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Holdings (Monthly) Guide ↗

Select Materials Portfolio

· Fidelity Select Portfolios
Monthly Holdings $830M AUM 9 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 9 New 18 Added 26 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CRH PLC N/A Feb 2026 276,600 NEW $30.1M 3.65% EC
2 ALBEMARL CORP 012653101 May 2026 139,600 NEW $24.6M 2.99% EC
3 LYONDELLBASELL INDS NV N/A Feb 2026 237,900 NEW $15.9M 1.93% EC
4 SMURFIT WESTROCK PLC N/A Feb 2026 375,300 NEW $15.4M 1.88% EC
5 STANDARD LITHIUM LTD 853606101 May 2026 895,800 NEW $3.5M 0.43% EC
6 AMRIZE LTD N/A Feb 2026 61,000 NEW $3.3M 0.40% EC
7 BALL CORP 058498106 May 2026 54,600 NEW $3.0M 0.36% EC
8 TRONOX HOLDINGS PLC N/A Feb 2026 284,300 NEW $2.3M 0.27% EC
9 TRIMAS CORP 896215209 May 2026 5,200 NEW $213K 0.03% EC