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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
CLF icon
451
Cleveland-Cliffs
CLF
$6.71B
$137K 0.04%
16,189
-69,917
-81% -$800K
OBE
452
Obsidian Energy
OBE
$717M
$126K 0.03%
+11,621
New +$88.8K
BTG icon
453
B2Gold
BTG
$5.18B
$125K 0.03%
20,639
-12,156
-37% -$61K
NOK icon
454
Nokia
NOK
$51.7B
$124K 0.03%
+15,442
New +$113K
LYG icon
455
Lloyds Banking Group
LYG
$87.4B
$124K 0.03%
+24,596
New +$135K
WRN
456
Western Copper and Gold
WRN
$485M
$119K 0.03%
+40,321
New +$126K
STUB
457
StubHub Holdings
STUB
$3.26B
$114K 0.03%
+18,252
New +$190K
GPRK icon
458
GeoPark
GPRK
$668M
$112K 0.03%
+11,819
New +$99.5K
OWL icon
459
Blue Owl Capital
OWL
$6.26B
$111K 0.03%
+12,154
New +$147K
GGB icon
460
Gerdau
GGB
$9.31B
$110K 0.03%
30,345
+11,041
+57% +$43.4K
MED icon
461
Medifast
MED
$105M
$103K 0.03%
+10,143
New +$109K
HLX icon
462
Helix Energy Solutions
HLX
$1.46B
$103K 0.03%
10,442
-16,335
-61% -$139K
TE
463
T1 Energy
TE
$1.51B
$102K 0.03%
+23,315
New +$171K
YMM icon
464
Full Truck Alliance
YMM
$9.5B
$102K 0.03%
+12,297
New +$117K
WTI icon
465
W&T Offshore
WTI
$553M
$102K 0.03%
+29,875
New +$73.9K
ADMA icon
466
ADMA Biologics
ADMA
$1.91B
$101K 0.03%
+11,212
New +$177K
NOMD icon
467
Nomad Foods
NOMD
$1.64B
$99.8K 0.03%
10,385
-784
-7% -$9K
GO icon
468
Grocery Outlet
GO
$898M
$98.9K 0.03%
+14,024
New +$122K
EMBC icon
469
Embecta
EMBC
$196M
$98.6K 0.03%
+11,157
New +$116K
CARS icon
470
Cars.com
CARS
$653M
$97.1K 0.02%
+11,958
New +$122K
REAL icon
471
The RealReal
REAL
$1.35B
$96.3K 0.02%
10,603
-3,413
-24% -$43.2K
LILA icon
472
Liberty Latin America Class A
LILA
$1.52B
$94.5K 0.02%
+16,108
New +$84.8K
CCC
473
CCC Intelligent Solutions
CCC
$3.42B
$89.9K 0.02%
+14,979
New +$98.1K
KREF
474
KKR Real Estate Finance Trust
KREF
$468M
$89.7K 0.02%
+14,661
New +$107K
ICL icon
475
ICL Group
ICL
$6.81B
$85.6K 0.02%
+16,533
New +$88.4K
17 18
19
20 21

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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.