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 Trades

CompanyValueActionChangePriceLast Price
Fidelity MSCI Consumer Discretionary Index ETFFDIS$6M67k sharesTrimQ1 2026 13F$643k$93.26$102.16
JPMorgan U.S. Quality Factor ETFJQUA$634k10.3k sharesOtherQ1 2026 13F$634k$61.32$71.64
Ecolab IncECL$1M4.4k sharesAddQ1 2026 13F$632k$282.22$269.28
First Industrial Realty Trust, Inc. Common StockFR$7M118.6k sharesAddQ1 2026 13F$630k$57.85$68.68
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$627k2.4k sharesOtherQ1 2026 13F$627k$257.42--
nLIGHT, Inc.LASR$4M67.3k sharesAddQ1 2026 13F$626k$54.19$68.30
Vanguard Value ETFVTV$2M11.7k sharesAddQ1 2026 13F$626k$196.20$218.86
NPK International Inc.NPKI$3M233k sharesAddQ1 2026 13F$611k$13.88$14.28
Woodside Energy Group LtdWDS$3M118.6k sharesAddQ1 2026 13F$606k$19.45$22.23
State Street Financial Select Sector SPDR ETFXLF$5M110.7k sharesTrimQ1 2026 13F$597k$52.11$56.56
Fifth Third BancorpFITB$874k18.8k sharesAddQ1 2026 13F$595k$48.48$57.53
iShares Russell 1000 ETFIWB$2M5.1k sharesTrimQ1 2026 13F$591k$372.62$410.90
Kura Oncology, Inc.KURA$5M675.3k sharesAddQ1 2026 13F$586k$8.59$10.89
ProShares Russell 2000 Dividend Growers ETFSMDV$-581.5KExitQ1 2026 13F$582k--$78.21
Ionis Pharmaceuticals, Inc.IONS$11M141.5k sharesTrimQ1 2026 13F$575k$78.92$54.73
iShares Russell Top 200 Growth ETFIWY$303k1.2k sharesTrimQ1 2026 13F$571k$248.90$282.13
GE HEALTHCARE TECHNOLOGI INCGEHC$229k3.2k sharesTrimQ1 2026 13F$569k$78.86$62.99
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$559k83.5k sharesOtherQ1 2026 13F$559k$6.69--
First Merchants CorporationFRME$14M348.9k sharesTrimQ1 2026 13F$554k$39.05$44.32
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$-551.0KTrimQ1 2026 13F$551k----
Axon Enterprise, Inc.AXON$-547.4KExitQ1 2026 13F$547k$519.66$541.12
iShares Select Dividend ETFDVY$546k3.6k sharesOtherQ1 2026 13F$546k$151.42$162.47
Schwab US Dividend Equity ETFSCHD$2M68k sharesAddQ1 2026 13F$545k$30.68$33.04
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$491k4.5k sharesTrimQ1 2026 13F$543k$109.69--
American Century Quality Diversified International ETFQINT$542k8.3k sharesOtherQ1 2026 13F$542k$65.44$69.60
GRANITE CONSTRUCTION INCGVA$41M338.4k sharesAddQ1 2026 13F$539k$119.88$125.63
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$7M361.8k sharesTrimQ1 2026 13F$538k$19.12--
iShares Broad USD High Yield Corporate Bond ETFUSHY$6M159.7k sharesTrimQ1 2026 13F$529k$37.28$36.92
PDF Solutions, Inc.PDFS$2M51.4k sharesAddQ1 2026 13F$524k$32.71$52.07
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-522.1KExitQ1 2026 13F$522k----
Devon Energy CorpDVN$2M45.2k sharesAddQ1 2026 13F$518k$42.88$44.10
Vanguard Total International Stock ETFVXUS$2M30.1k sharesAddQ1 2026 13F$510k$77.11$84.06
Casella Waste Systems, Inc.CWST$2M27.7k sharesTrimQ1 2026 13F$509k$95.81$99.91
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-502.6KExitQ1 2026 13F$503k----
FT EGY PARTNER ENHANCED ETFEIPI$-497.6KExitQ1 2026 13F$498k$20.50$22.38
iShares MSCI Emerging Markets ETFEEM$497.5KOtherQ1 2026 13F$497k$58.82$65.57
Fidelity MSCI Information Technology Index ETFFTEC$493k2.4k sharesOtherQ1 2026 13F$493k$208.12$270.13
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$770k23.8k sharesAddQ1 2026 13F$491k$32.43--
iShares Global Financials ETFIXG$322k2.8k sharesTrimQ1 2026 13F$485k$114.00$129.90
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$485k2.6k sharesOtherQ1 2026 13F$485k$184.91--
Dianthus Therapeutics, Inc.DNTH$1M12.6k sharesAddQ1 2026 13F$484k$57.91$95.35
Worthington Steel, Inc.WS$8M255.9k sharesTrimQ1 2026 13F$484k$38.76$35.12
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$2M7.5k sharesAddQ1 2026 13F$483k$328.67--
iShare US Telecommunications ETFIYZ$473k12k sharesOtherQ1 2026 13F$473k$37.41$40.11
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$879k35.3k sharesAddQ1 2026 13F$471k$24.91--
Duke Energy CorpDUK$1M10.9k sharesAddQ1 2026 13F$470k$129.13$125.33
iShares 0-5 Year High Yield Corporate Bond ETFSHYG$-467.2KExitQ1 2026 13F$467k--$42.26
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$2M37.4k sharesAddQ1 2026 13F$466k$62.13--
iShares MSCI Emerging Markets ex China ETFEMXC$1M16.8k sharesAddQ1 2026 13F$462k$80.41$92.78
Global X - Robotics & Artificial Intelligence ETFBOTZ$3M78.9k sharesTrimQ1 2026 13F$461k$33.22$34.58
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