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
Boot Barn Holdings IncBOOT$35M240.4k sharesTrimQ1 2026 13F$8M$146.36$153.80
Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX)CRNX$28M762.7k sharesTrimQ1 2026 13F$8M$44.67$83.90
F.N.B. Corporation Common StockFNB$29M1.7M sharesAddQ1 2026 13F$8M$17.28$19.49
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$9M93.1k sharesAddQ1 2026 13F$7M$92.38--
Micron Technology IncMU$8M23.3k sharesTrimQ1 2026 13F$7M$391.72$970.82
ProPetro Holding Corp.PUMP$22M1.5M sharesAddQ1 2026 13F$7M$14.41$12.30
State Street Consumer Discretionary Select Sector SPDR ETFXLY$48M437.8k sharesTrimQ1 2026 13F$7M$116.87$109.08
Compass Therapeutics, Inc.CMPX$7M1.3M sharesOtherQ1 2026 13F$7M$5.29$2.11
Tapestry IncTPR$87M618k sharesAddQ1 2026 13F$7M$141.74$140.31
Nomura Holdings IncNMR$103M13.1M sharesTrimQ1 2026 13F$7M$8.37$9.48
Terex CorporationTEX$112M1.9M sharesAddQ1 2026 13F$7M$59.10$68.52
BioCryst Pharmaceuticals, Inc. - Common StockBCRX$26M2.7M sharesAddQ1 2026 13F$7M$7.77$9.11
Otis Worldwide CorpOTIS$48M619.5k sharesTrimQ1 2026 13F$7M$86.25$73.62
Lazard LtdLAZ$92M2.2M sharesAddQ1 2026 13F$7M$48.92$43.05
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$32M1M sharesAddQ1 2026 13F$7M$31.72--
Bio-Rad Laboratories IncBIO$33M118.7k sharesTrimQ1 2026 13F$7M$287.99$300.98
Umpqua Holdings CorpCOLB$64M2.3M sharesTrimQ1 2026 13F$7M$28.63$33.61
Range Resources CorpRRC$33M729.6k sharesAddQ1 2026 13F$7M$38.98$36.72
DiamondRock Hospitality CompanyDRH$-6.5MExitQ1 2026 13F$7M--$12.75
ICICI Bank LimitedIBN$47M1.8M sharesTrimQ1 2026 13F$6M$28.62$30.06
Krystal Biotech, Inc.KRYS$7M27.8k sharesAddQ1 2026 13F$6M$266.09$343.79
United Rentals IncURI$48M65.6k sharesTrimQ1 2026 13F$6M$839.91$1,026.07
Chord Energy CorporationCHRD$14M97.8k sharesAddQ1 2026 13F$6M$92.13$124.08
The Magnum Ice Cream Company N.V.MICC$4M290.5k sharesTrimQ1 2026 13F$6M$16.20$17.74
United Therapeutics CorporationUTHR$20M34.4k sharesAddQ1 2026 13F$6M$498.02$535.83
Nurix Therapeutics, Inc.NRIX$6M384.8k sharesOtherQ1 2026 13F$6M$15.50$23.07
Zurn Elkay Water Solutions CorporationZWS$40M889.4k sharesTrimQ1 2026 13F$6M$44.84$48.38
PDD Holdings Inc.PDD$59M579.8k sharesTrimQ1 2026 13F$6M$102.20$86.31
Biogen IncBIIB$57M312.6k sharesAddQ1 2026 13F$6M$184.26$202.64
Qualys, Inc.QLYS$10M116.2k sharesTrimQ1 2026 13F$6M$110.82$133.74
Raymond James Financial IncRJF$58M397.1k sharesTrimQ1 2026 13F$6M$158.61$163.68
Covista Inc.CVSA$65M565.9k sharesAddQ1 2026 13F$6M$106.78$115.82
Honeywell International Inc.HON$34M150.8k sharesAddQ1 2026 13F$5M$236.13$225.04
Home BancShares, Inc. Common StockHOMB$49M1.8M sharesTrimQ1 2026 13F$5M$28.15$30.69
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$53M3.9M sharesTrimQ1 2026 13F$5M$13.85--
Old National BancorpONB$82M3.7M sharesTrimQ1 2026 13F$5M$23.35$27.29
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$5.3MAddQ1 2026 13F$5M----
State Street Communication Services Select Sector SPDR ETFXLC$68M612.9k sharesTrimQ1 2026 13F$5M$115.77$105.38
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-5.2MExitQ1 2026 13F$5M----
Halliburton CompanyHAL$16M408.1k sharesAddQ1 2026 13F$5M$34.60$33.19
Monte Rosa Therapeutics, Inc.GLUE$5M314.9k sharesOtherQ1 2026 13F$5M$16.45$23.79
BXP, Inc.BXP$17M326k sharesTrimQ1 2026 13F$5M$60.88$68.06
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$306M3.9M sharesAddQ1 2026 13F$5M$79.12--
Kennametal Inc.KMT$39M1.1M sharesAddQ1 2026 13F$5M$36.45$34.86
State Street Industrial Select Sector SPDR ETFXLI$479M3M sharesTrimQ1 2026 13F$5M$167.84$182.01
Cogent Biosciences, Inc.COGT$6M167.4k sharesAddQ1 2026 13F$5M$36.93$37.94
United Bankshares, Inc.UBSI$50M1.2M sharesAddQ1 2026 13F$5M$41.42$47.36
Viavi Solutions IncVIAV$13M379.6k sharesAddQ1 2026 13F$5M$26.43$36.93
PTC Inc. - Common StockPTC$21M144.9k sharesTrimQ1 2026 13F$5M$158.03$113.81
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$24M103.2k sharesTrimQ1 2026 13F$5M$234.03--
Showing 251-300 of 600