# Portfolio overlap — FSTCX vs IYZ

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **iShares U.S. Telecommunications ETF** (2026-03-31).

- Shared positions: 8
- Select Telecommunications Portfolio covered by iShares U.S. Telecommunications ETF: 0.4032599057976210618113212242
- iShares U.S. Telecommunications ETF covered by Select Telecommunications Portfolio: 0.4032599057976210618113212242

## 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 |  |

## iShares U.S. Telecommunications ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CISCO SYSTEMS INC | 0.183330 |  |
| VERIZON COMMUNICATIONS INC | 0.128853 | ✓ |
| AT&T INC | 0.123038 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.041334 |  |
| CIENA CORP | 0.040692 |  |
| T-MOBILE US INC | 0.039259 | ✓ |
| ARISTA NETWORKS INC | 0.038185 |  |
| COMCAST CORP CL A | 0.038029 | ✓ |
| LUMENTUM HOLDINGS INC | 0.037219 |  |
| IRIDIUM COMMUNICATIONS INC | 0.035883 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.035552 |  |
| MILLICOM INTL CELLULAR S.A. COMMON STOCK USD1.5 | 0.034198 |  |
| UBIQUITI INC | 0.033177 |  |
| CHARTER COMMUNICATIONS INC A | 0.032072 |  |
| AST SPACEMOBILE INC | 0.031363 | ✓ |
| ROKU INC CLASS A | 0.030913 |  |
| GCI LIBERTY INC. - CL C | 0.029074 | ✓ |
| LIBERTY BROADBAND CORP C | 0.027281 |  |
| LIBERTY GLOBAL LTD COMMON STOCK USD.01 | 0.018148 |  |
| Liberty Global Ltd - C Shares | 0.013726 |  |
| LIBERTY BROADBAND CORP A | 0.003967 |  |
| GCI LIBERTY INC. A | 0.002953 | ✓ |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.001751 |  |
| E MINI RUSS 1000 VJUN26 | 0.000004 |  |


## 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 `0001004726-26-003758` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003758/0001004726-26-003758-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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