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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
AS icon
401
Amer Sports
AS
$21B
$254K 0.06%
6,789
-39,277
-85% -$1.35M
TYL icon
402
Tyler Technologies
TYL
$13B
$253K 0.06%
557
-1,171
-68% -$558K
CNM icon
403
Core & Main
CNM
$8.67B
$253K 0.06%
+4,865
New +$250K
ASND icon
404
Ascendis Pharma A/S
ASND
$16.8B
$252K 0.06%
+1,184
New +$245K
JXN icon
405
Jackson Financial
JXN
$8.83B
$251K 0.06%
2,353
-4,256
-64% -$423K
NTRA icon
406
Natera
NTRA
$45.9B
$251K 0.06%
+1,094
New +$228K
OMAB icon
407
Grupo Aeroportuario Centro Norte
OMAB
$5.24B
$250K 0.06%
2,301
-3,382
-60% -$354K
BCPC
408
Balchem Corp
BCPC
$5.65B
$250K 0.06%
1,630
-3,247
-67% -$496K
TSN icon
409
Tyson Foods
TSN
$20.1B
$249K 0.06%
+4,251
New +$233K
DUK icon
410
Duke Energy
DUK
$94.5B
$248K 0.06%
2,117
-8,024
-79% -$980K
CSX icon
411
CSX Corp
CSX
$92.8B
$248K 0.06%
6,843
-27,612
-80% -$988K
VLY icon
412
Valley National Bancorp
VLY
$8.1B
$248K 0.06%
+21,205
New +$235K
WSO icon
413
Watsco Inc
WSO
$13.5B
$247K 0.06%
733
-1,407
-66% -$502K
MIR icon
414
Mirion Technologies
MIR
$3.75B
$246K 0.06%
+10,522
New +$262K
WCC
415
WESCO International
WCC
$17.9B
$246K 0.06%
+1,007
New +$247K
DOLE icon
416
Dole
DOLE
$1.24B
$246K 0.06%
+16,409
New +$229K
WAFD icon
417
WaFd
WAFD
$2.76B
$246K 0.06%
7,665
-10,556
-58% -$326K
RMBS icon
418
Rambus
RMBS
$10.4B
$242K 0.06%
+2,636
New +$259K
INFY icon
419
Infosys
INFY
$50.9B
$241K 0.06%
13,540
-43,743
-76% -$757K
CVCO icon
420
Cavco Industries
CVCO
$4.48B
$241K 0.06%
+408
New +$231K
XMTR icon
421
Xometry
XMTR
$5.19B
$240K 0.06%
4,041
-66
-2% -$3.72K
CPF icon
422
Central Pacific Financial
CPF
$991M
$240K 0.06%
+7,711
New +$232K
HTO
423
H2O America
HTO
$2.56B
$240K 0.06%
4,900
+62
+1% +$2.97K
CE icon
424
Celanese
CE
$4.88B
$240K 0.06%
5,672
-20,875
-79% -$851K
RNR icon
425
RenaissanceRe
RNR
$13.2B
$238K 0.06%
+845
New +$222K
15 16
17
18 19

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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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TCM
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HBWM
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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.