# Portfolio overlap — FCLIX vs FSDAX

Comparing **Fidelity Advisor Industrials Fund** (2026-01-31) and **Select Defense and Aerospace Portfolio** (2026-02-28).

- Shared positions: 14
- Fidelity Advisor Industrials Fund covered by Select Defense and Aerospace Portfolio: 0.3103252515172509158908097592
- Select Defense and Aerospace Portfolio covered by Fidelity Advisor Industrials Fund: 0.3103252515172509158908097592

## Fidelity Advisor Industrials Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GENERAL ELECTRIC CO | 0.079012 | ✓ |
| BOEING CO/THE | 0.066496 | ✓ |
| GE VERNOVA LLC | 0.061567 |  |
| CUMMINS INC | 0.049699 |  |
| TRANE TECHNOLOGIES PLC | 0.048538 |  |
| PARKER HANNIFIN CORP | 0.047126 |  |
| HOWMET AEROSPACE INC | 0.043393 | ✓ |
| EATON CORP PLC | 0.033784 |  |
| INGERSOLL RAND INC | 0.032660 |  |
| ITT INC | 0.027954 |  |
| CATERPILLAR INC | 0.024382 |  |
| DOVER CORP | 0.024145 |  |
| QUANTA SVCS INC | 0.023409 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.022859 |  |
| TRANSDIGM GROUP INC | 0.022559 | ✓ |
| DEERE & CO | 0.020640 |  |
| CINTAS CORP | 0.020126 |  |
| UBER TECHNOLOGIES INC | 0.019979 |  |
| RTX CORP | 0.018534 | ✓ |
| AMETEK INC NEW | 0.018069 |  |
| 3M CO | 0.017612 |  |
| GENERAL DYNAMICS CORPORATION | 0.016654 | ✓ |
| COMFORT SYSTEMS USA INC | 0.016124 |  |
| WASTE CONNECTIONS INC | 0.015881 |  |
| OLD DOMINION FRT | 0.015659 |  |
| STANDARDAERO INC | 0.015329 | ✓ |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.014856 |  |
| UNITED RENTALS INC | 0.013878 |  |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 0.013198 |  |
| CH ROBINSON WORLDWIDE INC | 0.013175 |  |
| AXON ENTERPRISE INC | 0.011912 | ✓ |
| HEICO CORP CL A | 0.011436 | ✓ |
| WW GRAINGER INC | 0.011269 |  |
| CACI INTL-A | 0.010595 | ✓ |
| CORE & MAIN IN-A | 0.010274 |  |
| SIMPSON MFG | 0.010028 |  |
| ACUITY INC | 0.008838 |  |
| RBC BEARINGS INC | 0.008681 |  |
| XPO LOGISTICS INC | 0.008304 |  |
| LEIDOS HOLDINGS INC | 0.007649 |  |
| TEXTRON INC | 0.007348 | ✓ |
| CARLISLE COS INC | 0.006746 |  |
| KBR INC | 0.006263 |  |
| COMPOSECURE INC PIPE | 0.005891 |  |
| Fidelity Securities Lending Cash Central Fund | 0.005512 | ✓ |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.004839 |  |
| Fidelity Cash Central Fund | 0.004111 | ✓ |
| CSX CORP | 0.002902 |  |
| BETA TECHNOLOGIES INC | 0.000103 | ✓ |

## Select Defense and Aerospace Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GENERAL ELECTRIC CO | 0.223955 | ✓ |
| RTX CORP | 0.134527 | ✓ |
| BOEING CO/THE | 0.109625 | ✓ |
| HOWMET AEROSPACE INC | 0.049713 | ✓ |
| HEICO CORP CL A | 0.041185 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.040944 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.031479 |  |
| ROLLS-ROYCE HOLDINGS PLC | 0.027846 |  |
| WOODWARD INC | 0.027489 |  |
| CARPENTER TECHNOLOGY CORP | 0.027333 |  |
| AXON ENTERPRISE INC | 0.025674 | ✓ |
| ROCKET LAB CORP | 0.024842 |  |
| HUNTINGTON INGALLS INDUSTRIES INC | 0.024609 |  |
| BOMBARDIER INC-B | 0.023768 |  |
| TEXTRON INC | 0.022456 | ✓ |
| TRANSDIGM GROUP INC | 0.021759 | ✓ |
| ATI INC | 0.019934 |  |
| L3HARRIS TECHNOLOGIES INC | 0.018951 |  |
| STANDARDAERO INC | 0.015891 | ✓ |
| NORTHROP GRUMMAN CORP | 0.014368 |  |
| LOCKHEED MARTIN CORP | 0.012403 |  |
| Fidelity Securities Lending Cash Central Fund | 0.011574 | ✓ |
| MERCURY SYSTEMS INC | 0.010106 |  |
| KARMAN HOLDINGS INC | 0.009063 |  |
| CACI INTL-A | 0.008750 | ✓ |
| BAE SYSTEMS PLC | 0.008029 |  |
| LEONARDO DRS INC | 0.007514 |  |
| Fidelity Cash Central Fund | 0.004230 | ✓ |
| AEROVIRONMENT INC | 0.001903 |  |
| BETA TECHNOLOGIES INC | 0.000079 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-001925` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/315700/000003540226001925/0000035402-26-001925-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002654` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002654/0000035402-26-002654-index.htm>

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