Aigen Investment Management, LP
Filing Date
Global Rank
#3,021
/ 8,586
▼ 88
Top Industry
Credit Services
5.4%
3Y Alpha vs SPY
-5.5%
Period ended 3 months ago
Filed May 15, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.0%
SPY
+78.1%
Annualised alpha
-5.5%
Max drawdown
−19.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
491 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
1.6%
−0.3 pts
Top 5
6.9%
−0.6 pts
Top 10
12.2%
−0.8 pts
HHI
49
Diversified+1
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 17.8% | $68,505,980 |
| Technology | 15.3% | $58,829,190 |
| Consumer Cyclical | 15.0% | $57,973,389 |
| Industrials | 12.8% | $49,494,876 |
| Healthcare | 9.8% | $37,808,617 |
| Energy | 8.6% | $33,162,385 |
| Consumer Defensive | 5.3% | $20,355,935 |
| Utilities | 5.0% | $19,242,455 |
| Basic Materials | 4.3% | $16,621,042 |
| Communication Services | 3.2% | $12,263,880 |
| Real Estate | 2.8% | $10,878,274 |
| Unclassified | 0.1% | $397,407 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NU | Nu Holdings Ltd. | +182,419 | 203,978 | $2,931,163 | |
| HBAN | Huntington Bancshares Inc /Md/ | +91,744 | 331,610 | $5,189,696 | |
| GPK | Graphic Packaging Holding Co | +89,267 | 135,975 | $1,351,591 | |
| BBD | Bank Bradesco | +87,310 | 141,286 | $515,693 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | +40,888 | 61,557 | $1,151,115 | |
| IP | International Paper Co /New/ | +38,737 | 48,213 | $1,721,204 | |
| PTON | Peloton Interactive, Inc. | +34,711 | 46,166 | $198,052 | |
| INFY | Infosys Ltd | +33,878 | 47,418 | $640,617 | |
| COTY | Coty Inc. | +31,592 | 107,640 | $216,356 | |
| OVV | Ovintiv Inc. | +30,604 | 35,598 | $2,113,097 | |
| CYTK | Cytokinetics Inc | +25,648 | 31,216 | $2,057,446 | |
| CFFN | Capitol Federal Financial, Inc. | +24,324 | 47,625 | $339,566 | |
| VTRS | Viatris Inc | +21,448 | 37,377 | $504,963 | |
| BSX | Boston Scientific Corp | +21,369 | 27,300 | $1,713,075 | |
| XERS | Xeris Biopharma Holdings, Inc. | +20,259 | 32,521 | $188,621 | |
| HG | Hamilton Insurance Group, Ltd. | +18,218 | 28,609 | $853,406 | |
| HD | Home Depot, Inc. | +17,132 | 18,821 | $6,190,038 | |
| HDB | Hdfc Bank Ltd | +15,899 | 25,169 | $626,204 | |
| NGG | National Grid PLC | +14,794 | 18,376 | $1,554,609 | |
| V | Visa Inc. | +14,411 | 15,048 | $4,548,107 | |
| FNB | Fnb Corp/Pa/ | +12,376 | 31,142 | $520,694 | |
| TCPC | BlackRock TCP Capital Corp. | +11,960 | 22,577 | $81,502 | |
| C | Citigroup Inc | +11,628 | 15,408 | $1,747,421 | |
| GGB | Gerdau S.A. | +11,041 | 30,345 | $109,545 | |
| BN | BROOKFIELD Corp /ON/ | +10,849 | 14,115 | $571,234 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RIG | Transocean Ltd. | −227,154 | 71,081 | $471,267 | |
| KVUE | Kenvue Inc. | −162,389 | 16,653 | $287,097 | |
| GRAB | Grab Holdings Ltd | −135,783 | 66,599 | $243,752 | |
| IBN | Icici Bank Ltd | −98,035 | 65,801 | $1,704,245 | |
| CLF | Cleveland-Cliffs Inc. | −69,917 | 16,189 | $136,797 | |
| RKT | Rocket Companies, Inc. | −58,506 | 19,686 | $280,525 | |
| CPRT | Copart Inc | −52,890 | 10,464 | $347,404 | |
| SM | SM Energy Co | −52,654 | 14,405 | $449,147 | |
| VFC | V F Corp | −46,111 | 25,663 | $436,014 | |
| BKD | Brookdale Senior Living Inc. | −43,259 | 15,703 | $214,817 | |
| VICI | Vici Properties Inc. | −40,254 | 13,291 | $363,110 | |
| VZ | Verizon Communications Inc | −36,235 | 6,878 | $345,275 | |
| AVPT | AvePoint, Inc. | −33,748 | 42,311 | $402,377 | |
| TU | Telus Corp | −33,074 | 30,055 | $385,605 | |
| PSEC | Prospect Capital Corp | −32,571 | 13,255 | $34,595 | |
| OMC | Omnicom Group Inc. | −27,175 | 12,658 | $953,273 | |
| WMB | Williams Companies, Inc. | −26,186 | 14,172 | $1,031,438 | |
| SYY | Sysco Corp | −25,146 | 15,959 | $1,138,355 | |
| VSCO | Victoria's Secret & Co. | −23,408 | 5,893 | $273,199 | |
| ACM | Aecom | −23,155 | 3,444 | $292,120 | |
| AMZN | Amazon Com Inc | −21,730 | 1,210 | $252,006 | |
| GIS | General Mills Inc | −19,468 | 20,528 | $764,052 | |
| GTY | Getty Realty Corp /Md/ | −19,144 | 6,486 | $206,254 | |
| FISV | Fiserv Inc | −18,181 | 7,122 | $397,407 | |
| MMI | Marcus & Millichap, Inc. | −16,510 | 11,507 | $305,971 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SRE | Sempra | 62,030 | $6,027,455 | |
| APD | Air Products & Chemicals, Inc. | 15,829 | $4,598,166 | |
| COF | Capital One Financial Corp | 24,495 | $4,468,622 | |
| FDX | Fedex Corp | 11,974 | $4,264,899 | |
| MA | Mastercard Inc | 8,114 | $4,054,241 | |
| ADI | Analog Devices Inc | 12,595 | $4,006,973 | |
| HAL | Halliburton Co | 98,539 | $3,842,035 | |
| ELV | Elevance Health, Inc. | 12,983 | $3,800,773 | |
| BKNG | Booking Holdings Inc. | 890 | $3,747,184 | |
| TMO | Thermo Fisher Scientific Inc. | 7,001 | $3,441,201 | |
| STT | State Street Corp | 26,445 | $3,346,879 | |
| LMT | Lockheed Martin Corp | 5,421 | $3,276,398 | |
| BKR | Baker Hughes Co | 53,201 | $3,247,921 | |
| MAR | Marriott International Inc /Md/ | 9,798 | $3,204,631 | |
| SJM | J M SMUCKER Co | 32,720 | $3,155,516 | |
| NOW | ServiceNow, Inc. | 27,569 | $2,882,338 | |
| OXY | Occidental Petroleum Corp /De/ | 42,971 | $2,793,115 | |
| EXE | EXPAND ENERGY Corp | 24,964 | $2,740,547 | |
| GILD | Gilead Sciences, Inc. | 18,494 | $2,577,508 | |
| WTW | Willis Towers Watson PLC | 8,578 | $2,493,624 | |
| MMM | 3M Co | 16,371 | $2,377,560 | |
| TMUS | T-Mobile US, Inc. | 11,279 | $2,368,928 | |
| OMF | OneMain Holdings, Inc. | 43,863 | $2,346,231 | |
| TPR | Tapestry, Inc. | 16,482 | $2,325,775 | |
| VLO | Valero Energy Corp/Tx | 8,917 | $2,203,212 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | 37,737 | $5,408,089 | |
| NFLX | Netflix Inc | 56,277 | $5,276,531 | |
| KEY | Keycorp /New/ | 248,609 | $5,131,289 | |
| MSI | Motorola Solutions, Inc. | 11,952 | $4,581,440 | |
| VEEV | Veeva Systems Inc | 19,217 | $4,289,810 | |
| EOG | Eog Resources Inc | 38,768 | $4,071,027 | |
| KMI | Kinder Morgan, Inc. | 137,149 | $3,770,226 | |
| ADP | Automatic Data Processing Inc | 14,646 | $3,767,390 | |
| LIN | Linde PLC | 8,378 | $3,572,295 | |
| MS | Morgan Stanley | 19,281 | $3,422,955 | |
| MCD | Mcdonalds Corp | 10,847 | $3,315,168 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 17,425 | $3,232,686 | |
| GNTX | Gentex Corp | 126,458 | $2,942,677 | |
| UNH | Unitedhealth Group Inc | 8,562 | $2,826,401 | |
| FIS | Fidelity National Information Services, Inc. | 41,915 | $2,785,670 | |
| URI | United Rentals, Inc. | 3,406 | $2,756,543 | |
| ETN | Eaton Corp plc | 8,180 | $2,605,411 | |
| CARR | CARRIER GLOBAL Corp | 49,268 | $2,603,321 | |
| LVS | Las Vegas Sands Corp | 39,570 | $2,575,611 | |
| CCI | Crown Castle Inc. | 28,442 | $2,527,640 | |
| MPC | Marathon Petroleum Corp | 14,565 | $2,368,705 | |
| AEP | American Electric Power Co Inc | 20,098 | $2,317,500 | |
| NOC | Northrop Grumman Corp /De/ | 3,780 | $2,155,393 | |
| BMY | Bristol Myers Squibb Co | 39,302 | $2,119,949 | |
| PFE | Pfizer Inc | 83,314 | $2,074,518 | |
| No positions match the current search. | ||||
33 positions ·
$20,355,935 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SJM |
J M SMUCKER Co
Consumer Defensive
|
NEW | 32,720 | $3,155,516 | 15.50% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,815 | $2,804,950 | 13.78% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
NEW | 15,341 | $1,679,992 | 8.25% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 15,959 | $1,138,355 | 5.59% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
NEW | 15,642 | $967,457 | 4.75% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
NEW | 17,475 | $881,439 | 4.33% | |
| HSY |
Hershey Co
Consumer Defensive
|
NEW | 3,870 | $804,534 | 3.95% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 20,528 | $764,052 | 3.75% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
NEW | 47,896 | $752,925 | 3.70% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
NEW | 4,456 | $668,400 | 3.28% | |
| UVV |
Universal Corp /Va/
Consumer Defensive
|
NEW | 12,554 | $661,595 | 3.25% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 4,514 | $467,785 | 2.30% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 5,832 | $422,586 | 2.08% | |
| STRA |
Strategic Education, Inc.
Consumer Defensive
|
Reduced | 4,922 | $408,329 | 2.01% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 6,063 | $400,097 | 1.97% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
NEW | 47,742 | $389,097 | 1.91% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
NEW | 16,480 | $370,635 | 1.82% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
NEW | 3,836 | $357,975 | 1.76% | |
| UL |
Unilever PLC
Consumer Defensive
|
NEW | 6,123 | $348,827 | 1.71% | |
| BG |
Bunge Global SA
Consumer Defensive
|
NEW | 2,696 | $342,931 | 1.68% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
NEW | 4,234 | $293,712 | 1.44% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Reduced | 16,653 | $287,097 | 1.41% | |
| MZTI |
Marzetti Co
Consumer Defensive
|
NEW | 1,980 | $273,893 | 1.35% | |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
NEW | 13,783 | $259,533 | 1.27% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
Reduced | 11,516 | $256,461 | 1.26% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Reduced | 3,404 | $253,427 | 1.24% | |
| COTY |
Coty Inc.
Consumer Defensive
|
Added | 107,640 | $216,356 | 1.06% | |
| OLLI |
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive
|
Reduced | 2,274 | $209,298 | 1.03% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
NEW | 2,273 | $206,092 | 1.01% | |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
Reduced | 10,385 | $99,799 | 0.49% | |
| GO |
Grocery Outlet Holding Corp.
Consumer Defensive
|
NEW | 14,024 | $98,869 | 0.49% | |
| BGS |
B&G Foods, Inc.
Consumer Defensive
|
Added | 16,022 | $77,065 | 0.38% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
NEW | 12,622 | $36,856 | 0.18% |