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AIM

Aigen Investment Management Portfolio holdings

AUM $366M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
+15.83%
1 Year Est. Return
+24.75%
3 Year Est. Return
+55.47%
5 Year Est. Return
+38.86%
10 Year Est. Return
–
AUM
$366M
AUM Growth
-$23.5M
Cap. Flow
-$39.3M
Cap. Flow %
-10.74%
Top 10 Hldgs %
12.21%
Holding
841
New
345
Increased
70
Reduced
102
Closed
324

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$6M
2
DVN icon
Devon Energy
DVN
+$4.65M
3
ABT icon
Abbott
ABT
+$4.52M
4
CSX icon
CSX Corp
CSX
+$4.34M
5
CB icon
Chubb
CB
+$3.57M

Top Sells

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.19M
2
SRE icon
Sempra
SRE
+$6.03M
3
HBAN icon
Huntington Bancshares
HBAN
+$5.19M
4
ADI icon
Analog Devices
ADI
+$4.62M
5
ELV icon
Elevance Health
ELV
+$4.14M

Sector Composition

Rank Sector Weight
1 Financials 17.91%
2 Technology 16.67%
3 Industrials 16.57%
4 Healthcare 12.03%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
76
Accenture
ACN
$114B
$1.35M 0.37%
+10,821
New +$1.88M
QCOM icon
77
Qualcomm
QCOM
$180B
$1.33M 0.36%
+7,182
New +$1.34M
LLY icon
78
Eli Lilly
LLY
$1.02T
$1.32M 0.36%
1,102
-969
-47% -$990K
ETSY icon
79
Etsy
ETSY
$7.02B
$1.28M 0.35%
16,967
+2,135
+14% +$138K
MU icon
80
Micron Technology
MU
$1.15T
$1.28M 0.35%
+1,105
New +$829K
RACE icon
81
Ferrari
RACE
$72.1B
$1.27M 0.35%
+3,414
New +$1.19M
VNOM icon
82
Viper Energy
VNOM
$15.9B
$1.26M 0.35%
29,767
+20,303
+215% +$938K
ICE icon
83
Intercontinental Exchange
ICE
$90.5B
$1.21M 0.33%
9,861
+7,173
+267% +$1.08M
VIAV icon
84
Viavi Solutions
VIAV
$8.6B
$1.21M 0.33%
25,342
+18,747
+284% +$898K
ALAB icon
85
Astera Labs
ALAB
$53.8B
$1.21M 0.33%
+2,501
New +$664K
KNX icon
86
Knight Transportation
KNX
$11.7B
$1.2M 0.33%
+15,417
New +$1.07M
BEPC icon
87
Brookfield Renewable
BEPC
$5.89B
$1.16M 0.32%
+31,126
New +$1.21M
BSX icon
88
Boston Scientific
BSX
$69.3B
$1.12M 0.31%
26,161
-1,139
-4% -$61.8K
ASML icon
89
ASML
ASML
$659B
$1.11M 0.3%
559
+56
+11% +$89.1K
C icon
90
Citigroup
C
$231B
$1.11M 0.3%
7,921
-7,487
-49% -$975K
DAL icon
91
Delta Air Lines
DAL
$52.7B
$1.1M 0.3%
+11,758
New +$888K
CAT icon
92
Caterpillar
CAT
$374B
$1.09M 0.3%
+1,025
New +$900K
ACM icon
93
Aecom
ACM
$8.57B
$1.09M 0.3%
15,623
+12,179
+354% +$932K
LYV icon
94
Live Nation Entertainment
LYV
$40.4B
$1.09M 0.3%
+5,955
New +$980K
ASND icon
95
Ascendis Pharma A/S
ASND
$17.7B
$1.09M 0.3%
4,073
+2,532
+164% +$591K
STX icon
96
Seagate
STX
$192B
$1.04M 0.28%
+1,079
New +$823K
SMTC icon
97
Semtech
SMTC
$13.8B
$1.02M 0.28%
+6,286
New +$822K
GS icon
98
Goldman Sachs
GS
$302B
$997K 0.27%
+986
New +$961K
ORCL icon
99
Oracle
ORCL
$457B
$975K 0.27%
6,655
+1,506
+29% +$273K
DHI icon
100
D.R. Horton
DHI
$39.9B
$974K 0.27%
+5,977
New +$892K
2 3
4
5 6

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Aigen Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Aigen Investment Management held 841 positions worth $366M, down 6% from $389M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $39.3M in Q2 2026, closing 324 positions and reducing 102 holdings. Its most notable exit was Home Depot, an estimated $6.19M position sold in full.

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

Against the trend, Aigen Investment Management opened a new position in Wells Fargo worth $6.18M.

  • Aigen Investment Management's largest Q2 2026 buy was Wells Fargo: 74,722 shares worth $6.18M.
  • Aigen Investment Management added most to PPL Corp in Q2 2026, an estimated $3.43M increase.
  • Aigen Investment Management's biggest Q2 2026 reduction was Analog Devices, cutting an estimated $4.62M.
  • Aigen Investment Management fully exited Home Depot in Q2 2026, selling an estimated $6.19M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $366M portfolio in Q2 2026.
  • Aigen Investment Management opened 345 new positions and closed 324 in Q2 2026.
  • Aigen Investment Management's portfolio value fell 6% quarter-over-quarter to $366M.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.