We are live on ! Find out more
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
GPN icon
751
Global Payments
GPN
$22.8B
– –
-2,767
Closed -$230K
GVA icon
752
Granite Construction
GVA
$5.51B
– –
-8,466
Closed -$928K
GWW icon
753
W.W. Grainger
GWW
$61.1B
– –
-2,433
Closed -$2.32M
GXO icon
754
GXO Logistics
GXO
$5.4B
– –
-9,474
Closed -$501K
HALO icon
755
Halozyme
HALO
$12.2B
– –
-3,714
Closed -$272K
HAS icon
756
Hasbro
HAS
$13.3B
– –
-17,040
Closed -$1.29M
HAYW icon
757
Hayward Holdings
HAYW
$3.27B
– –
-33,553
Closed -$507K
HBI
758
DELISTED
Hanesbrands
HBI
– –
-59,350
Closed -$391K
HBM icon
759
Hudbay
HBM
$12.4B
– –
-65,955
Closed -$1.35M
HEI icon
760
HEICO Corp
HEI
$50.9B
– –
-1,464
Closed -$473K
HESM icon
761
Hess Midstream
HESM
$5.21B
– –
-9,992
Closed -$345K
HIMS icon
762
Hims & Hers Health
HIMS
$7.35B
– –
-17,708
Closed -$1M
HLIO icon
763
Helios Technologies
HLIO
$2.69B
– –
-7,565
Closed -$394K
HLMN icon
764
Hillman Solutions
HLMN
$1.77B
– –
-13,331
Closed -$122K
HLN icon
765
Haleon
HLN
$43.7B
– –
-31,395
Closed -$282K
HOG icon
766
Harley-Davidson
HOG
$2.72B
– –
-12,519
Closed -$349K
HOLX
767
DELISTED
Hologic
HOLX
– –
-5,272
Closed -$356K
HOMB icon
768
Home BancShares
HOMB
$6.17B
– –
-7,989
Closed -$226K
HON icon
769
Honeywell
HON
$77B
– –
-35,742
Closed -$7.09M
HONE
770
DELISTED
HarborOne Bancorp
HONE
– –
-17,976
Closed -$244K
HOUS
771
DELISTED
Anywhere Real Estate
HOUS
– –
-36,837
Closed -$390K
HPE icon
772
Hewlett Packard
HPE
$72.4B
– –
-68,811
Closed -$1.69M
HPP
773
Hudson Pacific Properties
HPP
$740M
– –
-20,100
Closed -$388K
HQY icon
774
HealthEquity
HQY
$8.93B
– –
-5,387
Closed -$511K
HRB icon
775
H&R Block
HRB
$5.82B
– –
-8,164
Closed -$413K
29 30
31
32 33

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
DAM
Decagon Asset Management London, United Kingdom $386M AUM 45.42% 1-Year Est. Return

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.