# Portfolio overlap — FSDPX vs FNARX

Comparing **Select Materials Portfolio** (2026-02-28) and **Fidelity Natural Resources Fund** (2026-02-28).

- Shared positions: 19
- Select Materials Portfolio covered by Fidelity Natural Resources Fund: 0.1998185523744121577097993534
- Fidelity Natural Resources Fund covered by Select Materials Portfolio: 0.1998185523744121577097993535

## 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 |  |

## 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 `0000035402-26-002666` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002666/0000035402-26-002666-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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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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