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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
PTC icon
901
PTC
PTC
$16.5B
– –
-1,075
Closed -$218K
QCOM icon
902
Qualcomm
QCOM
$173B
– –
-1,328
Closed -$221K
QNST icon
903
QuinStreet
QNST
$1.23B
– –
-19,588
Closed -$303K
RBA icon
904
RB Global
RBA
$17.2B
– –
-4,457
Closed -$672K
RC
905
Ready Capital
RC
$319M
– –
-70,141
Closed -$271K
REGN icon
906
Regeneron Pharmaceuticals
REGN
$82.2B
– –
-5,535
Closed -$3.11M
RES icon
907
RPC Inc
RES
$1.35B
– –
-36,243
Closed -$173K
RF icon
908
Regions Financial
RF
$26.6B
– –
-61,789
Closed -$1.63M
RGP icon
909
Resources Connection
RGP
$148M
– –
-18,444
Closed -$93.1K
RGR icon
910
Sturm, Ruger & Co
RGR
$594M
– –
-4,997
Closed -$217K
RHI icon
911
Robert Half
RHI
$4.34B
– –
-8,215
Closed -$279K
RLI icon
912
RLI Corp
RLI
$5.83B
– –
-5,256
Closed -$343K
RNW icon
913
ReNew
RNW
$2.25B
– –
-15,016
Closed -$116K
ROAD icon
914
Construction Partners
ROAD
$6.79B
– –
-3,056
Closed -$388K
ROG icon
915
Rogers Corp
ROG
$2.33B
– –
-4,633
Closed -$373K
ROIV icon
916
Roivant Sciences
ROIV
$26.1B
– –
-18,030
Closed -$273K
ROL icon
917
Rollins
ROL
$17.9B
– –
-10,195
Closed -$599K
ROP icon
918
Roper Technologies
ROP
$39.7B
– –
-6,348
Closed -$3.17M
RPRX icon
919
Royalty Pharma
RPRX
$25.6B
– –
-35,411
Closed -$1.25M
RRC icon
920
Range Resources
RRC
$9.34B
– –
-5,852
Closed -$220K
RS icon
921
Reliance Steel & Aluminium
RS
$21.8B
– –
-6,226
Closed -$1.75M
RSI icon
922
Rush Street Interactive
RSI
$2.86B
– –
-16,247
Closed -$333K
RUN icon
923
Sunrun
RUN
$2.42B
– –
-17,843
Closed -$309K
RYAAY icon
924
Ryanair
RYAAY
$31.1B
– –
-10,119
Closed -$609K
RYTM icon
925
Rhythm Pharmaceuticals
RYTM
$7.93B
– –
-8,225
Closed -$831K
35 36
37
38 39

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
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 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.