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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
+8%
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
$9.43B
AUM Growth
+$1.15B
Cap. Flow
+$1.02B
Cap. Flow %
10.83%
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$279M
2
DOW icon
Dow Inc
DOW
+$151M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$129M
4
BEN icon
Franklin Resources
BEN
+$124M
5
FCX icon
Freeport-McMoran
FCX
+$117M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$160M
2
MSFT icon
Microsoft
MSFT
+$157M
3
DB icon
Deutsche Bank
DB
+$142M
4
STX icon
Seagate
STX
+$119M
5
CCL icon
Carnival Corporation Ltd
CCL
+$103M

Sector Composition

Rank Sector Weight
1 Healthcare 17.45%
2 Financials 16.96%
3 Technology 14.83%
4 Industrials 13.43%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BURL icon
76
Burlington
BURL
$22.7B
$48.7M 0.52%
149,589
+4,121
+3% +$1.26M
NI icon
77
NiSource
NI
$20.1B
$45.7M 0.48%
979,771
+501,205
+105% +$22.6M
PG icon
78
Procter & Gamble
PG
$338B
$44.2M 0.47%
+305,941
New +$46.4M
SYF icon
79
Synchrony
SYF
$25.5B
$41.2M 0.44%
605,261
+340,282
+128% +$24.7M
BLD
80
DELISTED
TopBuild
BLD
$38.5M 0.41%
109,584
-621
-0.6% -$278K
NTRA icon
81
Natera
NTRA
$45.4B
$38.2M 0.41%
191,245
+37,922
+25% +$8.16M
VZ icon
82
Verizon
VZ
$196B
$37.5M 0.4%
+747,572
New +$34.6M
MU icon
83
Micron Technology
MU
$976B
$36.6M 0.39%
108,450
-18,134
-14% -$7.1M
HBM icon
84
Hudbay
HBM
$12.3B
$35M 0.37%
1,673,054
-4,036,399
-71% -$94.3M
BOOT icon
85
Boot Barn
BOOT
$5.06B
$34.9M 0.37%
238,339
+115,344
+94% +$20.9M
C icon
86
Citigroup
C
$228B
$34.8M 0.37%
306,859
-826,927
-73% -$94.2M
TMO icon
87
Thermo Fisher Scientific
TMO
$224B
$33.7M 0.36%
68,477
+6,304
+10% +$3.42M
TXN icon
88
Texas Instruments
TXN
$256B
$33.1M 0.35%
170,355
+9,781
+6% +$1.98M
PLMR icon
89
Palomar
PLMR
$3.5B
$32.8M 0.35%
274,614
+62,335
+29% +$7.78M
VLO icon
90
Valero Energy
VLO
$93.2B
$31.9M 0.34%
129,044
+29,033
+29% +$5.99M
AFRM icon
91
Affirm
AFRM
$25.7B
$31.4M 0.33%
685,608
-108,333
-14% -$6.26M
ALLY icon
92
Ally Financial
ALLY
$13.4B
$30.4M 0.32%
774,569
+108,687
+16% +$4.47M
AAOI icon
93
Applied Optoelectronics
AAOI
$11.2B
$28.8M 0.31%
340,148
-432,176
-56% -$27.6M
SGI
94
Somnigroup International
SGI
$13.7B
$28M 0.3%
378,527
-43,135
-10% -$3.74M
AXON
95
Axon Enterprise
AXON
$52B
$27.3M 0.29%
64,360
-69,444
-52% -$36.1M
USFD icon
96
US Foods
USFD
$24.3B
$26.9M 0.28%
291,204
-8,521
-3% -$755K
TSM icon
97
TSMC
TSM
$2.19T
$25.4M 0.27%
75,077
+6,167
+9% +$2.12M
TAC icon
98
TransAlta
TAC
$3.95B
$24.7M 0.26%
1,875,520
+57,141
+3% +$736K
FIGR
99
Figure Technology Solutions
FIGR
$6.15B
$24.5M 0.26%
722,942
+341,956
+90% +$14.7M
KFY icon
100
Korn Ferry
KFY
$4.26B
$23.9M 0.25%
379,847
-430,180
-53% -$27.8M
2 3
4
5 6

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GKIM
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VLKIM
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Artemis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Artemis Investment Management held 234 positions worth $9.43B, up 14% from $8.28B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management deployed $1.02B of net new capital in Q1 2026, opening 50 new positions and adding to 85 existing holdings. Its largest new stake was AstraZeneca: 1,444,565 shares worth $281M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $157M trimmed.

  • Artemis Investment Management's largest Q1 2026 buy was AstraZeneca: 1,444,565 shares worth $281M.
  • Artemis Investment Management added most to Franklin Resources in Q1 2026, an estimated $124M increase.
  • Artemis Investment Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $157M.
  • Artemis Investment Management fully exited Capital One in Q1 2026, selling an estimated $160M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $9.43B portfolio in Q1 2026.
  • Artemis Investment Management opened 50 new positions and closed 31 in Q1 2026.
  • Artemis Investment Management's portfolio value rose 14% quarter-over-quarter to $9.43B.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.