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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
NU icon
301
Nu Holdings
NU
$67.6B
$361K 0.08%
21,559
-115,875
-84% -$1.86M
NNI icon
302
Nelnet
NNI
$4.57B
$360K 0.08%
+2,708
New +$354K
PL icon
303
Planet Labs
PL
$8.44B
$360K 0.08%
+18,234
New +$261K
GDDY icon
304
GoDaddy
GDDY
$11.5B
$359K 0.08%
2,893
-551
-16% -$71.3K
DTE icon
305
DTE Energy
DTE
$28.7B
$358K 0.08%
+2,773
New +$377K
FFIN icon
306
First Financial Bankshares
FFIN
$4.94B
$356K 0.08%
+11,930
New +$376K
VKTX icon
307
Viking Therapeutics
VKTX
$4.01B
$355K 0.08%
+10,103
New +$358K
CELC icon
308
Celcuity
CELC
$4.47B
$355K 0.08%
+3,557
New +$292K
AUR icon
309
Aurora
AUR
$13.5B
$355K 0.08%
92,342
+43,384
+89% +$199K
CNS icon
310
Cohen & Steers
CNS
$4.25B
$355K 0.08%
5,648
+2,170
+62% +$141K
FRHC icon
311
Freedom Holding
FRHC
$9.51B
$354K 0.08%
2,910
+1,714
+143% +$249K
CYTK icon
312
Cytokinetics
CYTK
$10.4B
$354K 0.08%
+5,568
New +$346K
NTB icon
313
Bank of N.T. Butterfield & Son
NTB
$2.44B
$353K 0.08%
7,095
-536
-7% -$24.7K
AMR icon
314
Alpha Metallurgical Resources
AMR
$1.92B
$352K 0.08%
+1,761
New +$304K
TTD icon
315
Trade Desk
TTD
$6.06B
$352K 0.08%
+9,265
New +$411K
CVS icon
316
CVS Health
CVS
$122B
$351K 0.08%
4,425
-1,591
-26% -$125K
WCN
317
Waste Connections
WCN
$42B
$351K 0.08%
1,457
-19,765
-93% -$3.42M
CME icon
318
CME Group
CME
$95.9B
$351K 0.08%
+1,284
New +$349K
PBF icon
319
PBF Energy
PBF
$7.79B
$349K 0.08%
12,882
-12,013
-48% -$385K
YUM icon
320
Yum! Brands
YUM
$40.1B
$349K 0.08%
2,309
-5,461
-70% -$809K
INTC icon
321
Intel
INTC
$494B
$349K 0.08%
+9,462
New +$357K
HRI icon
322
Herc Holdings
HRI
$5.64B
$349K 0.08%
+2,352
New +$322K
CVNA icon
323
Carvana
CVNA
$79.7B
$344K 0.08%
+4,080
New +$303K
TTC icon
324
Toro Company
TTC
$9.41B
$343K 0.08%
+4,362
New +$322K
AYI icon
325
Acuity Brands
AYI
$10.6B
$342K 0.08%
950
-1,599
-63% -$578K
11 12
13
14 15

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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.