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Holdings (Monthly) Guide ↗

Select Tech Hardware Portfolio

· Fidelity Select Portfolios
Monthly Holdings $3.6B AUM 14 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 23 New 14 Added 4 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 WESTERN DIGITAL CORP 958102105 Feb 2026 786,200 +202,600 $417.6M +155.9% 11.70% EC
2 CISCO SYSTEMS INC 17275R102 Feb 2026 3,319,316 +1,266,000 $399.7M +145.0% 11.20% EC
3 SAMSUNG ELECTRONICS CO LTD N/A Feb 2026 1,268,190 +1,074,390 $266.4M +5902.1% 7.46% EC
4 APPLE INC 037833100 Feb 2026 765,724 +340,400 $239.0M +112.7% 6.69% EC
5 ARISTA NETWORKS INC 040413205 Feb 2026 1,438,300 +438,300 $229.4M +71.8% 6.43% EC
6 SANDISK CORP/DE 80004C200 Feb 2026 102,400 +1,100 $173.6M +169.7% 4.86% EC
7 MOTOROLA SOLUTIONS INC 620076307 Feb 2026 345,000 +153,300 $139.1M +50.5% 3.90% EC
8 Fidelity Revere Street Trust 31635A105 Feb 2026 116,858,771 +108,131,018 $116.9M +1238.9% 3.27% STIV
9 CIENA CORP 171779309 Feb 2026 184,666 +6,000 $107.1M +72.0% 3.00% EC
10 KEYSIGHT TECHNOLOGIES INC 49338L103 Feb 2026 234,300 +61,600 $79.3M +49.4% 2.22% EC
11 TD SYNNEX CORP 87162W100 Feb 2026 227,056 +27,000 $59.3M +89.1% 1.66% EC
12 ALPHABET INC 02079K305 Feb 2026 129,680 +6,300 $49.3M +28.2% 1.38% EC
13 AMAZON.COM INC 023135106 Feb 2026 162,700 +78,100 $44.0M +147.9% 1.23% EC
14 EVERPURE INC 74624M102 Feb 2026 455,997 +12,400 $36.3M +27.3% 1.02% EC