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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
+27.78%
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
$11.2B
AUM Growth
+$1.81B
Cap. Flow
+$222M
Cap. Flow %
1.98%
Top 10 Hldgs %
21.04%
Holding
241
New
38
Increased
86
Reduced
75
Closed
28

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$228M
2
SLB icon
SLB Ltd
SLB
+$145M
3
MDB icon
MongoDB
MDB
+$95.5M
4
AXON
Axon Enterprise
AXON
+$85.9M
5
AMZN icon
Amazon
AMZN
+$80.5M

Top Sells

Rank Stock Value
1
DOW icon
Dow Inc
DOW
+$198M
2
PRIM icon
Primoris Services
PRIM
+$126M
3
ABBV icon
AbbVie
ABBV
+$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
ESI icon
76
Element Solutions
ESI
$7.75B
$54.8M 0.49%
+1,147,182
New +$47.6M
NTRA icon
77
Natera
NTRA
$50.6B
$54.3M 0.48%
200,087
+8,842
+5% +$1.89M
BOOT icon
78
Boot Barn
BOOT
$3.89B
$52.8M 0.47%
321,675
+83,336
+35% +$13.5M
TXN icon
79
Texas Instruments
TXN
$241B
$52.7M 0.47%
176,870
+6,515
+4% +$1.81M
TLN
80
Talen Energy Corp
TLN
$13.5B
$51.7M 0.46%
134,639
-56,694
-30% -$20.8M
BKR icon
81
Baker Hughes
BKR
$56.3B
$51.7M 0.46%
931,832
-917,410
-50% -$58M
DB icon
82
Deutsche Bank
DB
$72.7B
$49.4M 0.44%
+1,460,491
New +$47.3M
BURL icon
83
Burlington
BURL
$14.3B
$48.7M 0.43%
153,801
+4,212
+3% +$1.36M
C icon
84
Citigroup
C
$228B
$48.3M 0.43%
345,256
+38,397
+13% +$5M
W icon
85
Wayfair
W
$14.2B
$47.3M 0.42%
511,868
-365,249
-42% -$26.9M
GMED icon
86
Globus Medical
GMED
$10B
$45.3M 0.4%
573,420
-275,056
-32% -$23.4M
AEIS icon
87
Advanced Energy
AEIS
$10B
$44.3M 0.39%
+118,889
New +$41.6M
PG icon
88
Procter & Gamble
PG
$341B
$42.6M 0.38%
290,800
-15,141
-5% -$2.2M
NOW icon
89
ServiceNow
NOW
$147B
$42.5M 0.38%
+428,374
New +$42.4M
PLMR icon
90
Palomar
PLMR
$3.64B
$42.2M 0.38%
333,968
+59,354
+22% +$6.99M
TSM icon
91
TSMC
TSM
$2.15T
$40.5M 0.36%
84,877
+9,800
+13% +$3.98M
FIX icon
92
Comfort Systems
FIX
$55.5B
$38.8M 0.35%
19,556
-17,043
-47% -$30.9M
MFG icon
93
Mizuho Financial
MFG
$135B
$38.6M 0.34%
4,026,316
+4,016,030
+39,044% +$36.1M
DIOD icon
94
Diodes
DIOD
$4.16B
$38.5M 0.34%
+351,347
New +$35.7M
VCYT icon
95
Veracyte
VCYT
$3.23B
$37.5M 0.33%
+638,933
New +$26.8M
SNDK
96
Sandisk
SNDK
$224B
$37.3M 0.33%
16,410
+4,423
+37% +$6.31M
VLO icon
97
Valero Energy
VLO
$114B
$36M 0.32%
138,079
+9,035
+7% +$2.22M
SPHR icon
98
Sphere Entertainment
SPHR
$5.18B
$35.4M 0.32%
+204,606
New +$28.5M
IREN icon
99
Iris Energy
IREN
$16.4B
$33.8M 0.3%
+739,723
New +$38.5M
CMC icon
100
Commercial Metals
CMC
$7.21B
$33.8M 0.3%
538,728
-262,745
-33% -$18.5M
2 3
4
5 6

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MC
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GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GJL
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ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
WAM
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CC
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MG
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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.