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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
GERN icon
626
Geron
GERN
$930M
– –
-37,355
Closed -$49.3K
GETY icon
627
Getty Images
GETY
$180M
– –
-16,856
Closed -$22.6K
GH icon
628
Guardant Health
GH
$19.9B
– –
-2,105
Closed -$215K
GIB icon
629
CGI
GIB
$13.4B
– –
-5,362
Closed -$661K
GL icon
630
Globe Life
GL
$13.3B
– –
-2,584
Closed -$361K
GNTX icon
631
Gentex
GNTX
$5.07B
– –
-126,458
Closed -$2.94M
GNW icon
632
Genworth Financial
GNW
$3.8B
– –
-15,448
Closed -$139K
GOOG icon
633
Alphabet (Google) Class C
GOOG
$3.88T
– –
-4,812
Closed -$1.51M
GRC icon
634
Gorman-Rupp
GRC
$2.1B
– –
-4,839
Closed -$231K
GRMN
635
Garmin
GRMN
$46.3B
– –
-3,383
Closed -$686K
GSL icon
636
Global Ship Lease
GSL
$1.55B
– –
-6,425
Closed -$225K
HASI icon
637
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.9B
– –
-8,145
Closed -$256K
HL icon
638
Hecla Mining
HL
$10.3B
– –
-44,393
Closed -$852K
HLNE icon
639
Hamilton Lane
HLNE
$3.55B
– –
-1,711
Closed -$230K
HNI icon
640
HNI Corp
HNI
$2.92B
– –
-8,665
Closed -$364K
HRI icon
641
Herc Holdings
HRI
$5.45B
– –
-2,352
Closed -$349K
HRL icon
642
Hormel Foods
HRL
$13.8B
– –
-29,835
Closed -$707K
HRTX icon
643
Heron Therapeutics
HRTX
$86.9M
– –
-12,717
Closed -$16.5K
IBEX icon
644
IBEX
IBEX
$431M
– –
-5,628
Closed -$215K
BRSL
645
Brightstar Lottery PLC
BRSL
$1.9B
– –
-20,272
Closed -$314K
IMKTA icon
646
Ingles Markets
IMKTA
$1.61B
– –
-3,814
Closed -$261K
INTC icon
647
Intel
INTC
$504B
– –
-9,462
Closed -$349K
INVA icon
648
Innoviva
INVA
$1.56B
– –
-14,980
Closed -$299K
IOT icon
649
Samsara
IOT
$18.3B
– –
-14,812
Closed -$525K
IPAR icon
650
Interparfums
IPAR
$3.84B
– –
-5,048
Closed -$428K
24 25
26
27 28

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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.