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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
UHS icon
576
Universal Health Services
UHS
$10.5B
$264K 0.04%
+1,455
New +$263K
CSWC icon
577
Capital Southwest
CSWC
$1.6B
$261K 0.04%
+11,822
New +$243K
KNSA icon
578
Kiniksa Pharmaceuticals
KNSA
$5.93B
$260K 0.04%
+9,410
New +$240K
NTNX icon
579
Nutanix
NTNX
$16.9B
$260K 0.04%
3,398
-7,890
-70% -$568K
IRTC icon
580
iRhythm Holdings
IRTC
$4.2B
$260K 0.04%
+1,686
New +$218K
CCOI icon
581
Cogent Communications
CCOI
$508M
$259K 0.04%
+5,374
New +$273K
VNT icon
582
Vontier
VNT
$4.74B
$258K 0.04%
+6,987
New +$238K
GT icon
583
Goodyear
GT
$1.85B
$255K 0.04%
+24,616
New +$261K
ASND icon
584
Ascendis Pharma A/S
ASND
$16.8B
$255K 0.03%
1,475
+12
+0.8% +$1.96K
PRG icon
585
PROG Holdings
PRG
$1.71B
$254K 0.03%
8,639
-8,673
-50% -$241K
GRND icon
586
Grindr
GRND
$2.95B
$253K 0.03%
11,153
-12,689
-53% -$279K
LOB icon
587
Live Oak Bancshares
LOB
$1.97B
$253K 0.03%
+8,481
New +$229K
TVTX icon
588
Travere Therapeutics
TVTX
$5.78B
$248K 0.03%
+16,789
New +$278K
HCI icon
589
HCI Group
HCI
$2.41B
$248K 0.03%
+1,631
New +$250K
NTR icon
590
Nutrien
NTR
$30.7B
$248K 0.03%
+4,257
New +$241K
PSEC icon
591
Prospect Capital
PSEC
$1.17B
$248K 0.03%
77,875
+27,748
+55% +$96.4K
MRUS
592
DELISTED
Merus
MRUS
$247K 0.03%
+4,696
New +$221K
CVLT icon
593
Commault Systems
CVLT
$5.61B
$245K 0.03%
+1,407
New +$240K
ARLO icon
594
Arlo Technologies
ARLO
$1.65B
$244K 0.03%
+14,410
New +$184K
SFBS
595
ServisFirst Bancshares
SFBS
$4.86B
$244K 0.03%
+3,153
New +$233K
RBA icon
596
RB Global
RBA
$17.5B
$244K 0.03%
+1,689
New +$173K
FFBC icon
597
First Financial Bancorp
FFBC
$3.53B
$244K 0.03%
+10,072
New +$239K
PFSI icon
598
PennyMac Financial
PFSI
$4.02B
$244K 0.03%
+2,451
New +$238K
KELYA icon
599
Kelly Services Class A
KELYA
$528M
$243K 0.03%
20,717
-8,392
-29% -$98.9K
COGT icon
600
Cogent Biosciences
COGT
$7.24B
$243K 0.03%
+33,784
New +$187K
22 23
24
25 26

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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.