# Portfolio overlap — FSTCX vs FBMPX

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **Select Communication Services Portfolio** (2026-02-28).

- Shared positions: 7
- Select Telecommunications Portfolio covered by Select Communication Services Portfolio: 0.2143299692823872768795498214
- Select Communication Services Portfolio covered by Select Telecommunications Portfolio: 0.2143299692823872768795498215

## Select Telecommunications Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERIZON COMMUNICATIONS INC | 0.224021 | ✓ |
| AT&T INC | 0.214076 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.074612 | ✓ |
| T-MOBILE US INC | 0.059976 |  |
| AST SPACEMOBILE INC | 0.047028 | ✓ |
| GLOBALSTAR INC | 0.040831 |  |
| Fidelity Cash Central Fund | 0.040252 | ✓ |
| IRIDIUM COMMUNICATIONS INC | 0.038005 |  |
| LUMEN TECHNOLOGIES INC | 0.035989 | ✓ |
| LIBERTY LATIN AMERICA LTD CL C | 0.029025 |  |
| UNITI GROUP INC | 0.025124 |  |
| IDT CORP CL B NEW | 0.023974 |  |
| COMCAST CORP CL A | 0.022587 |  |
| GCI LIBERTY INC. - CL C | 0.020231 |  |
| TELEPHONE & DATA | 0.019693 |  |
| US CELLULAR CORP | 0.019079 |  |
| LIBERTY GLOBAL LTD CL A | 0.012401 |  |
| LIBERTY GLOBAL LTD C | 0.012264 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.011458 |  |
| LIBERTY LATIN AMERICA LTD CL A | 0.008911 |  |
| ECHOSTAR CORP CL A | 0.008899 | ✓ |
| ANTERIX INC | 0.005171 |  |
| BANDWIDTH INC-A | 0.002455 |  |
| GCI LIBERTY INC. A | 0.002046 |  |
| SHENANDOAH TELECOM CO | 0.001345 |  |
| SPOK HOLDINGS INC | 0.000547 |  |

## Select Communication Services Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.234622 |  |
| META PLATFORMS INC CL A | 0.233727 |  |
| Fidelity Securities Lending Cash Central Fund | 0.071054 | ✓ |
| AT&T INC | 0.055839 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.052575 | ✓ |
| ECHOSTAR CORP CL A | 0.048016 | ✓ |
| AMAZON.COM INC | 0.030604 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.022236 |  |
| ROBLOX CORP - A | 0.022196 |  |
| AST SPACEMOBILE INC | 0.020312 | ✓ |
| SAMSUNG ELECTRONICS CO LTD | 0.015568 |  |
| LIVE NATION ENTERTAINMENT INC | 0.013642 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013112 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.012942 |  |
| ROKU INC CLASS A | 0.012445 |  |
| SK HYNIX INC | 0.010983 |  |
| LIONSGATE STUDIOS CORP | 0.010605 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.009978 |  |
| MICRON TECHNOLOGY INC | 0.009913 |  |
| OMNICOM GROUP INC | 0.009822 |  |
| WESTERN DIGITAL CORP | 0.008762 |  |
| FOX CORPORATION B | 0.008504 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.008277 |  |
| MAGNITE INC | 0.007985 |  |
| SPOTIFY TECHNOLOGY SA | 0.006856 |  |
| FOX CORP CL A | 0.006699 |  |
| TKO GROUP HOLDINGS INC | 0.006685 |  |
| WARBY PARKER INC | 0.006663 |  |
| KIOXIA HOLDINGS | 0.006465 |  |
| LUMEN TECHNOLOGIES INC | 0.004734 | ✓ |
| CORNING INC | 0.003211 |  |
| MDA SPACE LTD | 0.002506 |  |
| SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP | 0.002234 |  |
| WEBTOON ENTERTAINMENT INC | 0.001764 |  |
| OPENAI GROUP PBC A PP | 0.001427 |  |
| JFROG LTD | 0.001360 |  |
| WAYMO LLC SER C-2 PC PERP PP | 0.001188 |  |
| Fidelity Cash Central Fund | 0.000917 | ✓ |
| WALT DISNEY CO/T | 0.000916 |  |
| ZIPLINE INTERNATIONAL INC SER H PC PP | 0.000887 |  |
| ASTRANIS SPACE TECHNOLOGIES CORP SERIES D PC PP | 0.000837 |  |
| DATABRICKS INC SER L PC PP | 0.000428 |  |
| ANTHROPIC PBC SERIES F PC PP | 0.000362 |  |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.000142 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002675` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002675/0000035402-26-002675-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002653` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002653/0000035402-26-002653-index.htm>

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