Factset Research Systems INC

• AP Artisan Partners Artisan Select Equity Fund Quarterly Commentary ↗ Artisan Select Equity Fund challenged the market’s AI “roadkill” narrative, adding to Marsh, Schwab, Universal Music and IQVIA while avoiding businesses whose AI risks it considers harder to assess. The portfolio trimmed Samsung, exited Lam Research on valuation concerns and initiated Diageo, citing its brands, depressed valuation and new management’s turnaround plan. Q2 2026 ACN $149BARMK $15BDEO $51B +6

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