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 | |
|---|---|---|---|---|---|---|
976
Vanguard High Dividend Yield ETF
VYM
$82.3B
| $210K | ﹤0.01% |
1,490
-3,178
| -68% | -$437K |
|
977
Aon
AON
$76.5B
| $209K | ﹤0.01% |
586
-186
| -24% | -$67.3K |
|
978
Airbnb
ABNB
$90B
| $209K | ﹤0.01% |
+1,721
| New | +$223K |
|
979
Ares Capital
ARCC
$14.1B
| $209K | ﹤0.01% |
10,234
-8,177
| -44% | -$182K |
|
980
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
| $208K | ﹤0.01% |
+2,064
| New | +$207K |
|
981
Gen Digital
GEN
$16.8B
| $207K | ﹤0.01% |
+7,305
| New | +$218K |
|
982
Cloudflare
NET
$101B
| $207K | ﹤0.01% |
+964
| New | +$197K |
|
983
Brookfield Asset Management
BAM
$84.9B
| $206K | ﹤0.01% |
3,621
-1,742
| -32% | -$104K |
|
984
Fidelity National Information Services
FIS
$22.1B
| $203K | ﹤0.01% |
3,084
-624
| -17% | -$45.5K |
|
985
Targa Resources
TRGP
$57.6B
| $203K | ﹤0.01% |
1,213
+14
| +1% | +$2.33K |
|
986
iShares MSCI Germany ETF
EWG
$1.61B
| $201K | ﹤0.01% |
4,839
-100
| -2% | -$4.19K |
|
987
SPDR Gold MiniShares Trust
GLDM
$28.9B
| $201K | ﹤0.01% |
2,626
-973
| -27% | -$66.7K |
|
988
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
| $181K | ﹤0.01% |
22,129
+7,555
| +52% | +$61.3K |
|
989
FS KKR Capital
FSK
$3.28B
| $178K | ﹤0.01% |
+11,922
| New | +$226K |
|
990
DNP Select Income Fund
DNP
$4.05B
| $174K | ﹤0.01% |
+17,417
| New | +$171K |
|
|
MTA
991
Metalla Royalty & Streaming
MTA
$785M
| $164K | ﹤0.01% |
+25,870
| New | +$123K |
|
992
Kopin
KOPN
$756M
| $160K | ﹤0.01% |
65,875
| – | – |
|
|
NMAX
993
Newsmax Inc
NMAX
$1.11B
| $135K | ﹤0.01% |
+10,849
| New | +$146K |
|
994
Arbor Realty Trust
ABR
$957M
| $122K | ﹤0.01% |
+10,024
| New | +$117K |
|
|
JMIA
995
Jumia Technologies
JMIA
$705M
| $118K | ﹤0.01% |
+10,150
| New | +$74.2K |
|
996
Viatris
VTRS
$19B
| $116K | ﹤0.01% |
11,732
+1,297
| +12% | +$12.6K |
|
|
CRF
997
Cornerstone Total Return Fund
CRF
$1.16B
| $114K | ﹤0.01% |
14,168
+1,660
| +13% | +$13.1K |
|
998
Nokia
NOK
$52.6B
| $107K | ﹤0.01% |
22,143
-293
| -1% | -$1.32K |
|
999
AGNC Investment
AGNC
$12.6B
| $101K | ﹤0.01% |
10,304
-10,513
| -51% | -$102K |
|
|
GGT
1000
Gabelli Multimedia Trust
GGT
$173M
| $100K | ﹤0.01% |
+23,353
| New | +$99.4K |
|
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.