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Ken Fisher's latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc. (NASDAQ:CSCO) combines networking equipment with security software. Palo Alto Networks, Inc. (NASDAQ:PANW) offers more concentrated exposure to security platforms, with acquisitions adding an integration test.
September coverage brought renewed attention to Fisher's position increases. The underlying filings describe March-to-June changes, however, rather than trades made this month.
Insider Monkey's tracked worksheet sample counted 101 Cisco holders in Q2 2026 versus 97 in Q1, and 89 Palo Alto holders versus 87. Those historical counts provide context, not evidence that either stock is currently being accumulated.
Fisher Asset Management's consecutive SEC filings show Cisco shares rising from 17,301,583 to 33,412,725. Its Palo Alto position increased from 256,661 to 5,755,989 shares. The filings establish the changes but do not disclose an AI thesis or explain the manager's motivation.