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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
+6.16%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$646M
AUM Growth
-$83.4M
Cap. Flow
-$99.5M
Cap. Flow %
-15.39%
Top 10 Hldgs %
8.91%
Holding
1,138
New
388
Increased
171
Reduced
203
Closed
374

Top Buys

Rank Stock Value
1
KDP icon
Keurig Dr Pepper
KDP
+$6.55M
2
NSC icon
Norfolk Southern
NSC
+$4.15M
3
NVDA icon
NVIDIA
NVDA
+$4.12M
4
FIS icon
Fidelity National Information Services
FIS
+$3.7M
5
CB icon
Chubb
CB
+$3.66M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$8.48M
2
UNP icon
Union Pacific
UNP
+$6.38M
3
INTU icon
Intuit
INTU
+$6M
4
MCD icon
McDonald's
MCD
+$5.74M
5
ORCL icon
Oracle
ORCL
+$5.52M

Sector Composition

Rank Sector Weight
1 Technology 17.93%
2 Industrials 14.59%
3 Consumer Discretionary 13%
4 Financials 12.98%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMPX icon
551
Amprius Technologies
AMPX
$1.73B
$286K 0.04%
27,190
+9,379
+53% +$73.8K
FER icon
552
Ferrovial N.V. Ordinary Shares
FER
$47.2B
$285K 0.04%
4,917
-7,866
-62% -$424K
AGNC icon
553
AGNC Investment
AGNC
$12.8B
$285K 0.04%
29,124
-36,993
-56% -$359K
RIG icon
554
Transocean
RIG
$6.39B
$283K 0.04%
90,798
-145,495
-62% -$439K
HLN icon
555
Haleon
HLN
$43.7B
$282K 0.04%
+31,395
New +$302K
VITL icon
556
Vital Farms
VITL
$483M
$281K 0.04%
+6,827
New +$296K
BTI icon
557
British American Tobacco
BTI
$123B
$281K 0.04%
+5,289
New +$287K
LFUS icon
558
Littelfuse
LFUS
$11.6B
$281K 0.04%
1,083
-769
-42% -$193K
ERO icon
559
Ero Copper
ERO
$3.81B
$280K 0.04%
+10,795
New +$164K
ECPG icon
560
Encore Capital Group
ECPG
$2.01B
$280K 0.04%
+6,705
New +$275K
LSTR icon
561
Landstar System
LSTR
$6.05B
$279K 0.04%
2,280
-665
-23% -$88.3K
RHI icon
562
Robert Half
RHI
$4.37B
$279K 0.04%
8,215
-28,755
-78% -$1.08M
INVA icon
563
Innoviva
INVA
$1.49B
$279K 0.04%
15,274
-12,729
-45% -$248K
ARIS
564
DELISTED
Aris Water Solutions
ARIS
$278K 0.04%
+11,274
New +$261K
BMBL icon
565
Bumble
BMBL
$360M
$276K 0.04%
45,273
-8,842
-16% -$60.4K
INTA icon
566
Intapp
INTA
$2.99B
$276K 0.04%
6,741
-4,390
-39% -$190K
PSTL
567
Postal Realty Trust
PSTL
$680M
$273K 0.04%
+17,401
New +$263K
ROIV icon
568
Roivant Sciences
ROIV
$25.8B
$273K 0.04%
+18,030
New +$223K
HALO icon
569
Halozyme
HALO
$11.6B
$272K 0.04%
+3,714
New +$247K
RC
570
Ready Capital
RC
$333M
$271K 0.04%
+70,141
New +$296K
MDGL icon
571
Madrigal Pharmaceuticals
MDGL
$11.9B
$268K 0.04%
+585
New +$218K
AAMI
572
Acadian Asset Management
AAMI
$3.22B
$267K 0.04%
+5,546
New +$247K
IBEX icon
573
IBEX
IBEX
$496M
$266K 0.04%
+6,560
New +$208K
SKY icon
574
Champion Homes
SKY
$5.05B
$266K 0.04%
+3,478
New +$246K
CFFN icon
575
Capitol Federal Financial
CFFN
$1.08B
$265K 0.04%
41,784
+28,924
+225% +$181K
21 22
23
24 25

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PG
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HBWM
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DAM
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Aigen Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Aigen Investment Management held 1,138 positions worth $646M, down 11% from $730M the previous quarter. Its ten largest holdings account for 8.9% of the portfolio.

Aigen Investment Management withdrew a net $99.5M in Q3 2025, closing 374 positions and reducing 203 holdings. Its most notable exit was Union Pacific, an estimated $6.38M position sold in full.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Aigen Investment Management opened a new position in Keurig Dr Pepper worth $5.33M.

  • Aigen Investment Management's largest Q3 2025 buy was Keurig Dr Pepper: 208,857 shares worth $5.33M.
  • Aigen Investment Management added most to Chubb in Q3 2025, an estimated $3.66M increase.
  • Aigen Investment Management's biggest Q3 2025 reduction was Amphenol, cutting an estimated $8.48M.
  • Aigen Investment Management fully exited Union Pacific in Q3 2025, selling an estimated $6.38M.
  • Aigen Investment Management's ten largest holdings make up 8.9% of its $646M portfolio in Q3 2025.
  • Aigen Investment Management opened 388 new positions and closed 374 in Q3 2025.
  • Aigen Investment Management's portfolio value fell 11% quarter-over-quarter to $646M.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.