Great investors · Ken Fisher
Ken Fisher portfolio · Q2 2026
Ken Fisher, founder of Fisher Investments. This is the stock portfolio Fisher Investments reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 4, 2026.
The 13F is filed by the firm, not the person: when this page says what Ken Fisher “owns” or “bought”, it means the positions of Fisher Investments as a whole. With 1,036 positions, it is the sum of many teams and strategies (and, where options are reported, of hedges and market-making): it is not a portfolio picked by one person.
Next 13F: Q3 2026 usually filed ~Nov 9, 2026; deadline Nov 16, 2026. See the quarter page →
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
What stocks does Ken Fisher own?
The largest positions of Fisher Investments in Q2 2026 are NVDA, AAPL, IEF, GOOGL, CAT.
- 1NVIDIANVDAIncreased5.4%
- 2AppleAAPLIncreased5.0%
- 3iShares 7-10 Year Treasury B ETFIEFIncreased4.5%
- 4AlphabetGOOGL · GOOGIncreased4.4%
- 5CaterpillarCATIncreased3.2%
- 6MicrosoftMSFTIncreased3.0%
- 7ASML HoldingASMLIncreased2.8%
- 8Taiwan Semiconductor ManufacturingTSMIncreased2.7%
- 9Amazon.comAMZNIncreased2.5%
- 10Vanguard Int-term Corporate ETFVCITIncreased2.4%
Where there are two tickers (e.g. GOOGL · GOOG) they are two share classes of the same company and the weight is the sum: that is why there are 1,034 rows here and the 13F has 1,036 positions.
What did Ken Fisher buy in Q2 2026?
- IncreasedGE AerospaceGE+73,851% shares · 1.3% of portfolio
- IncreasedGE VernovaGEV+90,036% shares · 1.2% of portfolio
- IncreasedCisco SystemsCSCO+93% shares · 1.2% of portfolio
- IncreasedPalo Alto NetworksPANW+2,143% shares · 0.6% of portfolio
- IncreasedUnitedHealth GroupUNH+73% shares · 1.1% of portfolio
- IncreasedMerckMRK+46% shares · 1.5% of portfolio
- IncreasediShares 7-10 Year Treasury B ETFIEF+9.5% shares · 4.5% of portfolio
- IncreasedJohnson & JohnsonJNJ+44% shares · 1.0% of portfolio
What did Ken Fisher sell in Q2 2026?
- ReducedCanadian Natural ResourcesCNQ−96% shares · under 0.1% of portfolio
- ReducedJohnson Controls InternationalJCI−39% shares · 0.5% of portfolio
- ReducedChevronCVX−24% shares · 0.8% of portfolio
- ReducedTotalEnergiesTTE−55% shares · 0.2% of portfolio
- ReducedCapital One FinancialCOF−31% shares · 0.3% of portfolio
- ReducedBlackRockBLK−21% shares · 0.4% of portfolio
- ReducedExxon MobilXOM−2.5% shares · 1.3% of portfolio
- ReducedBanco SantanderSAN−17% shares · 0.1% of portfolio
70 positions opened or added to and 94 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 974 positions with a change, 5 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio. Where an increase or cut shows no share change, it adds up two share classes of the same company (e.g. GOOGL and GOOG).
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.