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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
TMO icon
126
Thermo Fisher Scientific
TMO
$237B
$20.7M 0.18%
41,270
-27,207
-40% -$13.1M
NTR icon
127
Nutrien
NTR
$37.6B
$20.6M 0.18%
327,211
+262,666
+407% +$18.4M
FDX icon
128
FedEx
FDX
$73B
$20M 0.18%
63,849
+52,038
+441% +$18.9M
MEDP icon
129
Medpace
MEDP
$17.3B
$20M 0.18%
37,673
+13,663
+57% +$6.31M
KO icon
130
Coca-Cola
KO
$382B
$19.9M 0.18%
244,464
-5,138
-2% -$406K
MS icon
131
Morgan Stanley
MS
$324B
$19.5M 0.17%
+93,180
New +$18.5M
TTE icon
132
TotalEnergies
TTE
$206B
$19.4M 0.17%
250,000
– –
SBLK icon
133
Star Bulk Carriers
SBLK
$3.49B
$19M 0.17%
761,688
+685,915
+905% +$17.7M
AVGO icon
134
Broadcom
AVGO
$1.62T
$18.9M 0.17%
50,032
-195,863
-80% -$78.5M
SW
135
Smurfit Westrock
SW
$22.9B
$18.1M 0.16%
392,259
+100,811
+35% +$4.16M
ERO icon
136
Ero Copper
ERO
$3.39B
$17.8M 0.16%
665,638
+84,999
+15% +$2.41M
F icon
137
Ford
F
$53.8B
$16.7M 0.15%
1,201,044
+45,000
+4% +$607K
RGEN icon
138
Repligen
RGEN
$9.86B
$16.6M 0.15%
121,727
-300,061
-71% -$36.9M
JNJ icon
139
Johnson & Johnson
JNJ
$644B
$16.6M 0.15%
65,168
– –
MO icon
140
Altria Group
MO
$117B
$16.5M 0.15%
228,924
+8,474
+4% +$591K
GIL icon
141
Gildan
GIL
$8.5B
$15.4M 0.14%
297,863
+119,845
+67% +$6.88M
STT icon
142
State Street
STT
$50.9B
$15.2M 0.14%
89,637
+21,677
+32% +$3.34M
CPA icon
143
Copa Holdings
CPA
$5.13B
$15.1M 0.13%
96,770
-523,428
-84% -$68.1M
CMS icon
144
CMS Energy
CMS
$20.7B
$14.1M 0.13%
184,594
-98,159
-35% -$7.36M
SES icon
145
SES AI
SES
$229M
$13.7M 0.12%
+133,282
New +$145K
AIG icon
146
American International
AIG
$39.7B
$13M 0.12%
174,020
+79,999
+85% +$6.08M
COR icon
147
Cencora
COR
$61.7B
$12.4M 0.11%
43,846
-588
-1% -$170K
APG icon
148
APi Group
APG
$16B
$12.3M 0.11%
290,447
-89,294
-24% -$3.9M
HOOD icon
149
Robinhood
HOOD
$99.3B
$12M 0.11%
120,043
-13,537
-10% -$1.13M
PRI icon
150
Primerica
PRI
$9.02B
$11.4M 0.1%
40,252
-682
-2% -$187K
4 5
6
7 8

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GJL
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ACA
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WAM
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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.