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 Nasdaq Composite Index ETFONEQ$50M588.8k sharesTrimQ1 2026 13F$5M$84.91$101.80
Ultragenyx Pharmaceutical IncRARE$-4.6MExitQ1 2026 13F$5M$20.45$27.04
Olema Pharmaceuticals, Inc.OLMA$4M299.8k sharesOtherQ1 2026 13F$4M$14.91$11.07
iShares MSCI Switzerland ETFEWL$66M1.1M sharesTrimQ1 2026 13F$4M$61.15$62.99
SS&C Technologies Holdings IncSSNC$9M139.7k sharesTrimQ1 2026 13F$4M$76.88$69.96
Workday IncWDAY$3M19.6k sharesTrimQ1 2026 13F$4M$158.73$147.18
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$45M64.8k sharesTrimQ1 2026 13F$4M$697.73--
Wintrust Financial CorporationWTFC$62M443.1k sharesTrimQ1 2026 13F$4M$144.94$157.77
Huntington Bancshares IncorporatedHBAN$51M3.3M sharesTrimQ1 2026 13F$4M$17.08$17.26
Box, Inc.BOX$14M593.9k sharesTrimQ1 2026 13F$4M$25.17$31.41
Denali Therapeutics Inc.DNLI$47M2.4M sharesAddQ1 2026 13F$4M$19.20$23.02
Fresh Del Monte Produce Inc.FDP$25M626.2k sharesAddQ1 2026 13F$4M$39.88$29.22
Ishares Core MSCI EAFE ETFIEFA$5M60k sharesAddQ1 2026 13F$4M$90.53$96.76
Resmed IncRMD$12M54.1k sharesTrimQ1 2026 13F$4M$249.20$191.57
Levi Strauss & Co.LEVI$21M1.1M sharesTrimQ1 2026 13F$4M$20.13$23.92
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$55M590.9k sharesTrimQ1 2026 13F$4M$92.52--
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$42M647.7k sharesAddQ1 2026 13F$4M$65.05--
NNN REIT, Inc. Common StockNNN$8M181.5k sharesAddQ1 2026 13F$4M$42.03$49.22
Lennox International IncLII$19M41.1k sharesAddQ1 2026 13F$4M$514.91$534.94
Valero Energy CorporationVLO$8M32.7k sharesAddQ1 2026 13F$4M$206.15$313.33
State Street SPDR Nuveen ICE Municipal Bond ETFTFI$111M2.5M sharesTrimQ1 2026 13F$4M$45.89$45.49
Ingredion Incorporated Common StockINGR$3M30.7k sharesOtherQ1 2026 13F$3M$114.80$101.99
GE AerospaceGE$4M15.7k sharesTrimQ1 2026 13F$3M$314.29$340.30
DexCom, Inc.DXCM$12M188.6k sharesTrimQ1 2026 13F$3M$68.91$76.45
Moog Inc.MOG-A$27M91.8k sharesAddQ1 2026 13F$3M$306.07$382.48
Steven Madden, Ltd.SHOO$10M300k sharesTrimQ1 2026 13F$3M$33.92$43.68
Paycom Software, Inc.PAYC$7M60.4k sharesTrimQ1 2026 13F$3M$119.76$137.58
Cleveland-Cliffs Inc.CLF$6M660k sharesTrimQ1 2026 13F$3M$11.44$9.25
UMB Financial CorpUMBF$27M242.4k sharesTrimQ1 2026 13F$3M$120.36$139.12
Steel Dynamics IncSTLD$21M117.4k sharesAddQ1 2026 13F$3M$180.00$239.74
MakeMyTrip LimitedMMYT$617k16.5k sharesTrimQ1 2026 13F$3M$57.93$49.32
Crescent Energy Company Class ACRGY$9M648.1k sharesAddQ1 2026 13F$3M$13.50$10.38
The Select Sector SPDR Trust - The Energy Select Sector SPDR FundXLE$9M150.3k sharesAddQ1 2026 13F$3M$53.64$59.84
Resideo Technologies, Inc.REZI$35M1M sharesTrimQ1 2026 13F$3M$35.71$35.30
PTC THERAPEUTICS, INC.PTCT$3M44.6k sharesOtherQ1 2026 13F$3M$70.81$78.52
Shake Shack Inc.SHAK$60M678.2k sharesAddQ1 2026 13F$3M$92.00$55.99
iShares 1-3 Year Treasury Bond ETFSHY$50M604.8k sharesAddQ1 2026 13F$3M$82.86$82.00
Insulet Corp.PODD$12M57.2k sharesTrimQ1 2026 13F$3M$251.31$167.65
BRINKER INTERNATIONAL, INCEAT$29M201.7k sharesTrimQ1 2026 13F$3M$152.33$178.64
VSE Corporation - Common StockVSEC$4M23.4k sharesAddQ1 2026 13F$3M$203.58$197.77
iShares Core S&P 500 ETFIVV$8M11.9k sharesAddQ1 2026 13F$3M$682.85$750.93
Tesla IncTSLA$13M34.8k sharesTrimQ1 2026 13F$3M$411.95$374.01
Alkermes plcALKS$14M390.5k sharesAddQ1 2026 13F$3M$31.02$52.05
Accenture PLCACN$4M19.8k sharesAddQ1 2026 13F$3M$233.00$144.73
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$20M331.9k sharesTrimQ1 2026 13F$3M$60.68--
Associated Banc-CorpASB$12M465.2k sharesAddQ1 2026 13F$3M$25.86$30.97
iShares MSCI United Kingdom ETFEWU$54M1.2M sharesAddQ1 2026 13F$3M$45.56$46.97
Halozyme Therapeutics, Inc.HALO$29M444.7k sharesTrimQ1 2026 13F$3M$70.50$77.54
SiteOne Landscape Supply IncSITE$24M180.7k sharesAddQ1 2026 13F$3M$141.31$98.64
The Walt Disney CompanyDIS$4M37.4k sharesTrimQ1 2026 13F$3M$105.69$96.22
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