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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
JNJ icon
151
Johnson & Johnson
JNJ
$626B
$5.92M 0.07%
31,947
+1,587
+5% +$272K
GPOR icon
152
Gulfport Energy Corp
GPOR
$3.03B
$5.52M 0.07%
30,512
-48,102
-61% -$8.37M
SNDK
153
Sandisk
SNDK
$186B
$5.4M 0.07%
+48,115
New +$2.81M
WPM icon
154
Wheaton Precious Metals
WPM
$61B
$5.31M 0.07%
47,425
-15,138
-24% -$1.48M
GILD icon
155
Gilead Sciences
GILD
$169B
$5.3M 0.07%
47,724
-12,426
-21% -$1.41M
TJX icon
156
TJX Companies
TJX
$172B
$5.23M 0.07%
36,165
-17,043
-32% -$2.26M
AMPX icon
157
Amprius Technologies
AMPX
$1.74B
$5.03M 0.06%
+478,518
New +$3.76M
YUMC icon
158
Yum China
YUMC
$16.3B
$5.02M 0.06%
116,887
– –
SNPS icon
159
Synopsys
SNPS
$78.8B
$4.78M 0.06%
9,686
-6,543
-40% -$3.7M
EXE
160
Expand Energy Corp
EXE
$22.8B
$4.49M 0.06%
42,270
-40,232
-49% -$4.04M
EFX icon
161
Equifax
EFX
$21.4B
$4.46M 0.06%
17,397
-25,204
-59% -$6.33M
PM icon
162
Philip Morris
PM
$290B
$4.41M 0.05%
27,181
-27,079
-50% -$4.56M
GEN icon
163
Gen Digital
GEN
$17.4B
$4.34M 0.05%
+152,735
New +$4.57M
TTEK icon
164
Tetra Tech
TTEK
$9.07B
$4.24M 0.05%
127,167
-619,376
-83% -$22.5M
PG icon
165
Procter & Gamble
PG
$337B
$4.21M 0.05%
27,407
-8,176
-23% -$1.28M
OTIS icon
166
Otis Worldwide
OTIS
$27.8B
$4.19M 0.05%
45,805
-25,886
-36% -$2.35M
MSI icon
167
Motorola Solutions
MSI
$77.1B
$4.08M 0.05%
8,930
+8,261
+1,235% +$3.72M
GEHC icon
168
GE HealthCare
GEHC
$33B
$3.77M 0.05%
50,215
-18,475
-27% -$1.38M
MCK icon
169
McKesson
MCK
$105B
$3.61M 0.04%
4,671
-1,216
-21% -$856K
ANET icon
170
Arista Networks
ANET
$248B
$3.48M 0.04%
23,862
-6,160
-21% -$793K
RDY icon
171
Dr. Reddy's Laboratories
RDY
$10.4B
$3.36M 0.04%
240,322
+105,092
+78% +$1.51M
ZTS icon
172
Zoetis
ZTS
$31B
$3.28M 0.04%
22,416
-108,047
-83% -$16.3M
UNP icon
173
Union Pacific
UNP
$174B
$3.14M 0.04%
13,293
-3,975
-23% -$896K
FISV
174
Fiserv Inc
FISV
$28.1B
$3.01M 0.04%
23,328
-177,082
-88% -$25.4M
LDOS icon
175
Leidos
LDOS
$17.7B
$2.9M 0.04%
15,340
-3,938
-20% -$685K
5 6
7
8 9

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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.