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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
SPGI icon
951
S&P Global
SPGI
$122B
– –
-2,747
Closed -$1.34M
SPHR icon
952
Sphere Entertainment
SPHR
$5.74B
– –
-7,673
Closed -$477K
SPNT icon
953
SiriusPoint
SPNT
$2.66B
– –
-11,532
Closed -$209K
SPT icon
954
Sprout Social
SPT
$620M
– –
-12,908
Closed -$167K
SQM icon
955
Sociedad Química y Minera de Chile
SQM
$20.6B
– –
-5,580
Closed -$240K
SR icon
956
Spire
SR
$4.81B
– –
-3,835
Closed -$313K
SRI icon
957
Stoneridge
SRI
$210M
– –
-10,123
Closed -$77.1K
SSD icon
958
Simpson Manufacturing
SSD
$8.02B
– –
-3,074
Closed -$515K
SSRM icon
959
SSR Mining
SSRM
$6.31B
– –
-21,252
Closed -$722K
STEP icon
960
StepStone Group
STEP
$3.83B
– –
-6,295
Closed -$411K
STM icon
961
STMicroelectronics
STM
$49.9B
– –
-7,102
Closed -$201K
STRL icon
962
Sterling Infrastructure
STRL
$16.9B
– –
-1,201
Closed -$408K
STWD icon
963
Starwood Property Trust
STWD
$6.09B
– –
-26,252
Closed -$509K
SWK icon
964
Stanley Black & Decker
SWK
$15.3B
– –
-8,276
Closed -$615K
T icon
965
AT&T
T
$161B
– –
-51,889
Closed -$1.47M
TCBI icon
966
Texas Capital Bancshares
TCBI
$4.33B
– –
-3,807
Closed -$322K
TCOM icon
967
Trip.com Group
TCOM
$29.2B
– –
-10,796
Closed -$812K
TDG icon
968
TransDigm Group
TDG
$67.1B
– –
-545
Closed -$718K
TDUP icon
969
ThredUp
TDUP
$422M
– –
-26,116
Closed -$247K
TECH icon
970
Bio-Techne
TECH
$11.2B
– –
-6,507
Closed -$362K
TEL icon
971
TE Connectivity
TEL
$61.8B
– –
-4,539
Closed -$996K
TENB icon
972
Tenable Holdings
TENB
$4.11B
– –
-12,373
Closed -$361K
TGLS icon
973
Tecnoglass Holdings Inc.
TGLS
$1.9B
– –
-5,866
Closed -$392K
THC icon
974
Tenet Healthcare
THC
$21B
– –
-2,125
Closed -$431K
THRM icon
975
Gentherm
THRM
$1.25B
– –
-6,372
Closed -$217K
37 38
39
40 41

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
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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.