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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
MOH icon
851
Molina Healthcare
MOH
$10.4B
– –
-3,527
Closed -$675K
MP icon
852
MP Materials
MP
$9.79B
– –
-10,113
Closed -$678K
MRK icon
853
Merck
MRK
$322B
– –
-8,860
Closed -$744K
MRTN icon
854
Marten Transport
MRTN
$1.2B
– –
-24,371
Closed -$260K
MSCI icon
855
MSCI
MSCI
$41B
– –
-573
Closed -$325K
MTB icon
856
M&T Bank
MTB
$36.1B
– –
-4,183
Closed -$827K
MTH icon
857
Meritage Homes
MTH
$4.67B
– –
-6,147
Closed -$445K
NDAQ icon
858
Nasdaq
NDAQ
$53.8B
– –
-26,011
Closed -$2.3M
NEM icon
859
Newmont
NEM
$122B
– –
-12,347
Closed -$1.04M
NEOG icon
860
Neogen
NEOG
$2.49B
– –
-62,565
Closed -$357K
NEU icon
861
NewMarket
NEU
$8.37B
– –
-735
Closed -$609K
NFBK
862
DELISTED
Northfield Bancorp
NFBK
– –
-10,003
Closed -$118K
NFE icon
863
New Fortress Energy
NFE
$97.7M
– –
-93,805
Closed -$207K
NGVC icon
864
Vitamin Cottage Natural Grocers
NGVC
$631M
– –
-6,071
Closed -$243K
NNDM
865
Nano Dimension
NNDM
$352M
– –
-19,491
Closed -$30.6K
NOVT icon
866
Novanta
NOVT
$6.18B
– –
-5,622
Closed -$563K
NPO icon
867
Enpro
NPO
$6.97B
– –
-974
Closed -$220K
NRDS icon
868
NerdWallet
NRDS
$656M
– –
-10,202
Closed -$110K
NRG icon
869
NRG Energy
NRG
$25.4B
– –
-36,641
Closed -$5.93M
NSIT icon
870
Insight Enterprises
NSIT
$4.51B
– –
-2,063
Closed -$234K
NUE icon
871
Nucor
NUE
$62.7B
– –
-4,241
Closed -$574K
NWBI icon
872
Northwest Bancshares
NWBI
$2.26B
– –
-33,607
Closed -$416K
NWN icon
873
Northwest Natural Holdings
NWN
$2.09B
– –
-15,561
Closed -$699K
OBDC icon
874
Blue Owl Capital
OBDC
$5.65B
– –
-18,016
Closed -$305K
ODD icon
875
ODDITY Tech
ODD
$602M
– –
-12,803
Closed -$798K
33 34
35
36 37

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WCM
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PFPGI
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PG
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SI
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TCM
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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.