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.

Biggest Losses

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Booking Holdings IncBKNG · Q1 2026$4,210.39$179.83-$69M-95.7%$3M
KLA CorporationKLAC · Q1 2026$1,472.45$218.44-$38M-85.2%$7M
Vanguard Growth ETFVUG · Q1 2026$436.79$86.56-$3M-80.2%$770k
Vanguard Mega Cap Growth ETF (2)MGK · Q1 2026$367.47$87.31-$2M-76.2%$722k
iShares Russell 1000 Growth ETFIWF · Q1 2026$426.42$123.58-$5M-71%$2M
Compass Therapeutics, Inc.CMPX · Q1 2026$5.29$2.11-$4M-60.2%$3M
Powell Industries, Inc.POWL · Q1 2026$541.08$235.79-$78M-56.4%$61M
CrowdStrike Holdings, Inc.CRWD · Q1 2026$390.49$191.15-$541k-51%$519k
ProShares - S&P 500 Dividend Aristocrats ETFNOBL · Q1 2026$106.02$56.93-$155k-46.3%$180k
Zoetis IncZTS · Q1 2026$118.25$76.28-$98k-35.5%$179k
Intuit IncINTU · Q1 2026$432.38$289.92-$290M-32.9%$590M
Shake Shack Inc.SHAK · Q1 2026$88.47$60.00-$19M-32.2%$41M
Globant S.A. Common SharesGLOB · Q1 2026$46.12$31.98-$70k-30.7%$158k
Leidos Holdings, Inc.LDOS · Q1 2026$155.54$108.29-$299k-30.4%$684k
Boston Scientific CorpBSX · Q1 2026$62.75$44.17-$8M-29.6%$20M
TotalEnergies SETOTB.DE · Q1 2026$90.98$65.42-$459M-28.1%$1B
Fresh Del Monte Produce Inc.FDP · Q1 2026$40.26$29.22-$7M-27.4%$18M
CENTURY ALUMINUM COCENX · Q1 2026$58.69$42.60-$14M-27.4%$36M
Oil States International, Inc.OIS · Q1 2026$11.64$8.46-$631k-27.3%$2M
Ionis Pharmaceuticals, Inc.IONS · Q1 2026$75.09$54.73-$3M-27.1%$8M
Accenture PLCACN · Q1 2026$198.30$144.73-$1M-27%$3M
Olema Pharmaceuticals, Inc.OLMA · Q1 2026$14.91$11.07-$1M-25.8%$3M
Pegasystems Inc.PEGA · Q1 2026$42.56$31.69-$12M-25.5%$35M
Northrop Grumman CorporationNOC · Q1 2026$682.25$512.29-$28M-24.9%$85M
Intuitive Surgical, Inc.ISRG · Q1 2026$460.99$348.92-$432M-24.3%$1B
Solstice Advanced Materials Inc. - Common StockSOLS · Q1 2026$76.16$58.03-$119k-23.8%$382k
iShares Silver TrustSLV · Q1 2026$68.14$52.21-$87k-23.4%$287k
Netflix, Inc.NFLX · Q1 2026$96.15$73.68-$457M-23.4%$1B
AT&T IncT · Q1 2026$28.99$22.26-$1M-23.2%$4M
Crescent Energy Company Class ACRGY · Q1 2026$13.50$10.38-$2M-23.1%$7M
EQT CorpEQT · Q1 2026$63.64$49.05-$80k-22.9%$269k
VanEck Junior Gold Miners ETFGDXJ · Q1 2026$120.07$92.65-$47k-22.8%$159k
KINROSS GOLD CORPKGC · Q1 2026$30.52$23.66-$85k-22.5%$293k
AeroVironment, Inc.AVAV · Q1 2026$183.05$142.20-$12M-22.3%$43M
The Kroger Co.KR · Q1 2026$72.36$56.56-$252k-21.8%$902k
HCA Healthcare IncHCA · Q1 2026$473.35$370.37-$179k-21.8%$643k
SiteOne Landscape Supply IncSITE · Q1 2026$133.11$104.78-$5M-21.3%$19M
Amdocs Limited - Ordinary SharesDOX · Q1 2026$65.27$51.56-$59k-21%$221k
The Hackett Group, Inc.HCKT · Q1 2026$13.01$10.38-$121k-20.2%$477k
Insulet Corp.PODD · Q1 2026$209.84$167.65-$2M-20.1%$10M
VanEck Gold Miners ETFGDX · Q1 2026$91.78$74.00-$43k-19.4%$180k
APA CorporationAPA · Q1 2026$42.44$34.28-$12M-19.2%$52M
Range Resources CorpRRC · Q1 2026$45.18$36.72-$6M-18.7%$27M
Nike IncNKE · Q1 2026$52.82$42.96-$499k-18.7%$2M
Prestige Consumer Healthcare Inc.PBH · Q1 2026$59.27$48.36-$3M-18.4%$12M
The Hershey CompanyHSY · Q1 2026$207.90$170.42-$68k-18%$307k
L3Harris Technologies, Inc.LHX · Q1 2026$345.16$283.93-$514k-17.7%$2M
Alnylam Pharmaceuticals IncALNY · Q1 2026$330.91$272.28-$354k-17.7%$2M
Tyra Biosciences, Inc.TYRA · Q1 2026$38.30$31.61-$193k-17.5%$910k
Suzano S.A.SUZ · Q1 2026$10.01$8.27-$263k-17.4%$1M