We are live on ! Find out more
AIM

Aigen Investment Management Portfolio holdings

AUM $389M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
+6.16%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$646M
AUM Growth
-$83.4M
Cap. Flow
-$99.5M
Cap. Flow %
-15.39%
Top 10 Hldgs %
8.91%
Holding
1,138
New
388
Increased
171
Reduced
203
Closed
374

Top Buys

Rank Stock Value
1
KDP icon
Keurig Dr Pepper
KDP
+$6.55M
2
NSC icon
Norfolk Southern
NSC
+$4.15M
3
NVDA icon
NVIDIA
NVDA
+$4.12M
4
FIS icon
Fidelity National Information Services
FIS
+$3.7M
5
CB icon
Chubb
CB
+$3.66M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$8.48M
2
UNP icon
Union Pacific
UNP
+$6.38M
3
INTU icon
Intuit
INTU
+$6M
4
MCD icon
McDonald's
MCD
+$5.74M
5
ORCL icon
Oracle
ORCL
+$5.52M

Sector Composition

Rank Sector Weight
1 Technology 17.93%
2 Industrials 14.59%
3 Consumer Discretionary 13%
4 Financials 12.98%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
301
Veeva Systems
VEEV
$38B
$683K 0.11%
2,291
-530
-19% -$149K
PAYX icon
302
Paychex
PAYX
$42.8B
$681K 0.11%
+5,370
New +$745K
MP icon
303
MP Materials
MP
$9.7B
$678K 0.11%
+10,113
New +$636K
MOH icon
304
Molina Healthcare
MOH
$10.3B
$675K 0.1%
+3,527
New +$649K
KYMR icon
305
Kymera Therapeutics
KYMR
$9B
$672K 0.1%
+11,877
New +$536K
RBA icon
306
RB Global
RBA
$17.4B
$672K 0.1%
4,457
+2,768
+164% +$310K
NET icon
307
Cloudflare
NET
$110B
$671K 0.1%
+3,127
New +$638K
BCH icon
308
Banco de Chile
BCH
$21B
$669K 0.1%
22,088
+12,265
+125% +$357K
JXN icon
309
Jackson Financial
JXN
$8.92B
$669K 0.1%
6,609
-7,410
-53% -$692K
RBRK icon
310
Rubrik
RBRK
$20.5B
$669K 0.1%
+8,134
New +$699K
BCO icon
311
Brink's
BCO
$4.54B
$668K 0.1%
5,713
+3,449
+152% +$361K
ALHC icon
312
Alignment Healthcare
ALHC
$2.88B
$666K 0.1%
38,192
-10,383
-21% -$154K
CNA icon
313
CNA Financial
CNA
$13.8B
$666K 0.1%
+14,342
New +$665K
SN icon
314
SharkNinja
SN
$26B
$666K 0.1%
+6,457
New +$737K
SHOO icon
315
Steven Madden
SHOO
$3.58B
$666K 0.1%
+19,890
New +$557K
APA icon
316
APA Corp
APA
$14.3B
$662K 0.1%
27,262
+7,410
+37% +$156K
AWI icon
317
Armstrong World Industries
AWI
$7.74B
$661K 0.1%
3,371
+580
+21% +$108K
TPC
318
Tutor Perini Cor
TPC
$5.23B
$658K 0.1%
+10,031
New +$559K
JACK icon
319
Jack in the Box
JACK
$339M
$650K 0.1%
+32,860
New +$653K
TXNM
320
TXNM Energy Inc
TXNM
$5.91B
$643K 0.1%
+11,375
New +$645K
INSM icon
321
Insmed
INSM
$29.4B
$643K 0.1%
4,465
-11,496
-72% -$1.41M
FTDR icon
322
Frontdoor
FTDR
$5.85B
$642K 0.1%
+9,535
New +$581K
FIVN icon
323
FIVE9
FIVN
$2.55B
$639K 0.1%
+26,416
New +$698K
SNY icon
324
Sanofi
SNY
$104B
$637K 0.1%
+13,502
New +$652K
DHR icon
325
Danaher
DHR
$146B
$635K 0.1%
3,201
-22,208
-87% -$4.42M
11 12
13
14 15

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
DAM
Decagon Asset Management London, United Kingdom $386M AUM 45.42% 1-Year Est. Return

Aigen Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Aigen Investment Management held 1,138 positions worth $646M, down 11% from $730M the previous quarter. Its ten largest holdings account for 8.9% of the portfolio.

Aigen Investment Management withdrew a net $99.5M in Q3 2025, closing 374 positions and reducing 203 holdings. Its most notable exit was Union Pacific, an estimated $6.38M position sold in full.

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

Against the trend, Aigen Investment Management opened a new position in Keurig Dr Pepper worth $5.33M.

  • Aigen Investment Management's largest Q3 2025 buy was Keurig Dr Pepper: 208,857 shares worth $5.33M.
  • Aigen Investment Management added most to Chubb in Q3 2025, an estimated $3.66M increase.
  • Aigen Investment Management's biggest Q3 2025 reduction was Amphenol, cutting an estimated $8.48M.
  • Aigen Investment Management fully exited Union Pacific in Q3 2025, selling an estimated $6.38M.
  • Aigen Investment Management's ten largest holdings make up 8.9% of its $646M portfolio in Q3 2025.
  • Aigen Investment Management opened 388 new positions and closed 374 in Q3 2025.
  • Aigen Investment Management's portfolio value fell 11% quarter-over-quarter to $646M.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.