Fisher Asset Management, LLC

data from 30/09/2025

Capitalization

$ 276.288 B 9.69 %

Average holding period

21 ans

Performance

$ 177.037 B 54 509.44 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fisher Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP COM 5.71% 15.778 B $ 84563575 2017/12/31 2.359 B $ 18.10 %
2025/09/30 AAPL APPLE INC 5.02% 13.863 B $ 54442459 2011/12/31 2.649 B $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 4.66% 12.867 B $ 24842396 2011/12/31 499.068 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC CLASS A 3.30% 9.122 B $ 37522955 2015/12/31 2.453 B $ 37.94 %
2025/09/30 IEF ISHARES TR 7 10YR TR BD ETF 3.06% 8.456 B $ 87662438 2021/03/31 39.779 M $ 0.72 %
2025/09/30 AMZN AMAZON COM INC COM 2.63% 7.269 B $ 33103688 2011/12/31 5.847 M $ 0.08 %
2025/09/30 VCIT VANGUARD FDS INTTERM CORP 2.45% 6.782 B $ 80637353 2013/03/31 121.682 M $ 1.44 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.92% 5.305 B $ 6661422 2011/12/31 579.421 M $ 12.52 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG L ADR 1.80% 4.981 B $ 17833127 2011/12/31 932.710 M $ 23.31 %
2025/09/30 JPM JPMORGAN CHASE AND CO 1.80% 4.959 B $ 15722443 2011/12/31 392.380 M $ 8.80 %
2025/09/30 META META PLATFORMS INC CL A 1.73% 4.771 B $ 6496418 2014/03/31 -23.583 M $ -0.50 %
2025/09/30 CAT CATERPILLAR INC 1.63% 4.504 B $ 9439197 2011/12/31 837.665 M $ 22.91 %
2025/09/30 ASML ASML HOLDING N V NYS 1.53% 4.214 B $ 4352596 2012/12/31 707.517 M $ 20.80 %
2025/09/30 AVGO BROADCOM INC COM 1.51% 4.161 B $ 12611740 2018/06/30 671.437 M $ 19.68 %
2025/09/30 WMT WALMART INC 1.50% 4.153 B $ 40298623 2011/12/31 209.428 M $ 5.40 %
2025/09/30 HD HOME DEPOT INC 1.49% 4.105 B $ 10130293 2012/03/31 382.920 M $ 10.51 %
2025/09/30 MS MORGAN STANLEY 1.41% 3.894 B $ 24494146 2012/03/31 435.218 M $ 12.85 %
2025/09/30 SAP SAP SE ADR 1.41% 3.888 B $ 14549331 2011/12/31 -522.264 M $ -12.13 %
2025/09/30 RTX RTX CORPORATION COM 1.28% 3.543 B $ 21174194 2020/06/30 438.969 M $ 14.59 %
2025/09/30 XOM EXXON MOBIL CORP 1.27% 3.517 B $ 31194493 2011/12/31 152.726 M $ 4.59 %
2025/09/30 LLY ELI LILLY AND CO 1.23% 3.398 B $ 4453062 2013/12/31 -71.120 M $ -2.12 %
2025/09/30 C CITIGROUP INC 1.21% 3.354 B $ 33040513 2012/12/31 526.805 M $ 19.24 %
2025/09/30 CVX CHEVRON CORP NEW 1.19% 3.285 B $ 21152060 2011/12/31 252.004 M $ 8.45 %
2025/09/30 SONY SONY GROUP CORP ADR 1.13% 3.129 B $ 104644526 2021/09/30 281.183 M $ 10.60 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.07% 2.950 B $ 8881546 2012/06/30 115.127 M $ 4.13 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.05% 2.911 B $ 3145241 2014/09/30 -200.031 M $ -6.50 %
2025/09/30 BAC BANK AMERICA CORP 0.98% 2.718 B $ 52677988 2011/12/31 219.502 M $ 9.02 %
2025/09/30 ORCL ORACLE CORP 0.92% 2.544 B $ 9045019 2011/12/31 556.462 M $ 28.64 %
2025/09/30 V VISA INC 0.91% 2.512 B $ 7359223 2012/03/31 -99.249 M $ -3.85 %
2025/09/30 UBS UBS GROUP AG 0.91% 2.508 B $ 61168437 2024/09/30 419.485 M $ 21.23 %
2025/09/30 FCX FREEPORTMCMORAN INC 0.90% 2.481 B $ 63258414 2018/03/31 -257.541 M $ -9.53 %
2025/09/30 MA MASTERCARD INCORPORATED 0.89% 2.451 B $ 4308400 2012/06/30 29.197 M $ 1.22 %
2025/09/30 NFLX NETFLIX INC COM 0.88% 2.438 B $ 2033875 2016/09/30 -283.143 M $ -10.47 %
2025/09/30 BP BP PLC SPONSORED ADR ADR 0.82% 2.257 B $ 65483232 2011/12/31 291.900 M $ 15.14 %
2025/09/30 BLK BLACKROCK INC COM 0.80% 2.218 B $ 1902167 2024/12/31 229.310 M $ 11.11 %
2025/09/30 MBB ISHARES TR MBS ETF 0.78% 2.141 B $ 22503900 2011/12/31 26.835 M $ 1.34 %
2025/09/30 SCHW SCHWAB CHARLES CORP COM 0.75% 2.067 B $ 21646588 2021/06/30 90.423 M $ 4.64 %
2025/09/30 MRK MERCK AND CO INC 0.73% 2.020 B $ 24068126 2011/12/31 119.315 M $ 6.03 %
2025/09/30 SHEL SHELL PLC ADR 0.69% 1.918 B $ 26809946 2022/03/31 29.560 M $ 1.59 %
2025/09/30 JCI JOHNSON CTLS INTL PLC SHS 0.67% 1.865 B $ 16959249 2022/09/30 71.900 M $ 4.10 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.66% 1.817 B $ 2602625 2025/03/31 -172.588 M $ -9.04 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.66% 1.814 B $ 5252449 2016/03/31 173.765 M $ 10.68 %
2025/09/30 BCS BARCLAYS PLC ADR 0.64% 1.778 B $ 86027312 2022/09/30 172.771 M $ 11.19 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.63% 1.739 B $ 3889439 2018/03/31 -370.172 M $ -17.70 %
2025/09/30 INTU INTUIT 0.62% 1.726 B $ 2526907 2017/09/30 -290.331 M $ -13.30 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.61% 1.691 B $ 11008454 2011/12/31 -62.186 M $ -3.56 %
2025/09/30 SPTL SPDR BLOOMBERG BRCLYS LG TRS E 0.59% 1.633 B $ 60589322 2020/12/31 21.442 M $ 1.39 %
2025/09/30 AZN ASTRAZENECA PLC ADR 0.59% 1.624 B $ 21162724 2015/09/30 141.560 M $ 9.79 %
2025/09/30 ABT ABBOTT LABS 0.58% 1.612 B $ 12032884 2011/12/31 -24.556 M $ -1.52 %
2025/09/30 JNJ JOHNSON AND JOHNSON 0.57% 1.566 B $ 8446408 2011/12/31 270.262 M $ 21.39 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.56% 1.551 B $ 7296227 2015/09/30 -1.378 M $ -0.08 %
2025/09/30 NOW SERVICENOW INC 0.55% 1.524 B $ 1656022 2014/06/30 -176.392 M $ -10.49 %
2025/09/30 UNP UNION PAC CORP 0.55% 1.519 B $ 6428229 2011/12/31 40.248 M $ 2.73 %
2025/09/30 ADBE ADOBE INC 0.54% 1.494 B $ 4234478 2018/03/31 -155.900 M $ -8.82 %
2025/09/30 ING ING GROEP NV ADR 0.54% 1.490 B $ 57140954 2016/06/30 256.360 M $ 19.25 %
2025/09/30 MUFG MITSUBISHI UFJ FINL GROUP ADR 0.53% 1.458 B $ 91486499 2023/12/31 198.719 M $ 16.18 %
2025/09/30 CMI CUMMINS INC 0.51% 1.422 B $ 3367001 2016/09/30 310.704 M $ 28.97 %
2025/09/30 GSK GSK PLC SPONSORED ADR ADR 0.50% 1.391 B $ 32227615 2022/09/30 149.171 M $ 12.40 %
2025/09/30 COP CONOCOPHILLIPS 0.50% 1.386 B $ 14653966 2011/12/31 69.810 M $ 5.40 %
2025/09/30 UL UNILEVER PLC ADR 0.48% 1.336 B $ 22537917 2020/12/31 -40.784 M $ -3.09 %
2025/09/30 CNQ CANADIAN NAT RES LTD 0.48% 1.323 B $ 41403027 2024/03/31 26.846 M $ 1.78 %
2025/09/30 TM TOYOTA MOTOR CORP ADR 0.48% 1.320 B $ 6909198 2020/03/31 128.564 M $ 10.93 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.48% 1.320 B $ 2721101 2015/12/31 214.001 M $ 19.62 %
2025/09/30 BHP BHP GROUP LTD SPONSORED AD ADR 0.47% 1.291 B $ 23149649 2018/06/30 174.972 M $ 15.93 %
2025/09/30 RIO RIO TINTO PLC ADR 0.46% 1.262 B $ 19120168 2018/06/30 142.563 M $ 13.17 %
2025/09/30 PFE PFIZER INC 0.45% 1.256 B $ 49288054 2011/12/31 60.004 M $ 5.12 %
2025/09/30 DE DEERE AND CO 0.45% 1.245 B $ 2722018 2017/03/31 -132.185 M $ -10.07 %
2025/09/30 HSBC HSBC HLDGS PLC SPON ADR NE ADR 0.45% 1.235 B $ 17398460 2025/03/31 173.672 M $ 16.76 %
2025/09/30 EUFN ISHARES MSCI EUROPE FN ETF 0.45% 1.234 B $ 35932610 2015/12/31 95.785 M $ 8.57 %
2025/09/30 SYK STRYKER CORPORATION 0.44% 1.224 B $ 3310122 2017/12/31 -89.568 M $ -6.56 %
2025/09/30 TTE TOTALENERGIES SE ADR ADR 0.43% 1.192 B $ 19963832 2018/03/31 -34.827 M $ -2.77 %
2025/09/30 BA BOEING CO 0.43% 1.188 B $ 5505040 2011/12/31 33.563 M $ 3.01 %
2025/09/30 PEP PEPSICO INC COM 0.41% 1.139 B $ 8112038 2011/12/31 66.834 M $ 6.36 %
2025/09/30 SAN BANCO SANTANDER SA ADR 0.41% 1.128 B $ 107629107 2011/12/31 256.351 M $ 26.27 %
2025/09/30 MUB ISHARES NATIONAL MUNI BOND ETF 0.37% 1.036 B $ 9725773 2015/09/30 17.919 M $ 1.92 %
2025/09/30 CRM SALESFORCE INC 0.37% 1.026 B $ 4328230 2015/09/30 -150.863 M $ -13.09 %
2025/09/30 SBUX STARBUCKS CORP 0.37% 1.017 B $ 12025740 2011/12/31 -83.797 M $ -7.67 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.34% 951.921 M $ 3650562 2015/06/30 48.570 M $ 5.46 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD ADR 0.34% 946.125 M $ 5293597 2015/06/30 344.069 M $ 57.60 %
2025/09/30 VOO VANGUARD S AND P 500 ETF 0.34% 945.012 M $ 1543178 2013/12/31 67.493 M $ 7.81 %
2025/09/30 DB DEUTSCHE BANK A G GRS 0.34% 935.957 M $ 26432006 2025/03/31 156.140 M $ 20.94 %
2025/09/30 NVS NOVARTIS A G SPONSORED ADR ADR 0.34% 928.376 M $ 7239366 2012/09/30 51.488 M $ 5.97 %
2025/09/30 CSX CSX CORP 0.33% 918.135 M $ 25855674 2013/03/31 72.784 M $ 8.83 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.33% 903.807 M $ 15139140 2020/06/30 -203.005 M $ -18.43 %
2025/09/30 RY ROYAL BK CDA 0.32% 884.637 M $ 6004866 2024/06/30 90.261 M $ 11.99 %
2025/09/30 DHR DANAHER CORP DEL COM 0.31% 866.241 M $ 4369219 2015/12/31 3.125 M $ 0.36 %
2025/09/30 QQQ INVESCO QQQ TRUST SERIES 1 0.30% 838.407 M $ 1396483 2018/06/30 70.586 M $ 8.83 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.30% 837.030 M $ 1983671 2020/03/31 -30.876 M $ -3.53 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.30% 826.050 M $ 8461025 2018/12/31 -75.359 M $ -9.11 %
2025/09/30 EMR EMERSON ELEC CO 0.30% 821.524 M $ 6262570 2017/09/30 -11.166 M $ -1.61 %
2025/09/30 BBVA BANCO BILBAO VIZCAYA ARGEN ADR 0.27% 737.472 M $ 38310215 2016/12/31 160.718 M $ 25.24 %
2025/09/30 LYG LLOYDS BANKING GROUP PLC ADR 0.25% 680.811 M $ 149958264 2025/03/31 43.160 M $ 6.82 %
2025/09/30 IXJ ISHARES GLOBAL HEALTH CARE ETF 0.24% 659.326 M $ 7439921 2014/03/31 17.467 M $ 2.94 %
2025/09/30 BUD ANHEUSER BUSCH INBEV SANV ADR 0.24% 656.406 M $ 11011683 2012/06/30 -97.148 M $ -13.26 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.24% 649.350 M $ 15530965 2022/03/31 36.502 M $ 11.64 %
2025/09/30 SNY SANOFI SA ADR 0.21% 593.717 M $ 12578746 2011/12/31 -14.580 M $ -2.30 %
2025/09/30 IR INGERSOLL RAND INC 0.21% 573.607 M $ 6942711 2020/03/31 -3.872 M $ -0.67 %
2025/09/30 NVO NOVONORDISK A S ADR 0.21% 572.818 M $ 10322903 2011/12/31 -148.842 M $ -19.60 %
2025/09/30 IXC ISHARES GLOBAL ENERGY ETF 0.21% 567.896 M $ 13602292 2018/03/31 30.834 M $ 6.26 %
2025/09/30 VEA VANGUARD FTSE DEVELOPED MKT 0.20% 565.088 M $ 9430708 2013/09/30 27.012 M $ 5.10 %