Holdings (Monthly)
Guide ↗
Select Materials Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LINDE PLC | N/A | Feb 2026 | 271,586 | +226,386 | $135.2M | +4501.3% | 16.41% | EC |
| 2 | NEWMONT CORP | 651639106 | Feb 2026 | 467,800 | +29,000 | $51.4M | -9.9% | 6.24% | EC |
| 3 | FREEPORT-MCMORAN INC | 35671D857 | Feb 2026 | 762,700 | +128,900 | $50.1M | +16.1% | 6.09% | EC |
| 4 | AIR PRODUCTS and CHEMICALS INC | 009158106 | Feb 2026 | 123,800 | +14,800 | $34.5M | +14.8% | 4.19% | EC |
| 5 | SHERWIN WILLIAMS CO | 824348106 | Feb 2026 | 85,100 | +34,000 | $25.9M | +39.6% | 3.14% | EC |
| 6 | VULCAN MATERIALS CO | 929160109 | Feb 2026 | 84,700 | +11,700 | $24.0M | +5.9% | 2.91% | EC |
| 7 | MARTIN MARIETTA MATERIALS INC | 573284106 | Feb 2026 | 39,000 | +3,300 | $22.7M | -6.1% | 2.75% | EC |
| 8 | ALTIUS MINERALS CORP | 020936100 | Feb 2026 | 491,900 | +59,100 | $20.7M | +35.2% | 2.51% | EC |
| 9 | ALCOA CORP | 013872106 | Feb 2026 | 192,100 | +2,900 | $14.9M | +27.0% | 1.81% | EC |
| 10 | CROWN HOLDINGS INC | 228368106 | Feb 2026 | 87,559 | +10,900 | $8.3M | -5.2% | 1.01% | EC |
| 11 | CLEVELAND-CLIFFS INC | 185899101 | Feb 2026 | 591,000 | +175,400 | $8.0M | +81.4% | 0.98% | EC |
| 12 | TECK RESOURCES LTD | 878742204 | Feb 2026 | 111,200 | +42,200 | $7.4M | +81.1% | 0.89% | EC |
| 13 | METALLA ROYALTY AND STREAMING LTD | 59124U605 | Feb 2026 | 850,300 | +37,800 | $6.7M | -9.1% | 0.81% | EC |
| 14 | INTERNATIONAL PAPER CO | 460146103 | Feb 2026 | 176,600 | +7,000 | $5.9M | -20.0% | 0.72% | EC |
| 15 | COEUR MINING INC | 192108504 | Feb 2026 | 279,100 | +89,200 | $5.4M | +4.6% | 0.65% | EC |
| 16 | CELANESE CORP DEL | 150870103 | Feb 2026 | 90,100 | +81,800 | $4.8M | +1054.9% | 0.58% | EC |
| 17 | SONOCO PRODUCTS CO | 835495102 | Feb 2026 | 74,900 | +3,000 | $3.6M | -10.2% | 0.44% | EC |
| 18 | HB FULLER CO | 359694106 | Feb 2026 | 45,900 | +1,400 | $2.9M | +0.6% | 0.36% | EC |