 | |
Ken Fisher13F | |
| Fisher Asset Management, LLC | |
| Last update 2025-05-14 | 999 Stocks (117 new) |
| Value $231.00 Bil | Turnover 9 % |
Ken Fisher Profile
Ken Fisher is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for over two decades, making him one of the longest running columnists in the magazine's 85+ year history. During his many years of money management and market commentary, Ken has distinguished himself by making numerous, accurate market calls, often in direct opposition to Wall Street's consensus forecast. He is the son of legendary investor Philip A. Fisher, and Ken is the only industry professional his father ever trained. Ken has also written three major finance books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed in many major global finance and business periodicals.
Ken Fisher Investing Philosophy
The investment philosophy at Fisher Investments is based on the idea that supply and demand of securities is sole determinate of their pricing. Furthermore, they believe that all widely known information has already been priced into the market. The way to add value, according to the Fisher strategy, is to "identify information not widely known, or to interpret widely known information differently and correctly from other market participants." Fisher Investments employs a team of research analysts to accomplish these tasks.
Ken Fisher's Portfolio
Ken Fisher Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
BCS | Barclays PLC | 73,369,893 | 1,126,961.6 | +29,172.90% | 0.490 | +0.49% | 2.060 | +31.99% | +40.91% | 64,992.8 | Banks | |
LIN | Linde PLC | 219,966 | 102,425.1 | +13,215.13% | 0.040 | +0.04% | 0.050 | +6.44% | +12.71% | 220,680.3 | Chemicals | |
SPOT | Spotify Technology SA | 2,028,898 | 1,115,955.0 | New Holding | 0.480 | +0.48% | 0.990 | +30.44% | +58.51% | 145,415.7 | Interactive Media | |
HSBC | HSBC Holdings PLC | 15,612,574 | 896,630.2 | New Holding | 0.390 | +0.39% | 0.440 | +24.79% | +29.80% | 215,665.6 | Banks | |
LYG | Lloyds Banking Group PLC | 132,122,777 | 504,709.0 | New Holding | 0.220 | +0.22% | 0.880 | +14.21% | +55.22% | 61,296.0 | Banks | |
DB | Deutsche Bank AG | 18,865,651 | 449,568.5 | New Holding | 0.190 | +0.19% | 0.970 | +35.85% | +78.64% | 57,644.3 | Banks | |
NWG | NatWest Group PLC | 33,175,542 | 395,452.5 | New Holding | 0.170 | +0.17% | 0.820 | +14.30% | +34.99% | 53,666.3 | Banks | |
PPH | VANECK ETF TR | 1,278,700 | 116,527.9 | New Holding | 0.050 | +0.05% | 17.910 | +8.33% | +3.57% | 616.5 | ||
EWU | iShares MSCI United Kingdom ETF | 1,304,516 | 48,880.2 | New Holding | 0.020 | +0.02% | 1.550 | +14.53% | +20.17% | 3,062.1 | ||
BXP | BXP Inc | 210,547 | 14,146.7 | New Holding | 0.010 | +0.01% | 0.130 | +18.40% | -2.03% | 11,204.6 | REITs | |
CUZ | Cousins Properties Inc | 649,666 | 19,165.2 | New Holding | 0.010 | +0.01% | 0.390 | +11.88% | -2.53% | 4,856.0 | REITs | |
DKS | Dick's Sporting Goods Inc | 91,946 | 18,532.8 | New Holding | 0.010 | +0.01% | 0.110 | +13.69% | -7.09% | 16,818.7 | Retail - Cyclical | |
FER | Ferrovial SE | 380,208 | 17,078.9 | New Holding | 0.010 | +0.01% | 0.050 | +19.62% | +25.94% | 37,852.5 | Construction | |
HWC | Hancock Whitney Corp | 285,794 | 14,989.9 | New Holding | 0.010 | +0.01% | 0.330 | +28.90% | +10.71% | 5,102.6 | Banks | |
POST | Post Holdings Inc | 144,915 | 16,862.3 | New Holding | 0.010 | +0.01% | 0.260 | -8.48% | -6.51% | 5,962.4 | Consumer Packaged Goods | |
POWL | Powell Industries Inc | 200,247 | 34,108.1 | New Holding | 0.010 | +0.01% | 1.660 | +22.93% | -3.81% | 2,565.9 | Industrial Products | |
RL | Ralph Lauren Corp | 123,587 | 27,280.6 | New Holding | 0.010 | +0.01% | 0.200 | +45.49% | +25.12% | 17,383.8 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
VVX | V2X Inc | 235,686 | 11,560.4 | New Holding | 0.010 | +0.01% | 0.740 | -2.73% | +1.46% | 1,537.6 | Aerospace & Defense | |
GOLF | Acushnet Holdings Corp | 154,269 | 10,592.1 | New Holding | 0.000 | 0% | 0.260 | +26.79% | +10.51% | 4,584.9 | Travel & Leisure | |
ACI | Albertsons Companies Inc | 20,591 | 452.8 | New Holding | 0.000 | 0% | 0.000 | +5.24% | +14.41% | 12,492.4 | Retail - Defensive |
Total 1086
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