We are live on ! Find out more
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
LNG icon
676
Cheniere Energy
LNG
$57B
– –
-2,507
Closed -$487K
LOB icon
677
Live Oak Bancshares
LOB
$1.97B
– –
-6,828
Closed -$235K
LRN icon
678
Stride
LRN
$3.66B
– –
-7,906
Closed -$513K
LULU icon
679
lululemon athletica
LULU
$12.6B
– –
-7,764
Closed -$1.61M
LVS icon
680
Las Vegas Sands
LVS
$30.5B
– –
-39,570
Closed -$2.58M
MASI
681
DELISTED
Masimo
MASI
– –
-2,018
Closed -$262K
MCD icon
682
McDonald's
MCD
$187B
– –
-10,847
Closed -$3.32M
MDB icon
683
MongoDB
MDB
$24.1B
– –
-2,519
Closed -$1.06M
MET icon
684
MetLife
MET
$59.5B
– –
-19,144
Closed -$1.51M
MHO icon
685
M/I Homes
MHO
$3.76B
– –
-2,043
Closed -$261K
MKTX icon
686
MarketAxess Holdings
MKTX
$4.06B
– –
-1,564
Closed -$283K
MRSH
687
Marsh
MRSH
$84.2B
– –
-17,425
Closed -$3.23M
MNDY icon
688
monday.com
MNDY
$3.03B
– –
-3,083
Closed -$455K
MOFG
689
DELISTED
MidWestOne Financial Group
MOFG
– –
-5,612
Closed -$216K
MORN icon
690
Morningstar
MORN
$6.37B
– –
-3,479
Closed -$756K
MOS icon
691
The Mosaic Company
MOS
$7.08B
– –
-37,232
Closed -$897K
MPC icon
692
Marathon Petroleum
MPC
$91.2B
– –
-14,565
Closed -$2.37M
MQ icon
693
Marqeta
MQ
$1.76B
– –
-2,568
Closed -$48.8K
MS icon
694
Morgan Stanley
MS
$338B
– –
-19,281
Closed -$3.42M
MSI icon
695
Motorola Solutions
MSI
$67.6B
– –
-11,952
Closed -$4.58M
MTX icon
696
Minerals Technologies
MTX
$2.27B
– –
-10,517
Closed -$641K
MU icon
697
Micron Technology
MU
$1.12T
– –
-2,907
Closed -$830K
MWA icon
698
Mueller Water Products
MWA
$3.89B
– –
-8,805
Closed -$210K
MXCT icon
699
MaxCyte
MXCT
$120M
– –
-13,819
Closed -$21.4K
NAVI icon
700
Navient
NAVI
$793M
– –
-17,371
Closed -$226K
26 27
28
29 30

Similar funds

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
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
CFA
CWS Financial Advisors Kalamazoo, Michigan $390M AUM 9.49% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return

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.