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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
+19.41%
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
$8.04B
AUM Growth
+$229M
Cap. Flow
-$633M
Cap. Flow %
-7.87%
Top 10 Hldgs %
24.02%
Holding
217
New
25
Increased
62
Reduced
94
Closed
34

Top Buys

Rank Stock Value
1
CVX icon
Chevron
CVX
+$118M
2
AXON
Axon Enterprise
AXON
+$73.2M
3
JEF icon
Jefferies Financial Group
JEF
+$66.3M
4
ADM icon
Archer Daniels Midland
ADM
+$56.4M
5
AAPL icon
Apple
AAPL
+$51.8M

Top Sells

Rank Stock Value
1
SPG icon
Simon Property Group
SPG
+$100M
2
CNM icon
Core & Main
CNM
+$100M
3
NVDA icon
NVIDIA
NVDA
+$91.5M
4
FIX icon
Comfort Systems
FIX
+$89.5M
5
WFC icon
Wells Fargo
WFC
+$86.1M

Sector Composition

Rank Sector Weight
1 Financials 18.84%
2 Technology 18.29%
3 Industrials 16.67%
4 Consumer Discretionary 11.45%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
26
Simon Property Group
SPG
$71.5B
$91.8M 1.14%
489,151
-581,010
-54% -$100M
CCL icon
27
Carnival Corporation Ltd
CCL
$38B
$87.3M 1.09%
3,018,918
+366,563
+14% +$11.1M
CR icon
28
Crane Co
CR
$12.7B
$85.3M 1.06%
463,169
+7,413
+2% +$1.4M
ROAD icon
29
Construction Partners
ROAD
$6.68B
$83.5M 1.04%
657,565
-54,068
-8% -$6.17M
DGX icon
30
Quest Diagnostics
DGX
$26.2B
$82.3M 1.02%
431,641
+208,193
+93% +$36.9M
PLNT icon
31
Planet Fitness
PLNT
$3.7B
$80.9M 1.01%
779,734
+126,603
+19% +$13.5M
FIX icon
32
Comfort Systems
FIX
$58.9B
$77M 0.96%
93,331
-131,999
-59% -$89.5M
HBM icon
33
Hudbay
HBM
$12.4B
$74.8M 0.93%
4,939,281
+2,969,353
+151% +$34M
GM icon
34
General Motors
GM
$77.2B
$73.5M 0.91%
1,205,491
+354,567
+42% +$19.8M
WFC icon
35
Wells Fargo
WFC
$265B
$73.2M 0.91%
873,624
-1,062,122
-55% -$86.1M
GS icon
36
Goldman Sachs
GS
$301B
$72.8M 0.91%
91,363
-2,639
-3% -$1.96M
BNY
37
Bank of New York Mellon
BNY
$108B
$72.2M 0.9%
662,269
+60,105
+10% +$6.13M
ALLY icon
38
Ally Financial
ALLY
$13.3B
$68.9M 0.86%
1,757,249
+1,111,517
+172% +$44.6M
KFY icon
39
Korn Ferry
KFY
$4.25B
$67.9M 0.85%
970,841
+152,778
+19% +$11.1M
CRH icon
40
CRH
CRH
$66.9B
$67.4M 0.84%
562,476
+215,457
+62% +$22.8M
IREN icon
41
Iris Energy
IREN
$13.8B
$65.5M 0.82%
1,396,333
+809,321
+138% +$19.7M
PAGP icon
42
Plains GP Holdings
PAGP
$4.98B
$64.4M 0.8%
3,529,173
+462,711
+15% +$8.84M
ETN icon
43
Eaton
ETN
$173B
$63.3M 0.79%
169,074
+11,964
+8% +$4.35M
CEG icon
44
Constellation Energy
CEG
$95.8B
$62.5M 0.78%
189,886
+33,578
+21% +$10.8M
TLN
45
Talen Energy Corp
TLN
$16.4B
$62.2M 0.77%
146,321
-4,907
-3% -$1.77M
ADM icon
46
Archer Daniels Midland
ADM
$38.8B
$57.6M 0.72%
+963,501
New +$56.4M
BAP icon
47
Credicorp
BAP
$30.4B
$56.2M 0.7%
211,093
+47,692
+29% +$11.8M
TDG icon
48
TransDigm Group
TDG
$67.6B
$55.5M 0.69%
42,074
-829
-2% -$1.19M
BURL icon
49
Burlington
BURL
$23.4B
$55.2M 0.69%
216,835
-11,372
-5% -$3.09M
FR icon
50
First Industrial Realty Trust
FR
$8.36B
$54.7M 0.68%
1,061,895
+16,957
+2% +$852K
1
2
3 4 5

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Artemis Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Artemis Investment Management held 217 positions worth $8.04B, up 2.9% from $7.81B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Artemis Investment Management withdrew a net $633M in Q3 2025, closing 34 positions and reducing 94 holdings. Its most notable exit was Core & Main, an estimated $100M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

Against the trend, Artemis Investment Management opened a new position in Chevron worth $118M.

  • Artemis Investment Management's largest Q3 2025 buy was Chevron: 762,406 shares worth $118M.
  • Artemis Investment Management added most to Axon Enterprise in Q3 2025, an estimated $73.2M increase.
  • Artemis Investment Management's biggest Q3 2025 reduction was Simon Property Group, cutting an estimated $100M.
  • Artemis Investment Management fully exited Core & Main in Q3 2025, selling an estimated $100M.
  • Artemis Investment Management's ten largest holdings make up 24% of its $8.04B portfolio in Q3 2025.
  • Artemis Investment Management opened 25 new positions and closed 34 in Q3 2025.
  • Artemis Investment Management's portfolio value rose 2.9% quarter-over-quarter to $8.04B.

Based on Artemis Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.