Kenneth Fisher is an accomplished author, investor, and investment analyst that has made a name for himself in the world of finance. He is the founder of Fisher Investments, a prolific financial advisor since its foundation in 1976. In his financial career, Fisher has published multiple books and researches on finance and has been named the best advisor of the current times.
For Q2 2021, Fisher Investments has had a decent quarter of the year with notable highs in the portfolio. This becomes easier to understand once we see the holdings table.
Portfolio Period: Q2 2021
Ken Fisher Portfolio Value: $159.27 B
Ken Fisher Stock Holdings Portfolio Q2 2021:
Stock % of Portfolio Value % Change Shares AAPL - Apple Inc 5.58% $ 8.88B 3.26% 64.86M MSFT - Microsoft Corp 4.22% $ 6.72B 3.43% 24.81M AMZN - Amazon Com Inc 4.05% $ 6.45B 3.26% 1.88M V - Visa Inc 3.47% $ 5.53B 3.44% 23.65M VCIT - Vanguard Intermediate-term Corporate Bond Etf 3.04% $ 4.84B 13.19% 50.92M GOOGL - Alphabet Inc 2.73% $ 4.35B 3.58% 1.78M ADBE - Adobe Sys Inc 2.28% $ 3.63B 3.48% 6.21M PYPL - Paypal Holdings Inco 2.12% $ 3.37B 4.63% 11.58M CRM - Salesforce.com 2.06% $ 3.28B 3.61% 13.42M BABA - Alibaba Group Holding Ltd Sp A 2.01% $ 3.20B 1.64% 14.13M TSM - Taiwan Semiconductor Mfg Ltd 1.96% $ 3.12B -2.47% 25.98M ASML - Asml Holding N.v. Spons Adr 1.76% $ 2.80B 2% 4.05M TCEHY - Tencent Hldgs Ltd Adr 1.75% $ 2.79B 4% 37.14M AXP - American Express Co 1.59% $ 2.54B 1.22% 15.37M HD - Home Depot Inc 1.46% $ 2.33B 3.70% 7.29M LQD - Ishares Iboxx $ Investment Grade Corporate Bond Etf 1.36% $ 2.17B 3.64% 16.16M NFLX - Netflix Inc 1.32% $ 2.10B 3.92% 3.98M DIS - Disney Walt Co 1.18% $ 1.89B 4% 10.73M WMT - Wal-mart Stores Inc 1.12% $ 1.78B 3.37% 12.63M INTC - Intel Corp 1.11% $ 1.76B 4.05% 31.42M LVMUY - Lvmh Moet Hennessy Louis Vttn Adr 1.08% $ 1.73B -2.45% 11M FB - Facebook Inc 1.08% $ 1.72B 4.21% 4.95M FCX - Freeport-mcmoran Inc Cl B 1.06% $ 1.69B 2.94% 45.60M MA - Mastercard Inc Cl A 0.98% $ 1.56B 3.75% 4.27M COST - Costco Wholesale Corp 0.93% $ 1.48B 3.25% 3.75M CAT - Caterpillar Inc 0.91% $ 1.45B 4% 6.64M LLY - Lilly Eli & Co 0.87% $ 1.38B 9.11% 6.01M NVO - Novo-nordisk A-s 0.85% $ 1.35B 0.17% 16.08M LRLCY - L Oreal Co Adr 0.79% $ 1.26B -3.47% 14.14M SAP - Sap Se 0.78% $ 1.25B 3.17% 8.86M ISRG - Intuitive Surgical Inc 0.76% $ 1.21B 3.63% 1.32M CSCO - Cisco Systems Inc 0.74% $ 1.18B 3.74% 22.29M NKE - Nike Inc-class B 0.73% $ 1.17B 4% 7.57M ORCL - Oracle Corp 0.73% $ 1.16B 4% 14.88M UNH - Unitedhealth Grp Inc 0.71% $ 1.14B 5.13% 2.84M AZN - Astrazeneca Plc 0.71% $ 1.13B 2% 18.83M IEF - Ishares 7-10 Year Treasury Bond Etf 0.71% $ 1.12B 10.60% 9.73M RIO - Rio Tinto Plc Spnsd Adr 0.68% $ 1.08B 3.27% 12.93M JPM - Jpmorgan Chase & Co 0.67% $ 1.07B 3.18% 6.90M MMM - 3m Co 0.67% $ 1.07B 5% 5.39M SIEGY - Siemens A G 0.67% $ 1.07B -1.92% 13.46M TTE - Total S.a. Spon Adr 0.66% $ 1.05B 4% 23.17M NEE - Nextera Energy Inc 0.65% $ 1.04B 4.02% 14.15M GS - Goldman Sachs Group Inc 0.65% $ 1.03B 5.06% 2.71M UNP - Union Pacific Corp 0.64% $ 1.02B 3.53% 4.62M TMO - Thermo Fisher Scientific Inc 0.61% $ 971.82M 6.19% 1.93M NVDA - Nvidia Corp 0.61% $ 972.03M 2% 4.86M SNY - Sanofi Ads 0.59% $ 941.83M -1% 17.89M AMD - Advanced Micro Devices Inc 0.59% $ 941.33M 5% 10.02M ABT - Abbott Labs 0.59% $ 939.24M 4.09% 8.10M NVS - Novartis Ag Sp Adr 0.57% $ 908.97M 3.16% 9.96M MS - Morgan Stanley 0.56% $ 893.27M 2% 9.74M DHR - Danaher Corp 0.56% $ 892.25M 3.56% 3.32M
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Ken Fisher’s 13F filing:
Looking at the 13F filing, it becomes evident that Ken Fisher keeps his attention mostly on the technological industries and e-commerce. Mainly, his main holdings reside at Apple and Microsoft, both of the biggest tech giants of the modern era. Fisher has 5.41% and 3.98% of his portfolio to these companies. Following that, Amazon holds the third-highest holding, coming out to 3.96% of shares.