Portfolio concentration
As of February 28, 2026 · N-PORT
Holdings
2380
Top-10 weight
30.41%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
76
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
1234.8
Holdings
As of February 28, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | — | 25,857,122 | $4.58B | 4.96% |
| 2 | FIDELITY GROWTH COMPANY FUND | — | 92,499,175 | $4.49B | 4.86% |
| 3 | APPLE INC | — | 13,727,607 | $3.63B | 3.93% |
| 4 | Fidelity SAI U.S. Quality Index Fund | — | 139,457,334 | $3.27B | 3.55% |
| 5 | MICROSOFT CORP | — | 8,114,129 | $3.19B | 3.45% |
| 6 | AMAZON.COM INC | — | 11,766,536 | $2.47B | 2.68% |
| 7 | Fidelity SAI U.S. Momentum Index Fund | — | 93,462,996 | $1.81B | 1.96% |
| 8 | FIDELITY EXTENDED MARKET INDEX FUND | — | 17,343,999 | $1.81B | 1.96% |
| 9 | META PLATFORMS INC CL A | — | 2,683,725 | $1.74B | 1.88% |
| 10 | ALPHABET INC CL C | — | 5,476,773 | $1.71B | 1.85% |
| 11 | ALPHABET INC CL A | — | 5,100,435 | $1.59B | 1.72% |
| 12 | iShares Core S&P 500 ETF | — | 2,271,246 | $1.57B | 1.70% |
| 13 | BROADCOM INC | — | 4,737,687 | $1.51B | 1.64% |
| 14 | Fidelity SAI U.S. Large Cap Index Fund | — | 46,500,840 | $1.28B | 1.38% |
| 15 | TESLA INC | — | 2,381,192 | $958.45M | 1.04% |
| 16 | EXXON MOBIL CORP | — | 6,273,314 | $956.68M | 1.04% |
| 17 | Fidelity Securities Lending Cash Central Fund | — | 891,914,437 | $892.00M | 0.97% |
| 18 | FIDELITY BLUE CHIP GROWTH FUND | — | 3,099,120 | $807.07M | 0.87% |
| 19 | LILLY ELI and CO | — | 729,846 | $767.79M | 0.83% |
| 20 | MASTERCARD INC CL A | — | 1,475,990 | $763.40M | 0.83% |
| 21 | Fidelity Advisor Small Cap Growth Fund - Class Z | — | 18,696,503 | $695.32M | 0.75% |
| 22 | JPMORGAN CHASE and CO | — | 2,281,208 | $685.05M | 0.74% |
| 23 | BERKSHIRE HATH-B | — | 1,285,362 | $649.04M | 0.70% |
| 24 | BANK OF AMERICA CORPORATION | — | 12,617,931 | $628.75M | 0.68% |
| 25 | Invesco Government & Agency Portfolio, Institutional Class | — | 595,691,951 | $595.69M | 0.65% |
| 26 | ABBVIE INC | — | 2,475,379 | $574.49M | 0.62% |
| 27 | FIDELITY SAI US LOW VOLATILITY INDEX FUND | — | 23,706,313 | $562.08M | 0.61% |
| 28 | VISA INC-CLASS A | — | 1,694,860 | $542.59M | 0.59% |
| 29 | JOHNSON&JOHNSON | — | 2,129,893 | $529.13M | 0.57% |
| 30 | Fidelity SAI Small-Mid Cap 500 Index Fund | — | 99,338,209 | $504.64M | 0.55% |
| 31 | WELLS FARGO & CO | — | 5,870,061 | $478.12M | 0.52% |
| 32 | WALT DISNEY CO/T | — | 4,322,512 | $458.36M | 0.50% |
| 33 | MICRON TECHNOLOGY INC | — | 1,008,077 | $415.70M | 0.45% |
| 34 | PHILIP MORRIS INTL INC | — | 2,181,769 | $407.62M | 0.44% |
| 35 | LOWES COS INC | — | 1,481,380 | $391.93M | 0.42% |
| 36 | NETFLIX INC | — | 4,069,131 | $391.61M | 0.42% |
| 37 | PEPSICO INC | — | 2,293,804 | $389.35M | 0.42% |
| 38 | MERCK & CO | — | 3,143,824 | $389.27M | 0.42% |
| 39 | WALMART INC | — | 3,013,398 | $385.56M | 0.42% |
| 40 | MCDONALDS CORP | — | 1,121,414 | $382.47M | 0.41% |
| 41 | COSTCO WHOLESALE CORP | — | 357,673 | $361.53M | 0.39% |
| 42 | AT&T INC | — | 12,621,567 | $353.53M | 0.38% |
| 43 | SCHWAB CHARLES CORP | — | 3,708,567 | $353.06M | 0.38% |
| 44 | CISCO SYSTEMS INC | — | 4,269,643 | $339.27M | 0.37% |
| 45 | PROCTER & GAMBLE | — | 1,999,890 | $334.38M | 0.36% |
| 46 | CITIGROUP INC | — | 2,895,025 | $319.00M | 0.35% |
| 47 | UNITEDHEALTH GRP | — | 1,082,463 | $317.45M | 0.34% |
| 48 | T-MOBILE US INC | — | 1,462,301 | $317.45M | 0.34% |
| 49 | 3M CO | — | 1,907,043 | $315.27M | 0.34% |
| 50 | AMPHENOL CORPORATION CL A | — | 2,078,749 | $303.62M | 0.33% |
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