Holdings (Monthly)
Guide ↗
Select Materials Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | LINDE PLC | N/A | Feb 2026 | 252,386 | $128.2M | 15.19% | EC |
| 2 | ECOLAB INC | 278865100 | Feb 2026 | 211,000 | $65.1M | 7.71% | EC |
| 3 | NEWMONT CORP | 651639106 | Feb 2026 | 438,800 | $57.0M | 6.76% | EC |
| 4 | FREEPORT-MCMORAN INC | 35671D857 | Feb 2026 | 633,800 | $43.1M | 5.11% | EC |
| 5 | CORTEVA INC | 22052L104 | Feb 2026 | 405,011 | $32.4M | 3.84% | EC |
| 6 | SOLSTICE ADVANCED MATERIALS INC | 83443Q103 | Feb 2026 | 384,400 | $30.2M | 3.57% | EC |
| 7 | AIR PRODUCTS and CHEMICALS INC | 009158106 | Feb 2026 | 109,000 | $30.0M | 3.56% | EC |
| 8 | NUCOR CORP | 670346105 | Feb 2026 | 159,900 | $28.3M | 3.35% | EC |
| 9 | CRH PLC | N/A | Feb 2026 | 225,600 | $27.1M | 3.21% | EC |
| 10 | MOSAIC CO | 61945C103 | Feb 2026 | 934,000 | $26.0M | 3.08% | EC |
| 11 | LYONDELLBASELL INDS NV | N/A | Feb 2026 | 443,700 | $25.5M | 3.02% | EC |
| 12 | MARTIN MARIETTA MATERIALS INC | 573284106 | Feb 2026 | 35,700 | $24.2M | 2.86% | EC |
| 13 | VULCAN MATERIALS CO | 929160109 | Feb 2026 | 73,000 | $22.6M | 2.68% | EC |
| 14 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 22,510,256 | $22.5M | 2.67% | STIV |
| 15 | STEEL DYNAMICS INC | 858119100 | Feb 2026 | 98,300 | $19.0M | 2.25% | EC |
| 16 | SHERWIN WILLIAMS CO | 824348106 | Feb 2026 | 51,100 | $18.5M | 2.19% | EC |
| 17 | SMURFIT WESTROCK PLC | N/A | Feb 2026 | 365,400 | $17.2M | 2.03% | EC |
| 18 | BALCHEM CORP | 057665200 | Feb 2026 | 93,058 | $16.9M | 2.00% | EC |
| 19 | DOW INC | 260557103 | Feb 2026 | 517,900 | $15.9M | 1.88% | EC |
| 20 | ALTIUS MINERALS CORP | 020936100 | Feb 2026 | 432,800 | $15.3M | 1.81% | EC |
| 21 | FIRST QUANTUM MINERALS LTD | 335934105 | Feb 2026 | 400,900 | $12.0M | 1.42% | EC |
| 22 | WHEATON PRECIOUS METALS CORP | 962879102 | Feb 2026 | 72,600 | $11.8M | 1.40% | EC |
| 23 | ALCOA CORP | 013872106 | Feb 2026 | 189,200 | $11.7M | 1.39% | EC |
| 24 | HECLA MINING CO | 422704106 | Feb 2026 | 461,400 | $11.5M | 1.36% | EC |
| 25 | AGNICO EAGLE MINES LTD | 008474108 | Feb 2026 | 37,800 | $9.5M | 1.12% | EC |
| 26 | AVERY DENNISON CORP | 053611109 | Feb 2026 | 47,400 | $9.3M | 1.10% | EC |
| 27 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 9,075,792 | $9.1M | 1.08% | STIV |
| 28 | PACKAGING CORP OF AMERICA | 695156109 | Feb 2026 | 38,400 | $8.9M | 1.06% | EC |
| 29 | CROWN HOLDINGS INC | 228368106 | Feb 2026 | 76,659 | $8.8M | 1.04% | EC |
| 30 | INTERNATIONAL PAPER CO | 460146103 | Feb 2026 | 169,600 | $7.4M | 0.87% | EC |
| 31 | METALLA ROYALTY AND STREAMING LTD | 59124U605 | Feb 2026 | 812,500 | $7.4M | 0.87% | EC |
| 32 | COMMERCIAL METALS CO | 201723103 | Feb 2026 | 99,700 | $7.3M | 0.87% | EC |
| 33 | CHEMOURS CO/THE | 163851108 | Feb 2026 | 390,161 | $7.1M | 0.84% | EC |
| 34 | ELEMENT SOLUTIONS INC | 28618M106 | Feb 2026 | 178,100 | $6.2M | 0.74% | EC |
| 35 | OLIN CORP | 680665205 | Feb 2026 | 238,800 | $6.1M | 0.72% | EC |
| 36 | DUPONT DE NEMOURS INC | 26614N102 | Feb 2026 | 120,700 | $6.0M | 0.72% | EC |
| 37 | COEUR MINING INC | 192108504 | Feb 2026 | 189,900 | $5.2M | 0.61% | EC |
| 38 | MCEWEN INC | 58039P305 | Feb 2026 | 171,400 | $4.9M | 0.58% | EC |
| 39 | CLEVELAND-CLIFFS INC | 185899101 | Feb 2026 | 415,600 | $4.4M | 0.52% | EC |
| 40 | WESTLAKE CORP | 960413102 | Feb 2026 | 39,800 | $4.2M | 0.50% | EC |
| 41 | TECK RESOURCES LTD | 878742204 | Feb 2026 | 69,000 | $4.1M | 0.48% | EC |
| 42 | SONOCO PRODUCTS CO | 835495102 | Feb 2026 | 71,900 | $4.1M | 0.48% | EC |
| 43 | INGEVITY CORP | 45688C107 | Feb 2026 | 54,200 | $3.9M | 0.46% | EC |
| 44 | TRONOX HOLDINGS PLC | N/A | Feb 2026 | 474,500 | $3.5M | 0.42% | EC |
| 45 | ALAMOS GOLD INC | 011532108 | Feb 2026 | 61,200 | $3.3M | 0.39% | EC |
| 46 | HUNTSMAN CORP | 447011107 | Feb 2026 | 254,900 | $3.2M | 0.38% | EC |
| 47 | MAJOR DRILLING GROUP INTL INC | 560909103 | Feb 2026 | 241,300 | $3.2M | 0.38% | EC |
| 48 | ECOVYST INC | 27923Q109 | Feb 2026 | 276,200 | $3.1M | 0.37% | EC |
| 49 | AMRIZE LTD | N/A | Feb 2026 | 45,200 | $2.9M | 0.35% | EC |
| 50 | HB FULLER CO | 359694106 | Feb 2026 | 44,500 | $2.9M | 0.35% | EC |
| 51 | GRAPHIC PACKAGING HOLDING CO | 388689101 | Feb 2026 | 230,800 | $2.8M | 0.33% | EC |
| 52 | QUAKER HOUGHTON | 747316107 | Feb 2026 | 18,000 | $2.6M | 0.31% | EC |
| 53 | INNOSPEC INC | 45768S105 | Feb 2026 | 31,500 | $2.4M | 0.29% | EC |
| 54 | CELANESE CORP DEL | 150870103 | Feb 2026 | 8,300 | $415K | 0.05% | EC |