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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
EQT icon
701
EQT Corp
EQT
$33.8B
– –
-4,641
Closed -$253K
ERIC icon
702
Ericsson
ERIC
$32.7B
– –
-58,326
Closed -$482K
ERO icon
703
Ero Copper
ERO
$3.81B
– –
-10,795
Closed -$280K
ES icon
704
Eversource Energy
ES
$26.8B
– –
-7,838
Closed -$558K
ESLT icon
705
Elbit Systems
ESLT
$39.6B
– –
-1,230
Closed -$627K
ESTC icon
706
Elastic
ESTC
$7.93B
– –
-4,473
Closed -$378K
EVH icon
707
Evolent Health
EVH
$444M
– –
-54,701
Closed -$463K
EVLV icon
708
Evolv Technologies
EVLV
$1.05B
– –
-43,160
Closed -$326K
EW icon
709
Edwards Lifesciences
EW
$53B
– –
-6,408
Closed -$498K
EXAS
710
DELISTED
Exact Sciences
EXAS
– –
-7,608
Closed -$416K
EXC icon
711
Exelon
EXC
$45.8B
– –
-36,437
Closed -$1.64M
EXLS icon
712
EXL Service
EXLS
$5.32B
– –
-21,441
Closed -$944K
EXP icon
713
Eagle Materials
EXP
$6.47B
– –
-2,206
Closed -$514K
EXPO icon
714
Exponent
EXPO
$3.28B
– –
-6,111
Closed -$425K
EZPW icon
715
Ezcorp Inc
EZPW
$1.67B
– –
-52,054
Closed -$991K
FBP icon
716
First Bancorp
FBP
$4.42B
– –
-25,370
Closed -$559K
FCFS icon
717
FirstCash
FCFS
$9.05B
– –
-2,349
Closed -$372K
FCN icon
718
FTI Consulting
FCN
$4.17B
– –
-2,335
Closed -$377K
FCNCA icon
719
First Citizens BancShares
FCNCA
$25.4B
– –
-1,024
Closed -$1.83M
FDS icon
720
Factset
FDS
$10.1B
– –
-1,939
Closed -$556K
FELE icon
721
Franklin Electric
FELE
$4.75B
– –
-3,983
Closed -$379K
FFBC icon
722
First Financial Bancorp
FFBC
$3.53B
– –
-9,377
Closed -$237K
FICO icon
723
Fair Isaac
FICO
$22.7B
– –
-468
Closed -$700K
FINV
724
FinVolution Group
FINV
$1.11B
– –
-39,042
Closed -$288K
FIVN icon
725
FIVE9
FIVN
$2.58B
– –
-26,416
Closed -$639K
27 28
29
30 31

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SA
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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
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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.