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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
EME icon
426
Emcor
EME
$34.2B
$203K 0.05%
275
-511
-65% -$372K
TRP icon
427
TC Energy
TRP
$72.9B
$202K 0.05%
+2,922
New +$176K
SLM icon
428
SLM Corp
SLM
$4.56B
$201K 0.05%
+9,407
New +$222K
TJX icon
429
TJX Companies
TJX
$170B
$201K 0.05%
1,261
-690
-35% -$107K
TFPM icon
430
Triple Flag Precious Metals
TFPM
$5.93B
$201K 0.05%
4,168
-7,796
-65% -$282K
MIR icon
431
Mirion Technologies
MIR
$4.13B
$201K 0.05%
10,827
+305
+3% +$6.88K
CBZ icon
432
CBIZ
CBZ
$2.16B
$201K 0.05%
+7,476
New +$264K
MELI icon
433
Mercado Libre
MELI
$91.2B
$201K 0.05%
116
+12
+12% +$23.1K
PTON icon
434
Peloton Interactive
PTON
$2.61B
$198K 0.05%
46,166
+34,711
+303% +$169K
CRGY icon
435
Crescent Energy
CRGY
$3.76B
$191K 0.05%
14,172
+1,464
+12% +$15.3K
XERS icon
436
Xeris Biopharma Holdings
XERS
$1.45B
$189K 0.05%
32,521
+20,259
+165% +$134K
VIR icon
437
Vir Biotechnology
VIR
$1.58B
$181K 0.05%
20,249
+7,614
+60% +$60.7K
HTGC icon
438
Hercules Capital
HTGC
$2.93B
$179K 0.05%
+12,089
New +$198K
GENI icon
439
Genius Sports
GENI
$1.72B
$166K 0.04%
+37,540
New +$267K
KRNY icon
440
Kearny Financial
KRNY
$574M
$163K 0.04%
21,589
-8,859
-29% -$68.3K
FSK icon
441
FS KKR Capital
FSK
$2.96B
$161K 0.04%
15,791
+5,141
+48% +$64.3K
FIGS icon
442
FIGS
FIGS
$1.54B
$160K 0.04%
10,857
+489
+5% +$6.27K
LSPD icon
443
Lightspeed Commerce
LSPD
$1.26B
$160K 0.04%
13,218
+2,876
+28% +$28.7K
ACIC icon
444
American Coastal Insurance
ACIC
$484M
$152K 0.04%
+13,505
New +$152K
PSKY
445
Paramount Skydance Corp
PSKY
$9.5B
$152K 0.04%
+16,833
New +$184K
AVTR icon
446
Avantor
AVTR
$7.75B
$151K 0.04%
+19,266
New +$190K
MBLY icon
447
Mobileye
MBLY
$6.29B
$147K 0.04%
+21,412
New +$194K
YEXT icon
448
Yext
YEXT
$493M
$140K 0.04%
+36,347
New +$219K
CLBT icon
449
Cellebrite
CLBT
$3.51B
$138K 0.04%
+10,028
New +$151K
IE icon
450
Ivanhoe Electric
IE
$1.43B
$137K 0.04%
+11,606
New +$182K
16 17
18
19 20

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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.