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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
NJR icon
151
New Jersey Resources
NJR
$5.58B
$1.5M 0.21%
33,529
+22,888
+215% +$1.07M
LYB icon
152
LyondellBasell Industries
LYB
$19.2B
$1.49M 0.2%
+25,796
New +$1.5M
AIZ icon
153
Assurant
AIZ
$14.3B
$1.48M 0.2%
+7,478
New +$1.47M
USB icon
154
US Bancorp
USB
$99.6B
$1.48M 0.2%
32,635
-139,430
-81% -$5.86M
DHI icon
155
D.R. Horton
DHI
$42.3B
$1.47M 0.2%
11,423
+2,254
+25% +$278K
WSO icon
156
Watsco Inc
WSO
$13.6B
$1.47M 0.2%
3,322
+2,536
+323% +$1.18M
L icon
157
Loews
L
$23.6B
$1.47M 0.2%
+15,991
New +$1.4M
UAA icon
158
Under Armour
UAA
$2.6B
$1.44M 0.2%
+211,390
New +$1.32M
CDW icon
159
CDW
CDW
$17B
$1.44M 0.2%
8,071
+220
+3% +$37.4K
BG icon
160
Bunge Global
BG
$20.8B
$1.44M 0.2%
17,928
-5,473
-23% -$431K
TTC icon
161
Toro Company
TTC
$9.49B
$1.44M 0.2%
20,329
+8,743
+75% +$620K
MDT icon
162
Medtronic
MDT
$112B
$1.43M 0.2%
16,420
+6,646
+68% +$564K
INTC icon
163
Intel
INTC
$513B
$1.41M 0.19%
63,087
+46,927
+290% +$972K
LRN icon
164
Stride
LRN
$3.43B
$1.41M 0.19%
9,685
+8,004
+476% +$1.16M
EMN icon
165
Eastman Chemical
EMN
$8.42B
$1.4M 0.19%
+18,806
New +$1.48M
SSB icon
166
SouthState Bank Corp
SSB
$10.5B
$1.4M 0.19%
+15,192
New +$1.33M
GIB icon
167
CGI
GIB
$15.5B
$1.37M 0.19%
+9,564
New +$1.01M
PPL
168
PPL Corp
PPL
$26.7B
$1.36M 0.19%
+39,986
New +$1.39M
YUMC icon
169
Yum China
YUMC
$16.3B
$1.35M 0.19%
+30,195
New +$1.35M
AFRM icon
170
Affirm
AFRM
$25.2B
$1.35M 0.18%
+19,466
New +$1.01M
TSCO icon
171
Tractor Supply
TSCO
$18B
$1.33M 0.18%
+25,281
New +$1.29M
CWH icon
172
Camping World
CWH
$653M
$1.33M 0.18%
77,160
+64,410
+505% +$1M
BAH icon
173
Booz Allen Hamilton
BAH
$9.15B
$1.33M 0.18%
12,726
+9,242
+265% +$1.04M
TFII icon
174
TFI International
TFII
$11.5B
$1.32M 0.18%
10,813
-11,245
-51% -$951K
TRI icon
175
Thomson Reuters
TRI
$44.1B
$1.32M 0.18%
4,746
-920
-16% -$175K
5 6
7
8 9

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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.