Ken Fisher Fisher Asset Management
Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AbbVie
ABBV
|
+$1.88B |
| 2 |
Pfizer
PFE
|
+$1.41B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.17B |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$1.21B |
| 2 |
Adobe
ADBE
|
+$1.06B |
| 3 |
Stryker
SYK
|
+$955M |
| 4 |
Boston Scientific
BSX
|
+$695M |
| 5 |
Banco Santander
SAN
|
+$684M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.16% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Energy | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.72T
| $15.4B | 5.24% |
88,559,570
+2,502,033
| +3% | +$459M |
|
2
Apple
AAPL
$4.9T
| $14.3B | 4.86% |
56,430,341
+1,283,589
| +2% | +$334M |
|
|
3
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
| $14B | 4.76% |
147,045,481
+12,212,510
| +9% | +$1.17B |
|
4
Alphabet (Google) Class A
GOOGL
$4.08T
| $11.2B | 3.81% |
39,050,562
+944,529
| +2% | +$297M |
|
5
Microsoft
MSFT
$3.35T
| $9.6B | 3.26% |
25,941,594
+641,184
| +3% | +$268M |
|
6
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
| $7.38B | 2.5% |
89,198,232
+5,221,853
| +6% | +$437M |
|
7
Amazon
AMZN
$2.53T
| $7.12B | 2.41% |
34,185,457
+591,845
| +2% | +$130M |
|
8
Caterpillar
CAT
$373B
| $6.93B | 2.35% |
9,775,952
+282,686
| +3% | +$196M |
|
9
TSMC
TSM
$2.09T
| $6.29B | 2.13% |
18,617,691
+470,791
| +3% | +$162M |
|
10
ASML
ASML
$634B
| $6.08B | 2.06% |
4,600,512
+115,563
| +3% | +$158M |
|
11
Goldman Sachs
GS
$302B
| $5.78B | 1.96% |
6,827,310
+55,754
| +0.8% | +$49.7M |
|
12
ExxonMobil
XOM
$651B
| $5.48B | 1.86% |
32,282,677
+784,825
| +2% | +$115M |
|
13
Walmart Inc
WMT
$884B
| $5.09B | 1.73% |
40,977,756
+350,904
| +0.9% | +$43.1M |
|
14
JPMorgan Chase
JPM
$933B
| $5.01B | 1.7% |
17,020,065
+1,001,409
| +6% | +$304M |
|
15
Broadcom
AVGO
$1.85T
| $4.55B | 1.54% |
14,691,363
+847,157
| +6% | +$279M |
|
16
Chevron
CVX
$383B
| $4.53B | 1.54% |
21,887,438
+415,519
| +2% | +$75.8M |
|
17
Eli Lilly
LLY
$1.03T
| $4.45B | 1.51% |
4,838,986
+232,659
| +5% | +$236M |
|
18
RTX Corp
RTX
$289B
| $4.29B | 1.46% |
22,244,732
+444,544
| +2% | +$88.4M |
|
19
Morgan Stanley
MS
$330B
| $4.21B | 1.43% |
25,600,068
+581,733
| +2% | +$101M |
|
20
Citigroup
C
$222B
| $3.99B | 1.35% |
35,218,996
+1,331,711
| +4% | +$152M |
|
21
Freeport-McMoran
FCX
$91.2B
| $3.83B | 1.3% |
65,089,606
+1,208,849
| +2% | +$73M |
|
22
Meta Platforms (Facebook)
META
$1.37T
| $3.82B | 1.3% |
6,685,482
+75,590
| +1% | +$48.4M |
|
23
Home Depot
HD
$332B
| $3.39B | 1.15% |
10,293,059
+138,590
| +1% | +$50.5M |
|
24
Costco
COST
$423B
| $3.21B | 1.09% |
3,219,856
+43,570
| +1% | +$42.5M |
|
25
Merck
MRK
$321B
| $3.18B | 1.08% |
26,436,284
+1,562,957
| +6% | +$180M |
|
Similar funds
Ken Fisher's Q1 2026 Portfolio in Review
As of Q1 2026, Ken Fisher held 1,133 positions worth $295B, up 0.65% from $293B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Ken Fisher's Q1 2026 filing shows 116 new, 416 increased, 461 reduced and 117 closed positions. Its largest new stake was Portfolio Building Block World Pharma and Biotech Index ETF: 28,040,859 shares worth $717M. The largest sale was Abbott, an estimated $1.21B.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.
- Ken Fisher's largest Q1 2026 buy was Portfolio Building Block World Pharma and Biotech Index ETF: 28,040,859 shares worth $717M.
- Ken Fisher added most to AbbVie in Q1 2026, an estimated $1.88B increase.
- Ken Fisher's biggest Q1 2026 reduction was Abbott, cutting an estimated $1.21B.
- Ken Fisher fully exited Trip.com Group in Q1 2026, selling an estimated $175M.
- Ken Fisher's ten largest holdings make up 33% of its $295B portfolio in Q1 2026.
- Ken Fisher opened 116 new positions and closed 117 in Q1 2026.
- Ken Fisher's portfolio value rose 0.65% quarter-over-quarter to $295B.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.