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 | |
|---|---|---|---|---|---|---|
776
Howmet Aerospace
HWM
$114B
| $516K | ﹤0.01% |
2,628
-5,189
| -66% | -$946K |
|
777
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $516K | ﹤0.01% |
+3,621
| New | +$512K |
|
778
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
| $508K | ﹤0.01% |
+11,237
| New | +$491K |
|
779
iShares US Technology ETF
IYW
$25.1B
| $498K | ﹤0.01% |
2,542
-102
| -4% | -$18.7K |
|
780
Labcorp
LH
$25.8B
| $497K | ﹤0.01% |
1,730
+70
| +4% | +$18.8K |
|
781
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
| $496K | ﹤0.01% |
6,355
+3,344
| +111% | +$259K |
|
782
Corteva
CTVA
$51.7B
| $495K | ﹤0.01% |
7,320
-546
| -7% | -$39.6K |
|
783
HCA Healthcare
HCA
$89.1B
| $484K | ﹤0.01% |
1,135
+229
| +25% | +$88.8K |
|
784
Sherwin-Williams
SHW
$89.8B
| $478K | ﹤0.01% |
1,380
+61
| +5% | +$21.5K |
|
785
iShares Russell 2000 Value ETF
IWN
$14.6B
| $477K | ﹤0.01% |
2,699
+481
| +22% | +$81.2K |
|
786
W.P. Carey
WPC
$16.4B
| $476K | ﹤0.01% |
7,044
+3,448
| +96% | +$226K |
|
|
HOLX
787
DELISTED
Hologic
HOLX
| $474K | ﹤0.01% |
7,029
+271
| +4% | +$18K |
|
788
iShares Core Universal USD Bond ETF
IUSB
$43.1B
| $471K | ﹤0.01% |
10,076
+4,987
| +98% | +$231K |
|
789
AutoZone
AZO
$50.4B
| $470K | ﹤0.01% |
109
+46
| +73% | +$185K |
|
790
Iron Mountain
IRM
$36.2B
| $469K | ﹤0.01% |
4,597
-468
| -9% | -$45.1K |
|
791
TE Connectivity
TEL
$62.6B
| $469K | ﹤0.01% |
2,134
-62
| -3% | -$12.4K |
|
792
Kinross Gold
KGC
$32.3B
| $466K | ﹤0.01% |
+18,766
| New | +$361K |
|
793
Intercontinental Exchange
ICE
$85.1B
| $453K | ﹤0.01% |
2,690
+952
| +55% | +$170K |
|
794
Campbell Soup
CPB
$6.9B
| $452K | ﹤0.01% |
14,314
-9,118
| -39% | -$295K |
|
795
Elevance Health
ELV
$85.3B
| $444K | ﹤0.01% |
+1,372
| New | +$427K |
|
796
Air Products & Chemicals
APD
$67.5B
| $442K | ﹤0.01% |
1,619
+78
| +5% | +$22.6K |
|
797
State Street
STT
$51B
| $441K | ﹤0.01% |
+3,799
| New | +$424K |
|
798
FedEx
FDX
$75.3B
| $439K | ﹤0.01% |
1,863
+502
| +37% | +$116K |
|
799
iShares Russell 2000 Growth ETF
IWO
$15B
| $439K | ﹤0.01% |
+1,371
| New | +$414K |
|
800
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
| $438K | ﹤0.01% |
+6,517
| New | +$423K |
|
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.