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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
TRIN icon
676
Trinity Capital Inc.
TRIN
$1.71B
$180K 0.02%
+12,758
New +$184K
FSM icon
677
Fortuna Silver Mines
FSM
$3.07B
$176K 0.02%
26,978
+14,384
+114% +$89.1K
BORR
678
Borr Drilling
BORR
$1.19B
$173K 0.02%
94,311
+79,385
+532% +$150K
BVN icon
679
Compañía de Minas Buenaventura
BVN
$8.67B
$169K 0.02%
10,287
-5,098
-33% -$77.4K
SSRM icon
680
SSR Mining
SSRM
$6.48B
$164K 0.02%
12,862
-34,821
-73% -$393K
QNST icon
681
QuinStreet
QNST
$1.21B
$163K 0.02%
+10,118
New +$162K
PACS icon
682
PACS Group
PACS
$7.67B
$161K 0.02%
12,429
-17,252
-58% -$179K
TROX icon
683
Tronox
TROX
$1.04B
$160K 0.02%
31,546
-30,912
-49% -$168K
XRX icon
684
Xerox
XRX
$425M
$159K 0.02%
+30,228
New +$147K
HOPE icon
685
Hope Bancorp
HOPE
$1.79B
$157K 0.02%
14,654
-9,129
-38% -$92K
IMXI icon
686
International Money Express
IMXI
$367M
$157K 0.02%
15,528
+3
+0% +$34
WSR
687
DELISTED
Whitestone REIT
WSR
$152K 0.02%
+12,167
New +$155K
NRDS icon
688
NerdWallet
NRDS
$652M
$150K 0.02%
+13,706
New +$137K
DNLI icon
689
Denali Therapeutics
DNLI
$3.97B
$149K 0.02%
+10,662
New +$150K
CCAP icon
690
Crescent Capital BDC
CCAP
$434M
$148K 0.02%
+10,519
New +$161K
PAYO icon
691
Payoneer
PAYO
$2.41B
$148K 0.02%
21,643
+991
+5% +$6.72K
GCMG icon
692
GCM Grosvenor
GCMG
$820M
$148K 0.02%
+12,806
New +$158K
RLJ icon
693
RLJ Lodging Trust
RLJ
$1.69B
$148K 0.02%
+20,309
New +$146K
HMY icon
694
Harmony Gold Mining
HMY
$12.3B
$147K 0.02%
10,527
-14,583
-58% -$220K
GDYN icon
695
Grid Dynamics Holdings
GDYN
$615M
$144K 0.02%
12,504
-10,336
-45% -$136K
LSPD icon
696
Lightspeed Commerce
LSPD
$1.35B
$143K 0.02%
+12,217
New +$126K
VSTS icon
697
Vestis
VSTS
$1.88B
$142K 0.02%
+24,856
New +$174K
UA icon
698
Under Armour Class C
UA
$2.53B
$141K 0.02%
+21,671
New +$128K
LX
699
LexinFintech Holdings
LX
$241M
$135K 0.02%
18,791
+8,550
+83% +$66.3K
PEB icon
700
Pebblebrook Hotel Trust
PEB
$2.05B
$133K 0.02%
+13,328
New +$124K
26 27
28
29 30

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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.