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Holdings (Monthly) Guide ↗

Select Chemicals Portfolio

· Fidelity Select Portfolios
Monthly Holdings $440M AUM 31 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 5 New 5 Added 12 Reduced 1 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 LINDE PLC N/A Feb 2026 218,216 -10,100 $108.6M -6.4% 24.78% EC
2 SHERWIN WILLIAMS CO 824348106 Feb 2026 220,299 +1,500 $66.9M -15.6% 15.27% EC
3 ELEMENT SOLUTIONS INC 28618M106 Feb 2026 749,043 -137,800 $31.8M +2.1% 7.25% EC
4 CORTEVA INC 22052L104 Feb 2026 276,293 -11,500 $21.6M -6.2% 4.94% EC
5 AIR PRODUCTS and CHEMICALS INC 009158106 Feb 2026 68,011 $18.9M +1.1% 4.32% EC
6 PPG INDUSTRIES INC 693506107 Feb 2026 165,200 -3,900 $18.7M -10.5% 4.26% EC
7 ECOLAB INC 278865100 Feb 2026 72,600 -700 $18.6M -17.8% 4.24% EC
8 SCOTTS MIRACLE GRO CO (THE) 810186106 Feb 2026 283,200 +63,600 $16.7M +8.5% 3.81% EC
9 LYONDELLBASELL INDS NV N/A Feb 2026 215,700 NEW $14.4M 3.28% EC
10 INGEVITY CORP 45688C107 Feb 2026 200,900 +13,700 $13.6M +1.0% 3.11% EC
11 CF INDUSTRIES HOLDINGS INC 125269100 Feb 2026 109,817 -8,800 $12.3M +4.5% 2.82% EC
12 INTERNATIONAL FLAVORS and FRAGRANCES INC 459506101 Feb 2026 161,116 -6,300 $12.3M -11.0% 2.80% EC
13 SOLSTICE ADVANCED MATERIALS INC 83443Q103 Feb 2026 140,900 -5,600 $11.9M +3.2% 2.71% EC
14 EASTMAN CHEMICAL CO 277432100 Feb 2026 116,900 +6,200 $8.9M +6.1% 2.02% EC
15 SENSIENT TECHNOLOGIES CORP 81725T100 Feb 2026 77,700 -37,300 $8.8M -24.2% 2.02% EC
16 CABOT CORP 127055101 Feb 2026 97,300 $8.5M +14.9% 1.94% EC
17 MOSAIC CO 61945C103 Feb 2026 277,500 $6.6M -14.2% 1.51% EC
18 OLIN CORP 680665205 Feb 2026 217,400 $5.6M +2.0% 1.28% EC
19 DUPONT DE NEMOURS INC 26614N102 Feb 2026 113,594 $5.5M -3.2% 1.26% EC
20 AXALTA COATING SYSTEMS LTD N/A Feb 2026 175,700 NEW $5.4M 1.23% EC
21 WESTLAKE CORP 960413102 Feb 2026 52,356 +4,100 $4.5M -10.6% 1.04% EC
22 DOW INC 260557103 Feb 2026 116,900 $3.9M +9.8% 0.90% EC
23 AVIENT CORP 05368V106 May 2026 111,200 NEW $3.9M 0.90% EC
24 CHEMOURS CO/THE 163851108 Feb 2026 148,359 -27,900 $3.3M +2.3% 0.75% EC
25 Fidelity Revere Street Trust 31635A105 Feb 2026 2,224,955 -3,204,941 $2.2M -59.0% 0.51% STIV
26 HUNTSMAN CORP 447011107 Feb 2026 87,400 $1.3M +21.3% 0.31% EC
27 ORION SA N/A Feb 2026 124,326 NEW $950K 0.22% EC
28 Fidelity Revere Street Trust 31635A303 Feb 2026 853,690 -11,615,768 $854K -93.2% 0.19% STIV
29 TRONOX HOLDINGS PLC N/A Feb 2026 102,039 NEW $811K 0.19% EC
30 FMC CORP 302491303 Feb 2026 43,300 $591K -7.3% 0.13% EC
QUAKER HOUGHTON 747316107 19,500 SOLD $2.9M