Ken Fisher's portfolio
In the Q3 2026 13F, filed November 6, 2026, Fisher Investments reported 1054 US stock positions worth $348.3B. The largest was NVIDIA (NVDA) at 6.1% of the portfolio. New positions: Fidelity® MSCI Communication Services Index ETF (FCOM), ADI GLOBAL DISTRIBUTION INC. (ADIG) and Immunovant (IMVT). Added to: NVIDIA (NVDA) and Apple (AAPL). The Q4 2026 13F is due by February 14, 2027.
What changed in Q3 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Fidelity® MSCI Communication Services Index ETFFCOM$57M
- ADI GLOBAL DISTRIBUTION INC.ADIG$25M
- ImmunovantIMVT$18M
- Sprouts Farmers MarketSFM$14M
- Corvus PharmaceuticalsCRVS$12M
- Rhythm PharmaceuticalsRYTM$10M
- First Citizens BancSharesFCNCA$5M
- Cboe Global MarketsCBOE$5M
- Avalo TherapeuticsAVTX$5M
- Southwest GasSWX$3M
Added to
- NVIDIANVDA$21.2B
- AppleAAPL$19.5B
- AlphabetGOOGL$14.0B
- MicrosoftMSFT$13.9B
- Amazon.comAMZN$8.9B
- Taiwan Semiconductor ManufacturingTSM$8.6B
- CaterpillarCAT$8.1B
- Goldman SachsGS$6.4B
- Eli Lilly and CompanyLLY$6.3B
- Merck & CompanyMRK$6.1B
Trimmed
- ChevronCVX$3.4B
- UBS GroupUBS$3.1B
- BPBP$2.9B
- VisaV$2.7B
- ShellSHEL$2.6B
- BarclaysBCS$2.3B
- Charles SchwabSCHW$2.1B
- Union PacificUNP$1.8B
- GlaxoSmithKlineGSK$1.7B
- Intuitive SurgicalISRG$1.6B
Sold out
None this quarter.
Holdings
1054 US-listed positions in the Q3 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| NVIDIANVDA | 6.09% | $21.2B | 92,832,145 | Added |
| AppleAAPL | 5.59% | $19.5B | 58,446,275 | Added |
| AlphabetGOOGL | 4.02% | $14.0B | 40,659,406 | Added |
| MicrosoftMSFT | 4.00% | $13.9B | 27,143,624 | Added |
| Ishares Tr 7 10Yr Tr Bd Etf | 3.24% | $11.3B | 126,210,578 | Held |
| Amazon.comAMZN | 2.54% | $8.9B | 35,573,420 | Added |
| Asml Hldg Nv Nys | 2.52% | $8.8B | 4,839,202 | Held |
| Taiwan Semiconductor ManufacturingTSM | 2.48% | $8.6B | 18,932,587 | Added |
| CaterpillarCAT | 2.32% | $8.1B | 9,976,487 | Added |
| Vanguard Fds Intterm | 2.24% | $7.8B | 99,629,860 | Held |
| Goldman SachsGS | 1.83% | $6.4B | 7,081,969 | Added |
| Eli Lilly and CompanyLLY | 1.80% | $6.3B | 5,424,027 | Added |
| Merck & CompanyMRK | 1.74% | $6.1B | 41,699,432 | Added |
| JPMorgan Chase & CoJPM | 1.69% | $5.9B | 17,749,268 | Added |
| BroadcomAVGO | 1.56% | $5.4B | 15,482,869 | Added |
| Exxon MobilXOM | 1.49% | $5.2B | 31,933,523 | Added |
| Morgan StanleyMS | 1.44% | $5.0B | 26,581,811 | Added |
| Meta PlatformsMETA | 1.43% | $5.0B | 6,886,946 | Added |
| CitigroupC | 1.38% | $4.8B | 37,172,713 | Added |
| Freeport-McMoranFCX | 1.37% | $4.8B | 68,111,240 | Added |
| GE VernovaGEV | 1.34% | $4.7B | 4,921,063 | Added |
| iShares 20+ Year Treasury Bond ETFTLT | 1.32% | $4.6B | 59,221,357 | Added |
| Cisco SystemsCSCO | 1.26% | $4.4B | 40,646,597 | Added |
| WalmartWMT | 1.25% | $4.3B | 41,854,464 | Added |
| RTXRTX | 1.25% | $4.3B | 23,425,882 | Added |
| UnitedHealth GroupUNH | 1.14% | $4.0B | 10,829,637 | Added |
| Johnson & JohnsonJNJ | 1.13% | $3.9B | 14,837,126 | Added |
| GE AerospaceGE | 1.09% | $3.8B | 12,156,680 | Added |
| ChevronCVX | 0.97% | $3.4B | 16,601,210 | Trimmed |
| Bank of AmericaBAC | 0.95% | $3.3B | 60,605,657 | Added |
| Palo Alto NetworksPANW | 0.93% | $3.2B | 8,142,895 | Added |
| SAPSAP | 0.92% | $3.2B | 15,426,416 | Added |
| PfizerPFE | 0.92% | $3.2B | 112,118,836 | Added |
| UBS GroupUBS | 0.88% | $3.1B | 63,800,525 | Trimmed |
| Costco WholesaleCOST | 0.86% | $3.0B | 3,291,669 | Added |
| Home DepotHD | 0.86% | $3.0B | 10,476,145 | Added |
| American ExpressAXP | 0.84% | $2.9B | 9,599,242 | Added |
| BPBP | 0.83% | $2.9B | 65,437,382 | Trimmed |
| VisaV | 0.79% | $2.7B | 7,616,817 | Trimmed |
| Sony Group Corp Adr | 0.77% | $2.7B | 113,614,725 | Held |
| AbbVieABBV | 0.76% | $2.6B | 10,063,539 | Added |
| ShellSHEL | 0.75% | $2.6B | 27,331,036 | Trimmed |
| MastercardMA | 0.69% | $2.4B | 4,386,119 | Added |
| NovartisNVS | 0.69% | $2.4B | 16,762,528 | Added |
| Mitsubishi UFJ FinancialMUFG | 0.66% | $2.3B | 98,881,934 | Added |
| BarclaysBCS | 0.65% | $2.3B | 92,918,917 | Trimmed |
| Deere & CompanyDE | 0.64% | $2.2B | 3,302,584 | Added |
| Charles SchwabSCHW | 0.62% | $2.1B | 21,942,699 | Trimmed |
| BHP GroupBHP | 0.60% | $2.1B | 24,510,291 | Added |
| Thermo Fisher ScientificTMO | 0.58% | $2.0B | 2,990,343 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Ken Fisher own?
In the Q3 2026 13F, Fisher Investments reported 1054 US stock positions worth $348.3B. The largest: NVIDIA (NVDA) 6.1%, Apple (AAPL) 5.6%, Alphabet (GOOGL) 4.0%, Microsoft (MSFT) 4.0%, Ishares Tr 7 10Yr Tr Bd Etf 3.2%.
What did Ken Fisher buy last quarter?
In Q3 2026: new position in Fidelity® MSCI Communication Services Index ETF (FCOM); new position in ADI GLOBAL DISTRIBUTION INC. (ADIG); new position in Immunovant (IMVT); added to NVIDIA (NVDA); added to Apple (AAPL); added to Alphabet (GOOGL).
What did Ken Fisher sell last quarter?
In Q3 2026: cut Chevron (CVX); cut UBS Group (UBS); cut BP (BP).
When is Ken Fisher's next 13F?
13F filings are due 45 days after each quarter ends. The Q4 2026 filing is due by February 14, 2027.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.