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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
SPT icon
701
Sprout Social
SPT
$604M
$167K 0.03%
+12,908
New +$211K
ACVA icon
702
ACV Auctions
ACVA
$1.27B
$165K 0.03%
+16,647
New +$213K
CLVT icon
703
Clarivate
CLVT
$1.21B
$160K 0.02%
41,700
+29,445
+240% +$124K
XERS icon
704
Xeris Biopharma Holdings
XERS
$1.46B
$156K 0.02%
+19,129
New +$127K
TWO
705
Two Harbors Investment
TWO
$1.26B
$155K 0.02%
+15,700
New +$158K
CLBK icon
706
Columbia Financial
CLBK
$1.12B
$153K 0.02%
+10,207
New +$152K
HAPN
707
Happen Inc
HAPN
$2.24B
$152K 0.02%
10,023
-5,956
-37% -$90.4K
LEG icon
708
Leggett & Platt
LEG
$1.29B
$152K 0.02%
17,129
+3,284
+24% +$31.3K
WTTR icon
709
Select Water Solutions
WTTR
$2.69B
$150K 0.02%
14,035
+1,950
+16% +$17.8K
MAX icon
710
MediaAlpha
MAX
$830M
$150K 0.02%
+13,179
New +$145K
AVNS
711
DELISTED
Avanos Medical
AVNS
$149K 0.02%
+12,888
New +$151K
FFWM
712
DELISTED
First Foundation Inc
FFWM
$148K 0.02%
26,643
+5,960
+29% +$32.9K
ITUB icon
713
Itaú Unibanco
ITUB
$86.9B
$146K 0.02%
+20,467
New +$135K
ASX icon
714
ASE Group
ASX
$82.7B
$142K 0.02%
12,784
-113,051
-90% -$1.18M
OPFI icon
715
OppFi
OPFI
$749M
$138K 0.02%
+12,187
New +$137K
VSTS icon
716
Vestis
VSTS
$1.83B
$135K 0.02%
29,808
+4,952
+20% +$25.4K
XPER icon
717
Xperi
XPER
$332M
$134K 0.02%
+20,750
New +$137K
DAWN
718
DELISTED
Day One Biopharmaceuticals
DAWN
$133K 0.02%
+18,803
New +$129K
GGB icon
719
Gerdau
GGB
$9.74B
$126K 0.02%
40,670
+15,293
+60% +$46.3K
LX
720
LexinFintech Holdings
LX
$242M
$126K 0.02%
23,583
+4,792
+26% +$30.6K
HLMN icon
721
Hillman Solutions
HLMN
$1.77B
$122K 0.02%
13,331
-1,103
-8% -$9.96K
ARRY icon
722
Array Technologies
ARRY
$819M
$120K 0.02%
14,674
+2,323
+19% +$17.6K
ACIC icon
723
American Coastal Insurance
ACIC
$470M
$119K 0.02%
+10,490
New +$114K
AAL icon
724
American Airlines Group
AAL
$9.93B
$119K 0.02%
10,565
-76,699
-88% -$945K
VSTM icon
725
Verastem
VSTM
$615M
$119K 0.02%
+13,431
New +$100K
27 28
29
30 31

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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.