# Portfolio overlap — FSTCX vs FWRLX

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

- Shared positions: 14
- Select Telecommunications Portfolio covered by Select Wireless Portfolio: 0.3384625031842537219237798561
- Select Wireless Portfolio covered by Select Telecommunications Portfolio: 0.3384625031842537219237798560

## 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 Wireless Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Securities Lending Cash Central Fund | 0.129424 | ✓ |
| APPLE INC | 0.121375 |  |
| T-MOBILE US INC | 0.064068 | ✓ |
| AT&T INC | 0.060157 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.056439 |  |
| VERIZON COMMUNICATIONS INC | 0.050315 | ✓ |
| MARVELL TECHNOLOGY INC | 0.041939 |  |
| QUALCOMM INC | 0.039437 |  |
| Nokia Oyj ADR | 0.034848 |  |
| AMERICAN TOWER CORP | 0.030975 |  |
| AST SPACEMOBILE INC | 0.027599 | ✓ |
| Vodafone Group Public Limited Company | 0.022578 |  |
| Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 | 0.021711 |  |
| BCE INC | 0.017968 |  |
| STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS | 0.017494 |  |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.017461 |  |
| CROWN CASTLE INC | 0.017283 |  |
| America Movil S.A.B. de C.V. SPON ADS RP CL B | 0.015541 |  |
| INTERDIGITAL INC | 0.015317 |  |
| GLOBALSTAR INC | 0.014935 | ✓ |
| TELUS CORP | 0.014084 |  |
| VIASAT INC | 0.012988 |  |
| Chunghwa Telecom Company, Ltd. ADR | 0.011001 |  |
| SBA COMMUNICATIONS CORP | 0.010922 |  |
| TELEPHONE & DATA | 0.010202 | ✓ |
| VISTANCE NETWORKS INC | 0.009999 |  |
| ECHOSTAR CORP CL A | 0.009557 | ✓ |
| IRIDIUM COMMUNICATIONS INC | 0.009150 | ✓ |
| LIBERTY LATIN AMERICA LTD CL C | 0.008523 | ✓ |
| ALPHABET INC CL A | 0.008065 |  |
| ANTERIX INC | 0.007817 | ✓ |
| SKYWORKS SOLUTIONS INC | 0.007672 |  |
| SANDISK CORPORATION | 0.007405 |  |
| US CELLULAR CORP | 0.005479 | ✓ |
| MICRON TECHNOLOGY INC | 0.005041 |  |
| ORANGE | 0.004464 |  |
| UBIQUITI INC | 0.004143 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.003668 |  |
| Fidelity Cash Central Fund | 0.003334 | ✓ |
| NETGEAR INC | 0.003247 |  |
| ZEGONA COMMUNICATIONS PLC | 0.003079 |  |
| QORVO INC | 0.003040 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.002769 |  |
| DIGI INTL INC | 0.002651 |  |
| RINGCENTRAL INC CL A | 0.002570 |  |
| LAM RESEARCH CORP | 0.002194 |  |
| KLA CORP | 0.002167 |  |
| TELEFONICA SA ADR | 0.002155 |  |
| NVIDIA CORP | 0.002116 |  |
| APPLIED MATERIALS INC | 0.001905 |  |


## 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 `0000035402-26-002678` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002678/0000035402-26-002678-index.htm>

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