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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
WTW icon
826
Willis Towers Watson
WTW
$31.1B
– –
-8,578
Closed -$2.49M
XERS icon
827
Xeris Biopharma Holdings
XERS
$1.56B
– –
-32,521
Closed -$189K
XYL icon
828
Xylem
XYL
$24.7B
– –
-2,813
Closed -$336K
YMM icon
829
Full Truck Alliance
YMM
$8.97B
– –
-12,297
Closed -$102K
YOU icon
830
Clear Secure
YOU
$4.56B
– –
-26,240
Closed -$1.27M
YUM icon
831
Yum! Brands
YUM
$41.1B
– –
-1,606
Closed -$250K
FLUT icon
832
Flutter Entertainment
FLUT
$17.4B
– –
-10,382
Closed -$1.06M
LOAR icon
833
Loar Holdings
LOAR
$6.36B
– –
-6,457
Closed -$370K
CNR
834
Core Natural Resources Inc
CNR
$4.94B
– –
-3,078
Closed -$322K
AMTM
835
Amentum Holdings
AMTM
$4.9B
– –
-16,916
Closed -$441K
EXE
836
Expand Energy Corp
EXE
$22.7B
– –
-24,964
Closed -$2.74M
ECG
837
Everus Construction Group
ECG
$5.99B
– –
-1,996
Closed -$236K
SGI
838
Somnigroup International
SGI
$14.7B
– –
-11,951
Closed -$883K
EMA
839
Emera Inc
EMA
$15.5B
– –
-10,781
Closed -$559K
PSKY
840
Paramount Skydance Corp
PSKY
$12.2B
– –
-16,833
Closed -$152K
STUB
841
StubHub Holdings
STUB
$2.52B
– –
-18,252
Closed -$114K
30 31 32 33
34

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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.