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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
VVX icon
201
V2X
VVX
$2.33B
$483K 0.13%
+6,484
New +$482K
UGI icon
202
UGI
UGI
$8.14B
$483K 0.13%
+13,994
New +$495K
XEL icon
203
Xcel Energy
XEL
$47.3B
$479K 0.13%
5,971
+2,991
+100% +$239K
ONON icon
204
On Holding
ONON
$9.35B
$479K 0.13%
+13,531
New +$495K
AVA icon
205
Avista
AVA
$3.14B
$477K 0.13%
11,655
-21,878
-65% -$901K
BE icon
206
Bloom Energy
BE
$74.5B
$476K 0.13%
1,571
-3,643
-70% -$933K
APO icon
207
Apollo Global Management
APO
$78.9B
$474K 0.13%
+4,004
New +$503K
DLTR icon
208
Dollar Tree
DLTR
$24.7B
$470K 0.13%
3,886
-11,455
-75% -$1.19M
NSIT icon
209
Insight Enterprises
NSIT
$4.72B
$466K 0.13%
3,830
-4,885
-56% -$446K
GH icon
210
Guardant Health
GH
$21.7B
$466K 0.13%
+3,104
New +$338K
PODD icon
211
Insulet
PODD
$10.2B
$464K 0.13%
+3,046
New +$507K
MELI icon
212
Mercado Libre
MELI
$100B
$450K 0.12%
265
+149
+128% +$254K
BJ icon
213
BJs Wholesale Club
BJ
$11.8B
$450K 0.12%
+5,155
New +$472K
WING icon
214
Wingstop
WING
$2.97B
$447K 0.12%
+2,575
New +$406K
UNH icon
215
UnitedHealth
UNH
$356B
$446K 0.12%
+1,072
New +$397K
JKHY icon
216
Jack Henry & Associates
JKHY
$11.6B
$443K 0.12%
+3,213
New +$456K
U icon
217
Unity
U
$18.3B
$432K 0.12%
15,107
+2,279
+18% +$60.6K
BANC icon
218
Banc of California
BANC
$3B
$423K 0.12%
+20,727
New +$395K
RGLD icon
219
Royal Gold
RGLD
$22.2B
$423K 0.12%
+2,120
New +$493K
Q
220
Qnity Electronics Inc
Q
$25.2B
$422K 0.12%
2,586
-113
-4% -$16.6K
RL icon
221
Ralph Lauren
RL
$20.9B
$421K 0.12%
+1,050
New +$391K
TJX icon
222
TJX Companies
TJX
$145B
$421K 0.12%
2,777
+1,516
+120% +$240K
JXN icon
223
Jackson Financial
JXN
$9.52B
$419K 0.11%
+4,091
New +$443K
SPOT icon
224
Spotify
SPOT
$112B
$417K 0.11%
909
-2,443
-73% -$1.16M
WHR icon
225
Whirlpool
WHR
$2.56B
$417K 0.11%
+10,585
New +$496K
7 8
9
10 11

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LAM
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QCI
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ITIM
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CAM
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GMA
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ECM
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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.