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 |
AbbVie
ABBV
|
+$1.88B |
| 2 |
Pfizer
PFE
|
+$1.41B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.17B |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$1.21B |
| 2 |
Adobe
ADBE
|
+$1.06B |
| 3 |
Stryker
SYK
|
+$955M |
| 4 |
Boston Scientific
BSX
|
+$695M |
| 5 |
Banco Santander
SAN
|
+$684M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.16% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Energy | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Seagate
STX
$194B
| $376K | ﹤0.01% |
959
-451
| -32% | -$172K |
|
852
Eversource Energy
ES
$26.9B
| $376K | ﹤0.01% |
5,424
-436
| -7% | -$30.8K |
|
|
JHG
853
DELISTED
Janus Henderson
JHG
| $376K | ﹤0.01% |
7,315
-1,691,397
| -100% | -$83.7M |
|
854
Ameriprise Financial
AMP
$48.3B
| $376K | ﹤0.01% |
845
+43
| +5% | +$20.7K |
|
855
Hershey
HSY
$35.2B
| $375K | ﹤0.01% |
1,802
-2,414
| -57% | -$509K |
|
856
iShares Silver Trust
SLV
$28B
| $374K | ﹤0.01% |
5,489
+2,006
| +58% | +$152K |
|
857
iShares MSCI France ETF
EWQ
$335M
| $371K | ﹤0.01% |
8,556
-251
| -3% | -$11.4K |
|
858
iShares Core S&P US Growth ETF
IUSG
$31.7B
| $370K | ﹤0.01% |
2,386
-866
| -27% | -$143K |
|
859
Broadridge
BR
$17.8B
| $369K | ﹤0.01% |
2,271
-391
| -15% | -$74.3K |
|
860
iShares US Basic Materials ETF
IYM
$1.12B
| $366K | ﹤0.01% |
+2,083
| New | +$364K |
|
861
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
| $365K | ﹤0.01% |
+2,126
| New | +$375K |
|
862
Paychex
PAYX
$41.6B
| $365K | ﹤0.01% |
3,958
+264
| +7% | +$26.1K |
|
863
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.7B
| $362K | ﹤0.01% |
1,964
+370
| +23% | +$69.1K |
|
864
Schwab Fundamental International Large Company Index ETF
FNDF
$24.9B
| $362K | ﹤0.01% |
7,395
+1,908
| +35% | +$93.5K |
|
865
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
| $361K | ﹤0.01% |
1,663
-115
| -6% | -$25.7K |
|
|
B
866
Barrick Mining
B
$61.5B
| $357K | ﹤0.01% |
8,751
+3,717
| +74% | +$172K |
|
867
Iron Mountain
IRM
$36.4B
| $356K | ﹤0.01% |
3,482
-734
| -17% | -$73K |
|
|
MRSH
868
Marsh
MRSH
$90.5B
| $353K | ﹤0.01% |
2,037
-140
| -6% | -$25.2K |
|
869
Grayscale Bitcoin Trust
GBTC
$9.45B
| $353K | ﹤0.01% |
+6,685
| New | +$398K |
|
870
Digi International
DGII
$2.63B
| $352K | ﹤0.01% |
7,311
-6
| -0.1% | -$281 |
|
871
Ametek
AME
$55.4B
| $352K | ﹤0.01% |
+1,640
| New | +$364K |
|
872
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
| $352K | ﹤0.01% |
1,176
+60
| +5% | +$18.8K |
|
873
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
| $350K | ﹤0.01% |
1,460
+282
| +24% | +$70.9K |
|
874
EQT Corp
EQT
$33.3B
| $350K | ﹤0.01% |
5,493
+428
| +8% | +$25.1K |
|
875
CME Group
CME
$96.3B
| $349K | ﹤0.01% |
1,179
-511
| -30% | -$152K |
|
Similar funds
Ken Fisher's Q1 2026 Portfolio in Review
As of Q1 2026, Ken Fisher held 1,133 positions worth $295B, up 0.65% from $293B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Ken Fisher's Q1 2026 filing shows 116 new, 416 increased, 461 reduced and 117 closed positions. Its largest new stake was Portfolio Building Block World Pharma and Biotech Index ETF: 28,040,859 shares worth $717M. The largest sale was Abbott, an estimated $1.21B.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.
- Ken Fisher's largest Q1 2026 buy was Portfolio Building Block World Pharma and Biotech Index ETF: 28,040,859 shares worth $717M.
- Ken Fisher added most to AbbVie in Q1 2026, an estimated $1.88B increase.
- Ken Fisher's biggest Q1 2026 reduction was Abbott, cutting an estimated $1.21B.
- Ken Fisher fully exited Trip.com Group in Q1 2026, selling an estimated $175M.
- Ken Fisher's ten largest holdings make up 33% of its $295B portfolio in Q1 2026.
- Ken Fisher opened 116 new positions and closed 117 in Q1 2026.
- Ken Fisher's portfolio value rose 0.65% quarter-over-quarter to $295B.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.