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Ken Fisher13F | |
| Fisher Asset Management, LLC | |
| Last update 2024-11-13 | 920 Stocks (54 new) |
| Value $244.02 Bil | Turnover 4 % |
| 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 |
WRB |
STWD |
HEI.A |
TRGP |
UMI |
XLRE |
CGBD |
PWR |
WH |
AIG |
RC |
INVX |
SUN |
RING |
ALUR |
LUV |
VOD |
APO |
DSL |
IEI |
| 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 |
WRB | WR Berkley Corp | 3,585 | 203.38 | New Holding | 0 | 0% | 0 | +9.29% | +38.55% | 24598.012 | Insurance | |
STWD | Starwood Property Trust Inc | 34,882 | 710.91 | New Holding | 0 | 0% | 0.01 | +0.68% | +4.22% | 6867.939 | REITs | |
HEI.A | Heico Corp | 1,726 | 351.7 | New Holding | 0 | 0% | 0 | +6.62% | +48.42% | 32675.516 | Aerospace & Defense | |
TRGP | Targa Resources Corp | 2,150 | 318.32 | New Holding | 0 | 0% | 0 | +40.29% | +140.50% | 44550.353 | Oil & Gas | |
UMI | USCF Midstream Energy Income Fund ETF | 4,871 | 218.5 | New Holding | 0 | 0% | 0.07 | +20.65% | +51.65% | 385.098 | ||
XLRE | Real Estate Select Sector SPDR Fund (The) | 4,928 | 220.17 | New Holding | 0 | 0% | 0 | +5.07% | +15.05% | 7879.5 | ||
CGBD | Carlyle Secured Lending Inc | 22,261 | 377.77 | New Holding | 0 | 0% | 0.04 | +5.87% | +25.88% | 882.206 | Asset Management | |
PWR | Quanta Services Inc | 706 | 210.54 | New Holding | 0 | 0% | 0 | +27.14% | +59.81% | 50855.147 | Construction | |
WH | Wyndham Hotels & Resorts Inc | 3,489 | 272.63 | New Holding | 0 | 0% | 0 | +27.90% | +23.94% | 7637.354 | Travel & Leisure | |
AIG | American International Group Inc | 3,974 | 291.09 | New Holding | 0 | 0% | 0 | +1.55% | +15.27% | 47955.39 | Insurance | |
RC | Ready Capital Corp | 15,213 | 116.08 | New Holding | 0 | 0% | 0.01 | -7.83% | -20.32% | 1242.071 | REITs | |
INVX | Innovex International Inc | 294,694 | 4326.11 | New Holding | 0 | 0% | 0.44 | 0% | 0% | 1094.076 | Oil & Gas | |
SUN | Sunoco LP | 4,987 | 267.7 | New Holding | 0 | 0% | 0 | +4.71% | +0.33% | 7678.65 | Oil & Gas | |
RING | iShares MSCI Global Gold Miners ETF | 7,430 | 245.26 | New Holding | 0 | 0% | 0.03 | -5.32% | +26.12% | 819.138 | ||
ALUR | Allurion Technologies Inc | 34,244 | 20.99 | New Holding | 0 | 0% | 0.05 | -43.70% | -89.84% | 24.505 | Medical Devices & Instruments | |
LUV | Southwest Airlines Co | 7,852 | 232.66 | New Holding | 0 | 0% | 0 | +13.29% | +14.05% | 19407.496 | Transportation | |
VOD | Vodafone Group PLC | 17,064 | 170.99 | New Holding | 0 | 0% | 0 | -4.62% | +11.66% | 23141.165 | Telecommunication Services | |
APO | Apollo Global Management Inc | 1,721 | 214.99 | New Holding | 0 | 0% | 0 | +54.98% | +90.62% | 99034.854 | Asset Management | |
DSL | DoubleLine Income Solutions Fund | 10,258 | 133.15 | New Holding | 0 | 0% | 0.01 | +1.10% | +15.09% | 1351.953 | Asset Management | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2,203 | 263.54 | New Holding | 0 | 0% | 0 | -0.66% | +2.64% | 14770.689 |
Total 1040
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