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 | |
|---|---|---|---|---|---|---|
251
Post Holdings
POST
$3.63B
| $42.5M | 0.01% |
481,429
+22,976
| +5% | +$2.24M |
|
252
Equinor
EQNR
$106B
| $42.2M | 0.01% |
1,342,703
-434,891
| -24% | -$16.2M |
|
253
Otis Worldwide
OTIS
$26.3B
| $42M | 0.01% |
587,018
-32,464
| -5% | -$2.42M |
|
254
Delek US
DK
$4.66B
| $41.5M | 0.01% |
817,256
-178,455
| -18% | -$7.92M |
|
255
Abercrombie & Fitch
ANF
$6.16B
| $41.5M | 0.01% |
460,844
-17,305
| -4% | -$1.47M |
|
256
Baker Hughes
BKR
$58.6B
| $41.4M | 0.01% |
746,624
+35,155
| +5% | +$2.22M |
|
257
Veracyte
VCYT
$3.29B
| $41.1M | 0.01% |
700,592
-35,678
| -5% | -$1.5M |
|
258
O'Reilly Automotive
ORLY
$69.4B
| $40.9M | 0.01% |
444,435
-4,945
| -1% | -$451K |
|
259
Matador Resources
MTDR
$7.56B
| $39.6M | 0.01% |
795,511
-34,781
| -4% | -$1.98M |
|
260
Xylem
XYL
$25B
| $39.1M | 0.01% |
330,634
-47,751
| -13% | -$5.51M |
|
261
Winmark
WINA
$1.11B
| $39M | 0.01% |
92,208
-3,162
| -3% | -$1.24M |
|
262
Revolution Medicines
RVMD
$43.7B
| $38.9M | 0.01% |
207,693
-8,254
| -4% | -$1.21M |
|
263
Moog Inc Class A
MOG.A
$11.6B
| $38.6M | 0.01% |
90,998
-848
| -0.9% | -$289K |
|
264
SPX Corp
SPXC
$9.61B
| $38.5M | 0.01% |
156,852
-7,304
| -4% | -$1.6M |
|
265
Ligand Pharmaceuticals
LGND
$5.67B
| $38.4M | 0.01% |
121,440
-6,554
| -5% | -$1.54M |
|
266
Invesco
IVZ
$14.3B
| $38.2M | 0.01% |
1,447,838
-13,649
| -0.9% | -$362K |
|
267
Hancock Whitney
HWC
$6.04B
| $38.1M | 0.01% |
509,726
+1,549
| +0.3% | +$106K |
|
268
RLJ Lodging Trust
RLJ
$1.66B
| $38.1M | 0.01% |
3,213,186
-72,048
| -2% | -$674K |
|
269
Boot Barn
BOOT
$4.37B
| $38M | 0.01% |
231,065
-9,374
| -4% | -$1.52M |
|
270
American Eagle Outfitters
AEO
$2.52B
| $37.9M | 0.01% |
2,205,392
-19,050
| -0.9% | -$330K |
|
271
Nucor
NUE
$58.9B
| $37.6M | 0.01% |
168,613
+5,190
| +3% | +$1.17M |
|
272
Cheesecake Factory
CAKE
$5.11B
| $37.3M | 0.01% |
468,472
-23,058
| -5% | -$1.49M |
|
273
Kennametal
KMT
$2.24B
| $37.2M | 0.01% |
1,060,649
-14,927
| -1% | -$544K |
|
274
Resideo Technologies
REZI
$2.9B
| $37M | 0.01% |
1,189,585
+163,750
| +16% | +$5.63M |
|
275
Celldex Therapeutics
CLDX
$2.9B
| $36.7M | 0.01% |
985,677
-27,971
| -3% | -$903K |
|
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.