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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
PM icon
151
Philip Morris
PM
$290B
$9.88M 0.13%
+54,260
New +$9.32M
KKR icon
152
KKR & Co
KKR
$93.2B
$9.69M 0.12%
72,807
-71,027
-49% -$8.31M
EXE
153
Expand Energy Corp
EXE
$22.6B
$9.65M 0.12%
+82,502
New +$9.21M
CAH icon
154
Cardinal Health
CAH
$55.5B
$9.64M 0.12%
57,401
– –
IREN icon
155
Iris Energy
IREN
$13.8B
$8.55M 0.11%
+587,012
New +$4.77M
SNPS icon
156
Synopsys
SNPS
$78.8B
$8.32M 0.11%
16,229
-1,280
-7% -$596K
OZK icon
157
Bank OZK
OZK
$5.63B
$7.93M 0.1%
168,585
+71,325
+73% +$3.12M
PFGC icon
158
Performance Food Group
PFGC
$17.9B
$7.24M 0.09%
82,810
-79,362
-49% -$6.61M
OTIS icon
159
Otis Worldwide
OTIS
$27.7B
$7.1M 0.09%
71,691
-5,850
-8% -$565K
NU icon
160
Nu Holdings
NU
$67B
$7.07M 0.09%
515,460
-40,950
-7% -$490K
GILD icon
161
Gilead Sciences
GILD
$165B
$6.67M 0.09%
60,150
-23,404
-28% -$2.49M
TJX icon
162
TJX Companies
TJX
$175B
$6.57M 0.08%
53,208
-4,184
-7% -$531K
HALO icon
163
Halozyme
HALO
$12.2B
$6.54M 0.08%
125,652
– –
NX icon
164
Quanex
NX
$967M
$6.27M 0.08%
331,715
-2,182
-0.7% -$38.7K
FIS icon
165
Fidelity National Information Services
FIS
$21.9B
$5.97M 0.08%
73,281
-6,052
-8% -$471K
PG icon
166
Procter & Gamble
PG
$340B
$5.67M 0.07%
35,583
-2,937
-8% -$479K
WPM icon
167
Wheaton Precious Metals
WPM
$60.6B
$5.63M 0.07%
62,563
-5,107
-8% -$430K
YUMC icon
168
Yum China
YUMC
$16.5B
$5.23M 0.07%
+116,887
New +$5.23M
GEHC icon
169
GE HealthCare
GEHC
$32.9B
$5.09M 0.07%
68,690
+9,116
+15% +$635K
PPC icon
170
Pilgrim's Pride
PPC
$6.31B
$4.74M 0.06%
105,352
-3,236
-3% -$159K
JNJ icon
171
Johnson & Johnson
JNJ
$631B
$4.64M 0.06%
30,360
– –
MCK icon
172
McKesson
MCK
$103B
$4.31M 0.06%
5,887
-13,352
-69% -$9.42M
UNP icon
173
Union Pacific
UNP
$174B
$3.97M 0.05%
17,268
-1,425
-8% -$316K
ANET icon
174
Arista Networks
ANET
$242B
$3.07M 0.04%
30,022
– –
LDOS icon
175
Leidos
LDOS
$17.5B
$3.04M 0.04%
19,278
– –
5 6
7
8 9

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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.