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 | |
|---|---|---|---|---|---|---|
951
WEC Energy
WEC
$35.3B
| $231K | ﹤0.01% |
+2,016
| New | +$219K |
|
952
Fair Isaac
FICO
$22.6B
| $231K | ﹤0.01% |
154
-96
| -38% | -$144K |
|
953
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
| $231K | ﹤0.01% |
+2,470
| New | +$228K |
|
954
VanEck Bitcoin Trust
HODL
$1.08B
| $229K | ﹤0.01% |
7,088
| – | – |
|
955
VICI Properties
VICI
$29.4B
| $229K | ﹤0.01% |
+7,023
| New | +$232K |
|
956
Becton Dickinson
BDX
$48.6B
| $227K | ﹤0.01% |
+1,214
| New | +$226K |
|
957
Logitech
LOGI
$14.9B
| $227K | ﹤0.01% |
+2,066
| New | +$208K |
|
958
McCormick & Company Non-Voting
MKC
$14.3B
| $226K | ﹤0.01% |
+3,380
| New | +$237K |
|
959
Ameriprise Financial
AMP
$49B
| $225K | ﹤0.01% |
+457
| New | +$234K |
|
960
eBay
EBAY
$50.7B
| $224K | ﹤0.01% |
+2,459
| New | +$217K |
|
961
Talos Energy
TALO
$2.4B
| $224K | ﹤0.01% |
+23,308
| New | +$209K |
|
962
Capital Group Global Growth Equity ETF
CGGO
$11.7B
| $220K | ﹤0.01% |
+6,429
| New | +$211K |
|
963
Public Storage
PSA
$61.5B
| $219K | ﹤0.01% |
+758
| New | +$218K |
|
964
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
| $219K | ﹤0.01% |
+4,555
| New | +$217K |
|
965
Zions Bancorporation
ZION
$10.3B
| $218K | ﹤0.01% |
+3,856
| New | +$215K |
|
966
Vanguard Financials ETF
VFH
$13.7B
| $216K | ﹤0.01% |
1,645
-1,196
| -42% | -$155K |
|
967
Trinity Industries
TRN
$2.41B
| $215K | ﹤0.01% |
7,682
-392,007
| -98% | -$10.8M |
|
968
Hewlett Packard
HPE
$67.5B
| $214K | ﹤0.01% |
+8,699
| New | +$192K |
|
969
Fidelity National Financial
FNF
$13.9B
| $213K | ﹤0.01% |
3,520
-113
| -3% | -$6.57K |
|
970
Agilent Technologies
A
$40.5B
| $213K | ﹤0.01% |
+1,658
| New | +$200K |
|
|
DOCU
971
DocuSign
DOCU
$11.3B
| $213K | ﹤0.01% |
+2,952
| New | +$227K |
|
972
Cornerstone Strategic Value Fund
CLM
$2.24B
| $212K | ﹤0.01% |
+25,604
| New | +$208K |
|
973
NVR
NVR
$17.2B
| $212K | ﹤0.01% |
+26
| New | +$207K |
|
974
Stanley Black & Decker
SWK
$15.6B
| $211K | ﹤0.01% |
+2,833
| New | +$208K |
|
975
Archer Daniels Midland
ADM
$37B
| $210K | ﹤0.01% |
+3,522
| New | +$206K |
|
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.