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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
ANET icon
151
Arista Networks
ANET
$248B
$3.72M 0.04%
28,356
+4,494
+19% +$619K
STLD icon
152
Steel Dynamics
STLD
$37.9B
$3.7M 0.04%
21,812
+3,484
+19% +$553K
AMPX icon
153
Amprius Technologies
AMPX
$1.75B
$3.66M 0.04%
464,029
-14,489
-3% -$166K
GPOR icon
154
Gulfport Energy Corp
GPOR
$3.02B
$3.59M 0.04%
17,256
-13,256
-43% -$2.64M
GEN icon
155
Gen Digital
GEN
$17.4B
$3.34M 0.04%
122,769
-29,966
-20% -$806K
NTR icon
156
Nutrien
NTR
$31.9B
$3.22M 0.04%
+52,243
New +$3.07M
EGO icon
157
Eldorado Gold
EGO
$10.2B
$3.21M 0.04%
+89,423
New +$2.68M
LDOS icon
158
Leidos
LDOS
$17.7B
$3.17M 0.04%
17,586
+2,246
+15% +$426K
HCA icon
159
HCA Healthcare
HCA
$89.3B
$3.04M 0.04%
6,506
+1,005
+18% +$467K
M icon
160
Macy's
M
$6.47B
$2.75M 0.03%
+124,794
New +$2.55M
DHT icon
161
DHT Holdings
DHT
$2.93B
$2.72M 0.03%
+222,780
New +$2.8M
JXN icon
162
Jackson Financial
JXN
$8.81B
$2.7M 0.03%
+25,282
New +$2.51M
EFC
163
Ellington Financial
EFC
$1.74B
$2.65M 0.03%
+195,443
New +$2.66M
MTCH icon
164
Match Group
MTCH
$8.46B
$2.59M 0.03%
+80,074
New +$2.63M
PARR icon
165
Par Pacific Holdings
PARR
$3.77B
$2.51M 0.03%
+71,348
New +$2.84M
BWA icon
166
BorgWarner
BWA
$14.1B
$2.25M 0.03%
+50,006
New +$2.19M
CF icon
167
CF Industries
CF
$17.8B
$2.1M 0.03%
+27,180
New +$2.23M
ALV icon
168
Autoliv
ALV
$8.96B
$2.07M 0.03%
+17,477
New +$2.09M
BPOP icon
169
Popular Inc
BPOP
$11.2B
$2.04M 0.02%
+16,367
New +$1.93M
SNX icon
170
TD Synnex
SNX
$20.4B
$1.98M 0.02%
+13,212
New +$2.03M
BBT
171
Beacon Financial Corp
BBT
$2.67B
$1.92M 0.02%
+72,849
New +$1.85M
FBK icon
172
FB Financial Corp
FBK
$3.07B
$1.88M 0.02%
+33,603
New +$1.88M
ORI icon
173
Old Republic International
ORI
$10.3B
$1.84M 0.02%
+40,231
New +$1.75M
BKE icon
174
Buckle
BKE
$2.37B
$1.82M 0.02%
+34,007
New +$1.9M
UBSI icon
175
United Bankshares
UBSI
$6.62B
$1.8M 0.02%
+46,894
New +$1.75M
5 6
7
8 9

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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.