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Portfolio (Quarterly) Guide ↗

Fisher Funds Management LTD

· CIK 0001435028
13F Portfolio $3.5B AUM 174 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 23 Added 75 Reduced 3 Exited
Page 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AFL AFLAC INC Financial Services 84,661.0 $9.9M 0.28% -5K -5.5% $117.25 +0.0%
82 PPL PPL CORP Utilities 270,148.0 $9.8M 0.28% -16K -5.5% $36.35 -3.2%
83 QCOM QUALCOMM INC Technology 52,992.0 $9.8M 0.28% -43K -44.9% $184.79 -12.5%
84 EXC EXELON CORP Utilities 204,844.0 $9.5M 0.27% -12K -5.5% $46.62 -5.1%
85 EPD ENTERPRISE PRODS PARTNERS L 255,933.0 $9.4M 0.27% -104K -28.9% $36.76
86 LOW LOWES COS INC Consumer Cyclical 42,643.0 $9.4M 0.27% -2K -5.5% $220.49 -3.9%
87 F FORD MTR CO Consumer Cyclical 671,584.0 $9.3M 0.27% -145K -17.7% $13.90 -0.1%
88 BAC BANK AMER CORP Financial Services 162,734.0 $9.3M 0.26% $56.98 +9.6%
89 AMP AMERIPRISE FINL INC Financial Services 20,204.0 $9.3M 0.26% -1K -5.5% $458.76 +22.4%
90 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 29,931.0 $9.2M 0.26% -16K -34.8% $306.70 -13.8%
91 HCA HCA HOLDINGS INC Healthcare 23,224.0 $9.1M 0.26% -75K -76.3% $389.89 +9.7%
92 MDLZ MONDELEZ INTL INC Consumer Defensive 153,840.0 $8.9M 0.25% -9K -5.5% $57.84 +9.0%
93 AMGN AMGEN INC Healthcare 24,245.0 $8.8M 0.25% -1K -5.5% $362.12 +22.0%
94 CI THE CIGNA GROUP Healthcare 30,942.0 $8.5M 0.24% -2K -5.5% $275.68 +2.4%
95 AMRIZE LTD 157,700.0 $8.4M 0.24% -9K -5.5% $53.30
96 MCK MCKESSON CORP Healthcare 10,895.0 $8.2M 0.23% -33K -75.2% $755.60 +18.4%
97 WAB WABTEC Industrials 30,473.0 $8.2M 0.23% -2K -5.5% $269.60 +11.6%
98 CRH PLC 74,967.0 $8.0M 0.23% $107.00
99 PFE PFIZER INC Healthcare 324,451.0 $7.8M 0.22% -19K -5.5% $24.08 +18.2%
100 JCI JOHNSON CTLS INTL PLC Industrials 53,255.0 $7.8M 0.22% $146.11 -1.2%
Page 5 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Healthcare 15.7%
Financial Services 15.5%
Communication Services 10.5%
Consumer Cyclical 9.7%
Industrials 7.1%
Utilities 4.5%
Energy 2.8%
Real Estate 2.3%
Basic Materials 2.0%