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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
YOU icon
651
Clear Secure
YOU
$5.28B
$210K 0.03%
7,547
-15,518
-67% -$395K
LYV icon
652
Live Nation Entertainment
LYV
$42.1B
$209K 0.03%
1,384
-2,130
-61% -$293K
PLTK icon
653
Playtika
PLTK
$1.12B
$208K 0.03%
44,052
+15,693
+55% +$77.2K
EQNR icon
654
Equinor
EQNR
$92.4B
$208K 0.03%
8,262
-52,672
-86% -$1.27M
EXEL icon
655
Exelixis
EXEL
$13.4B
$207K 0.03%
+4,699
New +$188K
OGN icon
656
Organon & Co
OGN
$3.57B
$205K 0.03%
+21,145
New +$218K
MUFG icon
657
Mitsubishi UFJ Financial
MUFG
$254B
$205K 0.03%
+14,916
New +$193K
CBT icon
658
Cabot Corp
CBT
$4.52B
$204K 0.03%
2,723
-1,490
-35% -$114K
HI
659
DELISTED
Hillenbrand
HI
$203K 0.03%
+10,103
New +$210K
EQX icon
660
Equinox Gold
EQX
$13.5B
$202K 0.03%
+25,749
New +$167K
BCO icon
661
Brink's
BCO
$4.62B
$202K 0.03%
+2,264
New +$197K
CHTR icon
662
Charter Communications
CHTR
$18.2B
$201K 0.03%
492
-2,320
-83% -$888K
TBBK icon
663
The Bancorp
TBBK
$2.84B
$201K 0.03%
+3,526
New +$178K
SEM
664
DELISTED
Select Medical
SEM
$201K 0.03%
+13,226
New +$206K
ENOV icon
665
Enovis
ENOV
$1.53B
$201K 0.03%
+6,399
New +$212K
VISN
666
Vistance Networks Inc
VISN
$2.52B
$200K 0.03%
24,196
-24,844
-51% -$130K
CGBD icon
667
Carlyle Secured Lending
CGBD
$758M
$197K 0.03%
+14,436
New +$205K
TALO icon
668
Talos Energy
TALO
$2.4B
$194K 0.03%
+22,861
New +$183K
MRTN icon
669
Marten Transport
MRTN
$1.22B
$193K 0.03%
14,878
+1,230
+9% +$16.2K
HONE
670
DELISTED
HarborOne Bancorp
HONE
$193K 0.03%
+16,514
New +$181K
HAPN
671
Happen Inc
HAPN
$2.24B
$192K 0.03%
15,979
-17,732
-53% -$184K
MNRO icon
672
Monro
MNRO
$398M
$191K 0.03%
+12,785
New +$184K
SGHC icon
673
SGHC Ltd
SGHC
$6.63B
$184K 0.03%
16,771
+1,879
+13% +$15.9K
ZIM icon
674
ZIM Integrated Shipping Services
ZIM
$3.24B
$181K 0.02%
11,272
-5,570
-33% -$87.7K
WT icon
675
WisdomTree
WT
$3.22B
$181K 0.02%
15,696
-28,770
-65% -$269K
25 26
27
28 29

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PG
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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.