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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
BROS icon
51
Dutch Bros
BROS
$9.26B
$2.75M 0.38%
40,259
-4,378
-10% -$286K
BX icon
52
Blackstone
BX
$110B
$2.67M 0.37%
17,840
+2,095
+13% +$288K
CSCO icon
53
Cisco
CSCO
$479B
$2.66M 0.37%
38,399
+4,545
+13% +$279K
GD icon
54
General Dynamics
GD
$106B
$2.65M 0.36%
9,069
+7,044
+348% +$1.94M
TRGP icon
55
Targa Resources
TRGP
$55.1B
$2.62M 0.36%
15,056
+8,702
+137% +$1.46M
PNC icon
56
PNC Financial Services
PNC
$101B
$2.59M 0.36%
13,894
-15,699
-53% -$2.66M
PRMB
57
Primo Brands
PRMB
$8.54B
$2.57M 0.35%
+86,726
New +$2.77M
AXTA icon
58
Axalta
AXTA
$8.17B
$2.56M 0.35%
+86,344
New +$2.69M
CAH icon
59
Cardinal Health
CAH
$55.4B
$2.55M 0.35%
15,176
-12,184
-45% -$1.81M
ZS icon
60
Zscaler
ZS
$27.3B
$2.53M 0.35%
+8,061
New +$2.01M
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.13T
$2.53M 0.35%
+5,205
New +$2.64M
CAVA icon
62
CAVA Group
CAVA
$7.27B
$2.49M 0.34%
+29,514
New +$2.52M
TPL icon
63
Texas Pacific Land
TPL
$23.5B
$2.42M 0.33%
+6,867
New +$2.81M
ONON icon
64
On Holding
ONON
$12.5B
$2.4M 0.33%
46,166
-12,106
-21% -$617K
ERIC icon
65
Ericsson
ERIC
$33.3B
$2.37M 0.32%
+279,434
New +$2.3M
RBLX icon
66
Roblox
RBLX
$27B
$2.36M 0.32%
22,435
-22,949
-51% -$1.8M
CI icon
67
Cigna
CI
$74.6B
$2.35M 0.32%
7,110
+6,313
+792% +$2.04M
COR icon
68
Cencora
COR
$61.2B
$2.28M 0.31%
7,591
-2,422
-24% -$698K
RH icon
69
RH
RH
$3.71B
$2.26M 0.31%
+11,972
New +$2.22M
V icon
70
Visa
V
$677B
$2.24M 0.31%
6,318
+5,320
+533% +$1.85M
ZTS icon
71
Zoetis
ZTS
$30B
$2.24M 0.31%
14,358
+8,328
+138% +$1.32M
ADSK icon
72
Autodesk
ADSK
$52.6B
$2.24M 0.31%
7,226
-2,459
-25% -$698K
MSFT icon
73
Microsoft
MSFT
$3.71T
$2.24M 0.31%
4,495
-602
-12% -$261K
PARA
74
DELISTED
Paramount Global Class B
PARA
$2.21M 0.3%
+171,176
New +$2M
SE icon
75
Sea Limited
SE
$69.5B
$2.2M 0.3%
13,742
+10,612
+339% +$1.54M
1 2
3
4 5

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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.