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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
JJSF icon
801
J&J Snack Foods
JJSF
$1.68B
– –
-2,208
Closed -$212K
JKHY icon
802
Jack Henry & Associates
JKHY
$11B
– –
-7,566
Closed -$1.13M
KBR icon
803
KBR
KBR
$4.83B
– –
-14,718
Closed -$696K
KD icon
804
Kyndryl
KD
$2.97B
– –
-8,717
Closed -$262K
KDP icon
805
Keurig Dr Pepper
KDP
$39.9B
– –
-208,857
Closed -$5.33M
KEX icon
806
Kirby Corp
KEX
$7B
– –
-5,389
Closed -$450K
KMX icon
807
CarMax
KMX
$8.34B
– –
-13,625
Closed -$611K
KNSA icon
808
Kiniksa Pharmaceuticals
KNSA
$5.98B
– –
-19,777
Closed -$768K
KNX icon
809
Knight Transportation
KNX
$11.2B
– –
-21,552
Closed -$852K
KR icon
810
Kroger
KR
$34.6B
– –
-6,583
Closed -$444K
KREF
811
KKR Real Estate Finance Trust
KREF
$493M
– –
-10,514
Closed -$94.6K
KSPI icon
812
Kaspi.kz JSC
KSPI
$17.9B
– –
-2,730
Closed -$223K
KT icon
813
KT
KT
$8.72B
– –
-11,510
Closed -$224K
KVYO icon
814
Klaviyo
KVYO
$5.09B
– –
-11,890
Closed -$329K
LASR icon
815
nLIGHT
LASR
$2.88B
– –
-10,133
Closed -$300K
LBRT icon
816
Liberty Energy
LBRT
$3.45B
– –
-17,710
Closed -$219K
HAPN
817
Happen Inc
HAPN
$2.24B
– –
-10,023
Closed -$152K
LCII icon
818
LCI Industries
LCII
$2.55B
– –
-2,517
Closed -$234K
LECO icon
819
Lincoln Electric
LECO
$15.1B
– –
-1,412
Closed -$333K
LEG icon
820
Leggett & Platt
LEG
$1.29B
– –
-17,129
Closed -$152K
LEGN icon
821
Legend Biotech
LEGN
$4B
– –
-17,894
Closed -$584K
LFUS icon
822
Littelfuse
LFUS
$11.6B
– –
-1,083
Closed -$281K
LHX icon
823
L3Harris
LHX
$54B
– –
-1,925
Closed -$588K
LNN icon
824
Lindsay Corp
LNN
$1.17B
– –
-2,911
Closed -$409K
LOMA
825
Loma Negra
LOMA
$1.2B
– –
-13,245
Closed -$97.6K
31 32
33
34 35

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
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DAM
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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.