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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
NSC icon
726
Norfolk Southern
NSC
$74B
– –
-4,825
Closed -$1.38M
NTES icon
727
NetEase
NTES
$76.4B
– –
-5,781
Closed -$647K
NTR icon
728
Nutrien
NTR
$37.9B
– –
-12,544
Closed -$947K
NUE icon
729
Nucor
NUE
$59.2B
– –
-1,952
Closed -$330K
NVDA icon
730
NVIDIA
NVDA
$5.56T
– –
-15,192
Closed -$2.65M
NVT icon
731
nVent Electric
NVT
$25.3B
– –
-4,527
Closed -$535K
OBE
732
Obsidian Energy
OBE
$789M
– –
-11,621
Closed -$126K
OCFC icon
733
OceanFirst Financial
OCFC
$1.88B
– –
-34,165
Closed -$616K
OGE icon
734
OGE Energy
OGE
$9.69B
– –
-10,886
Closed -$522K
OLLI icon
735
Ollie's Bargain Outlet
OLLI
$4.55B
– –
-2,274
Closed -$209K
OMC icon
736
Omnicom Group
OMC
$22.7B
– –
-12,658
Closed -$953K
OMF icon
737
OneMain Financial
OMF
$7.44B
– –
-43,863
Closed -$2.35M
ORLY icon
738
O'Reilly Automotive
ORLY
$71.1B
– –
-17,176
Closed -$1.59M
OSIS icon
739
OSI Systems
OSIS
$3.25B
– –
-1,111
Closed -$295K
OVV icon
740
Ovintiv
OVV
$17.9B
– –
-35,598
Closed -$2.11M
PBA icon
741
Pembina Pipeline
PBA
$28.2B
– –
-5,099
Closed -$228K
PBH icon
742
Prestige Consumer Healthcare
PBH
$2.48B
– –
-8,680
Closed -$514K
PCAR icon
743
PACCAR
PCAR
$65.6B
– –
-5,374
Closed -$621K
PII icon
744
Polaris
PII
$3.56B
– –
-6,715
Closed -$366K
PJT icon
745
PJT Partners
PJT
$4.67B
– –
-1,693
Closed -$237K
PLOW icon
746
Douglas Dynamics
PLOW
$976M
– –
-5,846
Closed -$246K
PLTR icon
747
Palantir
PLTR
$419B
– –
-6,713
Closed -$982K
PLXS icon
748
Plexus
PLXS
$6.56B
– –
-2,893
Closed -$586K
PR
749
Permian Resources
PR
$19.6B
– –
-45,786
Closed -$976K
PSEC icon
750
Prospect Capital
PSEC
$1.14B
– –
-13,255
Closed -$34.6K
28 29
30
31 32

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ITIM
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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.