Billionaire Ken Fisher’s Latest Portfolio: 5 Best Stocks to Buy

2. Apple Inc. (NASDAQ:AAPL)

Fisher Investments’ Stake: $14.3 billion

Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 53% over the past year and by 14% year-to-date. The firm was at the center of coverage from several analysts in May. For instance, Melius Research raised the share price target to $385 from $355 ahead of the firm’s highly anticipated WWDC conference in June. Some of the factors that Melius noted in its coverage about Apple Inc. (NASDAQ:AAPL) included the growing uptick in consumer preference for voice commands and the unique value proposition of offering consumers hardware and software under a single roof.

Like Melius, Evercore ISI also raised Apple Inc. (NASDAQ:AAPL)’s share price target. It bumped the target to $365 from $330 and kept an Outperform rating on the stock. The financial firm praised Apple Inc. (NASDAQ:AAPL)’s high prices and noted the potential for monetizing AI, among other factors.

Apple Inc. (NASDAQ:AAPL) was briefly featured in Impax US Sustainable Economy Fund’s Q1 2025 investor letter for QUALCOMM Incorporated (NASDAQ:QCOM):

“QUALCOMM Incorporated (NASDAQ:QCOM) (Information Technology, Semiconductors) is held due to its best-in-class Corporate Resilience score, scoring highly from Environment & Social factors as well as Governance. The stock is also well positioned from a sustainability opportunity perspective with high scores on Digital Infrastructure and Resource Efficiency. Underperformance was driven by a sharp sell-off after record fiscal Q1 results were overshadowed by deeply disappointing forward guidance, as AI data center demand has created industry-wide memory shortages. Apple’s accelerating development of in-house modem chips threatens Qualcomm’s largest customer relationship, and escalating US-China trade tensions create meaningful uncertainty around its substantial China revenue exposure.”