We are live on ! Find out more
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
QSR icon
101
Restaurant Brands International
QSR
$25.8B
$1.99M 0.27%
24,913
+21,337
+597% +$1.43M
URBN icon
102
Urban Outfitters
URBN
$6.59B
$1.95M 0.27%
+26,917
New +$1.62M
CRM icon
103
Salesforce
CRM
$158B
$1.95M 0.27%
7,155
-7,455
-51% -$1.99M
IT icon
104
Gartner
IT
$11.7B
$1.9M 0.26%
+4,701
New +$1.97M
ROST icon
105
Ross Stores
ROST
$81.9B
$1.9M 0.26%
14,879
-15,398
-51% -$2.14M
JBHT icon
106
JB Hunt Transport Services
JBHT
$25.2B
$1.88M 0.26%
13,066
+8,949
+217% +$1.24M
UPS icon
107
United Parcel Service
UPS
$88.9B
$1.87M 0.26%
+18,500
New +$1.82M
CARR icon
108
Carrier Global
CARR
$52.8B
$1.87M 0.26%
25,487
+15,622
+158% +$1.06M
SEIC icon
109
SEI Investments
SEIC
$12.6B
$1.85M 0.25%
20,570
+17,789
+640% +$1.43M
DUOL icon
110
Duolingo
DUOL
$6.12B
$1.85M 0.25%
+4,504
New +$1.98M
CPRT icon
111
Copart
CPRT
$27.5B
$1.83M 0.25%
+37,272
New +$2.09M
FBIN icon
112
Fortune Brands Innovations
FBIN
$6.06B
$1.83M 0.25%
35,505
+23,435
+194% +$1.23M
SG icon
113
Sweetgreen
SG
$642M
$1.83M 0.25%
+122,794
New +$2.02M
BJ icon
114
BJs Wholesale Club
BJ
$12.3B
$1.83M 0.25%
16,941
+13,438
+384% +$1.53M
APP icon
115
Applovin
APP
$116B
$1.81M 0.25%
+5,178
New +$1.68M
ARGX icon
116
argenx
ARGX
$54.1B
$1.81M 0.25%
3,285
+361
+12% +$210K
UGI icon
117
UGI
UGI
$7.33B
$1.8M 0.25%
49,421
-30,589
-38% -$1.05M
PLTR icon
118
Palantir
PLTR
$413B
$1.78M 0.24%
13,030
+7,804
+149% +$915K
TCOM icon
119
Trip.com Group
TCOM
$29.1B
$1.76M 0.24%
+30,058
New +$1.81M
CPAY icon
120
Corpay
CPAY
$25.7B
$1.74M 0.24%
+5,256
New +$1.71M
AZN icon
121
AstraZeneca
AZN
$250B
$1.73M 0.24%
12,384
+9,853
+389% +$1.38M
BCC icon
122
Boise Cascade
BCC
$3.02B
$1.73M 0.24%
19,882
+15,455
+349% +$1.4M
MFC icon
123
Manulife Financial
MFC
$73.5B
$1.7M 0.23%
+39,110
New +$1.21M
UBER icon
124
Uber
UBER
$153B
$1.7M 0.23%
+18,196
New +$1.5M
SCCO icon
125
Southern Copper
SCCO
$166B
$1.69M 0.23%
17,382
+15,109
+665% +$1.33M
3 4
5
6 7

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

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.