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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.87B |
| 2 |
NVIDIA
NVDA
|
+$358M |
| 3 |
Suncor Energy
SU
|
+$287M |
| 4 |
Microsoft
MSFT
|
+$278M |
| 5 |
Apple
AAPL
|
+$200M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.8B |
| 2 |
Canadian Natural Resources
CNQ
|
+$205M |
| 3 |
Intuit
INTU
|
+$177M |
| 4 |
Adobe
ADBE
|
+$120M |
| 5 |
GTLS
Chart Industries
GTLS
|
+$95.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Financials | 18.68% |
| 3 | Industrials | 9.33% |
| 4 | Healthcare | 8.68% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Wynn Resorts
WYNN
$10.6B
| $6.15M | ﹤0.01% |
47,932
-5,731
| -11% | -$662K |
|
452
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
| $6.11M | ﹤0.01% |
241,536
+14,591
| +6% | +$367K |
|
|
P
453
Everpure Inc
P
$29.9B
| $6.02M | ﹤0.01% |
+71,781
| New | +$4.77M |
|
454
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
| $5.99M | ﹤0.01% |
64,464
+3,334
| +5% | +$302K |
|
|
DVAX
455
DELISTED
Dynavax Technologies
DVAX
| $5.99M | ﹤0.01% |
603,367
-3,922
| -0.6% | -$40.8K |
|
456
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
| $5.96M | ﹤0.01% |
110,635
+39,104
| +55% | +$2.07M |
|
457
Viavi Solutions
VIAV
$9.66B
| $5.96M | ﹤0.01% |
469,354
+58,364
| +14% | +$642K |
|
458
iShares International Treasury Bond ETF
IGOV
$1.54B
| $5.92M | ﹤0.01% |
139,035
+49,429
| +55% | +$2.1M |
|
459
iShares US Medical Devices ETF
IHI
$3.38B
| $5.92M | ﹤0.01% |
98,460
-7,464
| -7% | -$457K |
|
460
Hexcel
HXL
$7.82B
| $5.83M | ﹤0.01% |
93,005
-1,849
| -2% | -$114K |
|
461
Worthington Steel
WS
$1.95B
| $5.82M | ﹤0.01% |
191,673
+58,864
| +44% | +$1.88M |
|
462
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
| $5.82M | ﹤0.01% |
130,264
+4,302
| +3% | +$188K |
|
463
West Pharmaceutical
WST
$24.9B
| $5.76M | ﹤0.01% |
21,949
-2,389
| -10% | -$581K |
|
464
Federal Realty Investment Trust
FRT
$10.3B
| $5.63M | ﹤0.01% |
55,602
-141
| -0.3% | -$13.6K |
|
465
Advanced Drainage Systems
WMS
$11B
| $5.63M | ﹤0.01% |
40,607
-44
| -0.1% | -$5.78K |
|
466
First Industrial Realty Trust
FR
$8.44B
| $5.6M | ﹤0.01% |
108,780
+115
| +0.1% | +$5.78K |
|
467
United Parcel Service
UPS
$88.9B
| $5.59M | ﹤0.01% |
66,927
-7,404
| -10% | -$671K |
|
468
Cooper Companies
COO
$14.5B
| $5.57M | ﹤0.01% |
81,271
+3,281
| +4% | +$232K |
|
469
Kimberly-Clark
KMB
$36.5B
| $5.53M | ﹤0.01% |
44,472
+803
| +2% | +$104K |
|
470
Extra Space Storage
EXR
$31.6B
| $5.52M | ﹤0.01% |
39,135
+20
| +0.1% | +$2.87K |
|
471
First Solar
FSLR
$26.9B
| $5.5M | ﹤0.01% |
24,939
-185
| -0.7% | -$35.5K |
|
472
GE Aerospace
GE
$384B
| $5.45M | ﹤0.01% |
18,101
+707
| +4% | +$193K |
|
473
IBM
IBM
$224B
| $5.43M | ﹤0.01% |
19,258
+957
| +5% | +$250K |
|
474
ENI
E
$77.5B
| $5.37M | ﹤0.01% |
153,687
+10,065
| +7% | +$347K |
|
475
Vericel Corp
VCEL
$2.31B
| $5.34M | ﹤0.01% |
169,614
+3,978
| +2% | +$143K |
|
Similar funds
Ken Fisher's Q3 2025 Portfolio in Review
As of Q3 2025, Ken Fisher held 1,094 positions worth $276B, up 9.7% from $252B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Ken Fisher's Q3 2025 filing shows 108 new, 450 increased, 424 reduced and 80 closed positions. Its largest new stake was Sanmina: 166,861 shares worth $19.2M. The largest sale was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $1.8B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Ken Fisher's largest Q3 2025 buy was Sanmina: 166,861 shares worth $19.2M.
- Ken Fisher added most to iShares 7-10 Year Treasury Bond ETF in Q3 2025, an estimated $2.87B increase.
- Ken Fisher's biggest Q3 2025 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $1.8B.
- Ken Fisher fully exited WEX in Q3 2025, selling an estimated $14.2M.
- Ken Fisher's ten largest holdings make up 32% of its $276B portfolio in Q3 2025.
- Ken Fisher opened 108 new positions and closed 80 in Q3 2025.
- Ken Fisher's portfolio value rose 9.7% quarter-over-quarter to $276B.
Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.