We are live on ! Find out more
AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+9.67%
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
$8.28B
AUM Growth
+$242M
Cap. Flow
-$284M
Cap. Flow %
-3.43%
Top 10 Hldgs %
22.46%
Holding
233
New
50
Increased
63
Reduced
70
Closed
49

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$127M
2
CSCO icon
Cisco
CSCO
+$125M
3
CMC icon
Commercial Metals
CMC
+$94M
4
FHN icon
First Horizon
FHN
+$84.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$83.7M

Top Sells

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
CVX icon
Chevron
CVX
+$118M
3
WDC icon
Western Digital
WDC
+$105M
4
HESM icon
Hess Midstream
HESM
+$96.6M
5
SPG icon
Simon Property Group
SPG
+$91.8M

Sector Composition

Rank Sector Weight
1 Financials 23%
2 Technology 17.5%
3 Industrials 14.66%
4 Healthcare 13.27%
5 Consumer Discretionary 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNS icon
76
Scotiabank
BNS
$108B
$41.1M 0.5%
556,645
+155,410
+39% +$10.6M
BIIB icon
77
Biogen
BIIB
$30.4B
$39.9M 0.48%
+226,845
New +$37.1M
SGI
78
Somnigroup International
SGI
$13.8B
$37.6M 0.45%
421,662
-66,761
-14% -$5.83M
DEC
79
Diversified Energy Company
DEC
$1.03B
$37.6M 0.45%
2,595,577
+1,384,073
+114% +$19.4M
AVGO icon
80
Broadcom
AVGO
$1.98T
$36.9M 0.45%
106,685
-57,252
-35% -$20.5M
MU icon
81
Micron Technology
MU
$964B
$36.1M 0.44%
126,584
-2,586
-2% -$593K
TMO icon
82
Thermo Fisher Scientific
TMO
$223B
$36M 0.44%
62,173
+1,300
+2% +$735K
SYK icon
83
Stryker
SYK
$134B
$35.8M 0.43%
101,908
-34,122
-25% -$12.4M
BE icon
84
Bloom Energy
BE
$62.8B
$35.3M 0.43%
405,858
-812,124
-67% -$85.3M
NTRA icon
85
Natera
NTRA
$45.5B
$35.1M 0.42%
153,323
-65,292
-30% -$13.6M
COHR icon
86
Coherent
COHR
$64.1B
$33.9M 0.41%
183,444
-295,688
-62% -$44.2M
AMD icon
87
Advanced Micro Devices
AMD
$769B
$31.9M 0.39%
149,147
-139,638
-48% -$31.4M
ALLY icon
88
Ally Financial
ALLY
$13.4B
$30.2M 0.36%
665,882
-1,091,367
-62% -$45M
LYV icon
89
Live Nation Entertainment
LYV
$42.9B
$29M 0.35%
203,336
-4,994
-2% -$718K
PLMR icon
90
Palomar
PLMR
$3.52B
$28.6M 0.35%
212,279
+24,169
+13% +$2.95M
TXN icon
91
Texas Instruments
TXN
$257B
$27.9M 0.34%
160,574
-706,778
-81% -$121M
AAOI icon
92
Applied Optoelectronics
AAOI
$11.1B
$26.9M 0.33%
+772,324
New +$23.1M
WDC icon
93
Western Digital
WDC
$152B
$26.2M 0.32%
151,957
-690,153
-82% -$105M
MCO icon
94
Moody's
MCO
$82.8B
$23.9M 0.29%
46,706
-960
-2% -$468K
PBR icon
95
Petrobras
PBR
$115B
$23.8M 0.29%
2,009,324
-669,900
-25% -$8.18M
RCL icon
96
Royal Caribbean
RCL
$81.4B
$23.5M 0.28%
84,401
-1,733
-2% -$490K
B
97
Barrick Mining
B
$67.5B
$23.3M 0.28%
536,021
+85,043
+19% +$3.19M
TAC icon
98
TransAlta
TAC
$3.94B
$23M 0.28%
1,818,379
+463,266
+34% +$6.92M
LPLA icon
99
LPL Financial
LPLA
$29.5B
$22.6M 0.27%
63,268
+9,036
+17% +$3.2M
USFD icon
100
US Foods
USFD
$24.3B
$22.6M 0.27%
299,725
-46,476
-13% -$3.49M
2 3
4
5 6

Similar funds

DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Artemis Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Artemis Investment Management held 233 positions worth $8.28B, up 3% from $8.04B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management withdrew a net $284M in Q4 2025, closing 49 positions and reducing 70 holdings. Its most notable exit was Chevron, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Financials at 23% of assets, up from 19% a quarter earlier, followed by Technology and Industrials.

Against the trend, Artemis Investment Management opened a new position in Commercial Metals worth $104M.

  • Artemis Investment Management's largest Q4 2025 buy was Commercial Metals: 1,501,906 shares worth $104M.
  • Artemis Investment Management added most to Pfizer in Q4 2025, an estimated $127M increase.
  • Artemis Investment Management's biggest Q4 2025 reduction was Texas Instruments, cutting an estimated $121M.
  • Artemis Investment Management fully exited Chevron in Q4 2025, selling an estimated $118M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $8.28B portfolio in Q4 2025.
  • Artemis Investment Management opened 50 new positions and closed 49 in Q4 2025.
  • Artemis Investment Management's portfolio value rose 3% quarter-over-quarter to $8.28B.

Based on Artemis Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.