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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
VMEO
601
DELISTED
Vimeo
VMEO
$242K 0.03%
+59,893
New +$277K
STEP icon
602
StepStone Group
STEP
$3.82B
$242K 0.03%
+4,358
New +$233K
CRTO icon
603
Criteo S.A. Ordinary Shares
CRTO
$923M
$241K 0.03%
+10,078
New +$284K
FCNCA icon
604
First Citizens BancShares
FCNCA
$25.3B
$241K 0.03%
+123
New +$223K
MOG.A icon
605
Moog Inc Class A
MOG.A
$12.8B
$238K 0.03%
+1,316
New +$231K
FCFS icon
606
FirstCash
FCFS
$8.78B
$238K 0.03%
+1,761
New +$225K
APGE icon
607
Apogee Therapeutics
APGE
$10.2B
$238K 0.03%
+5,477
New +$208K
DIOD icon
608
Diodes
DIOD
$4.84B
$238K 0.03%
+4,494
New +$198K
POWI icon
609
Power Integrations
POWI
$3.61B
$237K 0.03%
+4,241
New +$218K
BTU icon
610
Peabody Energy
BTU
$2.9B
$237K 0.03%
+17,664
New +$233K
DB icon
611
Deutsche Bank
DB
$71.5B
$235K 0.03%
+8,028
New +$212K
BOX icon
612
Box
BOX
$4.6B
$235K 0.03%
6,879
-26,424
-79% -$866K
MEI icon
613
Methode Electronics
MEI
$592M
$235K 0.03%
24,715
+13,309
+117% +$97.8K
EGBN icon
614
Eagle Bancorp
EGBN
$845M
$235K 0.03%
12,046
+2,100
+21% +$39K
LII icon
615
Lennox International
LII
$15.2B
$234K 0.03%
+408
New +$228K
MNSO icon
616
MINISO
MNSO
$3.75B
$233K 0.03%
+12,798
New +$230K
CRVL icon
617
CorVel
CRVL
$3.19B
$233K 0.03%
+2,268
New +$250K
MTRN icon
618
Materion
MTRN
$6.04B
$233K 0.03%
+2,934
New +$231K
DAVE icon
619
Dave Inc
DAVE
$4.06B
$231K 0.03%
+862
New +$136K
VNOM icon
620
Viper Energy
VNOM
$14.7B
$230K 0.03%
+6,043
New +$244K
PRCT icon
621
Procept Biorobotics
PRCT
$1.17B
$229K 0.03%
3,976
-267
-6% -$15.1K
RES icon
622
RPC Inc
RES
$1.3B
$227K 0.03%
47,905
+3,609
+8% +$17.4K
REVG
623
DELISTED
REV Group
REVG
$226K 0.03%
+4,750
New +$177K
NVST icon
624
Envista
NVST
$4.52B
$226K 0.03%
11,542
-4,309
-27% -$75K
JOE icon
625
St. Joe Company
JOE
$3.83B
$225K 0.03%
4,724
-2,911
-38% -$130K
23 24
25
26 27

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PFPGI
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PG
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SI
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MA
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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.