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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
MANH icon
251
Manhattan Associates
MANH
$11.4B
$967K 0.13%
4,899
-281
-5% -$51K
OLLI icon
252
Ollie's Bargain Outlet
OLLI
$4.94B
$965K 0.13%
+7,326
New +$839K
AGI icon
253
Alamos Gold
AGI
$13.9B
$954K 0.13%
26,340
+17,120
+186% +$458K
MORN icon
254
Morningstar
MORN
$7.53B
$946K 0.13%
+3,014
New +$892K
CNC icon
255
Centene
CNC
$32.5B
$941K 0.13%
17,343
-52,004
-75% -$3.05M
REYN icon
256
Reynolds Consumer Products
REYN
$5.59B
$941K 0.13%
43,920
+32,593
+288% +$738K
BHP icon
257
BHP
BHP
$230B
$938K 0.13%
19,496
-23,365
-55% -$1.12M
ITGR icon
258
Integer Holdings
ITGR
$4.26B
$937K 0.13%
7,619
+2,769
+57% +$331K
AVPT icon
259
AvePoint
AVPT
$2.71B
$934K 0.13%
48,379
+2,580
+6% +$44.7K
ISRG icon
260
Intuitive Surgical
ISRG
$134B
$934K 0.13%
1,719
+994
+137% +$520K
GL icon
261
Globe Life
GL
$14.3B
$923K 0.13%
7,425
-8,002
-52% -$971K
GLPI icon
262
Gaming and Leisure Properties
GLPI
$12.8B
$913K 0.13%
+19,563
New +$924K
GDDY icon
263
GoDaddy
GDDY
$11.5B
$909K 0.12%
+5,051
New +$906K
ESLT icon
264
Elbit Systems
ESLT
$40.3B
$908K 0.12%
+2,019
New +$819K
IBN icon
265
ICICI Bank
IBN
$108B
$903K 0.12%
+26,834
New +$888K
GVA icon
266
Granite Construction
GVA
$5.62B
$895K 0.12%
9,571
-6,681
-41% -$563K
TDY icon
267
Teledyne Technologies
TDY
$32B
$892K 0.12%
+1,741
New +$840K
CTAS icon
268
Cintas
CTAS
$81.3B
$880K 0.12%
3,948
-4,190
-51% -$902K
CNX icon
269
CNX Resources
CNX
$5.2B
$874K 0.12%
25,960
+13,669
+111% +$431K
FIVE icon
270
Five Below
FIVE
$13.5B
$872K 0.12%
6,645
+580
+10% +$56.5K
KMI icon
271
Kinder Morgan
KMI
$68.7B
$861K 0.12%
29,286
+9,164
+46% +$252K
SHOP icon
272
Shopify
SHOP
$195B
$856K 0.12%
7,420
+2,016
+37% +$202K
FLO icon
273
Flowers Foods
FLO
$1.57B
$855K 0.12%
53,533
+23,388
+78% +$403K
PODD icon
274
Insulet
PODD
$9.79B
$854K 0.12%
+2,718
New +$784K
NXT icon
275
Nextpower Inc
NXT
$15.7B
$854K 0.12%
+15,704
New +$788K
9 10
11
12 13

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PG
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HBWM
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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.