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 | +$3.63B | |
| 2 | +$3.62B | |
| 3 | +$1.68B | |
| 4 |
UnitedHealth
UNH
|
+$1.42B |
| 5 |
Merck
MRK
|
+$1.41B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 | +$1.97B | |
| 2 | +$1.69B | |
| 3 | +$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 | Healthcare | 10.82% |
| 5 | Communication Services | 6.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
UnitedHealth
UNH
$354B
| $3.77B | 1.12% |
9,082,269
+3,844,568
|
|
||
27
Home Depot
HD
$337B
| $3.65B | 1.09% |
10,360,718
+67,659
|
|
||
28
Johnson & Johnson
JNJ
$653B
| $3.38B | 1.01% |
13,307,056
+4,043,445
|
|
||
29
Bank of America
BAC
$449B
| $3.37B | 1% |
59,215,368
+1,866,348
|
|
||
30
UBS Group
UBS
$174B
| $3.22B | 0.96% |
64,920,294
-1,153,944
|
|
||
31
American Express
AXP
$229B
| $3.19B | 0.95% |
9,426,671
+176,298
|
|
||
32
Costco
COST
$426B
| $3.04B | 0.91% |
3,253,040
+33,184
|
|
||
|
33
Chevron
CVX
$404B
| $2.76B | 0.82% |
16,657,865
-5,229,573
|
|
||
34
Pfizer
PFE
$155B
| $2.63B | 0.78% |
109,067,291
+4,102,864
|
|
||
35
Visa
V
$680B
| $2.62B | 0.78% |
7,649,303
+60,145
|
|
||
36
Cummins
CMI
$85.5B
| $2.56B | 0.76% |
3,595,361
+98,301
|
|
||
37
Barclays
BCS
$92.1B
| $2.52B | 0.75% |
93,904,423
+2,453,573
|
|
||
38
BP
BP
$112B
| $2.45B | 0.73% |
66,310,416
-312,382
|
|
||
39
Novartis
NVS
$294B
| $2.43B | 0.72% |
15,523,378
+1,637,629
|
|
||
40
AbbVie
ABBV
$458B
| $2.39B | 0.71% |
9,497,970
+405,916
|
|
||
41
SAP
SAP
$243B
| $2.3B | 0.69% |
14,931,460
+397,019
|
|
||
42
Sony
SONY
$137B
| $2.25B | 0.67% |
112,216,813
+1,585,865
|
|
||
43
Mastercard
MA
$503B
| $2.24B | 0.67% |
4,357,285
-50,568
|
|
||
44
Shell
SHEL
$254B
| $2.14B | 0.64% |
27,633,155
+158,445
|
|
||
45
AstraZeneca
AZN
$248B
| $2.11B | 0.63% |
11,146,292
+300,584
|
|
||
46
BHP
BHP
$226B
| $2.03B | 0.6% |
24,341,120
+468,876
|
|
||
|
SCHW
47
Charles Schwab
SCHW
$193B
| $2.03B | 0.6% |
21,952,062
-266,029
|
|
||
48
Deere & Co
DE
$159B
| $2.02B | 0.6% |
3,179,375
+151,211
|
|
||
49
Palo Alto Networks
PANW
$305B
| $1.96B | 0.58% |
5,755,989
+5,499,328
|
|
||
50
Rio Tinto
RIO
$157B
| $1.96B | 0.58% |
20,675,995
+540,003
|
|
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.