 | |
Ken Fisher13F | |
| Fisher Asset Management, LLC | |
| Last update 2024-08-14 | 985 Stocks (103 new) |
| Value $229.85 Bil | Turnover 5 % |
| Portfolio Report | |
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 |
CNQ |
SU |
ZTO |
CHRD |
RNR |
RY |
AVUV |
AWK |
APH |
AROC |
ARM |
ARWR |
AXON |
BDC |
BITF |
BCAT |
DYNF |
BLNK |
CNI |
COR |
| 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 |
CNQ | Canadian Natural Resources Ltd | 41,929,572 | 1492692.770 | +383,098.43% | 0.650 | +0.65% | 1.970 | +0.53% | +7.90% | 72483.273 | Oil & Gas | |
SU | Suncor Energy Inc | 800,793 | 30510.240 | +11,331.73% | 0.010 | +0.01% | 0.060 | -0.57% | +26.23% | 49891.822 | Oil & Gas | |
ZTO | ZTO Express (Cayman) Inc | 3,166,868 | 65712.510 | New Holding | 0.030 | +0.03% | 0.390 | +11.59% | +8.05% | 17650.873 | Transportation | |
CHRD | Chord Energy Corp | 85,640 | 14360.190 | New Holding | 0.010 | +0.01% | 0.140 | -11.12% | -16.24% | 8069.834 | Oil & Gas | |
RNR | RenaissanceRe Holdings Ltd | 71,929 | 16076.850 | New Holding | 0.010 | +0.01% | 0.140 | +15.37% | +37.47% | 13926.141 | Insurance | |
RY | Royal Bank of Canada | 305,370 | 32485.260 | New Holding | 0.010 | +0.01% | 0.020 | +14.64% | +27.00% | 175467.309 | Banks | |
AVUV | Avantis U.S. Small Cap Value ETF | 2,365 | 212.270 | New Holding | 0.000 | 0% | - | +13.71% | +14.79% | 14606.436 | ||
AWK | American Water Works Co Inc | 1,749 | 225.960 | New Holding | 0.000 | 0% | 0.000 | -5.45% | +4.86% | 26523.109 | Utilities - Regulated | |
APH | Amphenol Corp | 3,777 | 254.480 | New Holding | 0.000 | 0% | 0.000 | +18.75% | +49.97% | 89058.626 | Hardware | |
AROC | Archrock Inc | 116,083 | 2347.210 | New Holding | 0.000 | 0% | 0.070 | +20.08% | +52.31% | 3976.885 | Oil & Gas | |
ARM | ARM Holdings PLC | 1,428 | 233.660 | New Holding | 0.000 | 0% | 0.000 | +24.53% | +96.26% | 155001.480 | Semiconductors | |
ARWR | Arrowhead Pharmaceuticals Inc | 11,744 | 305.230 | New Holding | 0.000 | 0% | 0.010 | -15.32% | -28.46% | 2721.261 | Biotechnology | |
AXON | Axon Enterprise Inc | 793 | 233.330 | New Holding | 0.000 | 0% | 0.000 | +63.97% | +133.88% | 45660.507 | Aerospace & Defense | |
BDC | Belden Inc | 4,572 | 428.850 | New Holding | 0.000 | 0% | 0.010 | +33.65% | +64.17% | 5107.426 | Hardware | |
BITF | Bitfarms Ltd | 18,259 | 46.930 | New Holding | 0.000 | 0% | 0.000 | -2.17% | -22.68% | 1039.803 | Capital Markets | |
BCAT | BlackRock Capital Allocation Trust | 11,108 | 182.290 | New Holding | 0.000 | 0% | 0.010 | +6.15% | +23.94% | 1751.628 | Asset Management | |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 24,156 | 1133.890 | New Holding | 0.000 | 0% | - | +15.15% | +32.07% | 13228.323 | ||
BLNK | Blink Charging Co | 21,319 | 58.420 | New Holding | 0.000 | 0% | 0.020 | -21.13% | -50.44% | 169.939 | Construction | |
CNI | Canadian National Railway Co | 1,829 | 216.060 | New Holding | 0.000 | 0% | 0.000 | +0.12% | -10.47% | 69892.964 | Transportation | |
COR | Cencora Inc | 1,085 | 244.560 | New Holding | 0.000 | 0% | 0.000 | +5.04% | +21.75% | 48690.244 | Medical Distribution |
Total 1069
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