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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
FIP icon
876
FTAI Infrastructure
FIP
$505M
– –
-24,647
Closed -$112K
FIX icon
877
Comfort Systems
FIX
$59.6B
– –
-1,030
Closed -$332K
FLNG icon
878
FLEX LNG
FLNG
$1.67B
– –
-12,947
Closed -$298K
FLR icon
879
Fluor
FLR
$7.96B
– –
-27,646
Closed -$990K
FLS icon
880
Flowserve
FLS
$10.2B
– –
-16,976
Closed -$829K
FNF icon
881
Fidelity National Financial
FNF
$13.5B
– –
-40,020
Closed -$2.6M
FRSH icon
882
Freshworks
FRSH
$3.27B
– –
-20,269
Closed -$286K
FSK icon
883
FS KKR Capital
FSK
$3.44B
– –
-13,299
Closed -$279K
FTNT icon
884
Fortinet
FTNT
$117B
– –
-11,702
Closed -$1.13M
FTRE icon
885
Fortrea Holdings
FTRE
$1.75B
– –
-22,685
Closed -$171K
FUL icon
886
H.B. Fuller
FUL
$3.28B
– –
-8,020
Closed -$450K
FYBR
887
DELISTED
Frontier Communications
FYBR
– –
-8,390
Closed -$301K
GBX icon
888
The Greenbrier Companies
GBX
$1.46B
– –
-12,012
Closed -$615K
TDAY
889
USA Today Co
TDAY
$1.06B
– –
-44,578
Closed -$129K
GEHC icon
890
GE HealthCare
GEHC
$32.4B
– –
-28,768
Closed -$2.32M
GES
891
DELISTED
Guess Inc
GES
– –
-37,516
Closed -$415K
GGAL icon
892
Galicia Financial Group
GGAL
$7.42B
– –
-8,659
Closed -$472K
GGG icon
893
Graco
GGG
$13.5B
– –
-6,104
Closed -$510K
GH icon
894
Guardant Health
GH
$22.6B
– –
-28,298
Closed -$1.21M
GIL icon
895
Gildan
GIL
$10.6B
– –
-26,356
Closed -$1.6M
GILD icon
896
Gilead Sciences
GILD
$165B
– –
-12,098
Closed -$1.36M
GIS icon
897
General Mills
GIS
$19.7B
– –
-9,748
Closed -$583K
GKOS icon
898
Glaukos
GKOS
$10.6B
– –
-4,300
Closed -$423K
GLNG icon
899
Golar LNG
GLNG
$5.13B
– –
-15,807
Closed -$601K
GLW icon
900
Corning
GLW
$143B
– –
-36,200
Closed -$1.66M
34 35
36
37 38

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PG
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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.