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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
+0.95%
1 Year Est. Return
+24.75%
3 Year Est. Return
+55.47%
5 Year Est. Return
+38.86%
10 Year Est. Return
–
AUM
$389M
AUM Growth
-$42.8M
Cap. Flow
-$28.7M
Cap. Flow %
-7.37%
Top 10 Hldgs %
12.12%
Holding
834
New
284
Increased
102
Reduced
110
Closed
338

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.24M
2
SRE icon
Sempra
SRE
+$5.68M
3
COF icon
Capital One
COF
+$5.12M
4
V icon
Visa
V
+$4.63M
5
APD icon
Air Products & Chemicals
APD
+$4.36M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$6.89M
2
MSFT icon
Microsoft
MSFT
+$5.61M
3
PG icon
Procter & Gamble
PG
+$5.41M
4
NFLX icon
Netflix
NFLX
+$5.28M
5
KEY icon
KeyCorp
KEY
+$5.13M

Sector Composition

Rank Sector Weight
1 Financials 17.7%
2 Technology 15.29%
3 Consumer Discretionary 14.91%
4 Industrials 12.84%
5 Healthcare 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDY icon
776
Teledyne Technologies
TDY
$31.5B
– –
-2,422
Closed -$1.24M
TFII icon
777
TFI International
TFII
$12.1B
– –
-2,643
Closed -$375K
TGB
778
Trekor Metals
TGB
$3.06B
– –
-31,130
Closed -$215K
TRI icon
779
Thomson Reuters
TRI
$44.9B
– –
-7,095
Closed -$1.12M
TRIN icon
780
Trinity Capital Inc.
TRIN
$1.72B
– –
-37,382
Closed -$548K
TROX icon
781
Tronox
TROX
$952M
– –
-10,290
Closed -$42.9K
TRTX
782
TPG RE Finance Trust
TRTX
$609M
– –
-10,936
Closed -$94.2K
TSLX icon
783
Sixth Street Specialty
TSLX
$1.78B
– –
-12,586
Closed -$273K
TSN icon
784
Tyson Foods
TSN
$20.5B
– –
-4,251
Closed -$249K
TTC icon
785
Toro Company
TTC
$9.37B
– –
-4,362
Closed -$343K
TTD icon
786
Trade Desk
TTD
$6.64B
– –
-9,265
Closed -$352K
TVTX icon
787
Travere Therapeutics
TVTX
$5.86B
– –
-11,183
Closed -$427K
TW icon
788
Tradeweb Markets
TW
$22.4B
– –
-3,903
Closed -$420K
TWLO icon
789
Twilio
TWLO
$36.6B
– –
-4,845
Closed -$689K
TXN icon
790
Texas Instruments
TXN
$255B
– –
-1,304
Closed -$226K
UAA icon
791
Under Armour
UAA
$2.3B
– –
-29,181
Closed -$145K
UAL icon
792
United Airlines
UAL
$40.7B
– –
-18,492
Closed -$2.07M
UBER icon
793
Uber
UBER
$155B
– –
-9,721
Closed -$794K
UFPI icon
794
UFP Industries
UFPI
$4.96B
– –
-4,859
Closed -$442K
UGI icon
795
UGI
UGI
$7.59B
– –
-6,159
Closed -$231K
ULTA icon
796
Ulta Beauty
ULTA
$22B
– –
-1,224
Closed -$741K
UNH icon
797
UnitedHealth
UNH
$361B
– –
-8,562
Closed -$2.83M
URI icon
798
United Rentals
URI
$71.8B
– –
-3,406
Closed -$2.76M
VEEV icon
799
Veeva Systems
VEEV
$39.6B
– –
-19,217
Closed -$4.29M
VKTX icon
800
Viking Therapeutics
VKTX
$3.87B
– –
-10,103
Closed -$355K
30 31
32
33 34

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Aigen Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Aigen Investment Management held 834 positions worth $389M, down 9.9% from $432M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $28.7M in Q1 2026, closing 338 positions and reducing 110 holdings. Its most notable exit was Procter & Gamble, an estimated $5.41M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Aigen Investment Management opened a new position in Sempra worth $6.03M.

  • Aigen Investment Management's largest Q1 2026 buy was Sempra: 62,030 shares worth $6.03M.
  • Aigen Investment Management added most to Home Depot in Q1 2026, an estimated $6.24M increase.
  • Aigen Investment Management's biggest Q1 2026 reduction was Blackrock, cutting an estimated $6.89M.
  • Aigen Investment Management fully exited Procter & Gamble in Q1 2026, selling an estimated $5.41M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $389M portfolio in Q1 2026.
  • Aigen Investment Management opened 284 new positions and closed 338 in Q1 2026.
  • Aigen Investment Management's portfolio value fell 9.9% quarter-over-quarter to $389M.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.