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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
PCVX icon
326
Vaxcyte
PCVX
$8.64B
$686K 0.09%
+21,099
New +$692K
TOST icon
327
Toast
TOST
$19.9B
$685K 0.09%
+15,467
New +$608K
ALHC icon
328
Alignment Healthcare
ALHC
$2.98B
$680K 0.09%
48,575
-7,970
-14% -$128K
COTY icon
329
Coty
COTY
$2.48B
$678K 0.09%
145,764
+26,620
+22% +$132K
ED icon
330
Consolidated Edison
ED
$39.9B
$676K 0.09%
+6,739
New +$713K
CB icon
331
Chubb
CB
$135B
$673K 0.09%
+2,324
New +$669K
UFPI icon
332
UFP Industries
UFPI
$5.19B
$671K 0.09%
+6,750
New +$681K
FITB
333
Fifth Third Bancorp
FITB
$51.8B
$670K 0.09%
16,289
-83
-0.5% -$3.12K
TTD icon
334
Trade Desk
TTD
$6.49B
$663K 0.09%
9,206
+2,803
+44% +$179K
CF icon
335
CF Industries
CF
$17.3B
$662K 0.09%
+7,193
New +$613K
SKE
336
Skeena Resources
SKE
$4.04B
$659K 0.09%
+30,438
New +$383K
CNK icon
337
Cinemark Holdings
CNK
$4.32B
$656K 0.09%
+21,734
New +$657K
EXPO icon
338
Exponent
EXPO
$3.24B
$645K 0.09%
8,627
-1,555
-15% -$120K
MUR icon
339
Murphy Oil
MUR
$4.78B
$639K 0.09%
28,405
+14,824
+109% +$330K
BNY
340
Bank of New York Mellon
BNY
$107B
$634K 0.09%
6,957
+1,886
+37% +$160K
CNH
341
CNH Industrial
CNH
$17.5B
$627K 0.09%
+48,380
New +$598K
HUBB icon
342
Hubbell
HUBB
$27.2B
$627K 0.09%
1,534
-2,977
-66% -$1.1M
VRNS icon
343
Varonis Systems
VRNS
$5B
$623K 0.09%
12,266
-5,937
-33% -$270K
LOPE icon
344
Grand Canyon Education
LOPE
$3.98B
$618K 0.08%
+3,270
New +$606K
LLY icon
345
Eli Lilly
LLY
$1.06T
$617K 0.08%
+792
New +$615K
EFXT
346
Enerflex
EFXT
$2.44B
$613K 0.08%
57,040
-30,711
-35% -$220K
RIG icon
347
Transocean
RIG
$5.82B
$612K 0.08%
+236,293
New +$609K
AGNC icon
348
AGNC Investment
AGNC
$12.9B
$608K 0.08%
+66,117
New +$592K
SIGI icon
349
Selective Insurance
SIGI
$5.73B
$602K 0.08%
6,950
+4,217
+154% +$370K
CLBT icon
350
Cellebrite
CLBT
$3.99B
$601K 0.08%
37,575
+3,130
+9% +$55.8K
12 13
14
15 16

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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.