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AIM

Aigen Investment Management Portfolio holdings

AUM $366M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
+15.83%
1 Year Est. Return
+24.75%
3 Year Est. Return
+55.47%
5 Year Est. Return
+38.86%
10 Year Est. Return
–
AUM
$366M
AUM Growth
-$23.5M
Cap. Flow
-$39.3M
Cap. Flow %
-10.74%
Top 10 Hldgs %
12.21%
Holding
841
New
345
Increased
70
Reduced
102
Closed
324

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$6M
2
DVN icon
Devon Energy
DVN
+$4.65M
3
ABT icon
Abbott
ABT
+$4.52M
4
CSX icon
CSX Corp
CSX
+$4.34M
5
CB icon
Chubb
CB
+$3.57M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.19M
2
SRE icon
Sempra
SRE
+$6.03M
3
HBAN icon
Huntington Bancshares
HBAN
+$5.19M
4
ADI icon
Analog Devices
ADI
+$4.62M
5
ELV icon
Elevance Health
ELV
+$4.14M

Sector Composition

Rank Sector Weight
1 Financials 17.91%
2 Technology 16.67%
3 Industrials 16.57%
4 Healthcare 12.03%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFX icon
26
Equifax
EFX
$22.2B
$2.67M 0.73%
+16,836
New +$2.87M
INCY icon
27
Incyte
INCY
$25.9B
$2.67M 0.73%
+23,563
New +$2.34M
CVX icon
28
Chevron
CVX
$415B
$2.63M 0.72%
15,894
+12,718
+400% +$2.37M
MTD icon
29
Mettler-Toledo International
MTD
$27.2B
$2.58M 0.71%
+2,021
New +$2.44M
HAL icon
30
Halliburton
HAL
$31.1B
$2.56M 0.7%
75,483
-23,056
-23% -$901K
DINO icon
31
HF Sinclair
DINO
$18.9B
$2.54M 0.7%
+36,494
New +$2.43M
LHX icon
32
L3Harris
LHX
$48.8B
$2.53M 0.69%
8,717
+7,717
+772% +$2.45M
MGM icon
33
MGM Resorts International
MGM
$10.3B
$2.28M 0.62%
+47,692
New +$1.98M
TXRH icon
34
Texas Roadhouse
TXRH
$12.4B
$2.19M 0.6%
+11,317
New +$1.93M
TMO icon
35
Thermo Fisher Scientific
TMO
$229B
$2.16M 0.59%
4,316
-2,685
-38% -$1.29M
LRCX icon
36
Lam Research
LRCX
$366B
$2.15M 0.59%
4,956
+2,307
+87% +$700K
APH icon
37
Amphenol
APH
$202B
$2.12M 0.58%
+24,030
New +$1.73M
IBKR icon
38
Interactive Brokers
IBKR
$42.1B
$2.12M 0.58%
24,322
+17,013
+233% +$1.42M
FTNT icon
39
Fortinet
FTNT
$115B
$2.1M 0.57%
+13,655
New +$1.58M
ATO icon
40
Atmos Energy
ATO
$28.6B
$2.07M 0.57%
12,034
+8,158
+210% +$1.46M
PG icon
41
Procter & Gamble
PG
$341B
$2.05M 0.56%
+14,011
New +$2.04M
MA icon
42
Mastercard
MA
$513B
$2.03M 0.56%
3,957
-4,157
-51% -$2.07M
VLO icon
43
Valero Energy
VLO
$107B
$1.99M 0.54%
7,638
-1,279
-14% -$315K
RIO icon
44
Rio Tinto
RIO
$167B
$1.97M 0.54%
+20,701
New +$2.1M
MDT icon
45
Medtronic
MDT
$119B
$1.95M 0.53%
24,962
+16,266
+187% +$1.31M
BKR icon
46
Baker Hughes
BKR
$63.2B
$1.95M 0.53%
35,160
-18,041
-34% -$1.14M
COR icon
47
Cencora
COR
$64.4B
$1.95M 0.53%
6,888
+4,028
+141% +$1.16M
MNST icon
48
Monster Beverage
MNST
$86.4B
$1.9M 0.52%
39,608
+27,944
+240% +$1.17M
EL icon
49
Estee Lauder
EL
$36.5B
$1.9M 0.52%
+24,104
New +$1.95M
INSM icon
50
Insmed
INSM
$27.7B
$1.8M 0.49%
+16,847
New +$2.04M
1
2
3 4 5

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Aigen Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Aigen Investment Management held 841 positions worth $366M, down 6% from $389M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $39.3M in Q2 2026, closing 324 positions and reducing 102 holdings. Its most notable exit was Home Depot, an estimated $6.19M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

Against the trend, Aigen Investment Management opened a new position in Wells Fargo worth $6.18M.

  • Aigen Investment Management's largest Q2 2026 buy was Wells Fargo: 74,722 shares worth $6.18M.
  • Aigen Investment Management added most to PPL Corp in Q2 2026, an estimated $3.43M increase.
  • Aigen Investment Management's biggest Q2 2026 reduction was Analog Devices, cutting an estimated $4.62M.
  • Aigen Investment Management fully exited Home Depot in Q2 2026, selling an estimated $6.19M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $366M portfolio in Q2 2026.
  • Aigen Investment Management opened 345 new positions and closed 324 in Q2 2026.
  • Aigen Investment Management's portfolio value fell 6% quarter-over-quarter to $366M.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.