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
Moelis & CompanyMC$59M1M sharesAddQ1 2026 13F$27M$65.01$69.25
APA CorporationAPA$64M1.5M sharesAddQ1 2026 13F$27M$30.23$34.28
JD.com, Inc.JD$69M2.3M sharesTrimQ1 2026 13F$27M$28.27$29.28
Grocery Outlet Holding Corp.GO$-25.7MExitQ1 2026 13F$26M--$9.58
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$37M2.2M sharesTrimQ1 2026 13F$26M$16.70--
Stifel Financial Corporation Common StockSF$125M1.7M sharesTrimQ1 2026 13F$25M$79.41$78.75
NetEase, Inc.NTES$128M1.1M sharesTrimQ1 2026 13F$25M$124.07$130.33
iShares International Equity- ETFs iShares MSCI Japan ETFEWJ$226M2.7M sharesAddQ1 2026 13F$24M$86.54$93.50
Nike IncNKE$3M50.6k sharesTrimQ1 2026 13F$24M$58.24$42.96
Matador Resources CompanyMTDR$52M830.3k sharesAddQ1 2026 13F$23M$50.09$53.76
Pegasystems Inc.PEGA$47M1.1M sharesTrimQ1 2026 13F$23M$42.56$31.69
Onto Innovation IncONTO$133M650k sharesAddQ1 2026 13F$22M$204.71$304.73
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$50M626.5k sharesTrimQ1 2026 13F$22M$80.05--
Linde plcLIN$131M264.2k sharesAddQ1 2026 13F$22M$471.81$513.34
NU HOLDINGS LTDNU$150M10.4M sharesTrimQ1 2026 13F$22M$15.28$14.51
PriceSmart, Inc.PSMT$48M320.5k sharesAddQ1 2026 13F$22M$150.50$186.49
Veeco Instruments Inc.VECO$73M2.2M sharesAddQ1 2026 13F$21M$31.86$56.96
iShares U.S. Financials ETFIYF$202M1.7M sharesTrimQ1 2026 13F$21M$124.10$134.50
Post Holdings, Inc.POST$45M458.5k sharesAddQ1 2026 13F$21M$101.88$87.89
Arcellx, Inc.ACLX$-21.1MExitQ1 2026 13F$21M$88.26$115.07
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$35M1.8M sharesTrimQ1 2026 13F$21M$19.56--
ASTRONICS CORPATRO$23M348.8k sharesAddQ1 2026 13F$20M$60.38$66.04
Vanguard FTSE Developed Markets ETFVEA$612M9.6M sharesAddQ1 2026 13F$20M$66.00$70.82
Regal Rexnord Corporation Common StockRRX$92M490.2k sharesAddQ1 2026 13F$20M$187.26$213.31
Invesco NASDAQ Internet ETFPNQI$72M1.6M sharesTrimQ1 2026 13F$19M$44.73$49.13
Kaiser Aluminum CorporationKALU$37M304.5k sharesAddQ1 2026 13F$19M$120.51$160.41
Banco Bradesco S.A.BBD$194M53.3M sharesAddQ1 2026 13F$18M$3.79$3.55
Dover Corporation Common StockDOV$332M1.6M sharesAddQ1 2026 13F$18M$213.77$212.26
Merit Medical Systems, Inc.MMSI$-18.1MExitQ1 2026 13F$18M$78.11$75.55
Evercore Inc.EVR$127M424.7k sharesAddQ1 2026 13F$18M$327.43$349.71
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$-17.9MTrimQ1 2026 13F$18M----
FABRINETFN$66M126.8k sharesAddQ1 2026 13F$18M$508.19$493.70
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$134M708.2k sharesAddQ1 2026 13F$18M$189.55--
Helmerich & Payne, Inc.HP$67M1.9M sharesAddQ1 2026 13F$17M$34.11$33.42
Arrowhead Pharmaceuticals, Inc.ARWR$70M1.1M sharesTrimQ1 2026 13F$17M$62.70$71.38
ZTO ExpressZTO$91M3.6M sharesAddQ1 2026 13F$17M$25.17$24.55
FormFactor, Inc.FORM$41M426k sharesAddQ1 2026 13F$17M$86.06$104.56
iShares MBS ETFMBB$84M882.7k sharesTrimQ1 2026 13F$17M$95.54$93.83
Northrop Grumman CorporationNOC$113M166.1k sharesAddQ1 2026 13F$16M$691.39$512.29
Lam Research CorporationLRCX$77M359.6k sharesAddQ1 2026 13F$16M$223.59$306.76
CENTURY ALUMINUM COCENX$50M851.3k sharesAddQ1 2026 13F$16M$50.14$42.60
Rambus IncRMBS$64M738.4k sharesAddQ1 2026 13F$16M$99.79$103.83
Synovus Financial CorpSNV$-15.7MExitQ1 2026 13F$16M$50.05$50.05
O'Reilly Automotive IncORLY$41M449.4k sharesTrimQ1 2026 13F$16M$93.79$86.25
PotlatchDeltic CorporationPCH$-15.3MExitQ1 2026 13F$15M$42.58$41.73
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$15M173.5k sharesOtherQ1 2026 13F$15M$86.14--
Schlumberger N.V. Common StockSLB$54M1.1M sharesAddQ1 2026 13F$14M$49.47$46.79
HEICO CorpHEI$92M334.5k sharesTrimQ1 2026 13F$14M$321.95$344.03
Delek US Holdings, Inc.DK$45M995.7k sharesAddQ1 2026 13F$14M$35.73$61.59
iShares U.S. Broker-Dealers & Securities Exchanges ETFIAI$101M614.4k sharesTrimQ1 2026 13F$13M$164.18$192.28
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