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
Capri Holdings LimitedCPRI$24M1.4M sharesTrimQ1 2026 13F$13M$19.17$15.94
Constellium SECSTM$13M539.5k sharesAddQ1 2026 13F$13M$23.79$28.12
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$-13.0MTrimQ1 2026 13F$13M----
Marvell Technology, Inc.MRVL$74M748.7k sharesAddQ1 2026 13F$13M$85.54$194.94
SM Energy CompanySM$31M981.4k sharesAddQ1 2026 13F$13M$31.18$29.93
iShares Global Tech ETFIXN$308M3.1M sharesTrimQ1 2026 13F$13M$105.64$137.78
Baker Hughes CompanyBKR$43M711.5k sharesAddQ1 2026 13F$13M$57.81$55.60
The Consumer Staples Select Sector SPDR FundXLP$86M1M sharesTrimQ1 2026 13F$13M$84.22$83.47
Medpace Holdings Inc (2)MEDP$65M135.7k sharesTrimQ1 2026 13F$13M$512.02$531.67
American Tower CorpAMT$300M1.7M sharesTrimQ1 2026 13F$13M$179.93$168.92
Trane Technologies PLCTT$776M1.9M sharesAddQ1 2026 13F$13M$424.53$466.75
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$18M174k sharesAddQ1 2026 13F$13M$105.40--
iShares iBoxx $ Investment Grade Corporate Bond ETFLQD$203M1.9M sharesTrimQ1 2026 13F$13M$110.25$107.58
XP Inc. - Class A (XP)XP$84M4.4M sharesAddQ1 2026 13F$12M$19.32$16.68
V2X, Inc.VVX$23M334.3k sharesAddQ1 2026 13F$12M$67.59$75.05
Hancock Whitney CorporationHWC$32M508.2k sharesAddQ1 2026 13F$12M$63.59$79.16
Coherent CorpCOHR$81M340.3k sharesTrimQ1 2026 13F$12M$228.99$296.33
Murphy Oil CorpMUR$44M1.1M sharesAddQ1 2026 13F$11M$41.25$35.47
iShares MSCI Global Metals & Mining Producers ETFPICK$172M3M sharesAddQ1 2026 13F$11M$61.33$56.66
Artisan Partners Asset Management Inc.APAM$48M1.3M sharesTrimQ1 2026 13F$11M$40.89$39.19
Eaton Corp PLCETN$81M225.2k sharesAddQ1 2026 13F$11M$355.87$399.36
Curtiss-Wright CorpCW$84M122.7k sharesAddQ1 2026 13F$11M$665.12$715.51
Sanmina CorporationSANM$108M833.8k sharesAddQ1 2026 13F$11M$146.92$207.33
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$19M722.8k sharesTrimQ1 2026 13F$10M$26.30--
MercadoLibre IncMELI$137M79.2k sharesTrimQ1 2026 13F$10M$1,929.04$1,856.18
iShares MSCI Australia ETFEWA$6M217k sharesTrimQ1 2026 13F$10M$28.10$28.63
Nutanix IncNTNX$25M670k sharesTrimQ1 2026 13F$10M$42.15$54.59
Veracyte IncVCYT$24M736.3k sharesTrimQ1 2026 13F$10M$37.02$59.22
Ovintiv Inc.OVV$27M455.7k sharesAddQ1 2026 13F$10M$48.25$58.27
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$21M429k sharesAddQ1 2026 13F$10M$48.15--
Xylem IncXYL$45M378.4k sharesTrimQ1 2026 13F$10M$131.13$121.43
Medtronic plcMDT$12M139.3k sharesTrimQ1 2026 13F$10M$95.80$83.55
TJX Companies, Inc. (The) Common StockTJX$57M356.4k sharesTrimQ1 2026 13F$9M$155.73$155.00
KLA CorporationKLAC$45M30.4k sharesAddQ1 2026 13F$9M$146.30$218.44
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$201M3.4M sharesTrimQ1 2026 13F$9M$59.55--
East West Bancorp IncEWBC$79M735.6k sharesTrimQ1 2026 13F$9M$110.87$134.04
OCEANEERING INTERNATIONAL INCOII$28M792.3k sharesAddQ1 2026 13F$9M$35.47$42.30
Zscaler, Inc.ZS$14M101.7k sharesTrimQ1 2026 13F$9M$177.35$149.82
Dynavax Technologies CorporationDVAX$-8.8MExitQ1 2026 13F$9M$15.52$15.50
Rayonier Inc.RYN$9M421.6k sharesOtherQ1 2026 13F$9M$22.03$21.81
Mercury Systems, Inc.MRCY$71M980.4k sharesAddQ1 2026 13F$9M$87.08$96.00
EnerSysENS$56M320.3k sharesAddQ1 2026 13F$9M$169.38$195.30
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$-8.6MTrimQ1 2026 13F$9M----
BRIDGEBIO PHARMA INCBBIO$26M351.6k sharesAddQ1 2026 13F$8M$72.48$81.46
TechnipFMC plcFTI$26M381.2k sharesAddQ1 2026 13F$8M$60.12$72.27
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$8.1MAddQ1 2026 13F$8M----
Amkor Technology, Inc. - Common StockAMKR$91M2M sharesAddQ1 2026 13F$8M$47.91$66.97
Carpenter Technology Corporation Common StockCRS$98M247.8k sharesAddQ1 2026 13F$8M$382.93$559.70
U.S. BancorpUSB$254M4.9M sharesTrimQ1 2026 13F$8M$54.26$63.25
Commvault Systems, Inc. - Common StockCVLT$13M162.3k sharesTrimQ1 2026 13F$8M$94.86$147.25
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