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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
MSFT icon
1
Microsoft
MSFT
$2.89T
$8.01M 1.85%
16,568
+5,561
+51% +$2.79M
BLK icon
2
Blackrock
BLK
$165B
$7.53M 1.74%
+7,038
New +$7.69M
PG icon
3
Procter & Gamble
PG
$346B
$5.41M 1.25%
+37,737
New +$5.56M
AMZN icon
4
Amazon
AMZN
$2.49T
$5.3M 1.23%
22,940
+8,541
+59% +$1.95M
NFLX icon
5
Netflix
NFLX
$293B
$5.28M 1.22%
56,277
+27,457
+95% +$2.96M
KEY icon
6
KeyCorp
KEY
$24.1B
$5.13M 1.19%
248,609
+147,297
+145% +$2.74M
IBN icon
7
ICICI Bank
IBN
$107B
$4.88M 1.13%
163,836
+153,039
+1,417% +$4.7M
MSI icon
8
Motorola Solutions
MSI
$70.3B
$4.58M 1.06%
11,952
+11,474
+2,400% +$4.61M
NVDA icon
9
NVIDIA
NVDA
$4.76T
$4.44M 1.03%
23,786
+155
+0.7% +$28.9K
VEEV icon
10
Veeva Systems
VEEV
$31.6B
$4.29M 0.99%
19,217
+16,926
+739% +$4.49M
HBAN icon
11
Huntington Bancshares
HBAN
$34.7B
$4.16M 0.96%
239,866
+154,756
+182% +$2.54M
EOG icon
12
EOG Resources
EOG
$74.7B
$4.07M 0.94%
38,768
+24,517
+172% +$2.63M
KMI icon
13
Kinder Morgan
KMI
$70.6B
$3.77M 0.87%
+137,149
New +$3.71M
ADP icon
14
Automatic Data Processing
ADP
$102B
$3.77M 0.87%
+14,646
New +$3.9M
LIN icon
15
Linde
LIN
$234B
$3.57M 0.83%
8,378
+2,209
+36% +$946K
MS icon
16
Morgan Stanley
MS
$337B
$3.42M 0.79%
+19,281
New +$3.22M
BNY
17
Bank of New York Mellon
BNY
$107B
$3.42M 0.79%
29,436
+25,859
+723% +$2.86M
MCD icon
18
McDonald's
MCD
$192B
$3.32M 0.77%
10,847
+10,078
+1,311% +$3.09M
MRSH
19
Marsh
MRSH
$87.5B
$3.23M 0.75%
+17,425
New +$3.26M
OMC icon
20
Omnicom Group
OMC
$23.5B
$3.22M 0.74%
+39,833
New +$3.04M
GE icon
21
GE Aerospace
GE
$375B
$3.19M 0.74%
+10,341
New +$3.11M
KVUE icon
22
Kenvue
KVUE
$37.4B
$3.09M 0.72%
179,042
+66,052
+58% +$1.08M
SYY icon
23
Sysco
SYY
$40.2B
$3.03M 0.7%
+41,105
New +$3.13M
GNTX icon
24
Gentex
GNTX
$4.88B
$2.94M 0.68%
+126,458
New +$3.05M
UNH icon
25
UnitedHealth
UNH
$379B
$2.83M 0.65%
8,562
+6,249
+270% +$2.12M
1
2 3 4 5

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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.