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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
+0.95%
1 Year Est. Return
+24.75%
3 Year Est. Return
+55.47%
5 Year Est. Return
+38.86%
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
VISN
576
Vistance Networks Inc
VISN
$2.66B
– –
-18,512
Closed -$336K
CRC icon
577
California Resources
CRC
$4.73B
– –
-5,949
Closed -$266K
CRS icon
578
Carpenter Technology
CRS
$27.1B
– –
-4,988
Closed -$1.57M
CRVL icon
579
CorVel
CRVL
$3.32B
– –
-4,776
Closed -$323K
CSX icon
580
CSX Corp
CSX
$92.9B
– –
-6,843
Closed -$248K
CTSH icon
581
Cognizant
CTSH
$26.5B
– –
-7,619
Closed -$632K
CVCO icon
582
Cavco Industries
CVCO
$4.65B
– –
-408
Closed -$241K
CVE icon
583
Cenovus Energy
CVE
$57.2B
– –
-20,214
Closed -$436K
CVNA icon
584
Carvana
CVNA
$83.1B
– –
-4,080
Closed -$344K
CVS icon
585
CVS Health
CVS
$124B
– –
-4,425
Closed -$351K
DBX icon
586
Dropbox
DBX
$7.48B
– –
-11,740
Closed -$326K
DECK icon
587
Deckers Outdoor
DECK
$12.7B
– –
-2,008
Closed -$208K
DNN icon
588
Denison Mines
DNN
$2.92B
– –
-54,077
Closed -$144K
DOCS icon
589
Doximity
DOCS
$4.42B
– –
-14,928
Closed -$661K
DOLE icon
590
Dole
DOLE
$1.26B
– –
-16,409
Closed -$246K
DRS icon
591
Leonardo DRS
DRS
$12.2B
– –
-21,576
Closed -$736K
DT icon
592
Dynatrace
DT
$14.2B
– –
-24,797
Closed -$1.07M
DTE icon
593
DTE Energy
DTE
$29.3B
– –
-2,773
Closed -$358K
DUK icon
594
Duke Energy
DUK
$96.6B
– –
-2,117
Closed -$248K
DY icon
595
Dycom Industries
DY
$12.6B
– –
-3,414
Closed -$1.15M
EFX icon
596
Equifax
EFX
$21.2B
– –
-5,906
Closed -$1.28M
EGY icon
597
Vaalco Energy
EGY
$608M
– –
-14,871
Closed -$54.1K
EHC icon
598
Encompass Health
EHC
$12.2B
– –
-8,783
Closed -$932K
ELAN icon
599
Elanco Animal Health
ELAN
$11.8B
– –
-30,101
Closed -$681K
ENPH icon
600
Enphase Energy
ENPH
$5.35B
– –
-11,662
Closed -$374K
22 23
24
25 26

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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.