We are live on ! Find out more
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
ZBRA icon
1026
Zebra Technologies
ZBRA
$17.9B
– –
-1,564
Closed -$465K
ZM icon
1027
Zoom
ZM
$31.3B
– –
-8,517
Closed -$703K
ZTS icon
1028
Zoetis
ZTS
$30.3B
– –
-10,209
Closed -$1.49M
ALAB icon
1029
Astera Labs
ALAB
$56.8B
– –
-3,911
Closed -$766K
LOAR icon
1030
Loar Holdings
LOAR
$6.64B
– –
-7,405
Closed -$592K
FER icon
1031
Ferrovial N.V. Ordinary Shares
FER
$47.2B
– –
-4,917
Closed -$285K
TLN
1032
Talen Energy Corp
TLN
$16.4B
– –
-2,232
Closed -$949K
CNL
1033
Collective Mining Ltd
CNL
$1.32B
– –
-23,571
Closed -$476K
OS
1034
DELISTED
OneStream Inc
OS
– –
-19,271
Closed -$355K
TXNM
1035
TXNM Energy Inc
TXNM
$5.91B
– –
-11,375
Closed -$643K
BNT
1036
Brookfield Wealth Solutions
BNT
$12.1B
– –
-3,350
Closed -$213K
SOBO
1037
South Bow Corp
SOBO
$7.47B
– –
-22,339
Closed -$880K
PENG
1038
Penguin Solutions Inc
PENG
$2.91B
– –
-14,143
Closed -$372K
AAMI
1039
Acadian Asset Management
AAMI
$3.23B
– –
-5,546
Closed -$267K
NAGE
1040
Niagen Bioscience
NAGE
$237M
– –
-12,669
Closed -$118K
TPC
1041
Tutor Perini Cor
TPC
$5.24B
– –
-10,031
Closed -$658K
AAUC
1042
Allied Gold Corp
AAUC
$2.77B
– –
-15,954
Closed -$388K
38 39 40 41
42

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
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
DAM
Decagon Asset Management London, United Kingdom $386M AUM 45.42% 1-Year Est. Return

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.