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AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+80.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$228M
2
+$145M
3
+$95.5M
4
AXON
Axon Enterprise
AXON
+$85.9M
5
AMZN icon
Amazon
AMZN
+$80.5M

Top Sells

Rank Stock Value
1
+$198M
2
+$126M
3
+$120M
4
KGC icon
Kinross Gold
KGC
+$116M
5
CVX icon
Chevron
CVX
+$103M

Sector Composition

Rank Sector Weight
1 Technology 24.33%
2 Financials 20.72%
3 Healthcare 14.89%
4 Industrials 11.78%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
1
Cisco
CSCO
$479B
$387M 3.45%
3,297,878
+477,729
LRCX icon
2
Lam Research
LRCX
$390B
$279M 2.49%
644,861
+170,518
NVDA icon
3
NVIDIA
NVDA
$5.42T
$261M 2.33%
1,306,452
-195,308
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.33T
$246M 2.19%
687,162
+69,314
AZN icon
5
AstraZeneca
AZN
$250B
$239M 2.13%
1,279,269
-165,296
JBHT icon
6
JB Hunt Transport Services
JBHT
$25.2B
$227M 2.02%
784,932
+177,597
FHN icon
7
First Horizon
FHN
$12.1B
$184M 1.64%
7,176,822
+1,420,344
PFE icon
8
Pfizer
PFE
$153B
$183M 1.63%
7,612,597
+220,089
BNS icon
9
Scotiabank
BNS
$108B
$180M 1.6%
2,069,239
+843,053
BEN icon
10
Franklin Resources
BEN
$17.2B
$177M 1.57%
5,311,209
+431,323
BMY icon
11
Bristol-Myers Squibb
BMY
$132B
$176M 1.57%
3,053,480
+168,182
KEY icon
12
KeyCorp
KEY
$24.4B
$175M 1.56%
7,578,604
+3,675,319
ATI icon
13
ATI
ATI
$31B
$166M 1.48%
841,493
+119,988
ACN icon
14
Accenture
ACN
$108B
$163M 1.45%
+1,311,102
AMZN icon
15
Amazon
AMZN
$2.96T
$156M 1.38%
652,527
+320,879
AXON
16
Axon Enterprise
AXON
$46.4B
$151M 1.35%
269,751
+205,391
GM icon
17
General Motors
GM
$76.8B
$137M 1.22%
1,775,278
+131,573
CFG icon
18
Citizens Financial Group
CFG
$30.6B
$136M 1.21%
1,944,387
+45,093
FCX icon
19
Freeport-McMoran
FCX
$97.5B
$132M 1.18%
2,105,120
-726,730
BNY
20
Bank of New York Mellon
BNY
$107B
$129M 1.15%
894,290
-31,012
PAGP icon
21
Plains GP Holdings
PAGP
$4.9B
$128M 1.14%
5,276,057
-1,435,899
SLB icon
22
SLB Ltd
SLB
$75B
$125M 1.12%
+2,698,954
CR icon
23
Crane Co
CR
$12.7B
$125M 1.12%
561,550
+18,550
BIIB icon
24
Biogen
BIIB
$30.7B
$123M 1.1%
570,974
-597
BKU icon
25
Bankunited
BKU
$3.36B
$123M 1.1%
2,541,447
+324,175
1
2 3 4 5

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GIM
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BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
GKIM
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VLKIM
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SoftBank Group
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ERSOT
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DWM
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Artemis Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Artemis Investment Management held 241 positions worth $11.2B, up 19% from $9.43B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Artemis Investment Management's Q2 2026 filing shows 38 new, 86 increased, 75 reduced and 28 closed positions. Its largest new stake was Accenture: 1,311,102 shares worth $163M. The largest sale was Dow Inc, an estimated $198M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

  • Artemis Investment Management's largest Q2 2026 buy was Accenture: 1,311,102 shares worth $163M.
  • Artemis Investment Management added most to Axon Enterprise in Q2 2026, an estimated $85.9M increase.
  • Artemis Investment Management's biggest Q2 2026 reduction was AbbVie, cutting an estimated $120M.
  • Artemis Investment Management fully exited Dow Inc in Q2 2026, selling an estimated $198M.
  • Artemis Investment Management's ten largest holdings make up 21% of its $11.2B portfolio in Q2 2026.
  • Artemis Investment Management opened 38 new positions and closed 28 in Q2 2026.
  • Artemis Investment Management's portfolio value rose 19% quarter-over-quarter to $11.2B.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.