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 | |
|---|---|---|---|---|---|---|
776
iShares Global Materials ETF
MXI
$357M
| $547K | ﹤0.01% |
6,401
-487
| -7% | -$40.3K |
|
777
Cedar Fair
FUN
$1.91B
| $536K | ﹤0.01% |
17,616
+70
| +0.4% | +$2.35K |
|
778
EA Bridgeway Blue Chip ETF
BBLU
$458M
| $531K | ﹤0.01% |
+38,588
| New | +$492K |
|
779
Corning
GLW
$136B
| $524K | ﹤0.01% |
9,959
+30
| +0.3% | +$1.41K |
|
780
American Electric Power
AEP
$68.7B
| $524K | ﹤0.01% |
5,045
-733
| -13% | -$76.3K |
|
781
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.9B
| $523K | ﹤0.01% |
1,187
+56
| +5% | +$23.2K |
|
782
Iron Mountain
IRM
$37.3B
| $520K | ﹤0.01% |
5,065
-1,092
| -18% | -$103K |
|
783
Vanguard Consumer Discretionary ETF
VCR
$6.28B
| $518K | ﹤0.01% |
1,428
-162
| -10% | -$55K |
|
784
iShares Europe ETF
IEV
$1.69B
| $517K | ﹤0.01% |
8,176
-4,678
| -36% | -$284K |
|
785
IonQ
IONQ
$15.1B
| $517K | ﹤0.01% |
+12,031
| New | +$403K |
|
786
Interactive Brokers
IBKR
$39.7B
| $506K | ﹤0.01% |
9,130
+758
| +9% | +$36K |
|
787
Weyerhaeuser
WY
$18.6B
| $505K | ﹤0.01% |
19,640
+307
| +2% | +$8.03K |
|
788
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $504K | ﹤0.01% |
7,200
-11,620
| -62% | -$763K |
|
789
iShares MSCI EAFE Growth ETF
EFG
$17.1B
| $495K | ﹤0.01% |
4,422
+264
| +6% | +$27.8K |
|
790
Travelers Companies
TRV
$79.7B
| $491K | ﹤0.01% |
1,834
+316
| +21% | +$83.3K |
|
791
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
| $486K | ﹤0.01% |
2,491
+291
| +13% | +$53.9K |
|
792
iShares Russell Top 200 Value ETF
IWX
$4.04B
| $482K | ﹤0.01% |
+5,720
| New | +$460K |
|
793
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.3B
| $481K | ﹤0.01% |
+16,393
| New | +$451K |
|
794
Vanguard Extended Market ETF
VXF
$31.3B
| $471K | ﹤0.01% |
2,446
+1,145
| +88% | +$203K |
|
795
MetLife
MET
$62.1B
| $469K | ﹤0.01% |
5,826
+982
| +20% | +$75.8K |
|
796
iShares US Technology ETF
IYW
$25B
| $458K | ﹤0.01% |
2,644
+718
| +37% | +$109K |
|
797
Fair Isaac
FICO
$23.7B
| $458K | ﹤0.01% |
250
-30
| -11% | -$56.3K |
|
798
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$133M
| $457K | ﹤0.01% |
+12,439
| New | +$439K |
|
799
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
| $455K | ﹤0.01% |
1,596
+503
| +46% | +$133K |
|
800
Sherwin-Williams
SHW
$88.9B
| $453K | ﹤0.01% |
1,319
+173
| +15% | +$59.9K |
|
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.