Arkolith/Funds/Fisher Asset Management, LLC

Fisher Asset Management, LLC

CIK 850529Asset manager
Holdings as of Mar 31, 2026·disclosed May 5, 2026·~35-day 13F lag·13F-HR
Inactive

Fisher Asset Management, LLC holds a diversified book of 1016 stocks worth $294.9B as of Q1 2026 (disclosed May 5, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Sap SE-Sponsored ADR. Their largest long position is Nvidia Corp at 5% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
118
new positions
Added to
415
existing
Trimmed
460
reduced
Sold out
111
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
33%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
30%
Financials
17%
ETF / fund or unclassified
11%
Industrials
10%
Health Care
9%
Energy
8%
Consumer Discretionary
8%
Materials
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,016 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp Com
COM
$15.4B88.56M
5.2%
+2.9%
Added · +2.5M sh
2Apple Inc
COM
$14.3B56.43M
4.9%
+2.3%
Added · +1.3M sh
3Ishares TR 7 10YR TR BD ETF
COM
$14.0B147.05M
4.8%
+9.1%
Added · +12.2M sh
4Alphabet Inc Class A
COM
$11.2B39.05M
3.8%
+2.5%
Added · +945K sh
5Microsoft Corp
COM
$9.6B25.94M
3.3%
+2.5%
Added · +641K sh
6Vanguard FDS Int Term Corp
COM
$7.4B89.20M
2.5%
+6.2%
Added · +5.2M sh
7Amazon Com Inc Com
COM
$7.1B34.19M
2.4%
+1.8%
Added · +592K sh
8Caterpillar Inc
COM
$6.9B9.78M
2.3%
+3.0%
Added · +283K sh
9Taiwan Semiconductor Manuf ADR
COM
$6.3B18.62M
2.1%
+2.6%
Added · +471K sh
10ASML Hldg NV Nys
COM
$6.1B4.60M
2.1%
+2.6%
Added · +116K sh
11Goldman Sachs Group Inc
COM
$5.8B6.83M
2.0%
+0.8%
Added · +56K sh
12Exxon Mobil Corp
COM
$5.5B32.28M
1.9%
+2.5%
Added · +785K sh
13Walmart Inc
COM
$5.1B40.98M
1.7%
+0.9%
Added · +351K sh
14JPMorgan Chase Co
COM
$5.0B17.02M
1.7%
+6.3%
Added · +1.0M sh
15Broadcom Inc Com
COM
$4.5B14.69M
1.5%
+6.1%
Added · +847K sh
16Chevron Corporation
COM
$4.5B21.89M
1.5%
+1.9%
Added · +416K sh
17Eli Lilly Co
COM
$4.5B4.84M
1.5%
+5.0%
Added · +233K sh
18RTX Corporation Com
COM
$4.3B22.24M
1.5%
+2.0%
Added · +445K sh
19Morgan Stanley
COM
$4.2B25.60M
1.4%
+2.3%
Added · +582K sh
20Citigroup Inc
COM
$4.0B35.22M
1.4%
+3.9%
Added · +1.3M sh
21Freeport McMoran Inc
COM
$3.8B65.09M
1.3%
+1.9%
Added · +1.2M sh
22Meta Platforms Inc CL A
COM
$3.8B6.69M
1.3%
+1.1%
Added · +76K sh
23Home Depot Inc
COM
$3.4B10.29M
1.1%
+1.4%
Added · +139K sh
24Costco Wholesale Corporation
COM
$3.2B3.22M
1.1%
+1.4%
Added · +44K sh
25Merck Co Inc
COM
$3.2B26.44M
1.1%
+6.3%
Added · +1.6M sh
26BP PLC Sponsored ADR ADR
COM
$3.1B66.62M
1.1%
+0.3%
Added · +191K sh
27Pfizer Inc
COM
$2.9B104.96M
1.0%
+102%
Added · +53.0M sh
28American Express Co
COM
$2.8B9.25M
0.9%
+2.5%
Added · +227K sh
29Bank Of Amer Corp
COM
$2.8B57.35M
0.9%
+6.6%
Added · +3.6M sh
30UBS Group AG
COM
$2.6B66.07M
0.9%
+3.1%
Added · +2.0M sh
31Shell PLC ADR
COM
$2.6B27.47M
0.9%
+1.2%
Added · +332K sh
32Sap SE ADR
COM
$2.5B14.53M
0.8%
−1.3%
Reduced · −194K sh
33Johnson CTLS Intl PLC SHS
COM
$2.3B17.53M
0.8%
+1.7%
Added · +287K sh
34Visa Inc
COM
$2.3B7.59M
0.8%
+1.4%
Added · +104K sh
35Sony Group Corp ADR
COM
$2.3B110.63M
0.8%
+1.5%
Added · +1.6M sh
36Johnson Johnson
COM
$2.3B9.26M
0.8%
+4.5%
Added · +397K sh
37Mastercard Incorporated
COM
$2.2B4.41M
0.7%
+1.2%
Added · +52K sh
38Canadian Nat Res Ltd Med Term
COM
$2.2B45.02M
0.7%
+5.3%
Added · +2.3M sh
39AstraZeneca PLC
COM
$2.1B10.85M
0.7%
New
New position
40Novartis A G Sponsored ADR ADR
COM
$2.1B13.89M
0.7%
+86%
Added · +6.4M sh
41Schwab Charles Corp Com
COM
$2.1B22.22M
0.7%
+1.8%
Added · +400K sh
42ConocoPhillips
COM
$2.0B15.22M
0.7%
+2.5%
Added · +370K sh
43Abbvie Inc
COM
$2.0B9.09M
0.7%
14×
Added · +8.5M sh
44Netflix Inc Com
COM
$2.0B20.34M
0.7%
−0.8%
Reduced · −154K sh
45Barclays PLC ADR
COM
$1.9B91.45M
0.7%
+1.9%
Added · +1.7M sh
46GSK PLC Sponsored ADR ADR
COM
$1.9B34.52M
0.6%
+4.0%
Added · +1.3M sh
47Cummins Inc
COM
$1.9B3.50M
0.6%
+2.5%
Added · +86K sh
48Rio Tinto PLC ADR
COM
$1.9B20.14M
0.6%
+2.5%
Added · +493K sh
49Intuitive Surgical Inc
COM
$1.8B3.85M
0.6%
+1.8%
Added · +68K sh
50BHP Group Ltd Sponsored Ad ADR
COM
$1.7B23.87M
0.6%
+2.0%
Added · +470K sh
Showing 50 of 1,016 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 5, 20261,016$294.9B13F-HR
Q4 2025Dec 31, 2025Feb 9, 20261,017$293.0B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20251,014$276.3B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025986$251.9B13F-HR
Q1 2025Mar 31, 2025May 14, 2025999$231.0B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025975$251.3B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024919$244.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024986$229.9B13F-HR
Q1 2024Mar 31, 2024May 9, 2024964$214.1B13F-HR
Q4 2023Dec 31, 2023Mar 5, 2024981$189.1B13F-HR/A
Q3 2023Sep 30, 2023Nov 13, 20231,168$176.3B13F-HR
Q2 2023Jun 30, 2023Dec 12, 20231,163$180.9B13F-HR/A
Q1 2023Mar 31, 2023Dec 12, 20231,135$164.7B13F-HR/A
Q4 2022Dec 31, 2022Feb 3, 20231,025$147.9B13F-HR
Q3 2022Sep 30, 2022Nov 8, 20221,079$133.4B13F-HR
Q2 2022Jun 30, 2022Aug 9, 20221,066$141.3B13F-HR
Q1 2022Mar 31, 2022May 5, 20221,087$169.5B13F-HR
Q4 2021Dec 31, 2021Feb 2, 20221,067$178.6B13F-HR
Q3 2021Sep 30, 2021Oct 26, 20211,028$161.0B13F-HR
Q2 2021Jun 30, 2021Jul 27, 20211,010$159.3B13F-HR
Q1 2021Mar 31, 2021Apr 27, 2021999$142.0B13F-HR
Amended / restated
  • Q4 2023 · filed Feb 6, 202413F-HR · superseded
  • Q2 2023 · filed Aug 8, 202313F-HR · superseded
  • Q1 2023 · filed May 1, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.