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AIM

Aigen Investment Management Portfolio holdings

AUM $366M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
+15.83%
1 Year Est. Return
+24.75%
3 Year Est. Return
+55.47%
5 Year Est. Return
+38.86%
10 Year Est. Return
–
AUM
$366M
AUM Growth
-$23.5M
Cap. Flow
-$39.3M
Cap. Flow %
-10.74%
Top 10 Hldgs %
12.21%
Holding
841
New
345
Increased
70
Reduced
102
Closed
324

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$6M
2
DVN icon
Devon Energy
DVN
+$4.65M
3
ABT icon
Abbott
ABT
+$4.52M
4
CSX icon
CSX Corp
CSX
+$4.34M
5
CB icon
Chubb
CB
+$3.57M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.19M
2
SRE icon
Sempra
SRE
+$6.03M
3
HBAN icon
Huntington Bancshares
HBAN
+$5.19M
4
ADI icon
Analog Devices
ADI
+$4.62M
5
ELV icon
Elevance Health
ELV
+$4.14M

Sector Composition

Rank Sector Weight
1 Financials 17.91%
2 Technology 16.67%
3 Industrials 16.57%
4 Healthcare 12.03%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIG icon
51
Hartford Financial Services
HIG
$37.5B
$1.75M 0.48%
+13,183
New +$1.76M
PEP icon
52
PepsiCo
PEP
$188B
$1.74M 0.48%
+12,849
New +$1.92M
JPM icon
53
JPMorgan Chase
JPM
$953B
$1.73M 0.47%
5,290
-1,807
-25% -$561K
XYZ
54
Block Inc
XYZ
$49.7B
$1.73M 0.47%
+22,709
New +$1.6M
V icon
55
Visa
V
$700B
$1.72M 0.47%
5,009
-10,039
-67% -$3.22M
AZO icon
56
AutoZone
AZO
$48.7B
$1.71M 0.47%
535
+18
+3% +$59.8K
HLT icon
57
Hilton Worldwide
HLT
$70B
$1.71M 0.47%
+5,161
New +$1.7M
AMT icon
58
American Tower
AMT
$81.9B
$1.66M 0.45%
10,162
-2,080
-17% -$374K
CME icon
59
CME Group
CME
$101B
$1.66M 0.45%
+7,503
New +$2.08M
TXNM
60
TXNM Energy Inc
TXNM
$5.98B
$1.63M 0.45%
+28,679
New +$1.68M
D icon
61
Dominion Energy
D
$57.9B
$1.62M 0.44%
23,657
+16,514
+231% +$1.07M
GE icon
62
GE Aerospace
GE
$350B
$1.61M 0.44%
4,306
-7,258
-63% -$2.27M
HPE icon
63
Hewlett Packard
HPE
$69B
$1.61M 0.44%
+35,611
New +$1.29M
KR icon
64
Kroger
KR
$35.9B
$1.6M 0.44%
+28,892
New +$1.88M
GPC icon
65
Genuine Parts
GPC
$19B
$1.6M 0.44%
+13,540
New +$1.41M
SPGI icon
66
S&P Global
SPGI
$131B
$1.6M 0.44%
+3,919
New +$1.65M
RBC icon
67
RBC Bearings
RBC
$15.5B
$1.58M 0.43%
+2,455
New +$1.46M
EW icon
68
Edwards Lifesciences
EW
$51.8B
$1.53M 0.42%
16,910
+12,982
+330% +$1.09M
HWM icon
69
Howmet Aerospace
HWM
$103B
$1.5M 0.41%
+5,570
New +$1.43M
CCI icon
70
Crown Castle
CCI
$32.3B
$1.49M 0.41%
+19,619
New +$1.72M
NDAQ icon
71
Nasdaq
NDAQ
$54.2B
$1.44M 0.39%
+18,250
New +$1.6M
META icon
72
Meta Platforms (Facebook)
META
$1.57T
$1.43M 0.39%
2,543
-539
-17% -$330K
TOST icon
73
Toast
TOST
$19.6B
$1.41M 0.39%
+50,646
New +$1.32M
TCBI icon
74
Texas Capital Bancshares
TCBI
$4.29B
$1.39M 0.38%
+13,483
New +$1.35M
BLK icon
75
Blackrock
BLK
$174B
$1.39M 0.38%
1,442
+952
+194% +$985K
1 2
3
4 5

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Aigen Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Aigen Investment Management held 841 positions worth $366M, down 6% from $389M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $39.3M in Q2 2026, closing 324 positions and reducing 102 holdings. Its most notable exit was Home Depot, an estimated $6.19M position sold in full.

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

Against the trend, Aigen Investment Management opened a new position in Wells Fargo worth $6.18M.

  • Aigen Investment Management's largest Q2 2026 buy was Wells Fargo: 74,722 shares worth $6.18M.
  • Aigen Investment Management added most to PPL Corp in Q2 2026, an estimated $3.43M increase.
  • Aigen Investment Management's biggest Q2 2026 reduction was Analog Devices, cutting an estimated $4.62M.
  • Aigen Investment Management fully exited Home Depot in Q2 2026, selling an estimated $6.19M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $366M portfolio in Q2 2026.
  • Aigen Investment Management opened 345 new positions and closed 324 in Q2 2026.
  • Aigen Investment Management's portfolio value fell 6% quarter-over-quarter to $366M.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.