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
Ingredion Incorporated Common StockINGR · Q1 2026$3M0%30.7k$101.99$3M-9.47%
GE VERNOVA INCGEV · Q1 2026$3M0%3.9k$1,072.80$4M+22.9%
Coca-Cola Europacific Partners plc - Ordinary SharesCCEP · Q1 2026$3M0%37.9k$106.05$4M+17%
Tango Therapeutics, Inc.TNGX · Q1 2026$3M0%162.4k$27.64$4M+32.1%
NPK International Inc.NPKI · Q1 2026$3M0%233k$14.28$3M-1.45%
State Street Technology Select Sector SPDR ETFXLK · Q1 2026$3M0%25.2k$178.38$4M+34.2%
Vanguard Total Bond Market ETFBND · Q1 2026$3M0%44.9k$72.24$3M-1.91%
SIMMONS FIRST NATIONAL CORPORATIONSFNC · Q1 2026$3M0%169.3k$23.01$4M+18.3%
NextEra Energy IncNEE · Q1 2026$3M0%35.3k$87.93$3M-5.33%
HALEON PLCHLN · Q1 2026$3M0%327.1k$10.11$3M+1%
Ross Stores IncROST · Q1 2026$3M0%15k$235.55$4M+8.73%
Prosperity Bancshares, Inc.PB · Q1 2026$3M0%48k$72.98$4M+8.63%
General Mills, Inc.GIS · Q1 2026$3M0%86k$38.70$3M+3.98%
464288810464288810 · Q1 2026$3M0%59.4k------
AnaptysBio, Inc.ANAB · Q1 2026$3M0%56.6k$58.00$3M+4.58%
Vanguard Mega Cap Growth ETF (2)MGK · Q1 2026$3M0%8.3k$87.31$722k-76.2%
PTC THERAPEUTICS, INC.PTCT · Q1 2026$3M0%44.6k$78.52$3M+15.3%
iShares Russell 1000 Value ETFIWD · Q1 2026$3M0%13.8k$249.46$3M+16.7%
Chemed CorpCHE · Q1 2026$3M0%7.8k$501.51$4M+32.8%
State Street SPDR S&P Metals & Mining ETFXME · Q1 2026$3M0%27k$98.99$3M-8.35%
iShares S&P 500 Growth ETFIVW · Q1 2026$3M0%25.7k$136.26$3M+20.5%
L3Harris Technologies, Inc.LHX · Q1 2026$3M0%8.4k$283.93$2M-17.7%
AptarGroup IncATR · Q1 2026$3M0%22.8k$134.75$3M+6.93%
78468R10178468R101 · Q1 2026$3M0%97.8k------
Woodside Energy Group LtdWDS · Q1 2026$3M0%118.6k$22.23$3M-6.91%
Philip Morris International IncPM · Q1 2026$3M0%16.8k$192.12$3M+16.2%
Victory Capital Holdings, Inc.VCTR · Q1 2026$3M0%41.2k$100.58$4M+53.6%
886364702886364702 · Q1 2026$3M0%149.7k------
American Public Education, Inc.APEI · Q1 2026$3M0%47k$51.18$2M-10%
Nike IncNKE · Q1 2026$3M0%50.6k$42.96$2M-18.7%
464288638464288638 · Q1 2026$3M0%49.6k------
92204A60392204A603 · Q1 2026$3M0%8.4k------
Jack Henry & Associates, Inc.JKHY · Q1 2026$3M0%16.6k$148.23$2M-6.22%
Global X - Robotics & Artificial Intelligence ETFBOTZ · Q1 2026$3M0%78.9k$34.58$3M+4.09%
SUMMIT HOTEL PROPERTIES INCINN · Q1 2026$3M0%584.7k$6.61$4M+49.5%
G3730V105G3730V105 · Q1 2026$3M0%10.5k------
Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU)BIDU · Q1 2026$3M0%23.1k$112.82$3M+1.25%
Allient Inc.ALNT · Q1 2026$3M0%43.3k$87.67$4M+48.4%
Workday IncWDAY · Q1 2026$3M0%19.6k$147.18$3M+13.3%
98985Y10898985Y108 · Q1 2026$3M0%101.4k------
Donnelley Financial Solutions, Inc.DFIN · Q1 2026$2M0%52.8k$49.94$3M+5.94%
464287523464287523 · Q1 2026$2M0%7.5k------
iShares MSCI EAFE ETFEFA · Q1 2026$2M0%25.2k$102.87$3M+5.91%
Shopify Inc Class A subordinate voting sharesSHOP · Q1 2026$2M0%20.5k$124.25$3M+4.74%
Invesco S&P 500 Top 50 ETFXLG · Q1 2026$2M0%43.9k$60.11$3M+10.2%
iShares U.S. Aerospace & Defense ETFITA · Q1 2026$2M0%10.7k$230.89$2M+5.54%
383082104383082104 · Q1 2026$2M0%37.4k------
Expedia Group IncEXPE · Q1 2026$2M0%10.1k$256.75$3M+11.2%
Vanguard Total International Stock ETFVXUS · Q1 2026$2M0%30.1k$84.06$3M+9.01%
Wells Fargo & CoWFC · Q1 2026$2M0%29k$86.35$3M+8.46%
Showing 501-550 of 1,014