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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
ICE icon
926
Intercontinental Exchange
ICE
$84.4B
– –
-17,559
Closed -$3.03M
ICLR icon
927
Icon
ICLR
$12.7B
– –
-3,712
Closed -$650K
IEX icon
928
IDEX
IEX
$17.3B
– –
-4,559
Closed -$825K
IR icon
929
Ingersoll Rand
IR
$33.7B
– –
-5,257
Closed -$421K
IRM icon
930
Iron Mountain
IRM
$36.1B
– –
-23,104
Closed -$1.99M
ITRI icon
931
Itron
ITRI
$4.54B
– –
-2,969
Closed -$311K
J icon
932
Jacobs Solutions
J
$17B
– –
-2,043
Closed -$245K
JCI icon
933
Johnson Controls International
JCI
$92.2B
– –
-14,762
Closed -$1.18M
JJSF icon
934
J&J Snack Foods
JJSF
$1.71B
– –
-1,765
Closed -$232K
JNPR
935
DELISTED
Juniper Networks
JNPR
– –
-23,356
Closed -$845K
KDP icon
936
Keurig Dr Pepper
KDP
$40.8B
– –
-6,224
Closed -$213K
KKR icon
937
KKR & Co
KKR
$92.3B
– –
-14,716
Closed -$1.7M
KMPR icon
938
Kemper
KMPR
$1.68B
– –
-3,198
Closed -$214K
KMT icon
939
Kennametal
KMT
$2.52B
– –
-15,025
Closed -$320K
KREF
940
KKR Real Estate Finance Trust
KREF
$499M
– –
-26,189
Closed -$283K
KTB icon
941
Kontoor Brands
KTB
$4.26B
– –
-4,168
Closed -$267K
KWR icon
942
Quaker Houghton
KWR
$2.92B
– –
-1,895
Closed -$234K
LDOS icon
943
Leidos
LDOS
$17.3B
– –
-1,737
Closed -$234K
LECO icon
944
Lincoln Electric
LECO
$15.4B
– –
-1,375
Closed -$260K
LEN icon
945
Lennar Class A
LEN
$21.2B
– –
-19,049
Closed -$2.19M
LGIH icon
946
LGI Homes
LGIH
$1.4B
– –
-7,350
Closed -$489K
LLYVK icon
947
Liberty Live Group Series C
LLYVK
$9.46B
– –
-3,267
Closed -$223K
LNC icon
948
Lincoln National
LNC
$8.81B
– –
-22,221
Closed -$798K
LNT icon
949
Alliant Energy
LNT
$18B
– –
-7,274
Closed -$468K
LPRO
950
DELISTED
Open Lending Corp
LPRO
– –
-21,896
Closed -$60.4K
36 37
38
39 40

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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.