Holdings (Monthly) Guide ↗

Select Defense and Aerospace Portfolio

· Fidelity Select Portfolios

Monthly Holdings $3.9B AUM 6 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 4 New 6 Added 21 Reduced 1 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	RTX CORP	75513E101	Feb 2026	2,769,100	+14,300	$497.5M	-10.9%	12.88%	EC
2	TRANSDIGM GROUP INC	893641100	Feb 2026	81,400	+12,100	$102.4M	+13.5%	2.65%	EC
3	MERCURY SYSTEMS INC	589378108	Feb 2026	658,000	+187,000	$73.5M	+75.3%	1.90%	EC
4	LEONARDO DRS INC	52661A108	Feb 2026	718,700	+200	$35.0M	+12.4%	0.91%	EC
5	KARMAN HOLDINGS INC	485924104	Feb 2026	434,900	+8,100	$25.0M	-33.5%	0.65%	EC
6	Fidelity Revere Street Trust	31635A105	Feb 2026	17,732,289	+182,666	$17.7M	+1.0%	0.46%	STIV