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Holdings (Monthly) Guide ↗

Fidelity Leveraged Company Stock Fund

· Fidelity Securities Fund
Monthly Holdings $3.9B AUM 76 positions Period Jan 2026 Filed Mar 25, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA CORP 67066G104 Apr 2024 1,280,900 $244.8M 6.35% EC
2 META PLATFORMS INC 30303M102 Apr 2024 294,700 $211.2M 5.48% EC
3 ALPHABET INC 02079K305 Apr 2024 557,000 $188.3M 4.89% EC
4 VISTRA CORP 92840M102 Apr 2024 1,061,900 $168.2M 4.36% EC
5 COMFORT SYSTEMS USA INC 199908104 Apr 2024 137,200 $156.7M 4.07% EC
6 APOLLO GLOBAL MANAGEMENT, INC 03769M106 Apr 2024 1,123,000 $151.1M 3.92% EC
7 GALLAGHER (ARTHUR J.) and CO 363576109 Apr 2024 599,900 $149.6M 3.88% EC
8 TAIWAN SEMICONDUCTOR MFG CO LTD 874039100 Jan 2026 450,100 $148.8M 3.86% EC
9 VERTIV HOLDINGS CO 92537N108 Apr 2024 785,800 $146.3M 3.80% EC
10 TOPBUILD CORP 89055F103 Apr 2024 294,300 $137.7M 3.57% EC
11 MICRON TECHNOLOGY INC 595112103 Jan 2026 313,500 $130.1M 3.38% EC
12 PARKER-HANNIFIN CORP 701094104 Apr 2024 114,600 $107.2M 2.78% EC
13 MICROSOFT CORP 594918104 Apr 2024 236,200 $101.6M 2.64% EC
14 EMCOR GROUP INC 29084Q100 Apr 2024 125,500 $90.5M 2.35% EC
15 CONSTELLATION ENERGY CORP 21037T109 Apr 2024 317,600 $89.1M 2.31% EC
16 BOSTON SCIENTIFIC CORP 101137107 Apr 2024 872,900 $81.6M 2.12% EC
17 TRANE TECHNOLOGIES PLC N/A Apr 2024 164,800 $69.3M 1.80% EC
18 ONEMAIN HLDGS INC 68268W103 Apr 2024 1,005,000 $65.9M 1.71% EC
19 MKS INC 55306N104 Jan 2026 271,700 $64.0M 1.66% EC
20 ARES MANAGEMENT CORP 03990B101 Jan 2026 410,700 $61.5M 1.60% EC
21 ATI INC 01741R102 Apr 2024 466,200 $56.1M 1.46% EC
22 BOYD GAMING CORP 103304101 Apr 2024 642,266 $54.3M 1.41% EC
23 ARISTA NETWORKS INC 040413205 Jan 2026 345,700 $49.0M 1.27% EC
24 DICKS SPORTING GOODS INC 253393102 Apr 2024 236,200 $47.7M 1.24% EC
25 COHERENT CORP 19247G107 Jan 2026 215,100 $45.6M 1.18% EC
26 NETFLIX INC 64110L106 Apr 2024 515,000 $43.0M 1.12% EC
27 BLOCK INC 852234103 Apr 2024 667,700 $40.3M 1.05% EC
28 EAGLE MATLS INC 26969P108 Apr 2024 197,000 $40.2M 1.04% EC
29 UBER TECHNOLOGIES INC 90353T100 Apr 2024 489,300 $39.2M 1.02% EC
30 US FOODS HOLDING CORP 912008109 Apr 2024 458,200 $38.3M 0.99% EC
31 VISA INC 92826C839 Apr 2024 118,800 $38.2M 0.99% EC
32 ECHOSTAR CORP N/A Apr 2024 320,970 $36.3M 0.94% EC
33 ORACLE CORP 68389X105 Apr 2024 220,800 $36.3M 0.94% EC
34 Fidelity Revere Street Trust 31635A303 Apr 2024 33,517,977 $33.5M 0.87% STIV
35 IES HOLDINGS INC 44951W106 Jan 2026 84,500 $32.1M 0.83% EC
36 TRANSDIGM GROUP INC 893641100 Apr 2024 22,200 $31.7M 0.82% EC
37 EATON CORP PLC N/A Apr 2024 89,700 $31.5M 0.82% EC
38 MARTIN MARIETTA MATERIALS INC 573284106 Jan 2026 45,900 $29.9M 0.78% EC
39 AMAZON.COM INC 023135106 Apr 2024 123,000 $29.4M 0.76% EC
40 MASTERCARD INC 57636Q104 Apr 2024 54,100 $29.1M 0.76% EC
41 JAMES HARDIE INDUSTRIES PLC N/A Apr 2024 1,260,600 $29.0M 0.75% EC
42 MOODYS CORP 615369105 Apr 2024 53,600 $27.6M 0.72% EC
43 TENET HEALTHCARE CORP 88033G407 Apr 2024 143,109 $27.1M 0.70% EC
44 APPLOVIN CORP 03831W108 Jan 2026 55,400 $26.2M 0.68% EC
45 KKR and CO INC 48251W104 Jan 2026 228,100 $26.1M 0.68% EC
46 NVENT ELECTRIC PLC N/A Apr 2024 225,300 $25.3M 0.66% EC
47 SHOPIFY INC 82509L107 Jan 2026 177,700 $23.3M 0.61% EC
48 MARVELL TECHNOLOGY INC 573874104 Apr 2024 284,500 $22.5M 0.58% EC
49 KLA CORP 482480100 Apr 2024 15,300 $21.8M 0.57% EC
50 RED ROCK RESORTS INC 75700L108 Apr 2024 330,200 $20.8M 0.54% EC
51 BROADCOM INC 11135F101 Apr 2024 62,600 $20.7M 0.54% EC
52 CONSTRUCTION PARTNERS INC 21044C107 Jan 2026 188,700 $20.7M 0.54% EC
53 BUILDERS FIRSTSOURCE INC 12008R107 Apr 2024 166,503 $19.0M 0.49% EC
54 DELL TECHNOLOGIES INC 24703L202 Apr 2024 154,700 $17.7M 0.46% EC
55 ON SEMICONDUCTOR CORP 682189105 Apr 2024 287,996 $17.2M 0.45% EC
56 RIOT PLATFORMS INC 767292105 Jan 2026 1,102,200 $17.1M 0.44% EC
57 WILLSCOT HOLDINGS CORP 971378104 Apr 2024 792,900 $15.9M 0.41% EC
58 NXP SEMICONDUCTORS NV N/A Apr 2024 68,800 $15.6M 0.40% EC
59 FLUTTER ENTERTAINMENT PLC N/A Apr 2024 92,000 $15.1M 0.39% EC
60 CELSIUS HOLDINGS INC 15118V207 Apr 2024 286,500 $15.0M 0.39% EC
61 MONDAY.COM LTD N/A Apr 2024 121,900 $14.0M 0.36% EC
62 PULTE GROUP INC 745867101 Apr 2024 105,900 $13.2M 0.34% EC
63 BLUE OWL CAPITAL INC 09581B103 Jan 2026 960,455 $13.1M 0.34% EC
64 CARLISLE COS INC 142339100 Apr 2024 38,400 $13.1M 0.34% EC
65 CHEMOURS CO/THE 163851108 Apr 2024 817,428 $12.3M 0.32% EC
66 ENERGY TRANSFER LP 29273V100 Jan 2026 590,200 $10.9M 0.28% EC
67 TERAWULF INC 88080T104 Jan 2026 793,400 $10.6M 0.28% EC
68 ON HOLDING AG N/A Apr 2024 219,136 $9.9M 0.26% EC
69 DR HORTON INC 23331A109 Apr 2024 64,200 $9.6M 0.25% EC
70 PERFORMANCE FOOD GROUP CO 71377A103 Apr 2024 48,800 $4.7M 0.12% EC
71 Studio City International Holdings Ltd 86389T106 Apr 2024 1,090,629 $3.3M 0.09% EC
72 Studio City International Holdings Ltd N/A Apr 2024 993,219 $3.0M 0.08% EC
73 MEDLINE INC 58507V107 Jan 2026 63,500 $2.8M 0.07% EC
74 NEW COTAI LLC N/A Apr 2024 571,305 $551K 0.01% DBT
75 NEW COTAI LLC / NEW COTAI CAP CORP 0762132D Apr 2024 411,029 $74K 0.00% EC
76 GENCO SHIPPING and TRADING LTD N/A Apr 2024 1,493 $31K 0.00% EC