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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
+19.54%
1 Year Est. Return
+80.72%
3 Year Est. Return
+256.46%
5 Year Est. Return
+371.57%
10 Year Est. Return
+1,554.26%
AUM
$7.81B
AUM Growth
+$1.28B
Cap. Flow
+$269M
Cap. Flow %
3.45%
Top 10 Hldgs %
25.88%
Holding
230
New
36
Increased
64
Reduced
81
Closed
38

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$154M
2
SPG icon
Simon Property Group
SPG
+$95.6M
3
HES
Hess
HES
+$70.5M
4
COF icon
Capital One
COF
+$70.1M
5
TDG icon
TransDigm Group
TDG
+$60.3M

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$107M
2
PCG icon
PG&E
PCG
+$74.9M
3
BURL icon
Burlington
BURL
+$68.1M
4
BRBR icon
BellRing Brands
BRBR
+$62.6M
5
GM icon
General Motors
GM
+$61.3M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Financials 18.37%
3 Industrials 17.53%
4 Consumer Discretionary 11.5%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEF icon
26
Jefferies Financial Group
JEF
$12.9B
$70.7M 0.91%
1,292,186
+842,143
+187% +$41.7M
STX icon
27
Seagate
STX
$185B
$68.1M 0.87%
+471,961
New +$48.9M
SGI
28
Somnigroup International
SGI
$13.5B
$67.9M 0.87%
998,472
-460,281
-32% -$29M
SYK icon
29
Stryker
SYK
$131B
$67.7M 0.87%
171,064
-11,009
-6% -$4.12M
LRCX icon
30
Lam Research
LRCX
$387B
$67.4M 0.86%
692,081
+360,487
+109% +$28.6M
GS icon
31
Goldman Sachs
GS
$302B
$66.5M 0.85%
94,002
+21,321
+29% +$12.4M
DB icon
32
Deutsche Bank
DB
$72.1B
$65.6M 0.84%
+2,211,023
New +$58.4M
TDG icon
33
TransDigm Group
TDG
$67.6B
$65.2M 0.84%
+42,903
New +$60.3M
MIR icon
34
Mirion Technologies
MIR
$3.74B
$65.2M 0.84%
3,028,968
+30,533
+1% +$526K
MUFG icon
35
Mitsubishi UFJ Financial
MUFG
$250B
$61.2M 0.78%
4,457,954
+1,899,852
+74% +$24.6M
BE icon
36
Bloom Energy
BE
$64.1B
$60.8M 0.78%
2,540,928
+1,254,672
+98% +$24.3M
KO icon
37
Coca-Cola
KO
$376B
$60.1M 0.77%
849,235
-780,033
-48% -$55.6M
KFY icon
38
Korn Ferry
KFY
$4.27B
$60M 0.77%
818,063
+197,542
+32% +$13.2M
FCX icon
39
Freeport-McMoran
FCX
$99.5B
$59.9M 0.77%
1,381,408
+1,222,454
+769% +$46.4M
PAGP icon
40
Plains GP Holdings
PAGP
$4.92B
$59.6M 0.76%
+3,066,462
New +$57.1M
PNFP icon
41
Pinnacle Financial Partners Inc
PNFP
$15.7B
$58.3M 0.75%
527,842
-11,155
-2% -$1.15M
CTVA icon
42
Corteva
CTVA
$51.3B
$57.9M 0.74%
776,731
-316,839
-29% -$21.1M
ALL icon
43
Allstate
ALL
$68.4B
$57.8M 0.74%
286,895
-280,379
-49% -$55.9M
LLY icon
44
Eli Lilly
LLY
$1.08T
$56.2M 0.72%
72,097
-2,971
-4% -$2.31M
ETN icon
45
Eaton
ETN
$174B
$56.1M 0.72%
157,110
-106,753
-40% -$32.9M
BJ icon
46
BJs Wholesale Club
BJ
$12.3B
$56.1M 0.72%
519,811
-64,546
-11% -$7.35M
FLR icon
47
Fluor
FLR
$7.51B
$55.2M 0.71%
1,076,940
-112,643
-9% -$4.49M
BNY
48
Bank of New York Mellon
BNY
$108B
$54.9M 0.7%
+602,164
New +$51.1M
WDC icon
49
Western Digital
WDC
$153B
$54.8M 0.7%
855,948
+20,635
+2% +$982K
AXON
50
Axon Enterprise
AXON
$48.5B
$54.4M 0.7%
65,683
-84,668
-56% -$57.6M
1
2
3 4 5

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Artemis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Artemis Investment Management held 230 positions worth $7.81B, up 20% from $6.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Artemis Investment Management deployed $269M of net new capital in Q2 2025, opening 36 new positions and adding to 64 existing holdings. Its largest new stake was Texas Instruments: 868,376 shares worth $180M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 14% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was International Paper, an estimated $107M trimmed.

  • Artemis Investment Management's largest Q2 2025 buy was Texas Instruments: 868,376 shares worth $180M.
  • Artemis Investment Management added most to Simon Property Group in Q2 2025, an estimated $95.6M increase.
  • Artemis Investment Management's biggest Q2 2025 reduction was International Paper, cutting an estimated $107M.
  • Artemis Investment Management fully exited PG&E in Q2 2025, selling an estimated $74.9M.
  • Artemis Investment Management's ten largest holdings make up 26% of its $7.81B portfolio in Q2 2025.
  • Artemis Investment Management opened 36 new positions and closed 38 in Q2 2025.
  • Artemis Investment Management's portfolio value rose 20% quarter-over-quarter to $7.81B.

Based on Artemis Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.