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Ken Fisher13F | |
| Fisher Asset Management, LLC | |
| Last update 2026-08-04 | 1037 Stocks (122 new) |
| Value $335.83 Bil | Turnover 8 % |
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 Top Holdings of 2026-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 90,935,947 | 18,195,373.9 | +2.68% | 5.420 | +0.14% | 0.380 | +6.01% | +20.23% | 5,424,535.2 | Semiconductors | |
AAPL | Apple Inc | 57,610,104 | 16,670,060.0 | +2.09% | 4.960 | +0.10% | 0.390 | +9.11% | +15.47% | 4,572,794.4 | Hardware | |
IEF | iShares 7-10 Year Treasury Bond ETF | 160,964,153 | 15,222,380.1 | +9.47% | 4.530 | +0.39% | 31.690 | -0.63% | -0.87% | 47,321.0 | ||
GOOGL | Alphabet Inc | 39,989,840 | 14,291,169.6 | +2.41% | 4.260 | +0.10% | 0.330 | -10.92% | +13.34% | 4,328,478.5 | Interactive Media | |
CAT | Caterpillar Inc | 9,942,521 | 10,587,791.4 | +1.70% | 3.150 | +0.05% | 2.160 | -5.80% | +47.91% | 387,133.6 | Farm & Heavy Construction Machinery | |
MSFT | Microsoft Corp | 26,611,728 | 9,926,707.4 | +2.58% | 2.960 | +0.07% | 0.360 | +19.08% | +3.85% | 3,712,698.5 | Software | |
ASML | ASML Holding NV | 4,737,614 | 9,425,199.9 | +2.98% | 2.810 | +0.08% | 1.230 | +14.94% | +63.51% | 663,495.2 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 18,866,198 | 9,009,930.7 | +1.33% | 2.680 | +0.04% | 0.360 | +1.66% | +38.92% | 2,178,524.9 | Semiconductors | |
AMZN | Amazon.com Inc | 34,978,432 | 8,336,759.7 | +2.32% | 2.480 | +0.06% | 0.320 | +1.22% | +18.92% | 2,960,627.3 | Retail - Cyclical | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 95,703,099 | 7,909,861.2 | +7.29% | 2.360 | +0.16% | 11.550 | -0.20% | -0.02% | 67,449.1 |
Ken Fisher's Historical Top Holdings Breakdowns
Ken Fisher's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GE | GE Aerospace | 2026-06-30 | Add Add | +1.29% | 276.29 ($312.62) 373.73 | $370.08 | 18.38% | Add 73850.52% | 11,588,047 | 11,572,377 | |
GEV | GE Vernova Inc | 2026-06-30 | Add Add | +1.25% | 867.09 ($1018.32) 1174.86 | $990.32 | -2.75% | Add 90036.21% | 3,559,479 | 3,555,530 | |
CNQ | Canadian Natural Resources Ltd | 2026-06-30 | Reduce Reduce | -0.71% | 39.31 ($45.51) 49.42 | $45.51 | 0% | Reduce -96.3% | 1,665,176 | -43,359,229 | |
COP | ConocoPhillips | 2026-06-30 | Reduce Reduce | -0.64% | 103.96 ($118.74) 132 | $117.61 | -0.95% | Reduce -93.82% | 940,145 | -14,277,591 | |
CSCO | Cisco Systems Inc | 2026-06-30 | Add Add | +0.56% | 77.59 ($104.15) 130 | $121.43 | 16.59% | Add 93.12% | 33,412,725 | 16,111,142 | |
PANW | Palo Alto Networks Inc | 2026-06-30 | Add Add | +0.55% | 155.73 ($227.81) 341.02 | $363.86 | 59.72% | Add 2142.64% | 5,755,989 | 5,499,328 | |
UNH | UnitedHealth Group Inc | 2026-06-30 | Add Add | +0.47% | 270.59 ($369.06) 427.89 | $407.08 | 10.30% | Add 73.4% | 9,082,269 | 3,844,568 | |
MRK | Merck & Co Inc | 2026-06-30 | Add Add | +0.46% | 109.18 ($117.1) 129.38 | $128.58 | 9.80% | Add 45.69% | 38,516,263 | 12,079,979 | |
ING | ING Groep NV | 2026-06-30 | Reduce Reduce | -0.39% | 26.05 ($29.52) 32.2 | $35.68 | 20.87% | Reduce -88.22% | 5,854,380 | -43,851,065 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2026-06-30 | Add Add | +0.39% | 93.11 ($94.65) 95.93 | $93.17 | -1.56% | Add 9.47% | 160,964,153 | 13,918,672 |
Ken Fisher Total Holding History ($B)
Ken Fisher's Asset Allocation
Ken Fisher Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Ken Fisher's Hypothetical Growth since 2026-06-30
Ken Fisher's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Ken Fisher's Holdings Heat Map
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Ken Fisher's Holdings Bubble Chart
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