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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
+8%
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
$9.43B
AUM Growth
+$1.15B
Cap. Flow
+$1.02B
Cap. Flow %
10.83%
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$279M
2
DOW icon
Dow Inc
DOW
+$151M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$129M
4
BEN icon
Franklin Resources
BEN
+$124M
5
FCX icon
Freeport-McMoran
FCX
+$117M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$160M
2
MSFT icon
Microsoft
MSFT
+$157M
3
DB icon
Deutsche Bank
DB
+$142M
4
STX icon
Seagate
STX
+$119M
5
CCL icon
Carnival Corporation Ltd
CCL
+$103M

Sector Composition

Rank Sector Weight
1 Healthcare 17.45%
2 Financials 16.96%
3 Technology 14.83%
4 Industrials 13.43%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
151
D.R. Horton
DHI
$42.1B
$7.16M 0.08%
+52,183
New +$7.88M
CP icon
152
Canadian Pacific Kansas City
CP
$80.7B
$7.1M 0.08%
90,253
+36,208
+67% +$2.86M
AIG icon
153
American International
AIG
$40.6B
$7.08M 0.08%
94,021
+14,552
+18% +$1.11M
DHR icon
154
Danaher
DHR
$146B
$6.81M 0.07%
35,897
-15,073
-30% -$3.21M
WOLF icon
155
Wolfspeed
WOLF
$1.59B
$6.43M 0.07%
+394,146
New +$7.11M
AVT icon
156
Avnet
AVT
$7.9B
$5.44M 0.06%
+88,244
New +$5.25M
NTR icon
157
Nutrien
NTR
$32B
$4.87M 0.05%
64,545
+12,302
+24% +$877K
FDX icon
158
FedEx
FDX
$76B
$4.21M 0.04%
+11,811
New +$4.1M
CF icon
159
CF Industries
CF
$17.8B
$4.17M 0.04%
32,117
+4,937
+18% +$503K
PARR icon
160
Par Pacific Holdings
PARR
$3.75B
$3.91M 0.04%
62,349
-8,999
-13% -$403K
GPOR icon
161
Gulfport Energy Corp
GPOR
$3.02B
$3.65M 0.04%
17,256
– –
ANET icon
162
Arista Networks
ANET
$246B
$3.64M 0.04%
29,621
+1,265
+4% +$169K
WDC icon
163
Western Digital
WDC
$151B
$3.61M 0.04%
13,364
-138,593
-91% -$36.2M
DHT icon
164
DHT Holdings
DHT
$2.93B
$3.57M 0.04%
195,370
-27,410
-12% -$437K
CHKP icon
165
Check Point Software Technologies
CHKP
$13.2B
$3.46M 0.04%
24,228
-36,014
-60% -$6.03M
JXN icon
166
Jackson Financial
JXN
$8.81B
$3.29M 0.03%
31,116
+5,834
+23% +$653K
BPOP icon
167
Popular Inc
BPOP
$11.2B
$3.18M 0.03%
23,689
+7,322
+45% +$982K
HCA icon
168
HCA Healthcare
HCA
$89.4B
$3.08M 0.03%
6,506
– –
EGO icon
169
Eldorado Gold
EGO
$10.2B
$3.07M 0.03%
89,423
– –
AIR icon
170
AAR Corp
AIR
$5.87B
$2.79M 0.03%
25,516
+10,657
+72% +$1.15M
GEN icon
171
Gen Digital
GEN
$17.4B
$2.59M 0.03%
137,791
+15,022
+12% +$348K
TIGO icon
172
Millicom
TIGO
$15.9B
$2.41M 0.03%
+32,183
New +$2.11M
UBSI icon
173
United Bankshares
UBSI
$6.61B
$2.4M 0.03%
57,978
+11,084
+24% +$461K
SNX icon
174
TD Synnex
SNX
$20.4B
$2.39M 0.03%
14,185
+973
+7% +$153K
BBT
175
Beacon Financial Corp
BBT
$2.67B
$2.35M 0.02%
78,213
+5,364
+7% +$157K
5 6
7
8 9

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GKIM
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VLKIM
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Artemis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Artemis Investment Management held 234 positions worth $9.43B, up 14% from $8.28B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management deployed $1.02B of net new capital in Q1 2026, opening 50 new positions and adding to 85 existing holdings. Its largest new stake was AstraZeneca: 1,444,565 shares worth $281M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $157M trimmed.

  • Artemis Investment Management's largest Q1 2026 buy was AstraZeneca: 1,444,565 shares worth $281M.
  • Artemis Investment Management added most to Franklin Resources in Q1 2026, an estimated $124M increase.
  • Artemis Investment Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $157M.
  • Artemis Investment Management fully exited Capital One in Q1 2026, selling an estimated $160M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $9.43B portfolio in Q1 2026.
  • Artemis Investment Management opened 50 new positions and closed 31 in Q1 2026.
  • Artemis Investment Management's portfolio value rose 14% quarter-over-quarter to $9.43B.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.