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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
APH icon
1
Amphenol
APH
$188B
$9.19M 1.26%
+93,074
New +$7.61M
BSX icon
2
Boston Scientific
BSX
$65.8B
$7.34M 1.01%
68,321
+3,509
+5% +$355K
HON icon
3
Honeywell
HON
$77.1B
$6.5M 0.89%
29,626
+12,922
+77% +$2.62M
UNP icon
4
Union Pacific
UNP
$183B
$6.38M 0.87%
+27,739
New +$6.16M
ABBV icon
5
AbbVie
ABBV
$458B
$6M 0.82%
32,333
+29,662
+1,111% +$5.51M
INTU icon
6
Intuit
INTU
$81.1B
$6M 0.82%
7,616
+3,474
+84% +$2.35M
MCD icon
7
McDonald's
MCD
$188B
$5.74M 0.79%
+19,635
New +$6.05M
SCHW
8
Charles Schwab
SCHW
$177B
$5.55M 0.76%
60,864
+29,470
+94% +$2.47M
FISV
9
Fiserv Inc
FISV
$27.2B
$5.54M 0.76%
+32,159
New +$5.83M
ORCL icon
10
Oracle
ORCL
$331B
$5.52M 0.76%
+25,269
New +$4.08M
MOS icon
11
The Mosaic Company
MOS
$7.09B
$5.38M 0.74%
147,351
+31,073
+27% +$996K
PG icon
12
Procter & Gamble
PG
$343B
$5.16M 0.71%
32,362
+25,952
+405% +$4.24M
CPB icon
13
Campbell Soup
CPB
$6.51B
$5.06M 0.69%
165,026
+119,042
+259% +$4.19M
DHR icon
14
Danaher
DHR
$135B
$5.02M 0.69%
25,409
+7,285
+40% +$1.41M
MA icon
15
Mastercard
MA
$477B
$4.94M 0.68%
8,795
+322
+4% +$178K
ABNB icon
16
Airbnb
ABNB
$83.7B
$4.68M 0.64%
+35,394
New +$4.48M
OTIS icon
17
Otis Worldwide
OTIS
$27.4B
$4.57M 0.63%
+46,150
New +$4.46M
GE icon
18
GE Aerospace
GE
$367B
$4.53M 0.62%
+17,591
New +$3.86M
META icon
19
Meta Platforms (Facebook)
META
$1.51T
$4.47M 0.61%
+6,052
New +$3.74M
REGN icon
20
Regeneron Pharmaceuticals
REGN
$68.8B
$4.44M 0.61%
8,466
+5,807
+218% +$3.24M
TMO icon
21
Thermo Fisher Scientific
TMO
$211B
$4.43M 0.61%
10,915
+6,478
+146% +$2.71M
PNW icon
22
Pinnacle West Capital
PNW
$12.9B
$4.19M 0.57%
46,806
+25,201
+117% +$2.31M
ALLY icon
23
Ally Financial
ALLY
$13.1B
$4.06M 0.56%
+104,211
New +$3.61M
WMT icon
24
Walmart Inc
WMT
$871B
$3.82M 0.52%
39,109
+27,785
+245% +$2.65M
AME icon
25
Ametek
AME
$55.5B
$3.81M 0.52%
21,040
+15,864
+306% +$2.73M
1
2 3 4 5

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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.