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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
+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
SYF icon
101
Synchrony
SYF
$25.6B
$22.1M 0.27%
264,979
+32,317
+14% +$2.47M
SNOW icon
102
Snowflake
SNOW
$116B
$21.9M 0.26%
99,858
-2,053
-2% -$501K
BOOT icon
103
Boot Barn
BOOT
$5.07B
$21.7M 0.26%
122,995
-50,588
-29% -$9.44M
TSM icon
104
TSMC
TSM
$2.18T
$20.9M 0.25%
68,910
+8,802
+15% +$2.58M
TLN
105
Talen Energy Corp
TLN
$16.9B
$20.7M 0.25%
55,114
-91,207
-62% -$35.5M
AU icon
106
AngloGold Ashanti
AU
$49.1B
$20.5M 0.25%
240,184
-330,000
-58% -$25.7M
NI icon
107
NiSource
NI
$20.1B
$20M 0.24%
478,566
-449,456
-48% -$19.2M
DT icon
108
Dynatrace
DT
$14.4B
$19.6M 0.24%
451,333
-63,753
-12% -$2.97M
LOAR icon
109
Loar Holdings
LOAR
$6.73B
$19.1M 0.23%
280,871
+5,191
+2% +$378K
POST icon
110
Post Holdings
POST
$3.59B
$17.7M 0.21%
178,893
-108,680
-38% -$11.3M
INDI icon
111
indie Semiconductor
INDI
$809M
$17.7M 0.21%
5,001,073
+53,300
+1% +$234K
HLT icon
112
Hilton Worldwide
HLT
$70.6B
$17.5M 0.21%
61,008
-17,461
-22% -$4.75M
KNSL icon
113
Kinsale Capital Group
KNSL
$8.57B
$17.2M 0.21%
43,962
-1,442
-3% -$588K
TTE icon
114
TotalEnergies
TTE
$196B
$16.3M 0.2%
+250,000
New +$15.8M
VLO icon
115
Valero Energy
VLO
$93B
$16.3M 0.2%
100,011
+55,036
+122% +$9.32M
APG icon
116
APi Group
APG
$18.6B
$15.7M 0.19%
410,931
-22,516
-5% -$833K
FIGR
117
Figure Technology Solutions
FIGR
$6.17B
$15.6M 0.19%
+380,986
New +$15.2M
AON icon
118
Aon
AON
$76B
$14.5M 0.18%
41,229
+400
+1% +$140K
IREN icon
119
Iris Energy
IREN
$14.2B
$14.5M 0.18%
384,767
-1,011,566
-72% -$52.2M
ERO icon
120
Ero Copper
ERO
$3.75B
$14.4M 0.17%
+507,672
New +$11.8M
DINO icon
121
HF Sinclair
DINO
$15.3B
$14.3M 0.17%
+310,207
New +$16M
COR icon
122
Cencora
COR
$63.1B
$13.8M 0.17%
40,737
+14,353
+54% +$4.89M
OGE icon
123
OGE Energy
OGE
$9.58B
$13.6M 0.16%
318,425
-357,636
-53% -$16M
NEM icon
124
Newmont
NEM
$123B
$13.3M 0.16%
+133,285
New +$12M
EMBJ
125
Embraer S.A. ADS
EMBJ
$12.8B
$13.2M 0.16%
205,129
-227,580
-53% -$14.3M
3 4
5
6 7

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GKIM
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VLKIM
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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.