# Portfolio overlap — DLDYX vs FNARX

Comparing **BNY Mellon Natural Resources Fund** (2026-03-31) and **Fidelity Natural Resources Fund** (2026-02-28).

- Shared positions: 15
- BNY Mellon Natural Resources Fund covered by Fidelity Natural Resources Fund: 0.3190616365585154751378600326
- Fidelity Natural Resources Fund covered by BNY Mellon Natural Resources Fund: 0.3190616365585154751378600327

## BNY Mellon Natural Resources Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BP PLC | 0.048146 |  |
| EXXON MOBIL CORP | 0.047269 | ✓ |
| SUNCOR ENERGY INC | 0.045748 | ✓ |
| CONOCOPHILLIPS | 0.045031 | ✓ |
| SLB LTD | 0.043629 | ✓ |
| FREEPORT MCMORAN INC | 0.039144 | ✓ |
| DIAMONDBACK ENERGY INC | 0.038340 |  |
| NEWMONT CORP | 0.037242 | ✓ |
| AGNICO EAGLE MINES LTD | 0.035859 | ✓ |
| RIO TINTO PLC | 0.032766 |  |
| CORTEVA INC | 0.030326 |  |
| NUTRIEN LTD | 0.028681 |  |
| INTL PAPER CO | 0.027555 |  |
| PACKAGING CORP OF AMERICA | 0.026847 | ✓ |
| BUNGE GLOBAL SA | 0.026243 |  |
| ARCELORMITTAL CL A SPN GDR (NY REG) | 0.025749 |  |
| PHILLIPS 66 | 0.023944 | ✓ |
| ANTERO RESOURCES | 0.023536 |  |
| MARATHON PETROLEUM CORP | 0.022730 |  |
| ROYAL GOLD INC | 0.021942 |  |
| EXPAND ENERGY CORP | 0.021835 |  |
| PERMIAN RESOURCES CORP CL A | 0.021443 |  |
| ARCHER DANIELS MIDLAND CO | 0.021412 |  |
| CNH INDUSTRIAL NV | 0.020133 |  |
| Dreyfus Institutional Preferred Government Plus Money Market Fund | 0.019599 |  |
| ANGLO AMER PLC | 0.018695 |  |
| SHELL PLC | 0.018218 |  |
| ALAMOS GOLD INC A | 0.017398 | ✓ |
| NORSK HYDRO ASA | 0.014203 |  |
| NUCOR CORP | 0.013756 |  |
| DARLING INGREDIENTS INC | 0.012474 |  |
| VALERO ENERGY CORP | 0.012108 | ✓ |
| METHANEX CORP | 0.010729 |  |
| ALCOA CORP | 0.009923 | ✓ |
| CRH PLC | 0.009727 | ✓ |
| EQT CORPORATION | 0.009371 |  |
| CATERPILLAR INC | 0.009345 |  |
| CF INDUSTRIES HOLDINGS INC | 0.009171 |  |
| TECK RESOURCES-B | 0.009153 | ✓ |
| CAMECO CORP | 0.007904 |  |
| HUDBAY MINERALS | 0.007721 |  |
| DEERE & CO | 0.007045 |  |
| CAPSTONE COPPER | 0.006405 |  |
| IMPALA PLATINUM-SPON ADR 0.00000000 | 0.005984 |  |
| VALTERRA PLATINU | 0.005273 |  |
| OCCIDENTAL PETROLEUM CORP | 0.004920 |  |
| WEATHERFORD INTERNATIONAL PLC | 0.004771 | ✓ |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | 0.000559 |  |

## Fidelity Natural Resources Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EXXON MOBIL CORP | 0.176502 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.082889 |  |
| IMPERIAL OIL LTD | 0.079429 |  |
| CONOCOPHILLIPS | 0.070344 | ✓ |
| SUNCOR ENERGY INC | 0.052131 | ✓ |
| SHELL PLC SPONS ADR | 0.050250 |  |
| CHEVRON CORP | 0.042442 |  |
| AGNICO EAGLE MINES LTD | 0.037931 | ✓ |
| VALERO ENERGY CORP | 0.033921 | ✓ |
| NEWMONT CORP | 0.031336 | ✓ |
| ATHABASCA OIL CO | 0.031233 |  |
| WHEATON PRECIOUS METALS CORP | 0.031114 |  |
| PHILLIPS 66 | 0.025064 | ✓ |
| MURPHY OIL CORP | 0.021025 |  |
| BARRICK MINING CORP | 0.018599 |  |
| SLB LTD | 0.016657 | ✓ |
| FREEPORT MCMORAN INC | 0.016201 | ✓ |
| FRANCO-NEVADA CORP | 0.014740 |  |
| MARTIN MAR MTLS | 0.014058 |  |
| FIRST QUANTUM | 0.012470 |  |
| CRH PLC | 0.010318 | ✓ |
| ALTIUS MINERALS CORP COMMON STOCK | 0.009786 |  |
| TECK RESOURCES-B | 0.009734 | ✓ |
| ALAMOS GOLD INC A | 0.009452 | ✓ |
| SMURFIT WESTROCK PLC | 0.009093 |  |
| PAN AMER SILVER | 0.008654 |  |
| EXCELERATE ENERGY INC | 0.008468 |  |
| TECHNIPFMC PLC | 0.007173 |  |
| Metalla Royalty & Streaming, Ltd. | 0.006958 |  |
| GALP ENERGIA SGPS SA | 0.006722 |  |
| PACKAGING CORP OF AMERICA | 0.006662 | ✓ |
| ALCOA CORP | 0.005946 | ✓ |
| HECLA MINING CO | 0.005789 |  |
| EQUINOX GOLD COR | 0.004678 |  |
| STRATHCONA RESOU | 0.004668 |  |
| MCEWEN MINING INC | 0.004411 |  |
| WEATHERFORD INTERNATIONAL PLC | 0.003970 | ✓ |
| CROWN HOLDINGS INC | 0.003929 |  |
| Fidelity Cash Central Fund | 0.003754 |  |
| TRANSOCEAN LTD | 0.003335 |  |
| National Energy Services Reunited Corporation | 0.003158 |  |
| TGS ASA | 0.002690 |  |
| INTERNATIONAL PE | 0.001982 |  |
| 3D ENERGI LTD | 0.000335 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020539` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1111178/000094040026020539/0000940400-26-020539-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002600` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002600/0000035402-26-002600-index.htm>

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