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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
CNTA
351
DELISTED
Centessa Pharmaceuticals
CNTA
$314K 0.07%
+12,569
New +$318K
BRSL
352
Brightstar Lottery PLC
BRSL
$2.02B
$314K 0.07%
+20,272
New +$330K
RCI icon
353
Rogers Communications
RCI
$18.7B
$312K 0.07%
+6,015
New +$225K
BNS icon
354
Scotiabank
BNS
$108B
$308K 0.07%
+4,110
New +$279K
KRMN
355
Karman Holdings
KRMN
$8.24B
$307K 0.07%
4,199
+1,390
+49% +$101K
SCL icon
356
Stepan Co
SCL
$1.47B
$305K 0.07%
+6,436
New +$295K
WD icon
357
Walker & Dunlop
WD
$1.49B
$302K 0.07%
5,029
+1,875
+59% +$133K
CAVA icon
358
CAVA Group
CAVA
$7.17B
$300K 0.07%
5,118
-10,702
-68% -$597K
TJX icon
359
TJX Companies
TJX
$175B
$300K 0.07%
1,951
-15,183
-89% -$2.25M
INVA icon
360
Innoviva
INVA
$1.49B
$299K 0.07%
14,980
-294
-2% -$5.74K
AVNT icon
361
Avient
AVNT
$4.19B
$298K 0.07%
9,540
-613
-6% -$19K
ERIE icon
362
Erie Indemnity
ERIE
$13.2B
$296K 0.07%
1,032
-43
-4% -$12.8K
IBM icon
363
IBM
IBM
$223B
$295K 0.07%
+996
New +$298K
RACE icon
364
Ferrari
RACE
$71.5B
$294K 0.07%
+796
New +$319K
PODD icon
365
Insulet
PODD
$9.91B
$290K 0.07%
+1,020
New +$319K
HG icon
366
Hamilton Insurance Group
HG
$3.46B
$290K 0.07%
+10,391
New +$270K
PFGC icon
367
Performance Food Group
PFGC
$17.9B
$289K 0.07%
+3,212
New +$310K
ALLE icon
368
Allegion
ALLE
$14.1B
$287K 0.07%
1,804
-3,583
-67% -$597K
CCK icon
369
Crown Holdings
CCK
$13.1B
$287K 0.07%
+2,788
New +$272K
PAAS icon
370
Pan American Silver
PAAS
$21.8B
$286K 0.07%
5,516
-41,488
-88% -$1.74M
CGNX icon
371
Cognex
CGNX
$10.8B
$285K 0.07%
+7,930
New +$321K
BOOT icon
372
Boot Barn
BOOT
$5.11B
$285K 0.07%
+1,613
New +$301K
MKTX icon
373
MarketAxess Holdings
MKTX
$5.72B
$283K 0.07%
1,564
-2,520
-62% -$430K
CHTR icon
374
Charter Communications
CHTR
$18.3B
$283K 0.07%
+1,357
New +$305K
DSGX icon
375
Descartes Systems
DSGX
$6.86B
$281K 0.07%
3,205
-108
-3% -$9.65K
13 14
15
16 17

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DAM
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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.