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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
+0.5%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$432M
AUM Growth
-$214M
Cap. Flow
-$209M
Cap. Flow %
-48.29%
Top 10 Hldgs %
12.7%
Holding
1,042
New
278
Increased
92
Reduced
180
Closed
492

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$7.69M
2
PG icon
Procter & Gamble
PG
+$5.56M
3
IBN icon
ICICI Bank
IBN
+$4.7M
4
MSI icon
Motorola Solutions
MSI
+$4.61M
5
VEEV icon
Veeva Systems
VEEV
+$4.49M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$7.12M
2
HON icon
Honeywell
HON
+$7.09M
3
BSX icon
Boston Scientific
BSX
+$6.15M
4
NRG icon
NRG Energy
NRG
+$5.93M
5
SCHW
Charles Schwab
SCHW
+$5.45M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 16.68%
3 Industrials 14.02%
4 Consumer Discretionary 13.74%
5 Healthcare 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNXC icon
651
Concentrix
CNXC
$1.56B
– –
-6,314
Closed -$291K
CODI icon
652
Compass Diversified
CODI
$834M
– –
-32,500
Closed -$215K
COF icon
653
Capital One
COF
$134B
– –
-5,248
Closed -$1.12M
COLB icon
654
Columbia Banking Systems
COLB
$8.84B
– –
-11,325
Closed -$292K
COLD icon
655
Americold
COLD
$4.17B
– –
-159,750
Closed -$1.96M
COP icon
656
ConocoPhillips
COP
$148B
– –
-21,395
Closed -$2.02M
CPA icon
657
Copa Holdings
CPA
$5.58B
– –
-3,659
Closed -$435K
CPNG icon
658
Coupang
CPNG
$29.1B
– –
-12,267
Closed -$395K
CRDO icon
659
Credo Technology Group
CRDO
$44.7B
– –
-9,819
Closed -$1.43M
CRM icon
660
Salesforce
CRM
$162B
– –
-16,209
Closed -$3.84M
CRMD icon
661
CorMedix
CRMD
$591M
– –
-10,079
Closed -$117K
CRON
662
Cronos Group
CRON
$1.11B
– –
-28,385
Closed -$78.9K
CRSR icon
663
Corsair Gaming
CRSR
$1.48B
– –
-26,811
Closed -$239K
CRTO icon
664
Criteo S.A. Ordinary Shares
CRTO
$902M
– –
-11,239
Closed -$254K
CSCO icon
665
Cisco
CSCO
$483B
– –
-16,832
Closed -$1.15M
CSL icon
666
Carlisle Companies
CSL
$15.3B
– –
-1,194
Closed -$393K
CTAS icon
667
Cintas
CTAS
$81.1B
– –
-6,427
Closed -$1.32M
CTRA
668
DELISTED
Coterra Energy
CTRA
– –
-50,719
Closed -$1.2M
CTS icon
669
CTS Corp
CTS
$1.85B
– –
-10,122
Closed -$404K
CTVA icon
670
Corteva
CTVA
$51B
– –
-6,274
Closed -$424K
CW icon
671
Curtiss-Wright
CW
$25.6B
– –
-7,353
Closed -$3.99M
CWH icon
672
Camping World
CWH
$635M
– –
-15,152
Closed -$239K
CWST icon
673
Casella Waste Systems
CWST
$5.72B
– –
-4,682
Closed -$444K
DAL icon
674
Delta Air Lines
DAL
$58.7B
– –
-5,589
Closed -$317K
DAN icon
675
Dana Inc
DAN
$3.21B
– –
-22,796
Closed -$457K
25 26
27
28 29

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SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
TCM
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HBWM
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DAM
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Aigen Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Aigen Investment Management held 1,042 positions worth $432M, down 33% from $646M the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Aigen Investment Management withdrew a net $209M in Q4 2025, closing 492 positions and reducing 180 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $7.12M position sold in full.

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

Against the trend, Aigen Investment Management opened a new position in Blackrock worth $7.53M.

  • Aigen Investment Management's largest Q4 2025 buy was Blackrock: 7,038 shares worth $7.53M.
  • Aigen Investment Management added most to ICICI Bank in Q4 2025, an estimated $4.7M increase.
  • Aigen Investment Management's biggest Q4 2025 reduction was Boston Scientific, cutting an estimated $6.15M.
  • Aigen Investment Management fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $7.12M.
  • Aigen Investment Management's ten largest holdings make up 13% of its $432M portfolio in Q4 2025.
  • Aigen Investment Management opened 278 new positions and closed 492 in Q4 2025.
  • Aigen Investment Management's portfolio value fell 33% quarter-over-quarter to $432M.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.