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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
FIS icon
176
Fidelity National Information Services
FIS
$22.1B
$2.86M 0.04%
43,446
-29,835
-41% -$2.18M
STLD icon
177
Steel Dynamics
STLD
$37.9B
$2.56M 0.03%
18,328
-94,908
-84% -$12.5M
HCA icon
178
HCA Healthcare
HCA
$89.4B
$2.34M 0.03%
5,501
-1,396
-20% -$541K
AGCO icon
179
AGCO
AGCO
$7.1B
$2.14M 0.03%
+20,000
New +$2.21M
EQH icon
180
Equitable Holdings
EQH
$14B
$2.01M 0.03%
39,538
-10,296
-21% -$545K
PPC icon
181
Pilgrim's Pride
PPC
$6.39B
$2M 0.02%
49,210
-56,142
-53% -$2.55M
EXP icon
182
Eagle Materials
EXP
$6.52B
$1.66M 0.02%
7,121
-2,133
-23% -$484K
GLOB icon
183
Globant
GLOB
$1.69B
$1.21M 0.02%
21,061
-7,325
-26% -$539K
AIG icon
184
American International
AIG
$40.6B
– –
-301,517
Closed -$25.8M
ALGN icon
185
Align Technology
ALGN
$12.4B
– –
-213,660
Closed -$40.5M
CAVA icon
186
CAVA Group
CAVA
$7.04B
– –
-134,089
Closed -$11.3M
CBZ icon
187
CBIZ
CBZ
$2.96B
– –
-561,381
Closed -$40.3M
CMG icon
188
Chipotle Mexican Grill
CMG
$40.5B
– –
-502,746
Closed -$28.2M
CNM icon
189
Core & Main
CNM
$8.78B
– –
-1,660,666
Closed -$100M
CPRT icon
190
Copart
CPRT
$27.4B
– –
-546,118
Closed -$26.8M
CRM icon
191
Salesforce
CRM
$161B
– –
-44,177
Closed -$12M
EBAY icon
192
eBay
EBAY
$47.4B
– –
-488,804
Closed -$36.4M
EXAS
193
DELISTED
Exact Sciences
EXAS
– –
-549,614
Closed -$29.2M
FCX icon
194
Freeport-McMoran
FCX
$96.5B
– –
-1,381,408
Closed -$59.9M
FLR icon
195
Fluor
FLR
$7.08B
– –
-1,076,940
Closed -$55.2M
FOUR icon
196
Shift4
FOUR
$3.26B
– –
-315,683
Closed -$31.3M
HDB icon
197
HDFC Bank
HDB
$120B
– –
-21,294
Closed -$816K
HES
198
DELISTED
Hess
HES
– –
-522,277
Closed -$72.4M
HON icon
199
CALL
Honeywell
HON
$73.7B
– –
-158,089
Closed -$34.7M
ISRG icon
200
Intuitive Surgical
ISRG
$141B
– –
-36,510
Closed -$19.8M
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.