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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
ROST icon
51
Ross Stores
ROST
$81.9B
$1.95M 0.45%
+10,850
New +$1.81M
GIS icon
52
General Mills
GIS
$19.7B
$1.86M 0.43%
+39,996
New +$1.9M
HOOD icon
53
Robinhood
HOOD
$83.9B
$1.8M 0.42%
+15,902
New +$2.07M
VZ icon
54
Verizon
VZ
$196B
$1.76M 0.41%
+43,113
New +$1.75M
CDW icon
55
CDW
CDW
$17B
$1.75M 0.4%
12,828
-8,827
-41% -$1.3M
RL icon
56
Ralph Lauren
RL
$23.6B
$1.72M 0.4%
4,858
+2,308
+91% +$787K
MTN icon
57
Vail Resorts
MTN
$5.3B
$1.7M 0.39%
+12,811
New +$1.89M
FISV
58
Fiserv Inc
FISV
$27.9B
$1.7M 0.39%
25,303
-8,845
-26% -$740K
LULU icon
59
lululemon athletica
LULU
$14.6B
$1.61M 0.37%
+7,764
New +$1.41M
AXS icon
60
AXIS Capital
AXS
$7.55B
$1.61M 0.37%
15,036
+5,592
+59% +$556K
JBHT icon
61
JB Hunt Transport Services
JBHT
$25.2B
$1.6M 0.37%
8,222
+6,449
+364% +$1.11M
RSG icon
62
Republic Services
RSG
$65.7B
$1.59M 0.37%
+7,514
New +$1.62M
VSXY
63
Victoria's Secret
VSXY
$7.83B
$1.59M 0.37%
+29,301
New +$1.16M
AVA icon
64
Avista
AVA
$3.24B
$1.58M 0.36%
+40,871
New +$1.6M
WMT icon
65
Walmart Inc
WMT
$890B
$1.57M 0.36%
14,096
+1,702
+14% +$183K
CRS icon
66
Carpenter Technology
CRS
$28.4B
$1.57M 0.36%
4,988
+2,804
+128% +$843K
DEO icon
67
Diageo
DEO
$53.6B
$1.55M 0.36%
17,937
+11,804
+192% +$1.09M
MDGL icon
68
Madrigal Pharmaceuticals
MDGL
$11.8B
$1.54M 0.36%
2,652
+2,067
+353% +$1.06M
BBY icon
69
Best Buy
BBY
$17.3B
$1.54M 0.36%
+23,039
New +$1.76M
OTIS icon
70
Otis Worldwide
OTIS
$28.2B
$1.52M 0.35%
17,363
-11,713
-40% -$1.05M
AEE icon
71
Ameren
AEE
$30.1B
$1.52M 0.35%
+15,177
New +$1.56M
RKT icon
72
Rocket Companies
RKT
$38.9B
$1.51M 0.35%
+78,192
New +$1.4M
MET icon
73
MetLife
MET
$62.1B
$1.51M 0.35%
+19,144
New +$1.52M
GOOG icon
74
Alphabet (Google) Class C
GOOG
$4.32T
$1.51M 0.35%
4,812
-1,081
-18% -$310K
SAP icon
75
SAP
SAP
$238B
$1.51M 0.35%
+6,212
New +$1.58M
1 2
3
4 5

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PG
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HBWM
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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.