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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
CARS icon
626
Cars.com
CARS
$660M
$225K 0.03%
+18,994
New +$209K
CGON icon
627
CG Oncology
CGON
$6.66B
$222K 0.03%
+8,556
New +$206K
OCFC icon
628
OceanFirst Financial
OCFC
$1.91B
$222K 0.03%
12,603
+2,324
+23% +$38.7K
CAL icon
629
Caleres
CAL
$487M
$222K 0.03%
+18,157
New +$272K
HNI icon
630
HNI Corp
HNI
$3.59B
$222K 0.03%
+4,506
New +$204K
AMH icon
631
American Homes 4 Rent
AMH
$12.5B
$222K 0.03%
+6,142
New +$227K
SQM icon
632
Sociedad Química y Minera de Chile
SQM
$20.6B
$221K 0.03%
+6,277
New +$215K
PRDO icon
633
Perdoceo Education
PRDO
$2.12B
$220K 0.03%
+6,728
New +$199K
FBK icon
634
FB Financial Corp
FBK
$3.04B
$219K 0.03%
+4,829
New +$210K
OMF icon
635
OneMain Financial
OMF
$7.47B
$218K 0.03%
+3,831
New +$191K
SEMR
636
DELISTED
Semrush
SEMR
$218K 0.03%
24,063
+11,056
+85% +$107K
ASAN icon
637
Asana
ASAN
$2.13B
$217K 0.03%
+16,097
New +$252K
SKYW icon
638
Skywest
SKYW
$4.34B
$217K 0.03%
2,106
-4,335
-67% -$412K
AAT
639
American Assets Trust
AAT
$1.4B
$216K 0.03%
+10,958
New +$213K
MDU icon
640
MDU Resources
MDU
$4.32B
$215K 0.03%
+12,882
New +$217K
PLXS icon
641
Plexus
PLXS
$7.23B
$215K 0.03%
+1,587
New +$203K
DIN icon
642
Dine Brands
DIN
$452M
$213K 0.03%
8,772
-1,355
-13% -$31.3K
CENX icon
643
Century Aluminum
CENX
$5.07B
$212K 0.03%
+11,792
New +$200K
VVX icon
644
V2X
VVX
$2.65B
$212K 0.03%
+4,373
New +$208K
UBSI icon
645
United Bankshares
UBSI
$6.62B
$212K 0.03%
5,815
-14,780
-72% -$519K
ALEX
646
DELISTED
Alexander & Baldwin
ALEX
$212K 0.03%
11,880
-16,634
-58% -$289K
NAVI icon
647
Navient
NAVI
$853M
$212K 0.03%
15,014
+1,215
+9% +$15.6K
UVV icon
648
Universal Corp
UVV
$1.27B
$210K 0.03%
+3,612
New +$208K
CATY icon
649
Cathay General Bancorp
CATY
$4.24B
$210K 0.03%
+4,618
New +$196K
SBSI icon
650
Southside Bancshares
SBSI
$967M
$210K 0.03%
+7,139
New +$202K
24 25
26
27 28

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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.