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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
JPM icon
26
JPMorgan Chase
JPM
$950B
$3.73M 0.51%
12,854
+4,106
+47% +$1.05M
TJX icon
27
TJX Companies
TJX
$178B
$3.63M 0.5%
+29,399
New +$3.73M
HD icon
28
Home Depot
HD
$355B
$3.6M 0.49%
9,829
-1,325
-12% -$479K
PGR icon
29
Progressive
PGR
$125B
$3.48M 0.48%
+13,049
New +$3.58M
BMRN icon
30
BioMarin Pharmaceuticals
BMRN
$12.4B
$3.44M 0.47%
+62,549
New +$3.68M
WM icon
31
Waste Management
WM
$91B
$3.41M 0.47%
14,905
-575
-4% -$133K
C icon
32
Citigroup
C
$226B
$3.31M 0.45%
38,856
+17,307
+80% +$1.25M
CCJ icon
33
Cameco
CCJ
$42.4B
$3.28M 0.45%
39,716
+13,282
+50% +$709K
NRG icon
34
NRG Energy
NRG
$24.8B
$3.18M 0.44%
+19,811
New +$2.61M
MGM icon
35
MGM Resorts International
MGM
$11.2B
$3.17M 0.43%
+92,154
New +$2.92M
EXE
36
Expand Energy Corp
EXE
$21.5B
$3.16M 0.43%
27,064
+6,132
+29% +$684K
NU icon
37
Nu Holdings
NU
$66.9B
$3.14M 0.43%
+228,857
New +$2.74M
OKE icon
38
Oneok
OKE
$54.5B
$3.14M 0.43%
38,429
+32,649
+565% +$2.72M
SNOW icon
39
Snowflake
SNOW
$115B
$3.11M 0.43%
13,919
+10,238
+278% +$1.85M
CHX
40
DELISTED
ChampionX
CHX
$3.11M 0.43%
+125,020
New +$3.15M
SIRI icon
41
SiriusXM
SIRI
$10.1B
$3.08M 0.42%
+133,934
New +$2.88M
EQT icon
42
EQT Corp
EQT
$32.3B
$3.07M 0.42%
52,615
-56,105
-52% -$3.03M
DASH icon
43
DoorDash
DASH
$93.7B
$2.97M 0.41%
12,028
+8,238
+217% +$1.65M
CRH icon
44
CRH
CRH
$66.8B
$2.96M 0.41%
32,216
+28,521
+772% +$2.6M
PLNT icon
45
Planet Fitness
PLNT
$3.78B
$2.95M 0.4%
27,027
+24,280
+884% +$2.43M
CCI icon
46
Crown Castle
CCI
$32.2B
$2.93M 0.4%
+28,545
New +$2.89M
W icon
47
Wayfair
W
$14.6B
$2.92M 0.4%
+57,031
New +$2.13M
CMS icon
48
CMS Energy
CMS
$22.3B
$2.9M 0.4%
+41,813
New +$2.98M
HAS icon
49
Hasbro
HAS
$13.2B
$2.83M 0.39%
+38,318
New +$2.42M
NDAQ icon
50
Nasdaq
NDAQ
$52.9B
$2.78M 0.38%
31,051
+16,590
+115% +$1.32M
1
2
3 4 5

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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.