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
FEDERAL REALTY INVESTMENT TRUSTFRT$7M68.6k sharesAddQ1 2026 13F$2M$106.21$125.36
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$11M203k sharesTrimQ1 2026 13F$2M$55.35--
CYTOKINETICS INCCYTK$51M768.3k sharesTrimQ1 2026 13F$2M$63.55$80.75
Diamondback Energy, Inc.FANG$7M35.9k sharesAddQ1 2026 13F$2M$169.93$203.02
Winmark CorporationWINA$41M95.4k sharesTrimQ1 2026 13F$2M$441.08$388.95
Vanguard Growth ETFVUG$4M8.9k sharesTrimQ1 2026 13F$2M$436.79$86.56
Independence Realty Trust IncIRT$18M1.2M sharesTrimQ1 2026 13F$2M$17.08$16.97
State Street Technology Select Sector SPDR ETFXLK$3M25.2k sharesTrimQ1 2026 13F$2M$140.92$178.38
Vertiv Holdings CoVRT$4M17.6k sharesAddQ1 2026 13F$2M$221.98$295.33
Schwab U.S. Broad Market ETFSCHB$2M73.9k sharesAddQ1 2026 13F$2M$25.10$28.89
MidWestOne Financial Group, Inc.MOFG$-1.5MExitQ1 2026 13F$2M--$49.31
The Cheesecake Factory IncorporatedCAKE$27M491.5k sharesAddQ1 2026 13F$2M$59.61$83.31
Shopify Inc Class A subordinate voting sharesSHOP$2M20.5k sharesTrimQ1 2026 13F$1M$131.40$124.25
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$-1.5MTrimQ1 2026 13F$1M----
The Southern CompanySO$12M122.6k sharesAddQ1 2026 13F$1M$92.50$94.82
Gilead Sciences, Inc.GILD$2M11.2k sharesTrimQ1 2026 13F$1M$145.58$130.28
NextEra Energy IncNEE$3M35.3k sharesAddQ1 2026 13F$1M$88.90$87.93
Lockheed Martin CorpLMT$5M9k sharesAddQ1 2026 13F$1M$616.01$514.99
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$12M447.4k sharesAddQ1 2026 13F$1M$26.50--
Freshpet, Inc. - Common StockFRPT$17M282k sharesTrimQ1 2026 13F$1M$72.59$57.01
Curbline Properties Corp.CURB$12M455.5k sharesAddQ1 2026 13F$1M$25.79$30.99
Lincoln Electric Holdings IncLECO$105M419.9k sharesTrimQ1 2026 13F$1M$267.48$259.31
Embraer S.A.ERJ$1M23k sharesOtherQ1 2026 13F$1M$59.34$64.52
balchem Corporation (bCPC)BCPC$-1.4MExitQ1 2026 13F$1M$169.81$166.23
Marathon Petroleum CorpMPC$4M18.4k sharesAddQ1 2026 13F$1M$213.91$299.18
First Solar, Inc.FSLR$4M22.4k sharesTrimQ1 2026 13F$1M$207.59$207.57
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$29M882.7k sharesTrimQ1 2026 13F$1M$33.32--
ITT Inc. Common StockITT$16M84.4k sharesTrimQ1 2026 13F$1M$190.32$195.34
Altria Group IncMO$8M125.5k sharesAddQ1 2026 13F$1M$66.82$74.20
Parke Bancorp, Inc.PKBK$1M46.8k sharesOtherQ1 2026 13F$1M$28.40$32.74
Wynn Resorts, LimitedWYNN$4M39.2k sharesTrimQ1 2026 13F$1M$109.42$97.05
South Plains Financial, Inc.SPFI$1M31.5k sharesOtherQ1 2026 13F$1M$41.90$44.25
Bristol-Myers Squibb CompanyBMY$12M203.7k sharesAddQ1 2026 13F$1M$58.30$60.85
Unity Bancorp, Inc.UNTY$1M25k sharesOtherQ1 2026 13F$1M$52.68$58.23
Flowserve CorporationFLS$131M1.8M sharesAddQ1 2026 13F$1M$79.19$66.74
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$1.3MOtherQ1 2026 13F$1M----
Bank First CorporationBFC$1M9.3k sharesOtherQ1 2026 13F$1M$135.06$149.26
W&T Offshore, Inc.WTI$2M659k sharesAddQ1 2026 13F$1M$3.41$3.34
Chemed CorpCHE$3M7.8k sharesTrimQ1 2026 13F$1M$428.30$501.51
Park Hotels & Resorts IncPK$10M904.2k sharesTrimQ1 2026 13F$1M$11.04$14.60
Vodafone Group Public Limited CompanyVOD$1M80.7k sharesOtherQ1 2026 13F$1M$14.62$15.62
State Street SPDR Nuveen ICE Short Term Municipal Bond ETFSHM$1M25.1k sharesOtherQ1 2026 13F$1M$47.83$47.74
Vanguard Total Stock Market ETFVTI$7M21.3k sharesAddQ1 2026 13F$1M$335.51$372.42
Pebblebrook Hotel TrustPEB$7M556.2k sharesAddQ1 2026 13F$1M$12.63$18.75
CBRE Group IncCBRE$6M46.7k sharesTrimQ1 2026 13F$1M$141.12$138.39
Vanguard Mega Cap Growth ETF (2)MGK$3M8.3k sharesTrimQ1 2026 13F$1M$78.55$87.31
Metallus Inc.MTUS$1M71.9k sharesOtherQ1 2026 13F$1M$18.36$19.42
Yum! Brands, Inc.YUM$10M61.7k sharesAddQ1 2026 13F$1M$158.37$148.25
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$30M1M sharesTrimQ1 2026 13F$1M$30.07--
TRUSTMARK CORPTRMK$16M370.5k sharesAddQ1 2026 13F$1M$42.14$46.73
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