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
TENB icon
376
Tenable Holdings
TENB
$4.01B
$555K 0.08%
+16,428
New +$533K
SPB icon
377
Spectrum Brands
SPB
$2.07B
$553K 0.08%
10,442
+5,041
+93% +$301K
WBD icon
378
Warner Bros
WBD
$67.1B
$553K 0.08%
+48,234
New +$450K
SAP icon
379
SAP
SAP
$238B
$551K 0.08%
+1,813
New +$520K
PZZA icon
380
Papa John's
PZZA
$806M
$550K 0.08%
+11,232
New +$458K
COO icon
381
Cooper Companies
COO
$14.5B
$548K 0.08%
7,699
+3,341
+77% +$256K
ANET icon
382
Arista Networks
ANET
$238B
$546K 0.07%
5,335
-9,113
-63% -$788K
RIVN icon
383
Rivian
RIVN
$23.2B
$542K 0.07%
39,417
-7,157
-15% -$97.1K
IOSP icon
384
Innospec
IOSP
$2.28B
$540K 0.07%
6,422
+2,563
+66% +$224K
BKNG icon
385
Booking.com
BKNG
$161B
$538K 0.07%
+2,325
New +$476K
SARO
386
StandardAero Inc
SARO
$9.7B
$538K 0.07%
+17,002
New +$477K
RVMD icon
387
Revolution Medicines
RVMD
$44B
$538K 0.07%
14,625
+2,701
+23% +$104K
EXP icon
388
Eagle Materials
EXP
$6.57B
$532K 0.07%
+2,632
New +$567K
SSD icon
389
Simpson Manufacturing
SSD
$8.16B
$532K 0.07%
3,423
+109
+3% +$16.9K
GTY
390
Getty Realty Corp
GTY
$2.07B
$529K 0.07%
19,121
+8,251
+76% +$237K
QFIN icon
391
Qfin Holdings
QFIN
$1.61B
$528K 0.07%
+12,177
New +$508K
INFY icon
392
Infosys
INFY
$50.7B
$528K 0.07%
28,485
-149,612
-84% -$2.67M
FLYW icon
393
Flywire
FLYW
$2.16B
$527K 0.07%
45,073
+10,422
+30% +$106K
AL
394
DELISTED
Air Lease Corp
AL
$524K 0.07%
+8,957
New +$466K
RRC icon
395
Range Resources
RRC
$8.95B
$523K 0.07%
+12,868
New +$485K
TMHC
396
DELISTED
Taylor Morrison
TMHC
$521K 0.07%
8,478
+3,964
+88% +$230K
RGA icon
397
Reinsurance Group of America
RGA
$16.1B
$519K 0.07%
+2,617
New +$511K
NSIT icon
398
Insight Enterprises
NSIT
$4.38B
$517K 0.07%
+3,741
New +$504K
CHKP icon
399
Check Point Software Technologies
CHKP
$13.1B
$514K 0.07%
+2,324
New +$511K
BGC icon
400
BGC Group
BGC
$4.89B
$509K 0.07%
+49,795
New +$457K
14 15
16
17 18

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.