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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
CTSH icon
426
Cognizant
CTSH
$26B
$439K 0.06%
5,625
-2,909
-34% -$223K
PGY icon
427
Pagaya Technologies
PGY
$1.78B
$436K 0.06%
+20,469
New +$291K
CDNS icon
428
Cadence Design Systems
CDNS
$93.4B
$436K 0.06%
+1,416
New +$412K
LCII icon
429
LCI Industries
LCII
$2.65B
$433K 0.06%
4,751
+950
+25% +$81K
ZM icon
430
Zoom
ZM
$30.6B
$432K 0.06%
+5,544
New +$429K
CODI icon
431
Compass Diversified
CODI
$828M
$432K 0.06%
68,744
+53,718
+358% +$598K
HEI icon
432
HEICO Corp
HEI
$51.4B
$432K 0.06%
1,316
-257
-16% -$71.1K
SLAB icon
433
Silicon Laboratories
SLAB
$7.23B
$431K 0.06%
+2,924
New +$346K
BTG icon
434
B2Gold
BTG
$6.64B
$430K 0.06%
+119,049
New +$391K
GLOB icon
435
Globant
GLOB
$1.61B
$429K 0.06%
+4,720
New +$504K
HTGC icon
436
Hercules Capital
HTGC
$3.23B
$427K 0.06%
+23,367
New +$414K
KAI icon
437
Kadant
KAI
$3.99B
$426K 0.06%
1,341
+378
+39% +$118K
AROC icon
438
Archrock
AROC
$5.8B
$425K 0.06%
+17,129
New +$420K
AXSM icon
439
Axsome Therapeutics
AXSM
$10.9B
$424K 0.06%
4,063
-2,671
-40% -$283K
LFUS icon
440
Littelfuse
LFUS
$11.6B
$420K 0.06%
+1,852
New +$365K
VIRT icon
441
Virtu Financial
VIRT
$4.93B
$418K 0.06%
+9,330
New +$376K
SMTC icon
442
Semtech
SMTC
$13B
$418K 0.06%
+9,256
New +$329K
GATX icon
443
GATX Corp
GATX
$6.27B
$417K 0.06%
+2,717
New +$407K
WAY
444
Waystar Holding Corp
WAY
$4.65B
$417K 0.06%
+10,207
New +$393K
VVV icon
445
Valvoline
VVV
$4.51B
$415K 0.06%
+10,963
New +$383K
OSK icon
446
Oshkosh
OSK
$9.59B
$414K 0.06%
3,644
-1,774
-33% -$172K
COLB icon
447
Columbia Banking Systems
COLB
$8.84B
$412K 0.06%
+17,627
New +$409K
LSTR icon
448
Landstar System
LSTR
$6.21B
$409K 0.06%
+2,945
New +$408K
DY icon
449
Dycom Industries
DY
$12.3B
$405K 0.06%
+1,657
New +$326K
IRT icon
450
Independence Realty Trust
IRT
$4.07B
$403K 0.06%
+22,756
New +$427K
16 17
18
19 20

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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.