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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
ALSN icon
451
Allison Transmission
ALSN
$10.3B
$223K 0.05%
+2,281
New +$200K
NCNO icon
452
nCino
NCNO
$2.08B
$223K 0.05%
8,708
+167
+2% +$4.24K
REAL icon
453
The RealReal
REAL
$1.45B
$221K 0.05%
14,016
-53,432
-79% -$698K
NBHC icon
454
National Bank Holdings
NBHC
$1.91B
$221K 0.05%
5,806
-8,558
-60% -$322K
REVG
455
DELISTED
REV Group
REVG
$221K 0.05%
+3,627
New +$204K
BCRX icon
456
BioCryst Pharmaceuticals
BCRX
$2.51B
$219K 0.05%
28,058
-72,345
-72% -$523K
SEI
457
Solaris Energy Infrastructure
SEI
$3.86B
$216K 0.05%
4,705
-10,084
-68% -$488K
MOFG
458
DELISTED
MidWestOne Financial Group
MOFG
$216K 0.05%
+5,612
New +$205K
NFG icon
459
National Fuel Gas
NFG
$7.78B
$216K 0.05%
2,698
-7,279
-73% -$600K
KGS icon
460
Kodiak Gas Services
KGS
$6.21B
$216K 0.05%
+5,763
New +$204K
TGB
461
Trekor Metals
TGB
$3.21B
$215K 0.05%
+31,130
New +$146K
GH icon
462
Guardant Health
GH
$22.4B
$215K 0.05%
+2,105
New +$188K
KWR icon
463
Quaker Houghton
KWR
$2.96B
$215K 0.05%
+1,565
New +$211K
IBEX icon
464
IBEX
IBEX
$496M
$215K 0.05%
5,628
-932
-14% -$34.5K
CMS icon
465
CMS Energy
CMS
$21.7B
$215K 0.05%
+3,068
New +$223K
LII icon
466
Lennox International
LII
$14.6B
$210K 0.05%
+432
New +$216K
MWA icon
467
Mueller Water Products
MWA
$4.07B
$210K 0.05%
+8,805
New +$218K
MELI icon
468
Mercado Libre
MELI
$92.5B
$209K 0.05%
104
-249
-71% -$523K
LBRDK icon
469
Liberty Broadband Class C
LBRDK
$5.18B
$209K 0.05%
4,308
-14,041
-77% -$730K
SBSI icon
470
Southside Bancshares
SBSI
$953M
$209K 0.05%
+6,864
New +$201K
DECK icon
471
Deckers Outdoor
DECK
$13.3B
$208K 0.05%
2,008
-4,864
-71% -$456K
EVTC icon
472
Evertec
EVTC
$1.77B
$206K 0.05%
7,094
-1,521
-18% -$45.2K
STLA icon
473
Stellantis
STLA
$21B
$206K 0.05%
+18,931
New +$204K
BN icon
474
Brookfield
BN
$109B
$206K 0.05%
3,266
-7,929
-71% -$362K
WAL icon
475
Western Alliance Bancorporation
WAL
$8.78B
$206K 0.05%
+2,445
New +$199K
17 18
19
20 21

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PFPGI
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PG
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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.