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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
SAM icon
926
Boston Beer
SAM
$1.92B
– –
-1,756
Closed -$371K
ECHO
927
EchoStar
ECHO
$26.2B
– –
-20,818
Closed -$1.59M
SBH icon
928
Sally Beauty Holdings
SBH
$1.58B
– –
-50,202
Closed -$817K
SBSW icon
929
Sibanye-Stillwater
SBSW
$7.53B
– –
-31,208
Closed -$351K
SCCO icon
930
Southern Copper
SCCO
$166B
– –
-8,315
Closed -$982K
SCHW
931
Charles Schwab
SCHW
$187B
– –
-57,070
Closed -$5.45M
SEDG icon
932
SolarEdge
SEDG
$1.95B
– –
-5,528
Closed -$205K
SF
933
Stifel
SF
$12.6B
– –
-6,921
Closed -$524K
SFIX
934
Stitch Fix
SFIX
$560M
– –
-17,591
Closed -$76.5K
SFNC icon
935
Simmons First National
SFNC
$3.39B
– –
-22,494
Closed -$431K
SG icon
936
Sweetgreen
SG
$642M
– –
-114,984
Closed -$918K
SGRY icon
937
Surgery Partners
SGRY
$2.03B
– –
-17,745
Closed -$384K
SHLS icon
938
Shoals Technologies Group
SHLS
$1.5B
– –
-13,652
Closed -$101K
SHOO icon
939
Steven Madden
SHOO
$3.55B
– –
-19,890
Closed -$666K
SII
940
Sprott
SII
$3.03B
– –
-3,639
Closed -$303K
SIRI icon
941
SiriusXM
SIRI
$10.1B
– –
-76,176
Closed -$1.77M
SITE icon
942
SiteOne Landscape Supply
SITE
$4.53B
– –
-4,278
Closed -$551K
SKY icon
943
Champion Homes
SKY
$5.14B
– –
-3,478
Closed -$266K
SLAB icon
944
Silicon Laboratories
SLAB
$7.23B
– –
-4,466
Closed -$586K
SLB icon
945
SLB Ltd
SLB
$75B
– –
-31,293
Closed -$1.08M
SLQT icon
946
SelectQuote
SLQT
$121M
– –
-12,664
Closed -$24.8K
SMPL icon
947
Simply Good Foods
SMPL
$982M
– –
-12,257
Closed -$304K
SN icon
948
SharkNinja
SN
$26.1B
– –
-6,457
Closed -$666K
SNDR icon
949
Schneider National
SNDR
$6.25B
– –
-9,653
Closed -$204K
SOFI icon
950
SoFi Technologies
SOFI
$23.7B
– –
-23,952
Closed -$633K
36 37
38
39 40

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SA
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WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
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MA
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TCM
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HBWM
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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.