FundWatcher
FMFEX
Select Materials Portfolio
Fidelity Select Portfolios

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
54
Top-10 weight
53.95%
Effective holdings ?
21
Crowding ?
768.8

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 LINDE PLC — 252,386 $128.23M 15.19%
2 ECOLAB INC — 211,000 $65.06M 7.71%
3 NEWMONT CORP — 438,800 $57.04M 6.76%
4 FREEPORT MCMORAN INC — 633,800 $43.15M 5.11%
5 CORTEVA INC — 405,011 $32.45M 3.84%
6 SOLSTICE ADV MAT — 384,400 $30.18M 3.57%
7 AIR PRODUCTS and CHEMICALS INC — 109,000 $30.05M 3.56%
8 NUCOR CORP — 159,900 $28.28M 3.35%
9 CRH PLC — 225,600 $27.07M 3.21%
10 MOSAIC CO/THE — 934,000 $26.00M 3.08%
11 LYONDELLBASELL INDS CLASS A — 443,700 $25.52M 3.02%
12 MARTIN MAR MTLS — 35,700 $24.15M 2.86%
13 VULCAN MATERIALS CO — 73,000 $22.63M 2.68%
14 Fidelity Securities Lending Cash Central Fund — 22,510,256 $22.51M 2.67%
15 STEEL DYNAMICS INC — 98,300 $18.98M 2.25%
16 SHERWIN WILLIAMS CO — 51,100 $18.53M 2.19%
17 SMURFIT WESTROCK PLC — 365,400 $17.18M 2.03%
18 BALCHEM CORP — 93,058 $16.88M 2.00%
19 DOW INC — 517,900 $15.92M 1.88%
20 ALTIUS MINERALS CORP COMMON STOCK ALS CN 432,800 $15.29M 1.81%
21 FIRST QUANTUM — 400,900 $12.00M 1.42%
22 WHEATON PRECIOUS METALS CORP — 72,600 $11.83M 1.40%
23 ALCOA CORP — 189,200 $11.75M 1.39%
24 HECLA MINING CO — 461,400 $11.49M 1.36%
25 AGNICO EAGLE MINES LTD — 37,800 $9.49M 1.12%
26 AVERY DENNISON CORP — 47,400 $9.31M 1.10%
27 Fidelity Cash Central Fund — 9,075,792 $9.08M 1.08%
28 PACKAGING CORP OF AMERICA — 38,400 $8.91M 1.06%
29 CROWN HOLDINGS INC — 76,659 $8.79M 1.04%
30 INTL PAPER CO — 169,600 $7.39M 0.87%
31 Metalla Royalty & Streaming, Ltd. MTA CN 812,500 $7.35M 0.87%
32 COMMERCIAL METALS CO — 99,700 $7.31M 0.87%
33 CHEMOURS CO/ THE — 390,161 $7.12M 0.84%
34 ELEMENT SOLUTIONS INC — 178,100 $6.25M 0.74%
35 OLIN CORP — 238,800 $6.06M 0.72%
36 DUPONT DE NEMOURS INC — 120,700 $6.04M 0.72%
37 COEUR MINING INC — 189,900 $5.16M 0.61%
38 MCEWEN MINING INC — 171,400 $4.86M 0.58%
39 CLEVELAND-CLIFFS INC — 415,600 $4.43M 0.52%
40 WESTLAKE CORP — 39,800 $4.19M 0.50%
41 TECK RESOURCES-B — 69,000 $4.06M 0.48%
42 SONOCO PRODUCTS CO — 71,900 $4.06M 0.48%
43 INGEVITY CORP — 54,200 $3.90M 0.46%
44 TRONOX HOLDINGS PLC — 474,500 $3.55M 0.42%
45 ALAMOS GOLD INC A — 61,200 $3.32M 0.39%
46 HUNTSMAN CORP — 254,900 $3.22M 0.38%
47 MAJOR DRILLING GROUP INTL INC MDI CN 241,300 $3.22M 0.38%
48 ECOVYST INC — 276,200 $3.11M 0.37%
49 AMRIZE LTD — 45,200 $2.94M 0.35%
50 HB FULLER CO — 44,500 $2.92M 0.35%
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