Fisher Asset Management, LLC
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$302.1B
Holdings
1,054
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP COM
Q1 2026: Increased +17.4% (13.45M → 15.79M shares)
5.2%
02
$AAPL
APPLE INC
Q1 2026: Increased +14.3% (9.70M → 11.08M shares)
4.9%
03
$IEF
ISHARES TR 7 10YR TR BD ETF
Held since at least Q1 2024
4.8%
04
$GOOGL
ALPHABET INC CLASS A
Q1 2026: Increased +6.8% (6.24M → 6.66M shares)
3.8%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 2.8% (5.12M → 4.97M shares)
3.3%
06
$VCIT
VANGUARD FDS INT TERM CORP
Held since at least Q1 2024
2.5%
07
$AMZN
AMAZON COM INC COM
Q4 2025: New position (5.75M shares)
2.4%
08
$CAT
CATERPILLAR INC
Q1 2026: Sold 8.5% (424.8k → 388.7k shares)
2.3%
09
$TSM
TAIWAN SEMICONDUCTOR MANUF ADR
Held since at least Q1 2024
2.1%
10
$ASML
ASML HLDG NV NYS
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:52 UTC.