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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
TM icon
151
Toyota
TM
$233B
$651K 0.18%
+3,867
New +$732K
INVH icon
152
Invitation Homes
INVH
$16.9B
$648K 0.18%
21,460
-15,694
-42% -$444K
URI icon
153
United Rentals
URI
$62.9B
$645K 0.18%
+569
New +$541K
AU icon
154
AngloGold Ashanti
AU
$55.2B
$641K 0.18%
+7,920
New +$752K
CVNA icon
155
Carvana
CVNA
$53.7B
$641K 0.18%
+9,732
New +$688K
CI icon
156
Cigna
CI
$74.7B
$634K 0.17%
+2,299
New +$650K
WH icon
157
Wyndham Hotels & Resorts
WH
$5.33B
$631K 0.17%
+7,495
New +$621K
TX icon
158
Ternium
TX
$11.4B
$630K 0.17%
14,753
+8,707
+144% +$392K
PATH icon
159
UiPath
PATH
$7.87B
$628K 0.17%
57,730
+31,769
+122% +$339K
SR icon
160
Spire
SR
$4.89B
$627K 0.17%
+8,029
New +$690K
COUR icon
161
Coursera
COUR
$1.53B
$627K 0.17%
+111,156
New +$631K
BWXT icon
162
BWX Technologies
BWXT
$14.4B
$627K 0.17%
3,219
+1,465
+84% +$305K
SNY icon
163
Sanofi
SNY
$106B
$613K 0.17%
+14,359
New +$642K
AKAM icon
164
Akamai
AKAM
$15.1B
$612K 0.17%
+5,181
New +$645K
AEM icon
165
Agnico Eagle Mines
AEM
$104B
$610K 0.17%
+3,933
New +$729K
KEYS icon
166
Keysight
KEYS
$55.7B
$602K 0.16%
1,719
-4,481
-72% -$1.53M
NEU icon
167
NewMarket
NEU
$8.14B
$599K 0.16%
757
+369
+95% +$266K
MCK icon
168
McKesson
MCK
$106B
$598K 0.16%
792
-2,438
-75% -$1.93M
GLW icon
169
Corning
GLW
$133B
$598K 0.16%
2,341
-5,275
-69% -$960K
AXP icon
170
American Express
AXP
$220B
$595K 0.16%
1,759
-7,316
-81% -$2.34M
AXSM icon
171
Axsome Therapeutics
AXSM
$10.8B
$585K 0.16%
+2,390
New +$518K
OTEX icon
172
Open Text
OTEX
$5.8B
$584K 0.16%
26,378
+16,402
+164% +$372K
DUK icon
173
Duke Energy
DUK
$93.7B
$584K 0.16%
+4,612
New +$582K
IVZ icon
174
Invesco
IVZ
$14.6B
$581K 0.16%
+22,023
New +$584K
RIG icon
175
Transocean
RIG
$6.53B
$576K 0.16%
117,711
+46,630
+66% +$291K
5 6
7
8 9

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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.