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 |
GE Vernova
GEV
|
+$3.63B |
| 2 |
GE Aerospace
GE
|
+$3.62B |
| 3 |
Cisco
CSCO
|
+$1.68B |
| 4 |
UnitedHealth
UNH
|
+$1.42B |
| 5 |
Merck
MRK
|
+$1.41B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Natural Resources
CNQ
|
+$1.97B |
| 2 |
ConocoPhillips
COP
|
+$1.69B |
| 3 |
ING
ING
|
+$1.3B |
| 4 |
Chevron
CVX
|
+$973M |
| 5 |
Johnson Controls International
JCI
|
+$954M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.63% |
| 2 | Financials | 16.68% |
| 3 | Industrials | 13.38% |
| 4 | Miscellaneous | 10.91% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Starwood Property Trust
STWD
$5.78B
| – | – |
-20,014
| Closed | -$345K |
|
|
TBIL
1127
F/m US Treasury 3 Month Bill Fund
TBIL
$7.22B
| – | – |
-18,101
| Closed | -$903K |
|
1128
Invesco Trust Investment Grade Municipals
VGM
$534M
| – | – |
-14,352
| Closed | -$142K |
|
1129
Vulcan Materials
VMC
$32.7B
| – | – |
-941
| Closed | -$256K |
|
1130
Vodafone
VOD
$40.3B
| – | – |
-80,699
| Closed | -$1.21M |
|
1131
Vanguard Russell 1000 Value ETF
VONV
$22.1B
| – | – |
-4,380
| Closed | -$411K |
|
1132
Vera Bradley
VRA
$89.3M
| – | – |
-49,378
| Closed | -$156K |
|
1133
Vanguard International High Dividend Yield ETF
VYMI
$21.9B
| – | – |
-2,315
| Closed | -$218K |
|
1134
Wheaton Precious Metals
WPM
$70B
| – | – |
-1,821
| Closed | -$239K |
|
1135
Willis Towers Watson
WTW
$29.3B
| – | – |
-896
| Closed | -$261K |
|
1136
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.53B
| – | – |
-836
| Closed | -$212K |
|
1137
Zoetis
ZTS
$30.2B
| – | – |
-2,344
| Closed | -$277K |
|
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Ken Fisher's Q2 2026 Portfolio in Review
As of Q2 2026, Ken Fisher held 1,138 positions worth $336B, up 14% from $295B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Ken Fisher's Q2 2026 filing shows 122 new, 384 increased, 501 reduced and 101 closed positions. Its largest new stake was Honeywell Aerospace: 74,226 shares worth $16.4M. The largest sale was Canadian Natural Resources, an estimated $1.97B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.
- Ken Fisher's largest Q2 2026 buy was Honeywell Aerospace: 74,226 shares worth $16.4M.
- Ken Fisher added most to GE Vernova in Q2 2026, an estimated $3.63B increase.
- Ken Fisher's biggest Q2 2026 reduction was Canadian Natural Resources, cutting an estimated $1.97B.
- Ken Fisher fully exited Arcosa in Q2 2026, selling an estimated $11.1M.
- Ken Fisher's ten largest holdings make up 36% of its $336B portfolio in Q2 2026.
- Ken Fisher opened 122 new positions and closed 101 in Q2 2026.
- Ken Fisher's portfolio value rose 14% quarter-over-quarter to $336B.
Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.