FundWatcher
FMFCX
Select Materials Portfolio
Fidelity Select Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
PACKAGING CORP OF AMERICA 0 38,400 38,400 1.03% $8.91M
COEUR MINING INC 0 189,900 189,900 0.59% $5.16M
WESTLAKE CORP 0 39,800 39,800 0.48% $4.19M
TECK RESOURCES-B 0 69,000 69,000 0.47% $4.06M
SONOCO PRODUCTS CO 0 71,900 71,900 0.47% $4.06M
INGEVITY CORP 0 54,200 54,200 0.45% $3.90M
MAJOR DRILLING GROUP INTL INC 0 241,300 241,300 0.37% $3.22M
AMRIZE LTD 0 45,200 45,200 0.34% $2.94M
HB FULLER CO 0 44,500 44,500 0.34% $2.92M
CELANESE CORP 0 8,300 8,300 0.05% $414.50K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NUTRIEN LTD 87,500 0 -87,500 0.00% -$5.09M
CAPSTONE COPPER 395,400 0 -395,400 0.00% -$3.49M
GREIF INC-CL A 40,900 0 -40,900 0.00% -$2.68M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
LINDE PLC 251,986 252,386 400 14.80% $24.84M
NEWMONT CORP 405,400 438,800 33,400 6.58% $20.26M
FREEPORT MCMORAN INC 300,700 633,800 333,100 4.98% $30.23M
AIR PRODUCTS and CHEMICALS INC 108,600 109,000 400 3.47% $1.70M
LYONDELLBASELL INDS CLASS A 419,300 443,700 24,400 2.95% $4.98M
Fidelity Securities Lending Cash Central Fund 4,412,651 22,510,256 18,097,605 2.60% $18.10M
STEEL DYNAMICS INC 96,800 98,300 1,500 2.19% $2.74M
SMURFIT WESTROCK PLC 178,800 365,400 186,600 1.98% $10.80M
DOW INC 362,100 517,900 155,800 1.84% $7.28M
ALTIUS MINERALS CORP COMMON STOCK 430,300 432,800 2,500 1.76% $3.00M
WHEATON PRECIOUS METALS CORP 69,500 72,600 3,100 1.37% $4.19M
HECLA MINING CO 450,700 461,400 10,700 1.33% $3.91M
Fidelity Cash Central Fund 5,084,680 9,075,792 3,991,112 1.05% $3.99M
DUPONT DE NEMOURS INC 85,300 120,700 35,400 0.70% $2.65M
MCEWEN MINING INC 139,700 171,400 31,700 0.56% $2.26M
HUNTSMAN CORP 217,500 254,900 37,400 0.37% $958.14K
ECOVYST INC 218,500 276,200 57,700 0.36% $1.10M
QUAKER HOUGHTON 17,500 18,000 500 0.31% $234.16K
INNOSPEC INC 25,500 31,500 6,000 0.28% $505.89K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ECOLAB INC 211,300 211,000 -300 7.51% $6.92M
CORTEVA INC 436,011 405,011 -31,000 3.74% $3.03M
SOLSTICE ADV MAT 413,000 384,400 -28,600 3.48% $10.49M
NUCOR CORP 163,100 159,900 -3,200 3.26% $2.27M
CRH PLC 304,100 225,600 -78,500 3.12% -$9.41M
MOSAIC CO/THE 1,134,900 934,000 -200,900 3.00% -$1.79M
MARTIN MAR MTLS 36,700 35,700 -1,000 2.79% $1.28M
VULCAN MATERIALS CO 74,500 73,000 -1,500 2.61% $485.62K
SHERWIN WILLIAMS CO 66,700 51,100 -15,600 2.14% -$4.40M
BALCHEM CORP 95,558 93,058 -2,500 1.95% $1.96M
FIRST QUANTUM 1,171,200 400,900 -770,300 1.39% -$14.50M
ALCOA CORP 264,100 189,200 -74,900 1.36% $722.00K
AGNICO EAGLE MINES LTD 41,700 37,800 -3,900 1.10% $2.23M
AVERY DENNISON CORP 48,600 47,400 -1,200 1.07% $929.81K
CROWN HOLDINGS INC 79,659 76,659 -3,000 1.01% $1.07M
INTL PAPER CO 348,000 169,600 -178,400 0.85% -$6.35M
COMMERCIAL METALS CO 100,600 99,700 -900 0.84% $891.74K
CLEVELAND-CLIFFS INC 526,600 415,600 -111,000 0.51% -$2.44M
ALAMOS GOLD INC A 93,900 61,200 -32,700 0.38% -$207.34K
GRAPHIC PACKAGING HOLDING CO 257,400 230,800 -26,600 0.33% -$1.34M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
Metalla Royalty & Streaming, Ltd. 812,500 812,500 0 0.85% $1.34M
CHEMOURS CO/ THE 390,161 390,161 0 0.82% $2.13M
ELEMENT SOLUTIONS INC 178,100 178,100 0 0.72% $1.63M
OLIN CORP 238,800 238,800 0 0.70% $1.02M
TRONOX HOLDINGS PLC 474,500 474,500 0 0.41% $1.58M

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