 | |
Ken Fisher13F | |
| Fisher Asset Management, LLC | |
| Last update 2025-02-05 | 969 Stocks (98 new) |
| Value $251.33 Bil | Turnover 2 % |
Ken Fisher Profile
Ken Fisher is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for over two decades, making him one of the longest running columnists in the magazine's 85+ year history. During his many years of money management and market commentary, Ken has distinguished himself by making numerous, accurate market calls, often in direct opposition to Wall Street's consensus forecast. He is the son of legendary investor Philip A. Fisher, and Ken is the only industry professional his father ever trained. Ken has also written three major finance books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed in many major global finance and business periodicals.
Ken Fisher Investing Philosophy
The investment philosophy at Fisher Investments is based on the idea that supply and demand of securities is sole determinate of their pricing. Furthermore, they believe that all widely known information has already been priced into the market. The way to add value, according to the Fisher strategy, is to "identify information not widely known, or to interpret widely known information differently and correctly from other market participants." Fisher Investments employs a team of research analysts to accomplish these tasks.
Ken Fisher's Portfolio
Ken Fisher Current Holdings
| Ticker |
|---|
| Ticker |
MRCY |
SWI |
A |
AGNC |
AMLP |
AMP |
AM |
AON |
AZO |
BSY |
BRK.A |
BLNK |
CAH |
CTXR |
CME |
CCEP |
CPRT |
CVBF |
DDOG |
DELL |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
MRCY | Mercury Systems Inc | 395,265 | 16,601.1 | New Holding | 0.010 | +0.01% | 0.660 | +16.48% | +18.45% | 2,969.1 | Aerospace & Defense | |
SWI | SolarWinds Corp | 974,481 | 13,886.4 | New Holding | 0.010 | +0.01% | 0.570 | +32.17% | +29.75% | 3,201.2 | Software | |
A | Agilent Technologies Inc | 4,948 | 664.8 | New Holding | 0.000 | 0% | 0.000 | -29.67% | -20.72% | 30,300.7 | Medical Diagnostics & Research | |
AGNC | AGNC Investment Corp | 15,014 | 138.3 | New Holding | 0.000 | 0% | 0.000 | -5.20% | -0.36% | 8,398.6 | REITs | |
AMLP | Alerian MLP ETF | 4,388 | 211.3 | New Holding | 0.000 | 0% | 0.000 | -5.05% | +2.72% | 10,287.7 | ||
AMP | Ameriprise Financial Inc | 402 | 214.1 | New Holding | 0.000 | 0% | 0.000 | -17.10% | -12.25% | 44,497.3 | Asset Management | |
AM | Antero Midstream Corp | 10,920 | 164.8 | New Holding | 0.000 | 0% | 0.000 | +5.90% | +15.02% | 8,078.9 | Oil & Gas | |
AON | Aon PLC | 597 | 214.7 | New Holding | 0.000 | 0% | 0.000 | -8.86% | -6.32% | 72,544.0 | Insurance | |
AZO | AutoZone Inc | 70 | 228.1 | New Holding | 0.000 | 0% | 0.000 | +8.31% | +12.72% | 60,379.2 | Vehicles & Parts | |
BSY | Bentley Systems Inc | 144,257 | 6,736.8 | New Holding | 0.000 | 0% | 0.050 | -5.61% | -6.83% | 13,150.5 | Software | |
BRK.A | Berkshire Hathaway Inc | 1 | 680.9 | New Holding | 0.000 | 0% | 0.000 | +14.56% | +16.87% | 1,145,088.1 | Insurance | |
BLNK | Blink Charging Co | 10,148 | 14.1 | New Holding | 0.000 | 0% | 0.010 | -38.97% | -42.92% | 81.5 | Construction | |
CAH | Cardinal Health Inc | 3,107 | 367.6 | New Holding | 0.000 | 0% | 0.000 | +7.17% | +17.24% | 33,230.1 | Medical Distribution | |
CTXR | Citius Pharmaceuticals Inc | 12,800 | 51.2 | New Holding | 0.000 | 0% | 0.150 | -74.27% | -78.78% | 7.9 | Biotechnology | |
CME | CME Group Inc | 1,045 | 242.8 | New Holding | 0.000 | 0% | 0.000 | +14.03% | +15.24% | 95,969.9 | Capital Markets | |
CCEP | Coca-Cola Europacific Partners PLC | 35,569 | 2,732.1 | New Holding | 0.000 | 0% | 0.010 | +14.46% | +14.41% | 40,702.1 | Beverages - Non-Alcoholic | |
CPRT | Copart Inc | 3,843 | 220.6 | New Holding | 0.000 | 0% | 0.000 | +5.55% | +6.12% | 58,835.1 | Business Services | |
CVBF | CVB Financial Corp | 41,273 | 883.6 | New Holding | 0.000 | 0% | 0.030 | -9.80% | -12.83% | 2,567.6 | Banks | |
DDOG | Datadog Inc | 1,423 | 203.5 | New Holding | 0.000 | 0% | 0.000 | -27.99% | -28.95% | 35,058.3 | Software | |
DELL | Dell Technologies Inc | 5,945 | 685.2 | New Holding | 0.000 | 0% | 0.000 | -16.03% | -16.80% | 66,218.1 | Hardware |
Total 1018
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