
Holding
1,042
New
278
Increased
92
Reduced
180
Closed
492

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$7.69M
2
PG icon
Procter & Gamble
PG
+$5.56M
3
IBN icon
ICICI Bank
IBN
+$4.7M
4
MSI icon
Motorola Solutions
MSI
+$4.61M
5
VEEV icon
Veeva Systems
VEEV
+$4.49M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.12M
2
HON icon
Honeywell
HON
+$7.09M
3
BSX icon
Boston Scientific
BSX
+$6.15M
4
NRG icon
NRG Energy
NRG
+$5.93M
5
SCHW
Charles Schwab
SCHW
+$5.45M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 16.68%
3 Industrials 14.02%
4 Consumer Discretionary 13.74%
5 Healthcare 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNMD icon
276
CONMED
CNMD
$1.47B
$416K 0.1%
10,249
+4,818
+89% +$210K
APOG icon
277
Apogee Enterprises
APOG
$908M
$416K 0.1%
+11,428
New +$432K
BJ icon
278
BJs Wholesale Club
BJ
$12.3B
$415K 0.1%
4,613
-5,738
-55% -$527K
VRDN icon
279
Viridian Therapeutics
VRDN
$2.67B
$411K 0.1%
+13,217
New +$363K
PAYC icon
280
Paycom
PAYC
$9.69B
$411K 0.1%
2,577
+449
+21% +$79.6K
LAD icon
281
Lithia Motors
LAD
$8.26B
$410K 0.1%
1,235
-1,035
-46% -$329K
FBRT
282
Franklin BSP Realty Trust
FBRT
$657M
$408K 0.09%
+40,715
New +$425K
VRTX icon
283
Vertex Pharmaceuticals
VRTX
$126B
$405K 0.09%
+894
New +$385K
VST icon
284
Vistra
VST
$47.4B
$404K 0.09%
2,504
-1,145
-31% -$209K
WLDN icon
285
Willdan Group
WLDN
$1.3B
$392K 0.09%
+3,786
New +$373K
BVN icon
286
Compañía de Minas Buenaventura
BVN
$8.67B
$391K 0.09%
+14,054
New +$351K
CLX icon
287
Clorox
CLX
$12.7B
$391K 0.09%
+3,876
New +$421K
NTR icon
288
Nutrien
NTR
$30.7B
$390K 0.09%
6,313
-4,926
-44% -$290K
CENTA icon
289
Central Garden & Pet Co Class A
CENTA
$2.44B
$389K 0.09%
+13,330
New +$385K
CADE
290
DELISTED
Cadence Bank
CADE
$388K 0.09%
+9,067
New +$359K
OLLI icon
291
Ollie's Bargain Outlet
OLLI
$4.94B
$384K 0.09%
3,503
+1,706
+95% +$206K
ARGX icon
292
argenx
ARGX
$54.1B
$379K 0.09%
451
-181
-29% -$155K
TFII icon
293
TFI International
TFII
$11.5B
$375K 0.09%
2,643
-3,598
-58% -$335K
ENPH icon
294
Enphase Energy
ENPH
$5.53B
$374K 0.09%
+11,662
New +$378K
IP icon
295
International Paper
IP
$22B
$373K 0.09%
+9,476
New +$390K
NWE icon
296
NorthWestern Energy
NWE
$4.43B
$370K 0.09%
+5,729
New +$363K
ARIS
297
Aris Mining
ARIS
$3.59B
$369K 0.09%
22,763
-18,840
-45% -$232K
SSB icon
298
SouthState Bank Corp
SSB
$10.5B
$365K 0.08%
3,878
-1,975
-34% -$183K
HNI icon
299
HNI Corp
HNI
$3.59B
$364K 0.08%
8,665
-11,678
-57% -$493K
GL icon
300
Globe Life
GL
$14.3B
$361K 0.08%
+2,584
New +$350K
10 11
12
13 14

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WCM
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PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
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MA
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TCM
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HBWM
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Aigen Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Aigen Investment Management held 1,042 positions worth $432M, down 33% from $646M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Aigen Investment Management withdrew a net $209M in Q4 2025, closing 492 positions and reducing 180 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $7.12M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.

Against the trend, Aigen Investment Management opened a new position in Blackrock worth $7.53M.

  • Aigen Investment Management's largest Q4 2025 buy was Blackrock: 7,038 shares worth $7.53M.
  • Aigen Investment Management added most to ICICI Bank in Q4 2025, an estimated $4.7M increase.
  • Aigen Investment Management's biggest Q4 2025 reduction was Boston Scientific, cutting an estimated $6.15M.
  • Aigen Investment Management fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $7.12M.
  • Aigen Investment Management's ten largest holdings make up 13% of its $432M portfolio in Q4 2025.
  • Aigen Investment Management opened 278 new positions and closed 492 in Q4 2025.
  • Aigen Investment Management's portfolio value fell 33% quarter-over-quarter to $432M.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.