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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
CSGP icon
326
CoStar Group
CSGP
$12.5B
$341K 0.08%
+5,078
New +$360K
ALB icon
327
Albemarle
ALB
$15.6B
$341K 0.08%
2,414
-3,406
-59% -$387K
EPAC icon
328
Enerpac Tool Group
EPAC
$1.9B
$341K 0.08%
+8,925
New +$353K
PPC icon
329
Pilgrim's Pride
PPC
$6.36B
$340K 0.08%
8,712
-60,759
-87% -$2.34M
HDB icon
330
HDFC Bank
HDB
$121B
$339K 0.08%
9,270
-36,437
-80% -$1.31M
CBRE icon
331
CBRE Group
CBRE
$42.1B
$337K 0.08%
2,095
-2,914
-58% -$458K
GM icon
332
General Motors
GM
$76.8B
$337K 0.08%
4,140
-26,157
-86% -$1.84M
VISN
333
Vistance Networks Inc
VISN
$2.54B
$336K 0.08%
18,512
-19,046
-51% -$328K
WK icon
334
Workiva
WK
$3.53B
$334K 0.08%
3,869
+1,528
+65% +$135K
SNPS icon
335
Synopsys
SNPS
$80.4B
$333K 0.08%
+709
New +$315K
LEVI icon
336
Levi Strauss
LEVI
$9.29B
$330K 0.08%
15,934
-56,988
-78% -$1.23M
COLL icon
337
Collegium Pharmaceutical
COLL
$915M
$329K 0.08%
+7,116
New +$298K
ISRG icon
338
Intuitive Surgical
ISRG
$136B
$327K 0.08%
578
-7,371
-93% -$3.92M
UPST icon
339
Upstart Holdings
UPST
$2.97B
$327K 0.08%
+7,485
New +$345K
DBX icon
340
Dropbox
DBX
$8.08B
$326K 0.08%
+11,740
New +$342K
SVM
341
Silvercorp Metals
SVM
$2.62B
$324K 0.08%
29,555
-41,474
-58% -$301K
BRZE icon
342
Braze
BRZE
$3.1B
$324K 0.07%
+9,442
New +$280K
CRVL icon
343
CorVel
CRVL
$3.18B
$323K 0.07%
+4,776
New +$346K
ADBE icon
344
Adobe
ADBE
$106B
$323K 0.07%
922
-5,287
-85% -$1.8M
FNB icon
345
FNB Corp
FNB
$6.76B
$321K 0.07%
+18,766
New +$307K
CNA icon
346
CNA Financial
CNA
$14B
$320K 0.07%
6,699
-7,643
-53% -$352K
CNI icon
347
Canadian National Railway
CNI
$76.1B
$319K 0.07%
3,228
-13,297
-80% -$1.28M
FNF icon
348
Fidelity National Financial
FNF
$13.2B
$319K 0.07%
+5,835
New +$332K
XYZ
349
Block Inc
XYZ
$47.5B
$318K 0.07%
+4,882
New +$337K
ITUB icon
350
Itaú Unibanco
ITUB
$87.2B
$314K 0.07%
43,916
+23,449
+115% +$167K
12 13
14
15 16

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PFPGI
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PG
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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.