Ken Fisher

Fisher Asset Management

Kenneth Lawrence Fisher, born in 1950, is a prominent American investment analyst, author, and the founder of Fisher Asset Management. He has made significant contributions to the investment advisory field, particularly through his long-running column in Forbes, which spanned from 1984 to 2017. Fisher is known for his insights into behavioral finance and has authored eleven books on investing. His influence was recognized in 2010 when he was named one of the 30 most influential people in the investment advisory business by Investment Advisor magazine. Fisher Asset Management operates as a fee-only financial adviser, emphasizing a client-centric approach to investment management. The firm is recognized for its strategic focus on diverse sectors, including technology, energy, and healthcare. Fisher's investment philosophy often integrates behavioral finance principles, seeking to capitalize on market inefficiencies and investor psychology. The latest disclosure from Fisher Asset Management, dated May 5, 2026, reveals a balanced approach with both position reductions and increases across a portfolio totaling between $9.6 billion and $5.5 billion. Notable moves include a significant trim of approximately $2.63 billion in Microsoft Corp (MSFT), reflecting a strategic adjustment within a diverse array of holdings that also feature AbbVie Inc. (ABBV), Exxon Mobil Corp (XOM), and Pfizer Inc. (PFE). The firm has made six increases and six reductions, indicating a dynamic portfolio management strategy.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Xenia Hotels & Resorts, Inc.XHR · Q1 2026$6M0%399.7k$20.75$8M+39.9%
iShares Broad USD High Yield Corporate Bond ETFUSHY · Q1 2026$6M0%159.7k$36.66$6M-0.5%
Dyne Therapeutics, Inc.DYN · Q1 2026$6M0%323.1k$22.72$7M+25.3%
1.1135E+2071.1135E+207 · Q1 2026$6M0%311.7k------
iShares S&P 100 ETFOEF · Q1 2026$6M0%17.7k$371.19$7M+16.7%
Cleveland-Cliffs Inc.CLF · Q1 2026$6M0%660k$9.25$6M+9.47%
46435G51646435G516 · Q1 2026$6M0%57.9k------
Kura Oncology, Inc.KURA · Q1 2026$5M0%675.3k$10.89$7M+33.9%
State Street Financial Select Sector SPDR ETFXLF · Q1 2026$5M0%110.7k$55.66$6M+12.7%
Lockheed Martin CorpLMT · Q1 2026$5M0%9k$514.99$5M-14.8%
Ishares Core MSCI EAFE ETFIEFA · Q1 2026$5M0%60k$96.76$6M+6.88%
Myriad Genetics, Inc.MYGN · Q1 2026$5M0%1.2M$6.19$7M+37.6%
Monte Rosa Therapeutics, Inc.GLUE · Q1 2026$5M0%314.9k$23.79$7M+44.6%
464287507464287507 · Q1 2026$5M0%76k------
Darling Ingredients Inc.DAR · Q1 2026$5M0%82.1k$63.40$5M+2.51%
256135203256135203 · Q1 2026$5M0%364.7k------
AT&T IncT · Q1 2026$5M0%169.9k$22.26$4M-23.2%
Ecopetrol S.A. American Depositary SharesEC · Q1 2026$5M0%323.5k$15.80$5M+5.4%
Colgate-Palmolive CompanyCL · Q1 2026$5M0%56.9k$91.60$5M+7.47%
457651107457651107 · Q1 2026$5M0%195.3k------
West Pharmaceutical Services, Inc.WST · Q1 2026$5M0%18.6k$361.12$7M+44.1%
464288117464288117 · Q1 2026$5M0%112.8k------
Marathon Petroleum CorpMPC · Q1 2026$4M0%18.4k$299.18$5M+22.5%
Olema Pharmaceuticals, Inc.OLMA · Q1 2026$4M0%299.8k$11.07$3M-25.8%
iShares Short-Term National Muni Bond ETFSUB · Q1 2026$4M0%41.9k$106.21$4M-0.27%
British American Tobacco PLCBTI · Q1 2026$4M0%76.2k$62.49$5M+6.87%
GE AerospaceGE · Q1 2026$4M0%15.7k$340.30$5M+19.9%
Rexford Industrial Realty IncREXR · Q1 2026$4M0%134.8k$36.20$5M+10.6%
First Solar, Inc.FSLR · Q1 2026$4M0%22.4k$207.57$5M+5.22%
Vertiv Holdings CoVRT · Q1 2026$4M0%17.6k$295.33$5M+17.9%
The Magnum Ice Cream Company N.V.MICC · Q1 2026$4M0%290.5k$17.74$5M+18.7%
VSE Corporation - Common StockVSEC · Q1 2026$4M0%23.4k$197.77$5M+7.25%
Extra Space Storage Inc.EXR · Q1 2026$4M0%31.7k$145.34$5M+10.8%
Kimberly-Clark CorpKMB · Q1 2026$4M0%42.6k$107.31$5M+11.2%
Western Digital CorpWDC · Q1 2026$4M0%15.1k$502.08$8M+85.6%
Wynn Resorts, LimitedWYNN · Q1 2026$4M0%39.2k$96.77$4M-4.71%
iShares 20+ Year Treasury Bond ETFTLT · Q1 2026$4M0%45.9k$83.13$4M-4.11%
Verizon Communications IncVZ · Q1 2026$4M0%78.9k$43.50$3M-13.3%
Accenture PLCACN · Q1 2026$4M0%19.8k$144.73$3M-27%
Regeneron Pharmaceuticals, Inc.REGN · Q1 2026$4M0%5.1k$652.15$3M-15.6%
Vanguard Growth ETFVUG · Q1 2026$4M0%8.9k$86.56$770k-80.2%
nLIGHT, Inc.LASR · Q1 2026$4M0%67.3k$68.30$5M+19.8%
S&P Global IncSPGI · Q1 2026$4M0%8.9k$445.09$4M+4.64%
Uber Technologies IncUBER · Q1 2026$4M0%52k$71.55$4M-0.53%
SPDR Gold TrustGLD · Q1 2026$4M0%8.5k$371.43$3M-13.7%
Agree Realty CorpADC · Q1 2026$4M0%48.1k$80.22$4M+6.42%
The Walt Disney CompanyDIS · Q1 2026$4M0%37.4k$96.22$4M-0.17%
General Dynamics CorpGD · Q1 2026$4M0%10.4k$370.10$4M+7.82%
VANGUARD TAX-EXEMPT BOND ETFVTEB · Q1 2026$4M0%70.5k$50.16$4M+0.54%
ACI Worldwide IncACIW · Q1 2026$3M0%84.7k$58.07$5M+41.6%
Showing 451-500 of 1,014