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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
CBSH icon
551
Commerce Bancshares
CBSH
$8.44B
– –
-10,053
Closed -$526K
CCI icon
552
Crown Castle
CCI
$32.5B
– –
-28,442
Closed -$2.53M
CCJ icon
553
Cameco
CCJ
$38.9B
– –
-3,720
Closed -$420K
CDNS icon
554
Cadence Design Systems
CDNS
$91.1B
– –
-2,497
Closed -$781K
CDXS icon
555
Codexis
CDXS
$181M
– –
-17,629
Closed -$28.7K
CE icon
556
Celanese
CE
$5.19B
– –
-5,672
Closed -$240K
CELC icon
557
Celcuity
CELC
$4.31B
– –
-3,557
Closed -$355K
CGNT icon
558
Cognyte Software
CGNT
$604M
– –
-15,033
Closed -$141K
CHTR icon
559
Charter Communications
CHTR
$15.6B
– –
-1,357
Closed -$283K
CLS icon
560
Celestica
CLS
$38.5B
– –
-1,346
Closed -$546K
CLVT icon
561
Clarivate
CLVT
$1.24B
– –
-16,006
Closed -$53.5K
CM icon
562
Canadian Imperial Bank of Commerce
CM
$106B
– –
-5,925
Closed -$737K
CMA
563
DELISTED
Comerica
CMA
– –
-3,151
Closed -$274K
CME icon
564
CME Group
CME
$91.9B
– –
-1,284
Closed -$351K
GPGI
565
GPGI Inc
GPGI
$4.08B
– –
-10,618
Closed -$205K
CMS icon
566
CMS Energy
CMS
$22.9B
– –
-3,068
Closed -$215K
CNI icon
567
Canadian National Railway
CNI
$79.2B
– –
-3,228
Closed -$319K
CNMD icon
568
CONMED
CNMD
$1.24B
– –
-10,249
Closed -$416K
CNS icon
569
Cohen & Steers
CNS
$4.11B
– –
-5,648
Closed -$355K
CNTA
570
DELISTED
Centessa Pharmaceuticals
CNTA
– –
-12,569
Closed -$314K
CNX icon
571
CNX Resources
CNX
$4.88B
– –
-7,619
Closed -$280K
COGT icon
572
Cogent Biosciences
COGT
$6.88B
– –
-5,661
Closed -$201K
COHR icon
573
Coherent
COHR
$61.3B
– –
-4,492
Closed -$829K
COIN icon
574
Coinbase
COIN
$42.5B
– –
-1,029
Closed -$233K
COLL icon
575
Collegium Pharmaceutical
COLL
$1.15B
– –
-7,116
Closed -$329K
21 22
23
24 25

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HP
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PFPGI
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RWM
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CFA
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PG
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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.