# Portfolio overlap — FSTCX vs FCOM

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **Fidelity MSCI Communication Services Index ETF** (2026-04-30).

- Shared positions: 20
- Select Telecommunications Portfolio covered by Fidelity MSCI Communication Services Index ETF: 0.1686891558922365260860782004
- Fidelity MSCI Communication Services Index ETF covered by Select Telecommunications Portfolio: 0.1686891558922365260860782004

## 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 |  |

## Fidelity MSCI Communication Services Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.204072 |  |
| ALPHABET INC CL A | 0.163060 |  |
| ALPHABET INC CL C | 0.107488 |  |
| NETFLIX INC | 0.051839 |  |
| VERIZON COMMUNICATIONS INC | 0.041856 | ✓ |
| WALT DISNEY CO/T | 0.041200 |  |
| AT&T INC | 0.038849 | ✓ |
| WARNER BROS DISCOVERY INC | 0.028266 |  |
| COMCAST CORP CL A | 0.026904 | ✓ |
| T-MOBILE US INC | 0.026862 | ✓ |
| ELECTRONIC ARTS INC | 0.020967 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.020871 |  |
| ROBLOX CORP - A | 0.016776 |  |
| LIVE NATION ENTERTAINMENT INC | 0.015457 |  |
| OMNICOM GROUP INC | 0.014532 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.010995 |  |
| ECHOSTAR CORP CL A | 0.010435 | ✓ |
| AST SPACEMOBILE INC | 0.010011 | ✓ |
| ROKU INC CLASS A | 0.009182 |  |
| REDDIT INC-A | 0.008960 |  |
| CHARTER COMMUNICATIONS INC A | 0.008366 |  |
| FOX CORP CL A | 0.007969 |  |
| TKO GROUP HOLDINGS INC | 0.007511 |  |
| NEW YORK TIMES CO CL A | 0.007319 |  |
| PINTEREST INC CL A | 0.007048 |  |
| TRADE DESK INC-A | 0.006249 |  |
| NEWS CORP NEW CL A | 0.005930 |  |
| FOX CORPORATION B | 0.005253 |  |
| LUMEN TECHNOLOGIES INC | 0.005182 | ✓ |
| MATCH GROUP INC | 0.005049 |  |
| SNAP INC - A | 0.003932 |  |
| NEXSTAR MEDIA GROUP INC | 0.003608 |  |
| VERSANT MEDIA GROUP INC - A | 0.003491 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.003216 |  |
| SIRIUS XM HOLDINGS INC | 0.003005 |  |
| TELEPHONE & DATA | 0.002778 | ✓ |
| LIBERTY BROADBAND CORP C | 0.002747 |  |
| GLOBALSTAR INC | 0.002515 | ✓ |
| IRIDIUM COMMUNICATIONS INC | 0.002220 | ✓ |
| SPHERE ENTERTAINMENT CO | 0.002198 |  |
| PARAMOUNT SKYDANCE CORP | 0.001979 |  |
| CINEMARK HOLDINGS INC | 0.001881 |  |
| IAC INC | 0.001828 |  |
| CARGURUS INC CL A | 0.001786 |  |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP | 0.001547 |  |
| LIONSGATE STUDIOS CORP | 0.001519 |  |
| ATLANTA BRAVES HOLDINGS INC | 0.001384 |  |
| LIBERTY GLOBAL LTD CL A | 0.001157 | ✓ |
| MAGNITE INC | 0.001110 |  |
| UNITI GROUP INC | 0.001108 | ✓ |


## 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 `0001410368-26-063883` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000141036826063883/0001410368-26-063883-index.htm>

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