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
ROAD icon
501
Construction Partners
ROAD
$6.77B
$327K 0.04%
3,078
-214
-7% -$20K
FLGT icon
502
Fulgent Genetics
FLGT
$527M
$326K 0.04%
16,410
+3,329
+25% +$64.9K
PTLO icon
503
Portillo's
PTLO
$321M
$326K 0.04%
+27,907
New +$322K
DRI icon
504
Darden Restaurants
DRI
$24.4B
$325K 0.04%
1,491
-7,192
-83% -$1.49M
NEO icon
505
NeoGenomics
NEO
$2.13B
$325K 0.04%
+44,437
New +$359K
RVLV icon
506
Revolve Group
RVLV
$1.73B
$321K 0.04%
16,034
-1,314
-8% -$26.6K
WAT icon
507
Waters Corp
WAT
$39.9B
$320K 0.04%
+918
New +$316K
KSPI icon
508
Kaspi.kz JSC
KSPI
$17.2B
$320K 0.04%
3,774
-1,596
-30% -$136K
EPAM icon
509
EPAM Systems
EPAM
$5.03B
$319K 0.04%
1,806
+100
+6% +$16.7K
KNF icon
510
Knife River
KNF
$3.79B
$314K 0.04%
+3,851
New +$351K
IVZ icon
511
Invesco
IVZ
$13.9B
$314K 0.04%
+19,936
New +$286K
PSX icon
512
Phillips 66
PSX
$81.4B
$314K 0.04%
+2,628
New +$294K
BKE icon
513
Buckle
BKE
$2.37B
$313K 0.04%
6,900
+848
+14% +$33.5K
MEOH icon
514
Methanex
MEOH
$4.12B
$313K 0.04%
9,450
+1,123
+13% +$36.2K
BPOP icon
515
Popular Inc
BPOP
$11.1B
$312K 0.04%
2,828
+188
+7% +$18.6K
CSW
516
CSW Industrials
CSW
$5.71B
$311K 0.04%
+1,086
New +$328K
AES icon
517
AES
AES
$10.5B
$310K 0.04%
+29,443
New +$315K
NBHC icon
518
National Bank Holdings
NBHC
$1.9B
$310K 0.04%
8,230
-281
-3% -$10.2K
WRBY icon
519
Warby Parker
WRBY
$3.27B
$308K 0.04%
14,061
+2,192
+18% +$40.5K
WGO icon
520
Winnebago Industries
WGO
$909M
$308K 0.04%
10,615
+3,465
+48% +$114K
VAL icon
521
Valaris
VAL
$5.47B
$308K 0.04%
7,309
-3,498
-32% -$132K
ALKT icon
522
Alkami Technology
ALKT
$2.11B
$308K 0.04%
+10,208
New +$284K
STN icon
523
Stantec
STN
$8.39B
$307K 0.04%
+2,826
New +$272K
YUM icon
524
Yum! Brands
YUM
$41.1B
$306K 0.04%
2,067
-4,304
-68% -$628K
IBTA icon
525
Ibotta
IBTA
$774M
$305K 0.04%
+8,327
New +$389K
19 20
21
22 23

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.