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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
+0.95%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$389M
AUM Growth
-$42.8M
Cap. Flow
-$28.7M
Cap. Flow %
-7.37%
Top 10 Hldgs %
12.12%
Holding
834
New
284
Increased
102
Reduced
110
Closed
338

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.24M
2
SRE icon
Sempra
SRE
+$5.68M
3
COF icon
Capital One
COF
+$5.12M
4
V icon
Visa
V
+$4.63M
5
APD icon
Air Products & Chemicals
APD
+$4.36M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$6.89M
2
MSFT icon
Microsoft
MSFT
+$5.61M
3
PG icon
Procter & Gamble
PG
+$5.41M
4
NFLX icon
Netflix
NFLX
+$5.28M
5
KEY icon
KeyCorp
KEY
+$5.13M

Sector Composition

Rank Sector Weight
1 Financials 17.7%
2 Technology 15.29%
3 Consumer Discretionary 14.91%
4 Industrials 12.84%
5 Healthcare 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMI icon
326
Marcus & Millichap
MMI
$1.14B
$306K 0.08%
11,507
-16,510
-59% -$434K
CP icon
327
Canadian Pacific Kansas City
CP
$81.1B
$306K 0.08%
+2,794
New +$221K
SONY icon
328
Sony
SONY
$123B
$306K 0.08%
+14,760
New +$331K
BNS icon
329
Scotiabank
BNS
$106B
$305K 0.08%
3,162
-948
-23% -$69.5K
CSL icon
330
Carlisle Companies
CSL
$13.5B
$305K 0.08%
+914
New +$333K
VIST icon
331
Vista Energy
VIST
$7.78B
$302K 0.08%
+4,000
New +$233K
OSIS icon
332
OSI Systems
OSIS
$3.53B
$295K 0.08%
+1,111
New +$307K
CENX icon
333
Century Aluminum
CENX
$4.54B
$294K 0.08%
+5,014
New +$251K
BUD icon
334
AB InBev
BUD
$157B
$294K 0.08%
+4,234
New +$306K
APOG icon
335
Apogee Enterprises
APOG
$846M
$293K 0.08%
8,726
-2,702
-24% -$100K
EBAY icon
336
eBay
EBAY
$48B
$292K 0.08%
3,212
-12,195
-79% -$1.1M
ACM icon
337
Aecom
ACM
$8.93B
$292K 0.08%
3,444
-23,155
-87% -$2.19M
CUBI icon
338
Customers Bancorp
CUBI
$2.6B
$290K 0.07%
+4,174
New +$303K
TFX icon
339
Teleflex
TFX
$5.82B
$290K 0.07%
+2,422
New +$267K
PATH icon
340
UiPath
PATH
$5.4B
$288K 0.07%
+25,961
New +$331K
KVUE icon
341
Kenvue
KVUE
$36.6B
$287K 0.07%
16,653
-162,389
-91% -$2.89M
SWX icon
342
Southwest Gas
SWX
$6.79B
$285K 0.07%
+3,283
New +$280K
HCI icon
343
HCI Group
HCI
$2.27B
$282K 0.07%
+1,825
New +$299K
U icon
344
Unity
U
$12.4B
$281K 0.07%
12,828
+6,631
+107% +$184K
UNF icon
345
Unifirst Corp
UNF
$5.29B
$281K 0.07%
+1,118
New +$258K
FFIV icon
346
F5
FFIV
$22.1B
$281K 0.07%
+972
New +$270K
RKT icon
347
Rocket Companies
RKT
$36.1B
$281K 0.07%
19,686
-58,506
-75% -$1.06M
GGG icon
348
Graco
GGG
$13B
$279K 0.07%
+3,299
New +$292K
OMAB icon
349
Grupo Aeroportuario Centro Norte
OMAB
$4.96B
$276K 0.07%
2,410
+109
+5% +$12.7K
MZTI
350
The Marzetti Company
MZTI
$2.94B
$274K 0.07%
+1,980
New +$315K
12 13
14
15 16

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Aigen Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Aigen Investment Management held 834 positions worth $389M, down 9.9% from $432M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $28.7M in Q1 2026, closing 338 positions and reducing 110 holdings. Its most notable exit was Procter & Gamble, an estimated $5.41M position sold in full.

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

Against the trend, Aigen Investment Management opened a new position in Sempra worth $6.03M.

  • Aigen Investment Management's largest Q1 2026 buy was Sempra: 62,030 shares worth $6.03M.
  • Aigen Investment Management added most to Home Depot in Q1 2026, an estimated $6.24M increase.
  • Aigen Investment Management's biggest Q1 2026 reduction was Blackrock, cutting an estimated $6.89M.
  • Aigen Investment Management fully exited Procter & Gamble in Q1 2026, selling an estimated $5.41M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $389M portfolio in Q1 2026.
  • Aigen Investment Management opened 284 new positions and closed 338 in Q1 2026.
  • Aigen Investment Management's portfolio value fell 9.9% quarter-over-quarter to $389M.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.