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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
TYL icon
1076
Tyler Technologies
TYL
$12.8B
– –
-371
Closed -$216K
U icon
1077
Unity
U
$18.9B
– –
-24,930
Closed -$488K
UAL icon
1078
United Airlines
UAL
$42.1B
– –
-4,919
Closed -$340K
UHAL.B icon
1079
U-Haul Holding Co Series N
UHAL.B
$12.8B
– –
-4,448
Closed -$263K
ULCC icon
1080
Frontier Group Holdings
ULCC
$1.7B
– –
-100,358
Closed -$436K
UPST icon
1081
Upstart Holdings
UPST
$3.03B
– –
-9,069
Closed -$417K
URI icon
1082
United Rentals
URI
$72.4B
– –
-854
Closed -$535K
USPH icon
1083
US Physical Therapy
USPH
$1.22B
– –
-3,537
Closed -$256K
UWMC icon
1084
UWM Holdings
UWMC
$434M
– –
-51,009
Closed -$279K
VERX icon
1085
Vertex
VERX
$1.94B
– –
-8,489
Closed -$297K
VFC icon
1086
VF Corp
VFC
$5.89B
– –
-56,115
Closed -$871K
VICI icon
1087
VICI Properties
VICI
$29.4B
– –
-16,403
Closed -$535K
VIR icon
1088
Vir Biotechnology
VIR
$1.49B
– –
-17,155
Closed -$111K
VKTX icon
1089
Viking Therapeutics
VKTX
$4B
– –
-13,780
Closed -$333K
VRSK icon
1090
Verisk Analytics
VRSK
$25B
– –
-1,011
Closed -$301K
VSXY
1091
Victoria's Secret
VSXY
$7.83B
– –
-19,375
Closed -$360K
VSEC icon
1092
VSE Corp
VSEC
$6.12B
– –
-2,293
Closed -$275K
VST icon
1093
Vistra
VST
$47.4B
– –
-12,284
Closed -$1.44M
VZ icon
1094
Verizon
VZ
$196B
– –
-29,071
Closed -$1.32M
WAFD icon
1095
WaFd
WAFD
$2.75B
– –
-9,828
Closed -$281K
WDS icon
1096
Woodside Energy
WDS
$42.6B
– –
-21,807
Closed -$316K
WERN icon
1097
Werner Enterprises
WERN
$2.25B
– –
-13,154
Closed -$385K
WEX icon
1098
WEX
WEX
$6.31B
– –
-11,500
Closed -$1.81M
WHD icon
1099
Cactus
WHD
$5.44B
– –
-8,209
Closed -$376K
WING icon
1100
Wingstop
WING
$3.18B
– –
-14,098
Closed -$3.18M
42 43
44
45 46

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SA
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WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
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PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
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.