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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
AVGO icon
51
Broadcom
AVGO
$1.97T
$54.1M 0.67%
163,937
-173,048
-51% -$53.1M
PAGS icon
52
PagSeguro Digital
PAGS
$2.49B
$54M 0.67%
5,401,199
+3,247,201
+151% +$29.2M
WMT icon
53
Walmart Inc
WMT
$898B
$52.2M 0.65%
506,387
+251,798
+99% +$25.1M
CMA
54
DELISTED
Comerica
CMA
$52.1M 0.65%
+761,014
New +$51.2M
MA icon
55
Mastercard
MA
$493B
$51.9M 0.65%
91,233
-4,611
-5% -$2.65M
COHR icon
56
Coherent
COHR
$64.4B
$51.6M 0.64%
479,132
+217,086
+83% +$21.6M
SYK icon
57
Stryker
SYK
$134B
$50.3M 0.63%
136,030
-35,034
-20% -$13.5M
CFG icon
58
Citizens Financial Group
CFG
$30.8B
$50M 0.62%
+939,980
New +$46.8M
BABA icon
59
Alibaba
BABA
$307B
$49.7M 0.62%
+278,201
New +$36.5M
STX icon
60
Seagate
STX
$186B
$49.3M 0.61%
209,050
-262,911
-56% -$44.9M
CORZ icon
61
Core Scientific
CORZ
$6.33B
$47.7M 0.59%
2,660,404
+1,194,495
+81% +$17.5M
JPM icon
62
JPMorgan Chase
JPM
$963B
$47.6M 0.59%
150,825
+91,420
+154% +$27.2M
CPA icon
63
Copa Holdings
CPA
$5.52B
$46.8M 0.58%
393,623
+214,168
+119% +$24.5M
AMD icon
64
Advanced Micro Devices
AMD
$775B
$46.7M 0.58%
288,785
+133,941
+87% +$21.6M
RGEN icon
65
Repligen
RGEN
$9.41B
$46.4M 0.58%
346,786
+91,915
+36% +$11.2M
BLD
66
DELISTED
TopBuild
BLD
$46.3M 0.58%
+118,402
New +$47.3M
CAH icon
67
Cardinal Health
CAH
$56.2B
$46.1M 0.57%
293,772
+236,371
+412% +$36.5M
KO icon
68
Coca-Cola
KO
$373B
$42M 0.52%
633,330
-215,905
-25% -$14.9M
SGI
69
Somnigroup International
SGI
$13.8B
$41.2M 0.51%
488,423
-510,049
-51% -$40.2M
WAL icon
70
Western Alliance Bancorporation
WAL
$8.93B
$40.6M 0.51%
+468,451
New +$39.7M
NI icon
71
NiSource
NI
$20.2B
$40.2M 0.5%
928,022
-73,140
-7% -$3.03M
AU icon
72
AngloGold Ashanti
AU
$49.2B
$40.1M 0.5%
570,184
+90,000
+19% +$5.03M
CTVA icon
73
Corteva
CTVA
$51.3B
$39.9M 0.5%
590,063
-186,668
-24% -$13.5M
EVR icon
74
Evercore
EVR
$11.6B
$37.7M 0.47%
+111,644
New +$35M
GEV icon
75
GE Vernova
GEV
$269B
$36.3M 0.45%
58,976
+17,900
+44% +$10.8M
1 2
3
4 5

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GKIM
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VLKIM
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ERSOT
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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.