Ken Fisher

Fisher Asset Management

Kenneth Lawrence Fisher, born in 1950, is a prominent American investment analyst, author, and the founder of Fisher Asset Management. He has made significant contributions to the investment advisory field, particularly through his long-running column in Forbes, which spanned from 1984 to 2017. Fisher is known for his insights into behavioral finance and has authored eleven books on investing. His influence was recognized in 2010 when he was named one of the 30 most influential people in the investment advisory business by Investment Advisor magazine. Fisher Asset Management operates as a fee-only financial adviser, emphasizing a client-centric approach to investment management. The firm is recognized for its strategic focus on diverse sectors, including technology, energy, and healthcare. Fisher's investment philosophy often integrates behavioral finance principles, seeking to capitalize on market inefficiencies and investor psychology. The latest disclosure from Fisher Asset Management, dated May 5, 2026, reveals a balanced approach with both position reductions and increases across a portfolio totaling between $9.6 billion and $5.5 billion. Notable moves include a significant trim of approximately $2.63 billion in Microsoft Corp (MSFT), reflecting a strategic adjustment within a diverse array of holdings that also feature AbbVie Inc. (ABBV), Exxon Mobil Corp (XOM), and Pfizer Inc. (PFE). The firm has made six increases and six reductions, indicating a dynamic portfolio management strategy.

Latest Trades

CompanyValueActionChangePriceLast Price
General Motors CoGM$8M107.8k sharesTrimQ1 2026 13F$1M$77.34$76.11
ISHARES MONTH TREAS BOND ETFSGOV$1M14.7k sharesAddQ1 2026 13F$1M$100.67$100.55
Commerce Bancshares, Inc.CBSH$16M320.3k sharesTrimQ1 2026 13F$1M$51.91$58.78
SPDR Gold TrustGLD$4M8.5k sharesAddQ1 2026 13F$1M$447.84$372.35
Houlihan Lokey IncHLI$1M7.7k sharesOtherQ1 2026 13F$1M$164.50$137.95
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$24M3.3M sharesAddQ1 2026 13F$1M$7.42--
GE VERNOVA INCGEV$3M3.9k sharesTrimQ1 2026 13F$1M$780.19$1,072.80
AT&T IncT$5M169.9k sharesTrimQ1 2026 13F$1M$26.71$22.26
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$14M308.4k sharesTrimQ1 2026 13F$1M$46.26--
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$6M311.7k sharesAddQ1 2026 13F$1M$18.27--
State Street SPDR Russell 1000 Low Volatility Focus ETFONEV$-1.0MExitQ1 2026 13F$1M--$146.46
Onterris, Inc.ONT$8M352.6k sharesTrimQ1 2026 13F$1M$21.89$21.81
United Parcel ServiceUPS$7M68k sharesAddQ1 2026 13F$1M$107.24$113.97
United Community Banks, Inc.UCB$30M948.8k sharesTrimQ1 2026 13F$1M$32.92$36.00
Tanger Factory Outlet Centers IncSKT$14M421.5k sharesTrimQ1 2026 13F$1M$34.40$40.26
Automatic Data Processing IncADP$566k2.8k sharesTrimQ1 2026 13F$1M$229.30$255.99
SPDR S&P 500 ETF TrustSPY$11M16.6k sharesTrimQ1 2026 13F$1M$679.90$747.41
ServisFirst Bancshares, Inc.SFBS$6M88.2k sharesAddQ1 2026 13F$999k$72.83$86.08
Arista Networks, Inc.ANET$2M13.6k sharesTrimQ1 2026 13F$987k$133.90$174.87
iShares MSCI ACWI ETFACWI$-984.7KExitQ1 2026 13F$985k$143.74$156.19
CVS Health CorpCVS$6M88.4k sharesTrimQ1 2026 13F$984k$77.03$107.43
The Estee Lauder Cos IncEL$2M32.1k sharesTrimQ1 2026 13F$973k$102.18$83.29
Hexcel Corporation (HXL)HXL$7M81k sharesAddQ1 2026 13F$973k$84.24$101.69
Glacier Bancorp, Inc.GBCI$36M799.7k sharesTrimQ1 2026 13F$967k$47.34$54.51
Dyne Therapeutics, Inc.DYN$6M323.1k sharesAddQ1 2026 13F$966k$18.13$22.72
SPDR Portfolio Developed World ex-US ETFSPDW$1M29.4k sharesAddQ1 2026 13F$957k$46.92$50.16
iShares S&P 100 ETFOEF$6M17.7k sharesTrimQ1 2026 13F$953k$318.09$371.19
State Street SPDR EURO STOXX 50 ETFFEZ$19M311.6k sharesTrimQ1 2026 13F$951k$62.08$68.01
Extra Space Storage Inc.EXR$4M31.7k sharesTrimQ1 2026 13F$939k$144.34$144.64
iShares Russell 1000 Growth ETFIWF$7M15.6k sharesAddQ1 2026 13F$937k$113.50$123.58
Berkshire Hathaway Inc.BRK-B$18M38.1k sharesTrimQ1 2026 13F$931k$490.90$493.12
Rockwell Automation IncROK$333M927.1k sharesTrimQ1 2026 13F$925k$394.62$462.43
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$2M70.2k sharesAddQ1 2026 13F$910k$22.61--
Cal-Maine Foods, Inc.CALM$18M223.9k sharesAddQ1 2026 13F$908k$82.15$85.36
US Treasury 3 Month Bill ETFTBIL$903k18.1k sharesOtherQ1 2026 13F$903k$49.86$49.94
Scholar Rock Holding CorporationSRRK$23M458k sharesTrimQ1 2026 13F$894k$49.16$51.73
Corning IncGLW$2M14.7k sharesAddQ1 2026 13F$888k$120.60$157.92
iShares MSCI South Korea ETFEWY$1M9.9k sharesAddQ1 2026 13F$885k$125.14$171.64
Schwab International Equity ETFSCHF$2M67.1k sharesAddQ1 2026 13F$885k$24.75$27.16
Oil States International, Inc.OIS$2M198.3k sharesAddQ1 2026 13F$879k$11.64$8.46
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$55M144.6k sharesTrimQ1 2026 13F$878k$383.40--
Ralph Lauren CorporationRL$115M335.2k sharesTrimQ1 2026 13F$873k$355.39$388.11
NICE Ltd.NICE$522k4.7k sharesTrimQ1 2026 13F$871k$114.18$101.53
State Street SPDR S&P Oil & Gas Exploration & Production ETFXOP$2M12.6k sharesAddQ1 2026 13F$871k$150.63$164.86
Vanguard Total Bond Market ETFBND$3M44.9k sharesTrimQ1 2026 13F$866k$73.64$72.82
Day One Biopharmaceuticals, Inc.DAWN$937k43.7k sharesTrimQ1 2026 13F$851k$21.44$21.53
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$47M2.2M sharesAddQ1 2026 13F$849k$21.60--
BNY Mellon Core Bond ETFBKAG$-846.9KExitQ1 2026 13F$847k--$41.62
Cohen & Steers Inc Common StockCNS$6M96.4k sharesTrimQ1 2026 13F$835k$65.23$83.24
The Health Care Select Sector SPDR FundXLV$21M142.9k sharesAddQ1 2026 13F$833k$154.25$158.29
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