# Portfolio overlap — FSCHX vs FSDPX

Comparing **Select Chemicals Portfolio** (2026-02-28) and **Select Materials Portfolio** (2026-02-28).

- Shared positions: 20
- Select Chemicals Portfolio covered by Select Materials Portfolio: 0.4401264019000786321554145295
- Select Materials Portfolio covered by Select Chemicals Portfolio: 0.4401264019000786321554145293

## Select Chemicals Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LINDE PLC | 0.243336 | ✓ |
| SHERWIN WILLIAMS CO | 0.166417 | ✓ |
| ELEMENT SOLUTIONS INC | 0.065278 | ✓ |
| CORTEVA INC | 0.048368 | ✓ |
| ECOLAB INC | 0.047412 | ✓ |
| PPG INDUSTRIES INC | 0.043726 |  |
| AIR PRODUCTS and CHEMICALS INC | 0.039328 | ✓ |
| SCOTTS MIRACLE GRO CO | 0.032301 |  |
| INTL FLVR & FRAG | 0.028878 |  |
| INGEVITY CORP | 0.028285 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.026159 | ✓ |
| CF INDUSTRIES HOLDINGS INC | 0.024767 |  |
| SENSIENT TECHNOLOGIES CORP | 0.024492 |  |
| SOLSTICE ADV MAT | 0.024127 | ✓ |
| LYONDELLBASELL INDS CLASS A | 0.022310 | ✓ |
| EASTMAN CHEMICAL CO | 0.017534 |  |
| MOSAIC CO/THE | 0.016206 | ✓ |
| CABOT CORP | 0.015540 |  |
| AXALTA COATING SYSTEMS LTD | 0.012187 |  |
| DUPONT DE NEMOURS INC | 0.011924 | ✓ |
| OLIN CORP | 0.011570 | ✓ |
| Fidelity Cash Central Fund | 0.011392 | ✓ |
| WESTLAKE CORP | 0.010667 | ✓ |
| DOW INC | 0.007536 | ✓ |
| CHEMOURS CO/ THE | 0.006744 | ✓ |
| QUAKER HOUGHTON | 0.006014 | ✓ |
| HUNTSMAN CORP | 0.002319 | ✓ |
| TRONOX HOLDINGS PLC | 0.001954 | ✓ |
| ORION SA | 0.001890 |  |
| FMC CORP NEW | 0.001339 |  |

## Select Materials Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LINDE PLC | 0.147984 | ✓ |
| ECOLAB INC | 0.075083 | ✓ |
| NEWMONT CORP | 0.065831 |  |
| FREEPORT MCMORAN INC | 0.049795 |  |
| CORTEVA INC | 0.037448 | ✓ |
| SOLSTICE ADV MAT | 0.034828 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.034676 | ✓ |
| NUCOR CORP | 0.032640 |  |
| CRH PLC | 0.031237 |  |
| MOSAIC CO/THE | 0.030008 | ✓ |
| LYONDELLBASELL INDS CLASS A | 0.029453 | ✓ |
| MARTIN MAR MTLS | 0.027874 |  |
| VULCAN MATERIALS CO | 0.026116 |  |
| Fidelity Securities Lending Cash Central Fund | 0.025980 | ✓ |
| STEEL DYNAMICS INC | 0.021909 |  |
| SHERWIN WILLIAMS CO | 0.021382 | ✓ |
| SMURFIT WESTROCK PLC | 0.019823 |  |
| BALCHEM CORP | 0.019484 |  |
| DOW INC | 0.018366 | ✓ |
| ALTIUS MINERALS CORP COMMON STOCK | 0.017645 |  |
| FIRST QUANTUM | 0.013852 |  |
| WHEATON PRECIOUS METALS CORP | 0.013652 |  |
| ALCOA CORP | 0.013555 |  |
| HECLA MINING CO | 0.013264 |  |
| AGNICO EAGLE MINES LTD | 0.010957 |  |
| AVERY DENNISON CORP | 0.010741 |  |
| Fidelity Cash Central Fund | 0.010476 | ✓ |
| PACKAGING CORP OF AMERICA | 0.010287 |  |
| CROWN HOLDINGS INC | 0.010138 |  |
| INTL PAPER CO | 0.008524 |  |
| Metalla Royalty & Streaming, Ltd. | 0.008486 |  |
| COMMERCIAL METALS CO | 0.008434 |  |
| CHEMOURS CO/ THE | 0.008213 | ✓ |
| ELEMENT SOLUTIONS INC | 0.007212 | ✓ |
| OLIN CORP | 0.006992 | ✓ |
| DUPONT DE NEMOURS INC | 0.006970 | ✓ |
| COEUR MINING INC | 0.005950 |  |
| MCEWEN MINING INC | 0.005608 |  |
| CLEVELAND-CLIFFS INC | 0.005113 |  |
| WESTLAKE CORP | 0.004840 | ✓ |
| TECK RESOURCES-B | 0.004689 |  |
| SONOCO PRODUCTS CO | 0.004686 |  |
| INGEVITY CORP | 0.004505 | ✓ |
| TRONOX HOLDINGS PLC | 0.004096 | ✓ |
| ALAMOS GOLD INC A | 0.003828 |  |
| HUNTSMAN CORP | 0.003721 | ✓ |
| MAJOR DRILLING GROUP INTL INC | 0.003720 |  |
| ECOVYST INC | 0.003592 |  |
| AMRIZE LTD | 0.003390 |  |
| HB FULLER CO | 0.003375 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002652` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002652/0000035402-26-002652-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002666` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002666/0000035402-26-002666-index.htm>

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