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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
RPM icon
551
RPM International
RPM
$15B
$283K 0.04%
+2,574
New +$283K
EPRT icon
552
Essential Properties Realty Trust
EPRT
$6.62B
$282K 0.04%
+8,852
New +$283K
KGS icon
553
Kodiak Gas Services
KGS
$6.05B
$281K 0.04%
+8,213
New +$284K
ST icon
554
Sensata Technologies
ST
$6.79B
$281K 0.04%
+9,329
New +$229K
BRBR icon
555
BellRing Brands
BRBR
$1.34B
$280K 0.04%
4,839
-5,459
-53% -$364K
BNL icon
556
Broadstone Net Lease
BNL
$4.02B
$278K 0.04%
17,326
-2,911
-14% -$46.6K
IPGP icon
557
IPG Photonics
IPGP
$3.84B
$278K 0.04%
+4,047
New +$252K
BANC icon
558
Banc of California
BANC
$2.97B
$277K 0.04%
19,735
-17,435
-47% -$238K
OTTR icon
559
Otter Tail
OTTR
$3.94B
$276K 0.04%
3,586
-2,556
-42% -$200K
MMS icon
560
Maximus
MMS
$3.1B
$275K 0.04%
+3,918
New +$275K
CRC icon
561
California Resources
CRC
$4.62B
$274K 0.04%
6,007
-1,958
-25% -$80K
ZBRA icon
562
Zebra Technologies
ZBRA
$17.8B
$274K 0.04%
888
-450
-34% -$122K
CTS icon
563
CTS Corp
CTS
$1.89B
$274K 0.04%
+6,420
New +$259K
BLMN icon
564
Bloomin' Brands
BLMN
$938M
$273K 0.04%
31,663
-20,538
-39% -$165K
MGY icon
565
Magnolia Oil & Gas
MGY
$5.94B
$272K 0.04%
12,119
-24,948
-67% -$552K
CAE icon
566
CAE Inc. Common Shares
CAE
$8.74B
$272K 0.04%
8,329
-10,035
-55% -$253K
AG icon
567
First Majestic Silver
AG
$9.07B
$270K 0.04%
32,611
+12,189
+60% +$82K
PMT
568
PennyMac Mortgage Investment
PMT
$842M
$270K 0.04%
+20,971
New +$267K
NVT icon
569
nVent Electric
NVT
$26.7B
$269K 0.04%
3,679
-31,701
-90% -$1.95M
MKTX icon
570
MarketAxess Holdings
MKTX
$5.72B
$269K 0.04%
+1,203
New +$264K
KRYS icon
571
Krystal Biotech
KRYS
$9.66B
$267K 0.04%
+1,944
New +$286K
KRUS icon
572
Kura Sushi USA
KRUS
$593M
$266K 0.04%
+3,095
New +$203K
RYTM icon
573
Rhythm Pharmaceuticals
RYTM
$7.96B
$266K 0.04%
4,214
-3,487
-45% -$214K
MATW icon
574
Matthews International
MATW
$739M
$266K 0.04%
+11,127
New +$234K
FORM icon
575
FormFactor
FORM
$9.17B
$265K 0.04%
+7,688
New +$234K
21 22
23
24 25

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PG
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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.