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
CM icon
176
Canadian Imperial Bank of Commerce
CM
$108B
$737K 0.17%
5,925
-7,453
-56% -$639K
DRS icon
177
Leonardo DRS
DRS
$12B
$736K 0.17%
+21,576
New +$796K
WTS icon
178
Watts Water Technologies
WTS
$13.1B
$733K 0.17%
+2,656
New +$733K
EG icon
179
Everest Group
EG
$14.4B
$731K 0.17%
+2,153
New +$711K
IMO icon
180
Imperial Oil
IMO
$60.4B
$724K 0.17%
+6,103
New +$556K
NIC icon
181
Nicolet Bankshares
NIC
$3.62B
$723K 0.17%
+5,960
New +$753K
WPM icon
182
Wheaton Precious Metals
WPM
$60.9B
$715K 0.17%
+4,434
New +$475K
ALLY icon
183
Ally Financial
ALLY
$13.3B
$713K 0.17%
+15,749
New +$649K
XEL icon
184
Xcel Energy
XEL
$48.8B
$713K 0.17%
9,654
+3,503
+57% +$276K
BCC icon
185
Boise Cascade
BCC
$3.02B
$713K 0.17%
9,686
-7,577
-44% -$552K
KYMR icon
186
Kymera Therapeutics
KYMR
$8.94B
$708K 0.16%
9,098
-2,779
-23% -$188K
WFG icon
187
West Fraser Timber
WFG
$5.65B
$707K 0.16%
8,425
-6,059
-42% -$379K
HRL icon
188
Hormel Foods
HRL
$13.8B
$707K 0.16%
+29,835
New +$696K
AGIO icon
189
Agios Pharmaceuticals
AGIO
$1.93B
$705K 0.16%
+25,915
New +$909K
STRA icon
190
Strategic Education
STRA
$1.92B
$705K 0.16%
8,795
+3,661
+71% +$292K
TER icon
191
Teradyne
TER
$59.3B
$704K 0.16%
+3,639
New +$624K
HPQ icon
192
HP
HPQ
$27.5B
$704K 0.16%
+31,591
New +$805K
GPK icon
193
Graphic Packaging
GPK
$3.58B
$703K 0.16%
46,708
+22,525
+93% +$370K
GTY
194
Getty Realty Corp
GTY
$2.07B
$701K 0.16%
25,630
+6,462
+34% +$179K
IONS icon
195
Ionis Pharmaceuticals
IONS
$9.4B
$701K 0.16%
8,861
-4,717
-35% -$355K
TWLO icon
196
Twilio
TWLO
$36.6B
$689K 0.16%
+4,845
New +$600K
GRMN
197
Garmin
GRMN
$60B
$686K 0.16%
+3,383
New +$736K
AGI icon
198
Alamos Gold
AGI
$13.9B
$685K 0.16%
12,933
-22,460
-63% -$783K
RITM icon
199
Rithm Capital
RITM
$5.69B
$685K 0.16%
62,863
-18,668
-23% -$206K
ELAN icon
200
Elanco Animal Health
ELAN
$11.1B
$681K 0.16%
+30,101
New +$655K
6 7
8
9 10

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
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 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

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.