We are live on ! Find out more
AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+27.78%
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
$11.2B
AUM Growth
+$1.81B
Cap. Flow
+$222M
Cap. Flow %
1.98%
Top 10 Hldgs %
21.04%
Holding
241
New
38
Increased
86
Reduced
75
Closed
28

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$228M
2
SLB icon
SLB Ltd
SLB
+$145M
3
MDB icon
MongoDB
MDB
+$95.5M
4
AXON
Axon Enterprise
AXON
+$85.9M
5
AMZN icon
Amazon
AMZN
+$80.5M

Top Sells

Rank Stock Value
1
DOW icon
Dow Inc
DOW
+$198M
2
PRIM icon
Primoris Services
PRIM
+$126M
3
ABBV icon
AbbVie
ABBV
+$120M
4
KGC icon
Kinross Gold
KGC
+$116M
5
CVX icon
Chevron
CVX
+$103M

Sector Composition

Rank Sector Weight
1 Technology 24.33%
2 Financials 20.72%
3 Healthcare 14.89%
4 Industrials 11.78%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEA icon
201
Lear
LEA
$6.22B
$1.32M 0.01%
9,830
+2,689
+38% +$360K
KB icon
202
KB Financial Group
KB
$45.5B
$1.26M 0.01%
+11,968
New +$1.26M
JXN icon
203
Jackson Financial
JXN
$9.36B
$1.25M 0.01%
12,195
-18,921
-61% -$2.05M
UMC icon
204
United Microelectronic
UMC
$54.2B
$1.21M 0.01%
44,485
– –
ABCB icon
205
Ameris Bancorp
ABCB
$5.69B
$875K 0.01%
9,692
-14,402
-60% -$1.22M
BWA icon
206
BorgWarner
BWA
$12.7B
$775K 0.01%
11,678
-11,043
-49% -$699K
EFC
207
Ellington Financial
EFC
$1.63B
$710K 0.01%
52,170
– –
LCII icon
208
LCI Industries
LCII
$2.13B
$700K 0.01%
6,611
– –
COLM icon
209
Columbia Sportswear
COLM
$2.89B
$664K 0.01%
10,748
– –
INDV icon
210
Indivior Pharmaceuticals
INDV
$4.04B
$629K 0.01%
+15,319
New +$556K
ANDE icon
211
Andersons Inc
ANDE
$2.42B
$629K 0.01%
+9,189
New +$668K
CHRD icon
212
Chord Energy
CHRD
$8.59B
$527K ﹤0.01%
+4,608
New +$625K
CCL icon
213
Carnival Corporation Ltd
CCL
$30.3B
$397K ﹤0.01%
13,913
– –
AAOI icon
214
Applied Optoelectronics
AAOI
$8.09B
– –
-340,148
Closed -$28.8M
AGNC icon
215
AGNC Investment
AGNC
$11.8B
– –
-220,170
Closed -$2.21M
ALLY icon
216
Ally Financial
ALLY
$12.6B
– –
-774,569
Closed -$30.4M
BBT
217
Beacon Financial Corp
BBT
$2.63B
– –
-78,213
Closed -$2.35M
BLD
218
DELISTED
TopBuild
BLD
– –
-109,584
Closed -$38.5M
BTU icon
219
Peabody Energy
BTU
$3.25B
– –
-64,247
Closed -$2.12M
CEG icon
220
Constellation Energy
CEG
$92.1B
– –
-83,847
Closed -$23.4M
CHKP icon
221
Check Point Software Technologies
CHKP
$14.1B
– –
-24,228
Closed -$3.46M
CP icon
222
Canadian Pacific Kansas City
CP
$78.3B
– –
-90,253
Closed -$7.1M
CVX icon
223
Chevron
CVX
$427B
– –
-495,633
Closed -$103M
DHR icon
224
Danaher
DHR
$147B
– –
-35,897
Closed -$6.81M
DOW icon
225
Dow Inc
DOW
$21.6B
– –
-4,749,460
Closed -$198M
6 7 8
9
10

Similar funds

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Artemis Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Artemis Investment Management held 241 positions worth $11.2B, up 19% from $9.43B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Artemis Investment Management's Q2 2026 filing shows 38 new, 86 increased, 75 reduced and 28 closed positions. Its largest new stake was Accenture: 1,311,102 shares worth $163M. The largest sale was Dow Inc, an estimated $198M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

  • Artemis Investment Management's largest Q2 2026 buy was Accenture: 1,311,102 shares worth $163M.
  • Artemis Investment Management added most to Axon Enterprise in Q2 2026, an estimated $85.9M increase.
  • Artemis Investment Management's biggest Q2 2026 reduction was AbbVie, cutting an estimated $120M.
  • Artemis Investment Management fully exited Dow Inc in Q2 2026, selling an estimated $198M.
  • Artemis Investment Management's ten largest holdings make up 21% of its $11.2B portfolio in Q2 2026.
  • Artemis Investment Management opened 38 new positions and closed 28 in Q2 2026.
  • Artemis Investment Management's portfolio value rose 19% quarter-over-quarter to $11.2B.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.