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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
ANIP icon
176
ANI Pharmaceuticals
ANIP
$1.71B
$1.71M 0.02%
+21,617
New +$1.87M
ABCB icon
177
Ameris Bancorp
ABCB
$5.92B
$1.67M 0.02%
+22,441
New +$1.67M
AMRX icon
178
Amneal Pharmaceuticals
AMRX
$5.46B
$1.57M 0.02%
+124,899
New +$1.43M
DCI icon
179
Donaldson
DCI
$11.2B
$1.49M 0.02%
+16,846
New +$1.46M
BEN icon
180
Franklin Resources
BEN
$16.9B
$1.34M 0.02%
+55,903
New +$1.28M
AIR icon
181
AAR Corp
AIR
$5.86B
$1.23M 0.01%
+14,859
New +$1.23M
AGCO icon
182
AGCO
AGCO
$7.1B
$957K 0.01%
9,171
-10,829
-54% -$1.15M
NFG icon
183
National Fuel Gas
NFG
$7.82B
$480K 0.01%
+5,990
New +$494K
RIO icon
184
Rio Tinto
RIO
$164B
$381K ﹤0.01%
+4,766
New +$343K
ADM icon
185
Archer Daniels Midland
ADM
$38.8B
– –
-963,501
Closed -$57.6M
AGNC icon
186
AGNC Investment
AGNC
$12.9B
– –
-1,458,097
Closed -$14.3M
ALL icon
187
Allstate
ALL
$66.3B
– –
-63,902
Closed -$13.7M
AXP icon
188
American Express
AXP
$230B
– –
-23,830
Closed -$7.92M
CCJ icon
189
Cameco
CCJ
$43B
– –
-214,664
Closed -$18M
CMA
190
DELISTED
Comerica
CMA
– –
-761,014
Closed -$52.1M
CORZ icon
191
Core Scientific
CORZ
$6.35B
– –
-2,660,404
Closed -$47.7M
CTVA icon
192
Corteva
CTVA
$50.9B
– –
-590,063
Closed -$39.9M
CVX icon
193
Chevron
CVX
$386B
– –
-762,406
Closed -$118M
DECK icon
194
Deckers Outdoor
DECK
$12.8B
– –
-157,408
Closed -$16M
DIS icon
195
Walt Disney
DIS
$179B
– –
-180,701
Closed -$20.7M
EFX icon
196
Equifax
EFX
$21.4B
– –
-17,397
Closed -$4.46M
EQH icon
197
Equitable Holdings
EQH
$14B
– –
-39,538
Closed -$2.01M
ETN icon
198
Eaton
ETN
$178B
– –
-169,074
Closed -$63.3M
EXP icon
199
Eagle Materials
EXP
$6.57B
– –
-7,121
Closed -$1.66M
FISV
200
Fiserv Inc
FISV
$28B
– –
-23,328
Closed -$3.01M
6 7
8
9 10

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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.