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Holdings (Monthly) Guide ↗

Select Materials Portfolio

· Fidelity Select Portfolios
Monthly Holdings $830M AUM 26 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 ECOLAB INC 278865100 Feb 2026 183,800 -27,200 $47.1M -27.7% 5.71% EC
2 NUCOR CORP 670346105 Feb 2026 158,000 -1,900 $39.5M +39.7% 4.80% EC
3 CORTEVA INC 22052L104 Feb 2026 400,111 -4,900 $31.3M -3.5% 3.80% EC
4 STEEL DYNAMICS INC 858119100 Feb 2026 97,200 -1,100 $25.3M +33.2% 3.07% EC
5 SOLSTICE ADVANCED MATERIALS INC 83443Q103 Feb 2026 287,600 -96,800 $24.2M -19.7% 2.94% EC
6 DOW INC 260557103 Feb 2026 494,200 -23,700 $16.7M +4.8% 2.03% EC
7 BALCHEM CORP 057665200 Feb 2026 81,154 -11,904 $12.7M -24.7% 1.54% EC
8 HECLA MINING CO 422704106 Feb 2026 452,700 -8,700 $8.0M -30.0% 0.98% EC
9 WHEATON PRECIOUS METALS CORP 962879102 Feb 2026 57,100 -15,500 $7.7M -35.1% 0.93% EC
10 AVERY DENNISON CORP 053611109 Feb 2026 46,300 -1,100 $7.4M -20.9% 0.89% EC
11 COMMERCIAL METALS CO 201723103 Feb 2026 96,000 -3,700 $7.3M -0.1% 0.89% EC
12 ELEMENT SOLUTIONS INC 28618M106 Feb 2026 140,600 -37,500 $6.0M -4.5% 0.72% EC
13 Fidelity Revere Street Trust 31635A303 Feb 2026 5,780,679 -16,729,577 $5.8M -74.3% 0.70% STIV
14 Fidelity Revere Street Trust 31635A105 Feb 2026 5,768,896 -3,306,896 $5.8M -36.4% 0.70% STIV
15 MOSAIC CO 61945C103 Feb 2026 240,400 -693,600 $5.7M -77.9% 0.70% EC
16 FIRST QUANTUM MINERALS LTD 335934105 Feb 2026 177,500 -223,400 $5.5M -54.5% 0.66% EC
17 PACKAGING CORP OF AMERICA 695156109 Feb 2026 23,900 -14,500 $5.2M -41.3% 0.64% EC
18 AGNICO EAGLE MINES LTD 008474108 Feb 2026 28,300 -9,500 $5.2M -45.2% 0.63% EC
19 OLIN CORP 680665205 Feb 2026 107,000 -131,800 $2.8M -54.3% 0.34% EC
20 MAJOR DRILLING GROUP INTL INC 560909103 Feb 2026 218,900 -22,400 $2.7M -15.8% 0.33% EC
21 CHEMOURS CO/THE 163851108 Feb 2026 120,761 -269,400 $2.7M -62.4% 0.32% EC
22 MCEWEN INC 58039P305 Feb 2026 121,400 -50,000 $2.7M -45.3% 0.32% EC
23 WESTLAKE CORP 960413102 Feb 2026 30,400 -9,400 $2.6M -37.1% 0.32% EC
24 HUNTSMAN CORP 447011107 Feb 2026 170,600 -84,300 $2.6M -18.8% 0.32% EC
25 INGEVITY CORP 45688C107 Feb 2026 37,200 -17,000 $2.5M -35.4% 0.31% EC
26 ECOVYST INC 27923Q109 Feb 2026 151,400 -124,800 $2.0M -35.8% 0.24% EC