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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
VICI icon
76
VICI Properties
VICI
$29.4B
$1.51M 0.35%
+53,545
New +$1.59M
TSLA icon
77
Tesla
TSLA
$1.3T
$1.5M 0.35%
3,328
-1,625
-33% -$720K
EXPD icon
78
Expeditors International
EXPD
$23.2B
$1.48M 0.34%
+9,922
New +$1.35M
NET icon
79
Cloudflare
NET
$107B
$1.44M 0.33%
7,305
+4,178
+134% +$884K
KLAC icon
80
KLA
KLAC
$259B
$1.4M 0.32%
+11,550
New +$1.35M
EBAY icon
81
eBay
EBAY
$49.8B
$1.34M 0.31%
15,407
-9,563
-38% -$828K
SHW icon
82
Sherwin-Williams
SHW
$89.8B
$1.33M 0.31%
+4,102
New +$1.37M
SO icon
83
Southern Company
SO
$107B
$1.33M 0.31%
+15,230
New +$1.39M
RTX icon
84
RTX Corp
RTX
$301B
$1.31M 0.3%
+7,154
New +$1.24M
SE icon
85
Sea Limited
SE
$69.5B
$1.3M 0.3%
10,178
+2,378
+30% +$352K
VFC icon
86
VF Corp
VFC
$5.89B
$1.3M 0.3%
+71,774
New +$1.16M
EFX icon
87
Equifax
EFX
$21.4B
$1.28M 0.3%
5,906
+2,941
+99% +$644K
AMT icon
88
American Tower
AMT
$80.4B
$1.28M 0.3%
7,281
-370
-5% -$67.3K
KEYS icon
89
Keysight
KEYS
$58.3B
$1.27M 0.29%
+6,262
New +$1.16M
MNST icon
90
Monster Beverage
MNST
$88.5B
$1.27M 0.29%
+16,573
New +$1.19M
SM icon
91
SM Energy
SM
$6.87B
$1.25M 0.29%
+67,059
New +$1.36M
AEO icon
92
American Eagle Outfitters
AEO
$3.01B
$1.25M 0.29%
+47,334
New +$935K
TDY icon
93
Teledyne Technologies
TDY
$32B
$1.24M 0.29%
+2,422
New +$1.28M
RIG icon
94
Transocean
RIG
$5.82B
$1.23M 0.29%
298,235
+207,437
+228% +$805K
SGI
95
Somnigroup International
SGI
$13.7B
$1.2M 0.28%
+13,427
New +$1.17M
FIVE icon
96
Five Below
FIVE
$13.5B
$1.19M 0.28%
6,322
-1,629
-20% -$265K
SPXC icon
97
SPX Corp
SPXC
$10.8B
$1.19M 0.28%
+5,941
New +$1.21M
SYK icon
98
Stryker
SYK
$130B
$1.19M 0.27%
3,375
+2,204
+188% +$803K
SPOT icon
99
Spotify
SPOT
$100B
$1.18M 0.27%
+2,035
New +$1.27M
DY icon
100
Dycom Industries
DY
$12.3B
$1.15M 0.27%
+3,414
New +$1.08M
2 3
4
5 6

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PFPGI
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PG
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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.