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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
MUSA icon
976
Murphy USA
MUSA
$9.61B
– –
-515
Closed -$242K
MXL icon
977
MaxLinear
MXL
$6.8B
– –
-10,751
Closed -$117K
NCDL icon
978
Nuveen Churchill Direct Lending
NCDL
$633M
– –
-10,663
Closed -$181K
NEE icon
979
NextEra Energy
NEE
$177B
– –
-35,290
Closed -$2.5M
NET icon
980
Cloudflare
NET
$107B
– –
-12,119
Closed -$1.37M
NHI icon
981
National Health Investors
NHI
$3.65B
– –
-4,312
Closed -$318K
NI icon
982
NiSource
NI
$20.4B
– –
-41,256
Closed -$1.65M
NMRA icon
983
Neumora Therapeutics
NMRA
$302M
– –
-36,360
Closed -$36.4K
NTAP icon
984
NetApp
NTAP
$37.2B
– –
-17,670
Closed -$1.55M
NUS icon
985
Nu Skin
NUS
$267M
– –
-20,787
Closed -$151K
NUVL
986
DELISTED
Nuvalent
NUVL
– –
-4,483
Closed -$318K
NVDA icon
987
NVIDIA
NVDA
$5.42T
– –
-9,747
Closed -$1.06M
NVMI
988
Nova
NVMI
$12.5B
– –
-1,431
Closed -$264K
NVO
989
Novo Nordisk
NVO
$209B
– –
-34,284
Closed -$2.38M
NWE icon
990
NorthWestern Energy
NWE
$4.43B
– –
-4,883
Closed -$283K
NWBI icon
991
Northwest Bancshares
NWBI
$2.28B
– –
-36,444
Closed -$438K
OBE
992
Obsidian Energy
OBE
$662M
– –
-18,386
Closed -$155K
OCUL icon
993
Ocular Therapeutix
OCUL
$2.02B
– –
-16,164
Closed -$118K
OII icon
994
Oceaneering
OII
$4.77B
– –
-11,599
Closed -$253K
OKTA icon
995
Okta
OKTA
$25.8B
– –
-10,447
Closed -$1.1M
OLED icon
996
Universal Display
OLED
$4.19B
– –
-2,068
Closed -$288K
ORA icon
997
Ormat Technologies
ORA
$6.65B
– –
-4,502
Closed -$319K
OTEX icon
998
Open Text
OTEX
$6.04B
– –
-17,509
Closed -$636K
OXY icon
999
Occidental Petroleum
OXY
$55.9B
– –
-88,620
Closed -$4.37M
PAAS icon
1000
Pan American Silver
PAAS
$21.6B
– –
-46,953
Closed -$1.75M
38 39
40
41 42

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WCM
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PFPGI
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PG
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SI
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MA
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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.