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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
MCO icon
101
Moody's
MCO
$82.5B
$22.7M 0.28%
47,666
-1,369
-3% -$690K
MIR icon
102
Mirion Technologies
MIR
$3.81B
$22.2M 0.28%
953,407
-2,075,561
-69% -$44.9M
LOAR icon
103
Loar Holdings
LOAR
$6.82B
$22.1M 0.27%
+275,680
New +$20.7M
PLMR icon
104
Palomar
PLMR
$3.51B
$22M 0.27%
188,110
-133,075
-41% -$16.9M
MU icon
105
Micron Technology
MU
$973B
$21.6M 0.27%
129,170
-77,885
-38% -$9.97M
DIS icon
106
Walt Disney
DIS
$178B
$20.7M 0.26%
180,701
-33,577
-16% -$3.95M
HLT icon
107
Hilton Worldwide
HLT
$70.8B
$20.4M 0.25%
78,469
-83,693
-52% -$22.6M
INDI icon
108
indie Semiconductor
INDI
$805M
$20.1M 0.25%
4,947,773
+1,908,613
+63% +$7.87M
RTX icon
109
RTX Corp
RTX
$302B
$20M 0.25%
119,226
+25,195
+27% +$3.91M
KNSL icon
110
Kinsale Capital Group
KNSL
$8.57B
$19.3M 0.24%
45,404
+2,740
+6% +$1.24M
HOOD icon
111
Robinhood
HOOD
$84.1B
$19.3M 0.24%
+134,700
New +$14.7M
TAC icon
112
TransAlta
TAC
$3.96B
$18.5M 0.23%
1,355,113
+35,388
+3% +$435K
WWW icon
113
Wolverine World Wide
WWW
$1.5B
$18.5M 0.23%
+672,440
New +$17.7M
CMS icon
114
CMS Energy
CMS
$21.9B
$18.2M 0.23%
248,570
-42,646
-15% -$3.06M
LPLA icon
115
LPL Financial
LPLA
$29.4B
$18M 0.22%
54,232
-44,893
-45% -$16.3M
CCJ icon
116
Cameco
CCJ
$42.9B
$18M 0.22%
214,664
-106,095
-33% -$8.23M
DEC
117
Diversified Energy Company
DEC
$1.04B
$17M 0.21%
1,211,504
– –
TSM icon
118
TSMC
TSM
$2.18T
$16.8M 0.21%
60,108
-20,245
-25% -$4.95M
SYF icon
119
Synchrony
SYF
$25.5B
$16.5M 0.21%
232,662
+37,077
+19% +$2.69M
DECK icon
120
Deckers Outdoor
DECK
$12.7B
$16M 0.2%
157,408
+56,674
+56% +$6.18M
PFE icon
121
Pfizer
PFE
$152B
$15.1M 0.19%
590,737
-107,905
-15% -$2.66M
APG icon
122
APi Group
APG
$18.5B
$14.9M 0.19%
433,447
-164,878
-28% -$5.75M
B
123
Barrick Mining
B
$67.6B
$14.8M 0.18%
+450,978
New +$11.4M
AON icon
124
Aon
AON
$75.8B
$14.6M 0.18%
40,829
-23,346
-36% -$8.45M
MO icon
125
Altria Group
MO
$108B
$14.5M 0.18%
219,241
-55,046
-20% -$3.49M
3 4
5
6 7

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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.