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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
WYNN icon
76
Wynn Resorts
WYNN
$10.6B
$2.19M 0.3%
+23,405
New +$1.99M
KO icon
77
Coca-Cola
KO
$375B
$2.18M 0.3%
30,858
-46,083
-60% -$3.28M
BRO icon
78
Brown & Brown
BRO
$23.9B
$2.17M 0.3%
+19,592
New +$2.2M
BDX icon
79
Becton Dickinson
BDX
$48.2B
$2.16M 0.3%
+12,559
New +$2.3M
HES
80
DELISTED
Hess
HES
$2.15M 0.29%
+15,526
New +$2.1M
ADI icon
81
Analog Devices
ADI
$190B
$2.14M 0.29%
+9,006
New +$1.88M
AM icon
82
Antero Midstream
AM
$10.1B
$2.14M 0.29%
+112,893
New +$2.02M
HUBS icon
83
HubSpot
HUBS
$10.5B
$2.11M 0.29%
3,796
+2,147
+130% +$1.26M
TEAM icon
84
Atlassian
TEAM
$37.8B
$2.11M 0.29%
10,366
+2,569
+33% +$535K
KBH icon
85
KB Home
KBH
$3.59B
$2.09M 0.29%
+39,405
New +$2.1M
RACE icon
86
Ferrari
RACE
$72.5B
$2.08M 0.29%
+4,240
New +$1.97M
IPG
87
DELISTED
Interpublic Group of Companies
IPG
$2.08M 0.28%
84,875
+57,137
+206% +$1.39M
STX icon
88
Seagate
STX
$184B
$2.07M 0.28%
+14,320
New +$1.48M
CE icon
89
Celanese
CE
$4.82B
$2.05M 0.28%
37,096
+8,225
+28% +$410K
FDX icon
90
FedEx
FDX
$75.4B
$2.05M 0.28%
+9,004
New +$1.97M
BF.B icon
91
Brown-Forman Class B
BF.B
$13.1B
$2.04M 0.28%
75,970
+51,800
+214% +$1.66M
EBAY icon
92
eBay
EBAY
$49.8B
$2.04M 0.28%
+27,361
New +$1.94M
STLA icon
93
Stellantis
STLA
$20.8B
$2.02M 0.28%
201,494
+105,183
+109% +$1.04M
ETR icon
94
Entergy
ETR
$50B
$2.02M 0.28%
24,299
-15,883
-40% -$1.31M
ENTG icon
95
Entegris
ENTG
$23.2B
$2.01M 0.27%
+24,863
New +$1.89M
RSG icon
96
Republic Services
RSG
$65.7B
$2M 0.27%
+8,120
New +$2.01M
TSLA icon
97
Tesla
TSLA
$1.3T
$2M 0.27%
+6,301
New +$1.9M
MNST icon
98
Monster Beverage
MNST
$88.5B
$2M 0.27%
31,874
+25,230
+380% +$1.54M
DINO icon
99
HF Sinclair
DINO
$14.5B
$2M 0.27%
48,596
+21,693
+81% +$747K
NXPI icon
100
NXP Semiconductors
NXPI
$60.4B
$1.99M 0.27%
9,108
+4,660
+105% +$910K
2 3
4
5 6

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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.