We are live on ! Find out more
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
BMO icon
276
Bank of Montreal
BMO
$127B
$848K 0.12%
+5,616
New +$566K
EZPW icon
277
Ezcorp Inc
EZPW
$1.71B
$846K 0.12%
60,966
+37,497
+160% +$542K
STWD icon
278
Starwood Property Trust
STWD
$6.09B
$846K 0.12%
+42,134
New +$819K
CPNG icon
279
Coupang
CPNG
$29.2B
$846K 0.12%
+28,225
New +$723K
ORLA
280
DELISTED
Orla Mining
ORLA
$842K 0.12%
67,832
+29,544
+77% +$307K
DOCN icon
281
DigitalOcean
DOCN
$14.6B
$838K 0.11%
+29,334
New +$857K
DKNG icon
282
DraftKings
DKNG
$11.9B
$837K 0.11%
+19,510
New +$700K
MTH icon
283
Meritage Homes
MTH
$4.86B
$835K 0.11%
+12,473
New +$827K
MRSH
284
Marsh
MRSH
$91.5B
$835K 0.11%
+3,820
New +$862K
SPGI icon
285
S&P Global
SPGI
$120B
$834K 0.11%
1,582
-3,515
-69% -$1.75M
GFS icon
286
GlobalFoundries
GFS
$29.6B
$825K 0.11%
+21,606
New +$783K
HLI icon
287
Houlihan Lokey
HLI
$9.02B
$824K 0.11%
4,580
+937
+26% +$157K
ORLY icon
288
O'Reilly Automotive
ORLY
$76.3B
$823K 0.11%
+9,126
New +$832K
VEEV icon
289
Veeva Systems
VEEV
$37.4B
$812K 0.11%
2,821
+40
+1% +$9.92K
LITE icon
290
Lumentum
LITE
$69.3B
$812K 0.11%
8,546
-9,308
-52% -$661K
APG icon
291
APi Group
APG
$18B
$806K 0.11%
+23,687
New +$678K
HLIO icon
292
Helios Technologies
HLIO
$2.76B
$799K 0.11%
+23,951
New +$722K
ROP icon
293
Roper Technologies
ROP
$39.8B
$794K 0.11%
+1,401
New +$792K
UNH icon
294
UnitedHealth
UNH
$370B
$793K 0.11%
2,541
-5,879
-70% -$2.25M
CLH icon
295
Clean Harbors
CLH
$16.3B
$789K 0.11%
3,414
+720
+27% +$158K
UNF icon
296
Unifirst Corp
UNF
$5.25B
$788K 0.11%
4,186
+2,592
+163% +$470K
GM icon
297
General Motors
GM
$76.8B
$786K 0.11%
15,973
+11,175
+233% +$530K
HESM icon
298
Hess Midstream
HESM
$5.11B
$786K 0.11%
20,399
+5,457
+37% +$208K
PATH icon
299
UiPath
PATH
$7.8B
$784K 0.11%
+61,272
New +$735K
COP icon
300
ConocoPhillips
COP
$141B
$781K 0.11%
+8,707
New +$783K
10 11
12
13 14

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

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.