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
iShares Trust - iShares Russell 2000 ETFIWM · Q1 2026$2M0%6.7k$291.44$2M+17.5%
Schwab International Equity ETFSCHF · Q1 2026$2M0%67.1k$27.16$2M+9.74%
American Electric Power Co IncAEP · Q1 2026$2M0%12.7k$131.05$2M-0.02%
iShares Core S&P Small-Cap ETFIJR · Q1 2026$2M0%13.3k$147.16$2M+18.4%
Chatham Lodging TrustCLDT · Q1 2026$2M0%209.4k$13.14$3M+66.9%
Archer-Daniels-Midland CompanyADM · Q1 2026$2M0%22.7k$85.12$2M+17.1%
Ambev SAABEV · Q1 2026$2M0%562.5k$3.14$2M+7.53%
Bank of Marin BancorpBMRC · Q1 2026$2M0%63.9k$28.92$2M+12.8%
Garmin Ltd.GRMN · Q1 2026$2M0%7k$250.90$2M+8.14%
WisdomTree, Inc.WT · Q1 2026$2M0%112.1k$20.16$2M+38.5%
Origin Bancorp, Inc.OBK · Q1 2026$2M0%39.2k$51.76$2M+24.8%
709789101709789101 · Q1 2026$2M0%49.4k------
922908629922908629 · Q1 2026$2M0%5.7k------
320866106320866106 · Q1 2026$2M0%39.4k------
NIO Inc ADR each representing one Class A ordinary shareNIO · Q1 2026$2M0%268.3k$4.99$1M-17.2%
Chubb LtdCB · Q1 2026$2M0%4.9k$343.23$2M+5.31%
05366Y20105366Y201 · Q1 2026$2M0%70.2k------
German American Bancorp, Inc.GABC · Q1 2026$2M0%37.8k$49.34$2M+18.1%
Vanguard Energy ETFVDE · Q1 2026$2M0%9.1k$160.76$1M-7.1%
VanEck Pharmaceutical ETFPPH · Q1 2026$2M0%15.1k$109.88$2M+5.77%
Gilead Sciences, Inc.GILD · Q1 2026$2M0%11.2k$130.28$1M-6.53%
Republic Services IncRSG · Q1 2026$2M0%7.1k$216.52$2M-1.14%
KS Trust KS CSI China Internet ETFKWEB · Q1 2026$2M0%54k$26.21$1M-7.83%
MGM Resorts InternationalMGM · Q1 2026$2M0%40.9k$45.09$2M+21.8%
Atmos Energy CorpATO · Q1 2026$2M0%8.2k$177.68$1M-3.82%
Suzano S.A.SUZ · Q1 2026$2M0%150.7k$8.27$1M-17.4%
ISHARES MONTH TREAS BOND ETFSGOV · Q1 2026$1M0%14.7k$100.55$1M-0.11%
Expeditors International of Washington IncEXPD · Q1 2026$1M0%10.3k$176.69$2M+23.4%
MSCI IncMSCI · Q1 2026$1M0%2.7k$628.91$2M+16.7%
Ford Motor CoF · Q1 2026$1M0%125.3k$14.03$2M+21.6%
Qorvo, Inc. - Common StockQRVO · Q1 2026$1M0%18.4k$86.90$2M+12.3%
Duke Energy CorpDUK · Q1 2026$1M0%10.9k$125.33$1M-4.29%
921908844921908844 · Q1 2026$1M0%6.6k------
D.R. Horton IncDHI · Q1 2026$1M0%10.1k$142.52$1M+3.85%
Roper Technologies IncROP · Q1 2026$1M0%3.9k$364.21$1M+2.92%
TD SYNNEX CORPSNX · Q1 2026$1M0%8.2k$250.47$2M+48.5%
Aflac IncorporatedAFL · Q1 2026$1M0%12.6k$123.59$2M+12.6%
316092501316092501 · Q1 2026$1M0%19.6k------
Embraer S.A.ERJ · Q1 2026$1M0%23k$64.52$1M+8.73%
Synopsys IncSNPS · Q1 2026$1M0%3.4k$378.46$1M-4.56%
iShares MSCI Taiwan ETFEWT · Q1 2026$1M0%19.1k$100.16$2M+41.2%
iShares 3-7 Year Treasury Bond ETFIEI · Q1 2026$1M0%11.4k$116.16$1M-2.07%
3M CompanyMMM · Q1 2026$1M0%9.2k$160.76$1M+10.7%
SPDR Portfolio Developed World ex-US ETFSPDW · Q1 2026$1M0%29.4k$49.38$1M+8.16%
BJ's Restaurants, Inc.BJRI · Q1 2026$1M0%38.1k$65.92$3M+87.8%
Parke Bancorp, Inc.PKBK · Q1 2026$1M0%46.8k$32.74$2M+15.3%
iShares MSCI Emerging Markets ex China ETFEMXC · Q1 2026$1M0%16.8k$92.78$2M+17.9%
South Plains Financial, Inc.SPFI · Q1 2026$1M0%31.5k$44.25$1M+5.61%
Movado Group, Inc.MOV · Q1 2026$1M0%53.7k$39.78$2M+62.9%
The PNC Financial Services Group, Inc.PNC · Q1 2026$1M0%6.3k$248.90$2M+19.6%
Showing 601-650 of 1,014