Holdings (Monthly) Guide ↗

Select Defense and Aerospace Portfolio

· Fidelity Select Portfolios

Monthly Holdings $3.9B AUM 4 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	BAE SYSTEMS PLC	N/A	Feb 2026	1,179,500	NEW	$32.1M	—	0.83%	EC
2	HENSOLDT AG	N/A	Feb 2026	35,600	NEW	$3.7M	—	0.10%	EC
3	ARXIS INC	04339D105	May 2026	11,200	NEW	$503K	—	0.01%	EC
4	HAWKEYE 360 INC	420201105	May 2026	6,500	NEW	$215K	—	0.01%	EC