Philip Fisher
Portfolio
How position sizing, concentration, and risk fit the style.
Holdings and investment positions
Philip Fisher managed private accounts through Fisher & Co., so a complete audited holdings archive is not publicly available. His writings, interviews, and family accounts identify a small group of companies closely associated with his long-term growth approach.
Documented or widely attributed holdings
Motorola: Fisher began buying in the 1950s and held it for decades. It is the clearest documented example of his preference for research strength, capable management, and a long growth runway.
Texas Instruments: Commonly associated with Fisher's technology investing and his interest in companies creating new markets through research and development.
Dow Chemical: Reflected his willingness to hold a technically strong industrial company with long-term expansion potential.
Food Machinery and Chemical Corporation, later FMC: Fisher studied and invested in the company and used it in discussions of management, research, and business quality.
Other private-account positions: Fisher generally held a limited number of companies, but many names, dates, and weights were never disclosed consistently.
Evidence caveat
Online “Philip Fisher portfolios” often mix companies he owned with companies merely discussed in Common Stocks and Uncommon Profits. This page includes only names repeatedly linked to his investment record and avoids claiming precise weights or current status. Fisher died in 2004, so all positions are historical.
How to read this list
Motorola can be analyzed as a case study in Best Investments. Fisher's scuttlebutt research process belongs in Decision Framework, not in the holdings list.