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 |
Royal Bank of Canada
RY
|
+$647M |
| 2 |
Sony
SONY
|
+$407M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$394M |
| 4 |
SAP
SAP
|
+$333M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$308M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oracle
ORCL
|
+$1.41B |
| 2 |
NVIDIA
NVDA
|
+$1.04B |
| 3 |
Salesforce
CRM
|
+$1.02B |
| 4 |
Eli Lilly
LLY
|
+$883M |
| 5 |
JPMorgan Chase
JPM
|
+$764M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.47% |
| 2 | Financials | 18.4% |
| 3 | Industrials | 9.35% |
| 4 | Healthcare | 9.18% |
| 5 | Communication Services | 6.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
PayPal
PYPL
$49.6B
| $1.29M | ﹤0.01% |
17,415
+4,608
| +36% | +$316K |
|
652
Globant
GLOB
$1.66B
| $1.29M | ﹤0.01% |
14,162
-6,136
| -30% | -$655K |
|
653
WisdomTree
WT
$3.37B
| $1.29M | ﹤0.01% |
111,643
+7
| +0% | +$66 |
|
654
Synaptics
SYNA
$3.91B
| $1.28M | ﹤0.01% |
19,734
-3,118
| -14% | -$183K |
|
655
First Mid Bancshares
FMBH
$1.39B
| $1.28M | ﹤0.01% |
34,062
+12,145
| +55% | +$425K |
|
656
Titan Machinery
TITN
$458M
| $1.27M | ﹤0.01% |
64,306
| – | – |
|
657
Veralto
VLTO
$23.7B
| $1.26M | ﹤0.01% |
12,492
-2,122
| -15% | -$205K |
|
658
SITE Centers
SITC
$172M
| $1.25M | ﹤0.01% |
110,813
-182,310
| -62% | -$2.18M |
|
|
CLDT
659
Chatham Lodging
CLDT
$625M
| $1.24M | ﹤0.01% |
178,172
+26,546
| +18% | +$185K |
|
660
Palo Alto Networks
PANW
$296B
| $1.24M | ﹤0.01% |
6,054
-2,044
| -25% | -$380K |
|
|
POWR
661
iShares U.S. Power Infrastructure ETF
POWR
$456M
| $1.23M | ﹤0.01% |
52,067
-779
| -1% | -$17.9K |
|
662
iShares Core S&P Mid-Cap ETF
IJH
$125B
| $1.23M | ﹤0.01% |
19,889
+899
| +5% | +$52.8K |
|
663
Palantir
PLTR
$380B
| $1.23M | ﹤0.01% |
9,038
-2,597
| -22% | -$305K |
|
664
Oil States International
OIS
$502M
| $1.21M | ﹤0.01% |
225,704
+42,620
| +23% | +$189K |
|
|
MOFG
665
DELISTED
MidWestOne Financial Group
MOFG
| $1.21M | ﹤0.01% |
41,897
+10,820
| +35% | +$305K |
|
666
Sierra Bancorp
BSRR
$528M
| $1.21M | ﹤0.01% |
40,598
+9,797
| +32% | +$266K |
|
667
Bank of Marin Bancorp
BMRC
$472M
| $1.2M | ﹤0.01% |
52,427
+14,074
| +37% | +$300K |
|
668
Ford
F
$56.3B
| $1.2M | ﹤0.01% |
110,169
-14,240
| -11% | -$145K |
|
669
Expeditors International
EXPD
$23.7B
| $1.19M | ﹤0.01% |
10,429
+24
| +0.2% | +$2.69K |
|
670
Chubb
CB
$136B
| $1.19M | ﹤0.01% |
4,100
-108
| -3% | -$31.1K |
|
671
Gilead Sciences
GILD
$164B
| $1.19M | ﹤0.01% |
10,700
+3,750
| +54% | +$399K |
|
672
Gerdau
GGB
$10.1B
| $1.18M | ﹤0.01% |
404,981
| – | – |
|
673
Nicolet Bankshares
NIC
$3.65B
| $1.18M | ﹤0.01% |
9,574
-1,207
| -11% | -$141K |
|
674
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
| $1.18M | ﹤0.01% |
11,702
+7,763
| +197% | +$780K |
|
675
Preferred Bank
PFBC
$1.26B
| $1.18M | ﹤0.01% |
13,579
+3,825
| +39% | +$315K |
|
Similar funds
Ken Fisher's Q2 2025 Portfolio in Review
As of Q2 2025, Ken Fisher held 1,093 positions worth $252B, up 9% from $231B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Ken Fisher's Q2 2025 filing shows 94 new, 337 increased, 522 reduced and 107 closed positions. Its largest new stake was Canadian National Railway: 1,823,800 shares worth $190M. The largest sale was Oracle, an estimated $1.41B.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.
- Ken Fisher's largest Q2 2025 buy was Canadian National Railway: 1,823,800 shares worth $190M.
- Ken Fisher added most to Royal Bank of Canada in Q2 2025, an estimated $647M increase.
- Ken Fisher's biggest Q2 2025 reduction was Oracle, cutting an estimated $1.41B.
- Ken Fisher fully exited Tenable Holdings in Q2 2025, selling an estimated $43.2M.
- Ken Fisher's ten largest holdings make up 31% of its $252B portfolio in Q2 2025.
- Ken Fisher opened 94 new positions and closed 107 in Q2 2025.
- Ken Fisher's portfolio value rose 9% quarter-over-quarter to $252B.
Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.