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 | |
|---|---|---|---|---|---|---|
751
Skywest
SKYW
$4.35B
| $604K | ﹤0.01% |
6,000
-8
| -0.1% | -$894 |
|
752
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
| $601K | ﹤0.01% |
13,987
+4,004
| +40% | +$167K |
|
753
ProShares UltraPro QQQ
TQQQ
$37.7B
| $597K | ﹤0.01% |
+11,542
| New | +$526K |
|
754
Takeda Pharmaceutical
TAK
$55.8B
| $593K | ﹤0.01% |
40,484
-58,151
| -59% | -$864K |
|
755
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
| $590K | ﹤0.01% |
2,829
+338
| +14% | +$69.1K |
|
756
Hayward Holdings
HAYW
$3.38B
| $590K | ﹤0.01% |
+39,009
| New | +$598K |
|
757
Allstate
ALL
$67.7B
| $586K | ﹤0.01% |
2,730
-268
| -9% | -$54.1K |
|
758
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
| $584K | ﹤0.01% |
+8,046
| New | +$556K |
|
759
VanEck China Bond ETF
CBON
$26.3M
| $581K | ﹤0.01% |
25,951
| – | – |
|
760
BJs Wholesale Club
BJ
$12.4B
| $581K | ﹤0.01% |
6,226
-219
| -3% | -$22.4K |
|
761
Vanguard Real Estate ETF
VNQ
$39B
| $570K | ﹤0.01% |
6,235
-853
| -12% | -$77.4K |
|
762
Globus Medical
GMED
$11B
| $570K | ﹤0.01% |
9,951
-278,122
| -97% | -$16M |
|
763
MetLife
MET
$62.3B
| $569K | ﹤0.01% |
6,901
+1,075
| +18% | +$84.6K |
|
764
Quanex
NX
$996M
| $568K | ﹤0.01% |
39,946
| – | – |
|
765
Fabrinet
FN
$20B
| $562K | ﹤0.01% |
+1,540
| New | +$507K |
|
766
Essex Property Trust
ESS
$18.5B
| $557K | ﹤0.01% |
2,081
-1,261
| -38% | -$341K |
|
767
iShares Global Materials ETF
MXI
$361M
| $547K | ﹤0.01% |
5,920
-481
| -8% | -$42.6K |
|
768
Weyerhaeuser
WY
$18.5B
| $546K | ﹤0.01% |
22,009
+2,369
| +12% | +$60.6K |
|
769
Yelp
YELP
$1.44B
| $537K | ﹤0.01% |
17,221
-8
| -0% | -$262 |
|
770
Interactive Brokers
IBKR
$39.5B
| $534K | ﹤0.01% |
7,764
-1,366
| -15% | -$85.9K |
|
771
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
| $528K | ﹤0.01% |
12,348
-8,055
| -39% | -$334K |
|
772
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $528K | ﹤0.01% |
7,184
-16
| -0.2% | -$1.15K |
|
773
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.16B
| $526K | ﹤0.01% |
22,000
-4,000
| -15% | -$93.2K |
|
774
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
| $525K | ﹤0.01% |
2,066
+252
| +14% | +$62.5K |
|
775
Amphenol
APH
$208B
| $520K | ﹤0.01% |
4,203
+26
| +0.6% | +$2.85K |
|
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.