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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
+6.16%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$646M
AUM Growth
-$83.4M
Cap. Flow
-$99.5M
Cap. Flow %
-15.39%
Top 10 Hldgs %
8.91%
Holding
1,138
New
388
Increased
171
Reduced
203
Closed
374

Top Buys

Rank Stock Value
1
KDP icon
Keurig Dr Pepper
KDP
+$6.55M
2
NSC icon
Norfolk Southern
NSC
+$4.15M
3
NVDA icon
NVIDIA
NVDA
+$4.12M
4
FIS icon
Fidelity National Information Services
FIS
+$3.7M
5
CB icon
Chubb
CB
+$3.66M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$8.48M
2
UNP icon
Union Pacific
UNP
+$6.38M
3
INTU icon
Intuit
INTU
+$6M
4
MCD icon
McDonald's
MCD
+$5.74M
5
ORCL icon
Oracle
ORCL
+$5.52M

Sector Composition

Rank Sector Weight
1 Technology 17.93%
2 Industrials 14.59%
3 Consumer Discretionary 13%
4 Financials 12.98%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMKTA icon
926
Ingles Markets
IMKTA
$1.62B
– –
-6,182
Closed -$392K
IMXI icon
927
International Money Express
IMXI
$355M
– –
-15,528
Closed -$157K
INSP icon
928
Inspire Medical Systems
INSP
$1.73B
– –
-3,534
Closed -$459K
INTC icon
929
Intel
INTC
$491B
– –
-63,087
Closed -$1.41M
INTU icon
930
Intuit
INTU
$91.5B
– –
-7,616
Closed -$6M
IPGP icon
931
IPG Photonics
IPGP
$3.61B
– –
-4,047
Closed -$278K
IRT icon
932
Independence Realty Trust
IRT
$3.94B
– –
-22,756
Closed -$403K
IRTC icon
933
iRhythm Holdings
IRTC
$4.1B
– –
-1,686
Closed -$260K
ITOS
934
DELISTED
iTeos Therapeutics
ITOS
– –
-11,291
Closed -$113K
IVZ icon
935
Invesco
IVZ
$14B
– –
-19,936
Closed -$314K
JAMF
936
DELISTED
Jamf
JAMF
– –
-34,831
Closed -$331K
JEF icon
937
Jefferies Financial Group
JEF
$12.8B
– –
-18,744
Closed -$1.03M
JOE icon
938
St. Joe Company
JOE
$3.78B
– –
-4,724
Closed -$225K
JPM icon
939
JPMorgan Chase
JPM
$956B
– –
-12,854
Closed -$3.73M
KAI icon
940
Kadant
KAI
$3.94B
– –
-1,341
Closed -$426K
KBH icon
941
KB Home
KBH
$3.47B
– –
-39,405
Closed -$2.09M
KELYA icon
942
Kelly Services Class A
KELYA
$544M
– –
-20,717
Closed -$243K
KGS icon
943
Kodiak Gas Services
KGS
$6.21B
– –
-8,213
Closed -$281K
KHC icon
944
Kraft Heinz
KHC
$29.6B
– –
-41,026
Closed -$1.06M
KMI icon
945
Kinder Morgan
KMI
$69.9B
– –
-29,286
Closed -$861K
KNF icon
946
Knife River
KNF
$3.83B
– –
-3,851
Closed -$314K
KO icon
947
Coca-Cola
KO
$374B
– –
-30,858
Closed -$2.18M
KRUS icon
948
Kura Sushi USA
KRUS
$590M
– –
-3,095
Closed -$266K
KRYS icon
949
Krystal Biotech
KRYS
$9.82B
– –
-1,944
Closed -$267K
L icon
950
Loews
L
$23.3B
– –
-15,991
Closed -$1.47M
36 37
38
39 40

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Aigen Investment Management held 1,138 positions worth $646M, down 11% from $730M the previous quarter. Its ten largest holdings account for 8.9% of the portfolio.

Aigen Investment Management withdrew a net $99.5M in Q3 2025, closing 374 positions and reducing 203 holdings. Its most notable exit was Union Pacific, an estimated $6.38M position sold in full.

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

Against the trend, Aigen Investment Management opened a new position in Keurig Dr Pepper worth $5.33M.

  • Aigen Investment Management's largest Q3 2025 buy was Keurig Dr Pepper: 208,857 shares worth $5.33M.
  • Aigen Investment Management added most to Chubb in Q3 2025, an estimated $3.66M increase.
  • Aigen Investment Management's biggest Q3 2025 reduction was Amphenol, cutting an estimated $8.48M.
  • Aigen Investment Management fully exited Union Pacific in Q3 2025, selling an estimated $6.38M.
  • Aigen Investment Management's ten largest holdings make up 8.9% of its $646M portfolio in Q3 2025.
  • Aigen Investment Management opened 388 new positions and closed 374 in Q3 2025.
  • Aigen Investment Management's portfolio value fell 11% quarter-over-quarter to $646M.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.