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 |
GE Vernova
GEV
|
+$3.63B |
| 2 |
GE Aerospace
GE
|
+$3.62B |
| 3 |
Cisco
CSCO
|
+$1.68B |
| 4 |
UnitedHealth
UNH
|
+$1.42B |
| 5 |
Merck
MRK
|
+$1.41B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Natural Resources
CNQ
|
+$1.97B |
| 2 |
ConocoPhillips
COP
|
+$1.69B |
| 3 |
ING
ING
|
+$1.3B |
| 4 |
Chevron
CVX
|
+$973M |
| 5 |
Johnson Controls International
JCI
|
+$954M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.63% |
| 2 | Financials | 16.68% |
| 3 | Industrials | 13.38% |
| 4 | Miscellaneous | 10.91% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.27T
| $18.2B | 5.42% |
90,935,947
+2,376,377
| +3% | +$489M |
|
2
Apple
AAPL
$4.85T
| $16.7B | 4.96% |
57,610,104
+1,179,763
| +2% | +$337M |
|
3
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
| $15.2B | 4.53% |
160,964,153
+13,918,672
| +9% | +$1.32B |
|
4
Alphabet (Google) Class A
GOOGL
$4.14T
| $14.3B | 4.26% |
39,989,840
+939,278
| +2% | +$338M |
|
5
Caterpillar
CAT
$376B
| $10.6B | 3.15% |
9,942,521
+166,569
| +2% | +$146M |
|
6
Microsoft
MSFT
$3.68T
| $9.93B | 2.96% |
26,611,728
+670,134
| +3% | +$271M |
|
7
ASML
ASML
$652B
| $9.43B | 2.81% |
4,737,614
+137,102
| +3% | +$218M |
|
8
TSMC
TSM
$2.25T
| $9.01B | 2.68% |
18,866,198
+248,507
| +1% | +$101M |
|
9
Amazon
AMZN
$2.77T
| $8.34B | 2.48% |
34,978,432
+792,975
| +2% | +$199M |
|
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.7B
| $7.91B | 2.36% |
95,703,099
+6,504,867
| +7% | +$538M |
|
11
Goldman Sachs
GS
$300B
| $7.04B | 2.1% |
6,964,113
+136,803
| +2% | +$133M |
|
12
Eli Lilly
LLY
$994B
| $6.07B | 1.81% |
5,063,516
+224,530
| +5% | +$229M |
|
13
Broadcom
AVGO
$1.73T
| $5.72B | 1.7% |
15,131,673
+440,310
| +3% | +$177M |
|
14
JPMorgan Chase
JPM
$947B
| $5.7B | 1.7% |
17,427,412
+407,347
| +2% | +$127M |
|
15
Morgan Stanley
MS
$337B
| $5.47B | 1.63% |
26,172,995
+572,927
| +2% | +$113M |
|
16
Citigroup
C
$233B
| $5.1B | 1.52% |
36,456,162
+1,237,166
| +4% | +$161M |
|
|
17
Merck
MRK
$355B
| $4.95B | 1.47% |
38,516,263
+12,079,979
| +46% | +$1.41B |
|
18
Walmart Inc
WMT
$850B
| $4.7B | 1.4% |
41,493,173
+515,417
| +1% | +$64M |
|
19
RTX Corp
RTX
$266B
| $4.34B | 1.29% |
22,872,255
+627,523
| +3% | +$115M |
|
|
20
GE Aerospace
GE
$336B
| $4.33B | 1.29% |
11,588,047
+11,572,377
| +73,851% | +$3.62B |
|
21
ExxonMobil
XOM
$683B
| $4.3B | 1.28% |
31,468,114
-814,563
| -3% | -$122M |
|
22
Freeport-McMoran
FCX
$102B
| $4.21B | 1.25% |
66,922,014
+1,832,408
| +3% | +$118M |
|
|
23
GE Vernova
GEV
$255B
| $4.18B | 1.25% |
3,559,479
+3,555,530
| +90,036% | +$3.63B |
|
|
24
Cisco
CSCO
$442B
| $3.92B | 1.17% |
33,412,725
+16,111,142
| +93% | +$1.68B |
|
25
Meta Platforms (Facebook)
META
$1.65T
| $3.83B | 1.14% |
6,794,023
+108,541
| +2% | +$66.4M |
|
Similar funds
Ken Fisher's Q2 2026 Portfolio in Review
As of Q2 2026, Ken Fisher held 1,138 positions worth $336B, up 14% from $295B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Ken Fisher's Q2 2026 filing shows 122 new, 384 increased, 501 reduced and 101 closed positions. Its largest new stake was Honeywell Aerospace: 74,226 shares worth $16.4M. The largest sale was Canadian Natural Resources, an estimated $1.97B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.
- Ken Fisher's largest Q2 2026 buy was Honeywell Aerospace: 74,226 shares worth $16.4M.
- Ken Fisher added most to GE Vernova in Q2 2026, an estimated $3.63B increase.
- Ken Fisher's biggest Q2 2026 reduction was Canadian Natural Resources, cutting an estimated $1.97B.
- Ken Fisher fully exited Arcosa in Q2 2026, selling an estimated $11.1M.
- Ken Fisher's ten largest holdings make up 36% of its $336B portfolio in Q2 2026.
- Ken Fisher opened 122 new positions and closed 101 in Q2 2026.
- Ken Fisher's portfolio value rose 14% quarter-over-quarter to $336B.
Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.