Ken Fisher, founder of Fisher Investments, a large wealth manager; over a thousand holdings, so only the top names matter.
| Holding | Value | Weight | vs last quarter |
|---|---|---|---|
| NVDANvidia Corp Com | $18.20B | 5.4% | added +3% |
| AAPLApple Inc | $16.67B | 5.0% | added +2% |
| IEFIshares Tr 7 10Yr Tr Bd Etf | $15.22B | 4.5% | added +9% |
| GOOGLAlphabet Inc Class A | $14.29B | 4.3% | added +2% |
| CATCaterpillar Inc | $10.59B | 3.1% | held |
| MSFTMicrosoft Corp | $9.93B | 3.0% | added +3% |
| ASMLAsml Hldg Nv Nys | $9.43B | 2.8% | added +3% |
| TSMTaiwan Semiconductor Manuf Adr | $9.01B | 2.7% | held |
| AMZNAmazon Com Inc Com | $8.34B | 2.5% | added +2% |
| VCITVanguard Fds Int Term Corp | $7.91B | 2.4% | added +7% |
| GSGoldman Sachs Group Inc | $7.04B | 2.1% | added +2% |
| LLYEli Lilly Co | $6.07B | 1.8% | added +5% |
| AVGOBroadcom Inc Com | $5.72B | 1.7% | added +3% |
| JPMJpmorgan Chase Co | $5.70B | 1.7% | added +2% |
| MSMorgan Stanley | $5.47B | 1.6% | added +2% |
13F filings list US-listed long positions of managers above $100M, filed within 45 days of quarter end. Shorts, options structure and non-US holdings are not shown. Source: SEC EDGAR.