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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
HSIC icon
776
Henry Schein
HSIC
$9.81B
– –
-6,381
Closed -$424K
HTBK
777
DELISTED
Heritage Commerce
HTBK
– –
-10,367
Closed -$103K
HUBS icon
778
HubSpot
HUBS
$10.8B
– –
-3,370
Closed -$1.58M
IAUX
779
i-80 Gold Corp
IAUX
$1.46B
– –
-29,644
Closed -$39.4K
IBP icon
780
Installed Building Products
IBP
$6.26B
– –
-1,220
Closed -$301K
ICE icon
781
Intercontinental Exchange
ICE
$85.1B
– –
-7,599
Closed -$1.28M
ICHR icon
782
Ichor Holdings
ICHR
$2.47B
– –
-11,593
Closed -$203K
IDXX icon
783
Idexx Laboratories
IDXX
$47.1B
– –
-399
Closed -$255K
IFF icon
784
International Flavors & Fragrances
IFF
$21.6B
– –
-31,719
Closed -$1.95M
IFS icon
785
Intercorp Financial Services
IFS
$6.47B
– –
-5,012
Closed -$202K
IMAX icon
786
IMAX
IMAX
$2.79B
– –
-12,736
Closed -$417K
IMVT icon
787
Immunovant
IMVT
$8.12B
– –
-19,134
Closed -$308K
INGR icon
788
Ingredion
INGR
$6.55B
– –
-2,731
Closed -$333K
INSM icon
789
Insmed
INSM
$29B
– –
-4,465
Closed -$643K
INTA icon
790
Intapp
INTA
$3.03B
– –
-6,741
Closed -$276K
INVH icon
791
Invitation Homes
INVH
$17.7B
– –
-35,146
Closed -$1.03M
IPG
792
DELISTED
Interpublic Group of Companies
IPG
– –
-68,335
Closed -$1.91M
IRM icon
793
Iron Mountain
IRM
$36B
– –
-7,760
Closed -$791K
ITGR icon
794
Integer Holdings
ITGR
$4.25B
– –
-9,689
Closed -$1M
ITT icon
795
ITT
ITT
$18.9B
– –
-6,315
Closed -$1.13M
ITRI icon
796
Itron
ITRI
$4.53B
– –
-2,896
Closed -$361K
JACK icon
797
Jack in the Box
JACK
$338M
– –
-32,860
Closed -$650K
JAZZ icon
798
Jazz Pharmaceuticals
JAZZ
$16.7B
– –
-4,675
Closed -$616K
JCI icon
799
Johnson Controls International
JCI
$91.8B
– –
-3,767
Closed -$414K
JELD icon
800
JELD-WEN Holding
JELD
$160M
– –
-10,341
Closed -$50.8K
30 31
32
33 34

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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
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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.