# Portfolio overlap — FSVLX vs FDFF

Comparing **Select FinTech Portfolio** (2026-02-28) and **Fidelity Disruptive Finance ETF** (2026-02-28).

- Shared positions: 11
- Select FinTech Portfolio covered by Fidelity Disruptive Finance ETF: 0.3019529472537108131467734627
- Fidelity Disruptive Finance ETF covered by Select FinTech Portfolio: 0.3019529472537108131467734627

## Select FinTech Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VISA INC-CLASS A | 0.106812 | ✓ |
| SHOPIFY INC CL A | 0.084154 |  |
| INTUIT INC | 0.066236 |  |
| AMERICAN EXPRESS CO | 0.063659 |  |
| FISERV INC | 0.058910 |  |
| MASTERCARD INC CL A | 0.058232 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.054566 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.049893 | ✓ |
| TOAST INC-A | 0.043917 | ✓ |
| BLOCK INC CL A | 0.040258 | ✓ |
| MAREX GROUP PLC | 0.039978 |  |
| ROCKET COS INC-A | 0.039039 |  |
| REMITLY GLOBAL INC | 0.038504 |  |
| INTERACTIVE BROKERS GROUP INC | 0.034663 |  |
| ADYEN NV | 0.034335 | ✓ |
| BANCORP INC/THE | 0.031976 |  |
| COINBASE GLOBAL INC | 0.028872 |  |
| STRATEGY INC CL A | 0.028398 | ✓ |
| AFFIRM HOLDINGS INC | 0.025705 | ✓ |
| DLOCAL LTD/URUGUAY | 0.022959 |  |
| GALAXY DIGITAL INC A | 0.022877 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.020674 | ✓ |
| Pagseguro Digital Ltd., Class A | 0.002951 |  |
| Fidelity Cash Central Fund | 0.002432 | ✓ |

## Fidelity Disruptive Finance ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLACKROCK INC | 0.059321 |  |
| CAPITAL ONE FINANCIAL CORP | 0.054972 | ✓ |
| DBS GROUP HLDGS | 0.051917 |  |
| BANKINTER | 0.047376 |  |
| FINECOBANK SPA | 0.042517 |  |
| MASTERCARD INC CL A | 0.042472 | ✓ |
| EQUIFAX INC | 0.042027 |  |
| VISA INC-CLASS A | 0.041346 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.040023 | ✓ |
| TOAST INC-A | 0.036604 | ✓ |
| APOLLO GLOBAL MANAGEMENT INC | 0.035343 |  |
| ADYEN NV | 0.034309 | ✓ |
| BLOCK INC CL A | 0.034176 | ✓ |
| CHIME FINANCIAL INC | 0.032496 |  |
| HISCOX LTD (NE HISCOX BERMUDA) | 0.032069 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.031951 |  |
| LONDON STOCK EXCHANGE GRP PLC | 0.025318 |  |
| CBOE GLOBAL MARKETS INC | 0.023296 |  |
| WISE PLC - A | 0.021078 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.020003 |  |
| WEALTHFRONT CORP | 0.016040 |  |
| CORPAY INC | 0.015917 |  |
| TRADEWEB MARKETS INC A | 0.014819 |  |
| ALLY FINANCIAL INC | 0.014126 |  |
| PATHWARD FINANCIAL INC | 0.013069 |  |
| VIRTU FINANCIAL INC- CL A | 0.012306 |  |
| BRP GROUP INC-A | 0.012084 |  |
| BLUE OWL CAPITAL INC A | 0.012027 |  |
| DEFINITY FINANCI | 0.011408 |  |
| AFFIRM HOLDINGS INC | 0.011115 | ✓ |
| UWM HOLDINGS CORP CL A | 0.010557 |  |
| MSCI INC | 0.010514 |  |
| ARES MANAGEMENT CORP CL A | 0.009393 |  |
| PENNYMAC FINANCIAL SERVICES INC | 0.009205 |  |
| MARKETAXESS HLDGS INC | 0.008823 |  |
| VERISK ANALYTICS INC | 0.008432 |  |
| MERCADOLIBRE INC | 0.007965 |  |
| NEPTUNE INSURANCE HOLDINGS INC | 0.007676 |  |
| AMERICAN HOMES-A | 0.007603 |  |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.007387 |  |
| Fidelity Cash Central Fund | 0.006673 | ✓ |
| STRATEGY INC CL A | 0.006620 | ✓ |
| Etoro Group Ltd., Class A | 0.006453 |  |
| BILL HOLDINGS INC | 0.005628 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.002962 | ✓ |
| BULLISH | 0.002584 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002656` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002656/0000035402-26-002656-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002558` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540226002558/0000035402-26-002558-index.htm>

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