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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
JNJ icon
201
Johnson & Johnson
JNJ
$625B
$1.19M 0.16%
7,823
+2,280
+41% +$350K
LH icon
202
Labcorp
LH
$25.9B
$1.18M 0.16%
+4,509
New +$1.1M
EW icon
203
Edwards Lifesciences
EW
$51.7B
$1.18M 0.16%
15,032
-9,058
-38% -$676K
CVNA icon
204
Carvana
CVNA
$77.9B
$1.17M 0.16%
17,400
+9,725
+127% +$533K
GOOG icon
205
Alphabet (Google) Class C
GOOG
$4.32T
$1.17M 0.16%
6,600
+5,218
+378% +$862K
IOT icon
206
Samsara
IOT
$23.8B
$1.17M 0.16%
+29,353
New +$1.21M
LMT icon
207
Lockheed Martin
LMT
$136B
$1.16M 0.16%
2,501
-1,987
-44% -$930K
DGX icon
208
Quest Diagnostics
DGX
$26.3B
$1.15M 0.16%
+6,414
New +$1.11M
SFM icon
209
Sprouts Farmers Market
SFM
$8.01B
$1.15M 0.16%
6,973
+5,630
+419% +$920K
LOW icon
210
Lowe's Companies
LOW
$125B
$1.14M 0.16%
+5,137
New +$1.15M
MAG
211
DELISTED
MAG Silver
MAG
$1.13M 0.15%
+42,704
New +$759K
TRP icon
212
TC Energy
TRP
$65.9B
$1.13M 0.15%
17,550
+1,633
+10% +$80.1K
UTHR icon
213
United Therapeutics
UTHR
$23.1B
$1.13M 0.15%
+3,920
New +$1.17M
OMC icon
214
Omnicom Group
OMC
$23.4B
$1.13M 0.15%
+15,649
New +$1.16M
VRNA
215
DELISTED
Verona Pharma
VRNA
$1.12M 0.15%
11,879
+1,835
+18% +$136K
GPC icon
216
Genuine Parts
GPC
$18.7B
$1.11M 0.15%
9,161
+7,145
+354% +$860K
OR icon
217
OR Royalties Inc
OR
$6.2B
$1.11M 0.15%
33,708
-2,458
-7% -$59.2K
MTSI icon
218
MACOM Technology Solutions
MTSI
$23.7B
$1.1M 0.15%
7,689
+4,359
+131% +$509K
VLY icon
219
Valley National Bancorp
VLY
$8.04B
$1.1M 0.15%
122,878
+77,773
+172% +$675K
FTS icon
220
Fortis
FTS
$28.7B
$1.1M 0.15%
+18,530
New +$883K
SOFI icon
221
SoFi Technologies
SOFI
$23.7B
$1.1M 0.15%
60,213
-7,660
-11% -$101K
ULTA icon
222
Ulta Beauty
ULTA
$24.3B
$1.09M 0.15%
2,332
-119
-5% -$49.2K
FAF icon
223
First American
FAF
$7.58B
$1.09M 0.15%
17,678
+6,486
+58% +$385K
CHWY icon
224
Chewy
CHWY
$9.63B
$1.08M 0.15%
25,356
+1,028
+4% +$41K
BOOT icon
225
Boot Barn
BOOT
$4.95B
$1.08M 0.15%
+7,088
New +$941K
7 8
9
10 11

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PG
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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.