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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
+8.42%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$103M
Cap. Flow
+$65.4M
Cap. Flow %
8.96%
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$7.61M
2
UNP icon
Union Pacific
UNP
+$6.16M
3
MCD icon
McDonald's
MCD
+$6.05M
4
FISV
Fiserv Inc
FISV
+$5.83M
5
ABBV icon
AbbVie
ABBV
+$5.51M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$6.07M
2
USB icon
US Bancorp
USB
+$5.86M
3
AMAT icon
Applied Materials
AMAT
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
CSX icon
CSX Corp
CSX
+$3.67M

Sector Composition

Rank Sector Weight
1 Technology 17.12%
2 Consumer Discretionary 15.57%
3 Financials 13.9%
4 Industrials 12.85%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRPN icon
226
Groupon
GRPN
$1.02B
$1.07M 0.15%
+32,101
New +$819K
GPK icon
227
Graphic Packaging
GPK
$3.58B
$1.07M 0.15%
+50,829
New +$1.17M
NEU icon
228
NewMarket
NEU
$8.18B
$1.07M 0.15%
+1,548
New +$960K
WEC icon
229
WEC Energy
WEC
$35.1B
$1.06M 0.15%
10,205
-1,022
-9% -$109K
SNV
230
DELISTED
Synovus
SNV
$1.06M 0.15%
20,498
+15,092
+279% +$694K
KHC icon
231
Kraft Heinz
KHC
$30B
$1.06M 0.15%
+41,026
New +$1.14M
CROX icon
232
Crocs
CROX
$6.55B
$1.05M 0.14%
+10,346
New +$1.05M
CM icon
233
Canadian Imperial Bank of Commerce
CM
$108B
$1.05M 0.14%
10,822
-788
-7% -$50.7K
GEV icon
234
GE Vernova
GEV
$264B
$1.04M 0.14%
1,972
-1,159
-37% -$483K
WMB icon
235
Williams Companies
WMB
$86.1B
$1.03M 0.14%
+16,395
New +$968K
PENN icon
236
PENN Entertainment
PENN
$2.71B
$1.03M 0.14%
+57,468
New +$902K
LIN icon
237
Linde
LIN
$226B
$1.03M 0.14%
2,188
-4,673
-68% -$2.13M
NYT icon
238
New York Times
NYT
$10.2B
$1.03M 0.14%
+18,316
New +$971K
JEF icon
239
Jefferies Financial Group
JEF
$13.1B
$1.03M 0.14%
18,744
-2,877
-13% -$142K
SNAP icon
240
Snap
SNAP
$9.01B
$1.02M 0.14%
+117,544
New +$976K
MLI icon
241
Mueller Industries
MLI
$15.2B
$1.02M 0.14%
+25,580
New +$965K
SWKS icon
242
Skyworks Solutions
SWKS
$10.6B
$1.01M 0.14%
13,571
+9,643
+245% +$644K
TREX icon
243
Trex
TREX
$5.01B
$1.01M 0.14%
+18,514
New +$1.05M
NGD
244
DELISTED
New Gold Inc
NGD
$1,000K 0.14%
+172,756
New +$710K
LNG icon
245
Cheniere Energy
LNG
$52.9B
$988K 0.14%
+4,058
New +$940K
TLN
246
Talen Energy Corp
TLN
$16.7B
$986K 0.14%
+3,391
New +$805K
PCAR icon
247
PACCAR
PCAR
$70.1B
$983K 0.13%
10,342
+7,498
+264% +$693K
AAL icon
248
American Airlines Group
AAL
$10.6B
$979K 0.13%
+87,264
New +$934K
GTLS
249
DELISTED
Chart Industries
GTLS
$978K 0.13%
5,938
+4,361
+277% +$641K
NOK icon
250
Nokia
NOK
$52.3B
$977K 0.13%
188,614
+136,717
+263% +$705K
8 9
10
11 12

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Aigen Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Aigen Investment Management held 1,126 positions worth $730M, up 16% from $627M the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Aigen Investment Management deployed $65.4M of net new capital in Q2 2025, opening 399 new positions and adding to 185 existing holdings. Its largest new stake was Amphenol: 93,074 shares worth $9.19M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was US Bancorp, an estimated $5.86M trimmed.

  • Aigen Investment Management's largest Q2 2025 buy was Amphenol: 93,074 shares worth $9.19M.
  • Aigen Investment Management added most to AbbVie in Q2 2025, an estimated $5.51M increase.
  • Aigen Investment Management's biggest Q2 2025 reduction was US Bancorp, cutting an estimated $5.86M.
  • Aigen Investment Management fully exited Aon in Q2 2025, selling an estimated $6.07M.
  • Aigen Investment Management's ten largest holdings make up 8.7% of its $730M portfolio in Q2 2025.
  • Aigen Investment Management opened 399 new positions and closed 376 in Q2 2025.
  • Aigen Investment Management's portfolio value rose 16% quarter-over-quarter to $730M.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.