# Portfolio overlap — FSTCX vs FFNLX

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **VIP Communication Services Portfolio** (2026-03-31).

- Shared positions: 6
- Select Telecommunications Portfolio covered by VIP Communication Services Portfolio: 0.2072704053565501884860969724
- VIP Communication Services Portfolio covered by Select Telecommunications Portfolio: 0.2072704053565501884860969723

## 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 |  |

## VIP Communication Services Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.237863 |  |
| META PLATFORMS INC CL A | 0.220791 |  |
| AT&T INC | 0.061478 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.058841 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.056801 | ✓ |
| ECHOSTAR CORP CL A | 0.042107 | ✓ |
| AMAZON.COM INC | 0.026221 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.024095 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.023609 |  |
| LIVE NATION ENTERTAINMENT INC | 0.020615 |  |
| ROBLOX CORP - A | 0.019698 |  |
| AST SPACEMOBILE INC | 0.018670 | ✓ |
| WESTERN DIGITAL CORP | 0.016203 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.015991 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.015211 |  |
| ROKU INC CLASS A | 0.013191 |  |
| LIONSGATE STUDIOS CORP | 0.012557 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.012104 |  |
| SK HYNIX INC | 0.010932 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.010006 |  |
| FOX CORPORATION B | 0.009781 |  |
| KIOXIA HOLDINGS | 0.008758 |  |
| OMNICOM GROUP INC | 0.007885 |  |
| FOX CORP CL A | 0.007755 |  |
| TKO GROUP HOLDINGS INC | 0.007750 |  |
| TRADE DESK INC-A | 0.006964 |  |
| MAGNITE INC | 0.006885 |  |
| WARBY PARKER INC | 0.006244 |  |
| CORNING INC | 0.005694 |  |
| MDA SPACE LTD | 0.002753 |  |
| LUMEN TECHNOLOGIES INC | 0.002583 | ✓ |
| PARAMOUNT SKYDANCE CORP | 0.002039 |  |
| WEBTOON ENTERTAINMENT INC | 0.001664 |  |
| WAYMO LLC SER C-2 PC PERP PP | 0.001234 |  |
| SPACE EXPLORATION TECHNOLOGIES CORP CLASS C PP | 0.001117 |  |
| ZIPLINE INTERNATIONAL INC SER H PC PP | 0.001059 |  |
| ASTRANIS SPACE TECHNOLOGIES CORP SERIES D PC PP | 0.001003 |  |
| OPENAI GROUP PBC A PP | 0.000807 |  |
| DATABRICKS INC SER L PC PP | 0.000469 |  |
| ANTHROPIC PBC SERIES F PC PP | 0.000412 |  |
| CEREBRAS SYSTEMS INC SER G PC PP | 0.000165 |  |


## 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 `0000035402-26-003440` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/720318/000003540226003440/0000035402-26-003440-index.htm>

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