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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
+19.54%
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
$7.81B
AUM Growth
+$1.28B
Cap. Flow
+$269M
Cap. Flow %
3.45%
Top 10 Hldgs %
25.88%
Holding
230
New
36
Increased
64
Reduced
81
Closed
38

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$154M
2
SPG icon
Simon Property Group
SPG
+$95.6M
3
HES
Hess
HES
+$70.5M
4
COF icon
Capital One
COF
+$70.1M
5
TDG icon
TransDigm Group
TDG
+$60.3M

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$107M
2
PCG icon
PG&E
PCG
+$74.9M
3
BURL icon
Burlington
BURL
+$68.1M
4
BRBR icon
BellRing Brands
BRBR
+$62.6M
5
GM icon
General Motors
GM
+$61.3M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Financials 18.37%
3 Industrials 17.53%
4 Consumer Discretionary 11.5%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
126
JPMorgan Chase
JPM
$956B
$17.2M 0.22%
59,405
– –
PFE icon
127
Pfizer
PFE
$154B
$16.9M 0.22%
698,642
+114,436
+20% +$2.67M
NFLX icon
128
Netflix
NFLX
$318B
$16.5M 0.21%
122,980
+73,910
+151% +$8.36M
MO icon
129
Altria Group
MO
$109B
$16.1M 0.21%
274,287
– –
POST icon
130
Post Holdings
POST
$3.45B
$16M 0.21%
+147,136
New +$16.5M
CHKP icon
131
Check Point Software Technologies
CHKP
$13.4B
$16M 0.2%
+72,097
New +$15.9M
GPOR icon
132
Gulfport Energy Corp
GPOR
$2.97B
$15.8M 0.2%
78,614
+38,344
+95% +$7.15M
TMO icon
133
Thermo Fisher Scientific
TMO
$222B
$15.7M 0.2%
38,802
-49,229
-56% -$20.6M
STLD icon
134
Steel Dynamics
STLD
$38.5B
$14.5M 0.19%
113,236
+74,241
+190% +$9.48M
TAC icon
135
TransAlta
TAC
$3.88B
$14.2M 0.18%
1,319,725
+376,763
+40% +$3.59M
VZ icon
136
Verizon
VZ
$195B
$13.9M 0.18%
+320,280
New +$13.9M
RTX icon
137
RTX Corp
RTX
$302B
$13.7M 0.18%
+94,031
New +$12.5M
SYF icon
138
Synchrony
SYF
$25.4B
$13.1M 0.17%
195,585
+67,295
+52% +$3.76M
PRI icon
139
Primerica
PRI
$9.65B
$12.5M 0.16%
45,604
– –
HEI icon
140
HEICO Corp
HEI
$50.9B
$12.1M 0.16%
36,958
+8,469
+30% +$2.34M
CRM icon
141
Salesforce
CRM
$162B
$12M 0.15%
44,177
-18,486
-30% -$4.94M
QCOM icon
142
Qualcomm
QCOM
$170B
$12M 0.15%
75,508
– –
CAVA icon
143
CAVA Group
CAVA
$7.17B
$11.3M 0.14%
+134,089
New +$11.4M
EFX icon
144
Equifax
EFX
$21.3B
$11M 0.14%
42,601
-2,918
-6% -$742K
INDI icon
145
indie Semiconductor
INDI
$786M
$10.8M 0.14%
3,039,160
-3,502,137
-54% -$8.81M
MUSA icon
146
Murphy USA
MUSA
$10.2B
$10.5M 0.13%
+25,725
New +$11.7M
DECK icon
147
Deckers Outdoor
DECK
$13.3B
$10.4M 0.13%
100,734
+97,413
+2,933% +$10.8M
AXP icon
148
American Express
AXP
$229B
$10.3M 0.13%
32,374
-2,576
-7% -$725K
SW
149
Smurfit Westrock
SW
$25B
$10.1M 0.13%
233,475
-288,430
-55% -$12.3M
COR icon
150
Cencora
COR
$62B
$9.97M 0.13%
33,248
+15,031
+83% +$4.33M
4 5
6
7 8

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Artemis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Artemis Investment Management held 230 positions worth $7.81B, up 20% from $6.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Artemis Investment Management deployed $269M of net new capital in Q2 2025, opening 36 new positions and adding to 64 existing holdings. Its largest new stake was Texas Instruments: 868,376 shares worth $180M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 14% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was International Paper, an estimated $107M trimmed.

  • Artemis Investment Management's largest Q2 2025 buy was Texas Instruments: 868,376 shares worth $180M.
  • Artemis Investment Management added most to Simon Property Group in Q2 2025, an estimated $95.6M increase.
  • Artemis Investment Management's biggest Q2 2025 reduction was International Paper, cutting an estimated $107M.
  • Artemis Investment Management fully exited PG&E in Q2 2025, selling an estimated $74.9M.
  • Artemis Investment Management's ten largest holdings make up 26% of its $7.81B portfolio in Q2 2025.
  • Artemis Investment Management opened 36 new positions and closed 38 in Q2 2025.
  • Artemis Investment Management's portfolio value rose 20% quarter-over-quarter to $7.81B.

Based on Artemis Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.