Ken Fisher
Fisher Asset Management, LLC
Ken Fisher, the son of legendary investor Philip Fisher, founded Fisher Investments. He wrote the “Portfolio Strategy” column for Forbes for over 20 years, making him one of the longest-serving contributing columnists in the magazine's history.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Banking Services
Metals & Mining
Software & IT Services
Professional & Commercial Services
Hotels & Entertainment Services
Healthcare Equipment & Supplies
Electronic Equipment & Parts
Diversified Industrial Goods Wholesale
Investment Banking & Investment Services
Homebuilding & Construction Supplies
Machinery, Tools, Heavy Vehicles, Trains & Ships
Other
Holdings
2026Q1
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
0.00%
+17.32K
$89.90K
$36.85K
7.10K
Professional & Commercial Services
2026-03-31
Standard Chartered PLC Ord Shs (HK)
2888
0.00%
0.00
$81.51K
--
394.91
Banking Services
2025-12-31
4
Compass Group ADR (US)
CMPGY
0.00%
0.00
$76.76K
--
2.48K
Hotels & Entertainment Services
2025-12-31
0.00%
+15.90K
$64.25K
$55.46K
13.73K
Healthcare Equipment & Supplies
2026-03-31
6
Marubeni Ord Shs (JP)
8002
0.00%
0.00
$54.51K
--
10.43
Diversified Industrial Goods Wholesale
2026-02-28
7
i 80 Gold Ord Shs (CA)
IAU
0.00%
+35.40K
$53.67K
$2.21M
25.08K
Metals & Mining
2026-03-31
8
Societe Generale France Sponsored France ADR (US)
SCGLY
0.00%
0.00
$52.96K
--
3.23K
Banking Services
2025-12-31
0.00%
0.00
$42.52K
$43.16K
185.03
Homebuilding & Construction Supplies
2025-12-31
