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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
DAR icon
451
Darling Ingredients
DAR
$9.44B
$402K 0.06%
+10,593
New +$349K
MIR icon
452
Mirion Technologies
MIR
$3.91B
$400K 0.05%
+18,596
New +$321K
TFX icon
453
Teleflex
TFX
$5.98B
$400K 0.05%
3,379
-1,253
-27% -$158K
PCOR icon
454
Procore
PCOR
$8.67B
$399K 0.05%
+5,836
New +$381K
DTM icon
455
DT Midstream
DTM
$13.4B
$399K 0.05%
+3,626
New +$367K
PGRE
456
DELISTED
Paramount Group
PGRE
$398K 0.05%
+65,300
New +$340K
BLKB icon
457
Blackbaud
BLKB
$2.08B
$398K 0.05%
6,191
+1,094
+21% +$68.4K
CMC icon
458
Commercial Metals
CMC
$8.31B
$393K 0.05%
+8,035
New +$372K
XOM icon
459
ExxonMobil
XOM
$634B
$392K 0.05%
+3,635
New +$389K
IMKTA icon
460
Ingles Markets
IMKTA
$1.67B
$392K 0.05%
6,182
+1,434
+30% +$89.1K
FE icon
461
FirstEnergy
FE
$27.5B
$389K 0.05%
9,669
-10,548
-52% -$435K
CCS icon
462
Century Communities
CCS
$2.03B
$385K 0.05%
+6,840
New +$383K
MU icon
463
Micron Technology
MU
$991B
$385K 0.05%
+3,123
New +$292K
WOOF icon
464
Petco
WOOF
$794M
$384K 0.05%
+135,682
New +$422K
EAT icon
465
Brinker International
EAT
$9.66B
$384K 0.05%
+2,128
New +$334K
GFL icon
466
GFL Environmental
GFL
$14.9B
$382K 0.05%
7,569
-4,402
-37% -$216K
AVNT icon
467
Avient
AVNT
$4.19B
$380K 0.05%
+11,771
New +$407K
IFS icon
468
Intercorp Financial Services
IFS
$6.55B
$380K 0.05%
+9,958
New +$342K
AVGO icon
469
Broadcom
AVGO
$2.04T
$376K 0.05%
1,364
-2,970
-69% -$645K
RUN icon
470
Sunrun
RUN
$2.46B
$374K 0.05%
+45,766
New +$360K
SITE icon
471
SiteOne Landscape Supply
SITE
$4.53B
$374K 0.05%
3,089
+1,254
+68% +$148K
FER icon
472
Ferrovial N.V. Ordinary Shares
FER
$47.9B
$368K 0.05%
+12,783
New +$623K
AEIS icon
473
Advanced Energy
AEIS
$13B
$367K 0.05%
+2,767
New +$305K
OLN icon
474
Olin
OLN
$2.12B
$365K 0.05%
+18,165
New +$377K
APA icon
475
APA Corp
APA
$13.2B
$363K 0.05%
19,852
-69,752
-78% -$1.21M
17 18
19
20 21

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PG
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TCM
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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.