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
Wells Fargo & CoWFC$2M29k sharesTrimQ1 2026 13F$825k$85.89$86.35
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$7M49.3k sharesTrimQ1 2026 13F$824k$137.60--
American Public Education, Inc.APEI$3M47k sharesAddQ1 2026 13F$824k$45.81$51.18
L3Harris Technologies, Inc.LHX$3M8.4k sharesAddQ1 2026 13F$820k$355.76$283.93
Schwab U.S. Small-Cap ETFSCHA$1M41.2k sharesAddQ1 2026 13F$813k$29.08$34.31
Ligand Pharmaceuticals IncLGND$26M128k sharesAddQ1 2026 13F$813k$194.06$293.99
Sonida Senior Living, Inc.SNDA$812k25.2k sharesOtherQ1 2026 13F$812k$32.25$40.84
S&P Global IncSPGI$4M8.9k sharesTrimQ1 2026 13F$806k$427.37$445.09
Royal Bank of CanadaRY$1B6.7M sharesTrimQ1 2026 13F$806k$167.31$214.69
Kimberly-Clark CorpKMB$4M42.6k sharesAddQ1 2026 13F$799k$102.35$106.53
Vericel CorporationVCEL$6M185.3k sharesTrimQ1 2026 13F$794k$32.17$46.72
Ameris BancorpABCB$13M172k sharesTrimQ1 2026 13F$779k$79.38$90.67
Build-A-Bear Workshop, Inc.BBW$1M32.8k sharesTrimQ1 2026 13F$774k$37.45$34.30
General Dynamics CorpGD$4M10.4k sharesAddQ1 2026 13F$771k$354.71$370.10
Invesco S&P MidCap Quality ETFXMHQ$-769.6KExitQ1 2026 13F$770k--$112.84
Expedia Group IncEXPE$2M10.1k sharesTrimQ1 2026 13F$769k$245.62$267.11
Simpson Manufacturing Co. IncSSD$759k4.4k sharesOtherQ1 2026 13F$759k$184.36$189.61
iShares Trust - iShares Russell 2000 ETFIWM$2M6.7k sharesTrimQ1 2026 13F$752k$257.95$295.77
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$3M101.4k sharesAddQ1 2026 13F$744k$25.04--
Schwab U.S. Large-Cap Growth ETFSCHG$2M58.4k sharesAddQ1 2026 13F$737k$29.13$34.24
VANGUARD TAX-EXEMPT BOND ETFVTEB$4M70.5k sharesAddQ1 2026 13F$736k$49.89$50.16
RENAISSANCERE HOLDINGS LTDRNR$21M71.5k sharesAddQ1 2026 13F$727k$290.02$307.73
American Electric Power Co IncAEP$2M12.7k sharesAddQ1 2026 13F$726k$129.79$131.05
iShares 20+ Year Treasury Bond ETFTLT$4M45.9k sharesTrimQ1 2026 13F$723k$87.92$84.24
State Street SPDR Bloomberg 1-3 Month T-Bill ETFBIL$1M12.5k sharesAddQ1 2026 13F$716k$91.51$91.53
APi Group Corporation Common StockAPG$63M1.6M sharesTrimQ1 2026 13F$713k$42.40$41.20
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$713k9.5k sharesOtherQ1 2026 13F$713k$75.19--
Palantir Technologies IncPLTR$2M12.7k sharesTrimQ1 2026 13F$712k$152.90$135.78
The Greenbrier Companies, Inc.GBX$11M203.5k sharesAddQ1 2026 13F$705k$52.65$51.18
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-704.9KExitQ1 2026 13F$705k----
Verizon Communications IncVZ$4M78.9k sharesAddQ1 2026 13F$700k$46.35$43.50
iShares Core MSCI Total International Stock ETFIXUS$700k8.1k sharesOtherQ1 2026 13F$700k$86.64$93.85
Globant S.A. Common SharesGLOB$228k4.9k sharesTrimQ1 2026 13F$698k$55.29$31.98
MiMedx Group, Inc.MDXG$974k246.6k sharesTrimQ1 2026 13F$690k$5.04$4.35
Bentley Systems, IncorporatedBSY$8M226.7k sharesTrimQ1 2026 13F$686k$35.12$33.11
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$683k7.6k sharesOtherQ1 2026 13F$683k$89.34--
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-682.5KExitQ1 2026 13F$682k----
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$202k2.2k sharesTrimQ1 2026 13F$682k$92.73--
iShares ESG Aware USD Corporate Bond ETFSUSC$19M832.8k sharesAddQ1 2026 13F$682k$23.14$22.90
BNY Mellon US Large Cap Core Equity ETFBKLC$-677.5KExitQ1 2026 13F$678k--$143.89
Invesco S&P 500 Top 50 ETFXLG$2M43.9k sharesTrimQ1 2026 13F$676k$54.55$62.20
iShares Core MSCI Europe ETF (IEuR)IEUR$12M172.1k sharesTrimQ1 2026 13F$673k$70.27$75.28
iShares MSCI EAFE ETFEFA$2M25.2k sharesTrimQ1 2026 13F$673k$100.05$104.65
Archer-Daniels-Midland CompanyADM$2M22.7k sharesAddQ1 2026 13F$664k$69.36$85.12
Roper Technologies IncROP$1M3.9k sharesTrimQ1 2026 13F$660k$368.91$364.21
Seneca Foods CorporationSENEA$658k4.4k sharesOtherQ1 2026 13F$658k$129.14$169.74
GLOBAL PAYMENTS IncGPN$423k6.3k sharesTrimQ1 2026 13F$652k$73.75$82.19
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$11M318k sharesTrimQ1 2026 13F$652k$36.13--
iShares MSCI USA Quality Factor ETFQUAL$2M10.8k sharesAddQ1 2026 13F$649k$200.44$220.66
Berkshire Hathaway Inc.BRK-A$2M3 sharesAddQ1 2026 13F$645k$736,358.82$732,750.00
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