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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
NVDA icon
1
NVIDIA
NVDA
$4.86T
$332M 4.13%
1,780,277
-524,699
-23% -$91.5M
MSFT icon
2
Microsoft
MSFT
$3.45T
$260M 3.23%
501,569
-126,473
-20% -$64.5M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.36T
$187M 2.33%
769,461
-6,883
-0.9% -$1.44M
KGC icon
4
Kinross Gold
KGC
$27.4B
$187M 2.33%
7,521,220
+1,246,480
+20% +$24M
ABBV icon
5
AbbVie
ABBV
$443B
$181M 2.26%
782,701
+104,105
+15% +$21.2M
AMZN icon
6
Amazon
AMZN
$2.92T
$178M 2.21%
810,552
-141,880
-15% -$32.1M
TXN icon
7
Texas Instruments
TXN
$252B
$159M 1.98%
867,352
-1,024
-0.1% -$200K
JEF icon
8
Jefferies Financial Group
JEF
$12.6B
$156M 1.94%
2,379,579
+1,087,393
+84% +$66.3M
META icon
9
Meta Platforms (Facebook)
META
$1.42T
$150M 1.87%
204,129
-45,564
-18% -$33.9M
COF icon
10
Capital One
COF
$128B
$140M 1.75%
659,982
-160,381
-20% -$35.1M
C icon
11
Citigroup
C
$222B
$121M 1.51%
1,194,811
+3,831
+0.3% +$364K
CVX icon
12
Chevron
CVX
$392B
$118M 1.47%
+762,406
New +$118M
AAPL icon
13
Apple
AAPL
$4.54T
$118M 1.47%
464,720
+229,156
+97% +$51.8M
AXON
14
Axon Enterprise
AXON
$42.5B
$116M 1.45%
162,160
+96,477
+147% +$73.2M
FLUT icon
15
Flutter Entertainment
FLUT
$18.1B
$112M 1.39%
433,423
-29,702
-6% -$8.69M
JLL icon
16
Jones Lang LaSalle
JLL
$16.3B
$111M 1.38%
370,604
+68,877
+23% +$19.7M
NVT icon
17
nVent Electric
NVT
$24.9B
$109M 1.36%
1,107,385
+486,106
+78% +$42.2M
PRIM icon
18
Primoris Services
PRIM
$4.58B
$105M 1.31%
767,660
+111,570
+17% +$12M
BE icon
19
Bloom Energy
BE
$60.6B
$103M 1.28%
1,217,982
-1,322,946
-52% -$61.4M
DB icon
20
Deutsche Bank
DB
$69B
$103M 1.28%
2,918,177
+707,154
+32% +$24.1M
AEM icon
21
Agnico Eagle Mines
AEM
$73.6B
$102M 1.27%
608,100
+251,625
+71% +$34.6M
WDC icon
22
Western Digital
WDC
$188B
$101M 1.26%
842,110
-13,838
-2% -$1.13M
PH icon
23
Parker-Hannifin
PH
$123B
$97.3M 1.21%
128,402
+16,221
+14% +$12M
HESM icon
24
Hess Midstream
HESM
$5.24B
$96.6M 1.2%
2,796,934
+664,391
+31% +$26.4M
RYAAY icon
25
Ryanair
RYAAY
$30.4B
$95.4M 1.19%
1,584,763
+168,917
+12% +$10.3M
1
2 3 4 5

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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.