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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
FHN icon
126
First Horizon
FHN
$12.1B
$977K 0.23%
40,861
-4,042
-9% -$90.1K
ETR icon
127
Entergy
ETR
$50B
$974K 0.23%
+10,539
New +$1,000K
GFL icon
128
GFL Environmental
GFL
$14.9B
$972K 0.23%
+21,248
New +$949K
TD icon
129
Toronto Dominion Bank
TD
$200B
$970K 0.22%
+8,087
New +$683K
AVGO icon
130
Broadcom
AVGO
$2.04T
$965K 0.22%
2,788
-3,402
-55% -$1.22M
WSM icon
131
Williams-Sonoma
WSM
$29.6B
$965K 0.22%
+5,401
New +$1.01M
BLDR icon
132
Builders FirstSource
BLDR
$8.04B
$955K 0.22%
+9,286
New +$1.04M
CTRI icon
133
Centuri Holdings
CTRI
$2.41B
$947K 0.22%
37,519
+27,630
+279% +$618K
CR icon
134
Crane Co
CR
$12.7B
$945K 0.22%
5,123
-2,842
-36% -$527K
BBWI icon
135
Bath & Body Works
BBWI
$4.1B
$935K 0.22%
+46,544
New +$1.03M
EHC icon
136
Encompass Health
EHC
$12.4B
$932K 0.22%
8,783
-5,407
-38% -$627K
FMC icon
137
FMC
FMC
$1.33B
$901K 0.21%
64,946
+52,772
+433% +$1.01M
RPM icon
138
RPM International
RPM
$15B
$898K 0.21%
+8,635
New +$935K
MOS icon
139
The Mosaic Company
MOS
$7.33B
$897K 0.21%
+37,232
New +$1M
YOU icon
140
Clear Secure
YOU
$5.28B
$876K 0.2%
24,964
-1,813
-7% -$61.7K
BMRN icon
141
BioMarin Pharmaceuticals
BMRN
$12.4B
$868K 0.2%
+14,598
New +$795K
NVO
142
Novo Nordisk
NVO
$209B
$861K 0.2%
+16,917
New +$865K
KO icon
143
Coca-Cola
KO
$375B
$860K 0.2%
+12,303
New +$858K
CF icon
144
CF Industries
CF
$17.3B
$856K 0.2%
11,065
+6,129
+124% +$504K
WWD icon
145
Woodward
WWD
$21.4B
$855K 0.2%
+2,827
New +$778K
LUV icon
146
Southwest Airlines
LUV
$23B
$854K 0.2%
+20,665
New +$722K
DE icon
147
Deere & Co
DE
$168B
$852K 0.2%
1,831
-4,366
-70% -$2.05M
HL icon
148
Hecla Mining
HL
$11.3B
$852K 0.2%
+44,393
New +$678K
MRVL icon
149
Marvell Technology
MRVL
$196B
$845K 0.2%
+9,940
New +$870K
CAT icon
150
Caterpillar
CAT
$387B
$836K 0.19%
+1,459
New +$811K
4 5
6
7 8

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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.