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 | |
|---|---|---|---|---|---|---|
826
W.R. Berkley
WRB
$26.5B
| $385K | ﹤0.01% |
5,021
+1,353
| +37% | +$96.3K |
|
827
TransDigm Group
TDG
$68.3B
| $383K | ﹤0.01% |
290
+25
| +9% | +$35.7K |
|
828
Markel Group
MKL
$23.2B
| $382K | ﹤0.01% |
200
+15
| +8% | +$29.4K |
|
829
Generac Holdings
GNRC
$12.6B
| $381K | ﹤0.01% |
+2,275
| New | +$399K |
|
830
Alarm.com
ALRM
$2.79B
| $380K | ﹤0.01% |
7,155
-245,470
| -97% | -$13.7M |
|
831
Camden Property Trust
CPT
$11.1B
| $379K | ﹤0.01% |
3,550
+1
| +0% | +$110 |
|
832
Capital Group Dividend Value ETF
CGDV
$38.9B
| $378K | ﹤0.01% |
+9,002
| New | +$370K |
|
833
Broadridge
BR
$19B
| $378K | ﹤0.01% |
1,587
+307
| +24% | +$76.5K |
|
834
Energy Transfer Partners
ET
$69.9B
| $376K | ﹤0.01% |
21,910
+2,105
| +11% | +$36.9K |
|
835
Diageo
DEO
$53.6B
| $372K | ﹤0.01% |
3,895
+764
| +24% | +$80.2K |
|
836
iShares Core International Aggregate Bond Fund
IAGG
$11B
| $367K | ﹤0.01% |
+7,165
| New | +$366K |
|
837
Eversource Energy
ES
$27.3B
| $367K | ﹤0.01% |
5,155
-4,169
| -45% | -$273K |
|
|
FISV
838
Fiserv Inc
FISV
$27.7B
| $366K | ﹤0.01% |
2,835
+749
| +36% | +$107K |
|
839
Vanguard Health Care ETF
VHT
$18.5B
| $366K | ﹤0.01% |
1,408
+173
| +14% | +$43.4K |
|
840
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
| $362K | ﹤0.01% |
+3,776
| New | +$356K |
|
841
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.99B
| $355K | ﹤0.01% |
+9,829
| New | +$348K |
|
842
Cigna
CI
$73.8B
| $355K | ﹤0.01% |
1,231
-1,510
| -55% | -$447K |
|
843
Darden Restaurants
DRI
$24.3B
| $355K | ﹤0.01% |
1,864
+703
| +61% | +$145K |
|
844
Enbridge
ENB
$112B
| $354K | ﹤0.01% |
7,011
-1,338
| -16% | -$63K |
|
845
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
| $353K | ﹤0.01% |
+2,709
| New | +$341K |
|
846
Target
TGT
$67B
| $353K | ﹤0.01% |
3,930
-15,293
| -80% | -$1.51M |
|
847
Schwab Fundamental US Large Company Index ETF
FNDX
$27.2B
| $352K | ﹤0.01% |
13,371
+245
| +2% | +$6.22K |
|
848
Amdocs
DOX
$6.22B
| $349K | ﹤0.01% |
4,253
+95
| +2% | +$8.23K |
|
849
Schwab U.S Small- Cap ETF
SCHA
$23B
| $349K | ﹤0.01% |
12,499
+1,896
| +18% | +$50.7K |
|
850
Zoetis
ZTS
$31.5B
| $348K | ﹤0.01% |
2,376
-224
| -9% | -$33.9K |
|
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.