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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
+6.16%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$646M
AUM Growth
-$83.4M
Cap. Flow
-$99.5M
Cap. Flow %
-15.39%
Top 10 Hldgs %
8.91%
Holding
1,138
New
388
Increased
171
Reduced
203
Closed
374

Top Buys

Rank Stock Value
1
KDP icon
Keurig Dr Pepper
KDP
+$6.55M
2
NSC icon
Norfolk Southern
NSC
+$4.15M
3
NVDA icon
NVIDIA
NVDA
+$4.12M
4
FIS icon
Fidelity National Information Services
FIS
+$3.7M
5
CB icon
Chubb
CB
+$3.66M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$8.48M
2
UNP icon
Union Pacific
UNP
+$6.38M
3
INTU icon
Intuit
INTU
+$6M
4
MCD icon
McDonald's
MCD
+$5.74M
5
ORCL icon
Oracle
ORCL
+$5.52M

Sector Composition

Rank Sector Weight
1 Technology 17.93%
2 Industrials 14.59%
3 Consumer Discretionary 13%
4 Financials 12.98%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AS icon
101
Amer Sports
AS
$21.4B
$1.6M 0.25%
46,066
+37,104
+414% +$1.4M
LITE icon
102
Lumentum
LITE
$69.3B
$1.6M 0.25%
9,824
+1,278
+15% +$159K
EOG icon
103
EOG Resources
EOG
$70.7B
$1.6M 0.25%
+14,251
New +$1.7M
ECHO
104
EchoStar
ECHO
$26.2B
$1.59M 0.25%
+20,818
New +$943K
WM icon
105
Waste Management
WM
$91B
$1.59M 0.25%
7,193
-7,712
-52% -$1.74M
AMH icon
106
American Homes 4 Rent
AMH
$12.5B
$1.59M 0.25%
47,708
+41,566
+677% +$1.45M
HUBS icon
107
HubSpot
HUBS
$10.5B
$1.58M 0.24%
3,370
-426
-11% -$214K
HDB icon
108
HDFC Bank
HDB
$121B
$1.56M 0.24%
+45,707
New +$1.68M
BXSL icon
109
Blackstone Secured Lending
BXSL
$5.72B
$1.55M 0.24%
+59,265
New +$1.78M
GFS icon
110
GlobalFoundries
GFS
$29.6B
$1.5M 0.23%
41,961
+20,355
+94% +$726K
MMM icon
111
3M
MMM
$94.3B
$1.5M 0.23%
+9,639
New +$1.49M
ZTS icon
112
Zoetis
ZTS
$30B
$1.49M 0.23%
10,209
-4,149
-29% -$627K
ACGL icon
113
Arch Capital
ACGL
$33.6B
$1.49M 0.23%
16,427
+13,189
+407% +$1.18M
CM icon
114
Canadian Imperial Bank of Commerce
CM
$108B
$1.49M 0.23%
13,378
+2,556
+24% +$192K
ADT icon
115
ADT
ADT
$5.58B
$1.48M 0.23%
170,193
+88,714
+109% +$761K
CPAY icon
116
Corpay
CPAY
$25.7B
$1.48M 0.23%
5,142
-114
-2% -$36.3K
GRAB icon
117
Grab
GRAB
$14.9B
$1.48M 0.23%
+245,848
New +$1.3M
VLO icon
118
Valero Energy
VLO
$85.9B
$1.47M 0.23%
8,662
+5,189
+149% +$774K
AMT icon
119
American Tower
AMT
$80.4B
$1.47M 0.23%
+7,651
New +$1.59M
UAA icon
120
Under Armour
UAA
$2.6B
$1.47M 0.23%
294,633
+83,243
+39% +$485K
HBAN icon
121
Huntington Bancshares
HBAN
$35.5B
$1.47M 0.23%
+85,110
New +$1.45M
UAL icon
122
United Airlines
UAL
$42.1B
$1.47M 0.23%
+15,229
New +$1.46M
CR icon
123
Crane Co
CR
$12.7B
$1.47M 0.23%
+7,965
New +$1.5M
T icon
124
AT&T
T
$163B
$1.47M 0.23%
+51,889
New +$1.47M
P
125
Everpure Inc
P
$29.9B
$1.46M 0.23%
+17,406
New +$1.16M
3 4
5
6 7

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Aigen Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Aigen Investment Management held 1,138 positions worth $646M, down 11% from $730M the previous quarter. Its ten largest holdings account for 8.9% of the portfolio.

Aigen Investment Management withdrew a net $99.5M in Q3 2025, closing 374 positions and reducing 203 holdings. Its most notable exit was Union Pacific, an estimated $6.38M position sold in full.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Aigen Investment Management opened a new position in Keurig Dr Pepper worth $5.33M.

  • Aigen Investment Management's largest Q3 2025 buy was Keurig Dr Pepper: 208,857 shares worth $5.33M.
  • Aigen Investment Management added most to Chubb in Q3 2025, an estimated $3.66M increase.
  • Aigen Investment Management's biggest Q3 2025 reduction was Amphenol, cutting an estimated $8.48M.
  • Aigen Investment Management fully exited Union Pacific in Q3 2025, selling an estimated $6.38M.
  • Aigen Investment Management's ten largest holdings make up 8.9% of its $646M portfolio in Q3 2025.
  • Aigen Investment Management opened 388 new positions and closed 374 in Q3 2025.
  • Aigen Investment Management's portfolio value fell 11% quarter-over-quarter to $646M.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.