Select Materials Portfolio
Registrant
Fidelity Select Portfolios
Class tickers
FIJFX
FMFAX
FMFCX
FMFEX
FMFTX
FSDPX
Net Assets
$790,780,765
Holdings
40
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 40
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Portfolio coverage: 40 of
52 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | FCX | 841,000 | $63,697,340 | 8.05% | Long | EC | |
| NEWMONT CORP | NEM | 501,700 | $63,244,302 | 8.00% | Long | EC | |
| ECOLAB INC | ECL | 172,400 | $48,823,680 | 6.17% | Long | EC | |
| CORTEVA INC | CTVA | 430,911 | $36,467,998 | 4.61% | Long | EC | |
| NUCOR CORP | NUE | 141,800 | $35,398,952 | 4.48% | Long | EC | |
| AIR PRODUCTS and CHEMICALS INC | APD | 102,700 | $31,781,542 | 4.02% | Long | EC | |
| ALBEMARL CORP | ALB | 218,300 | $29,463,951 | 3.73% | Long | EC | |
| SHERWIN WILLIAMS CO | SHW | 76,400 | $25,885,084 | 3.27% | Long | EC | |
| VULCAN MATERIALS CO | VMC | 81,100 | $21,862,938 | 2.76% | Long | EC | |
| MARTIN MARIETTA MATERIALS INC | MLM | 37,900 | $19,658,730 | 2.49% | Long | EC | |
| STEEL DYNAMICS INC | STLD | 84,000 | $19,540,080 | 2.47% | Long | EC | |
| SOLSTICE ADVANCED MATERIALS INC | SOLS | 235,700 | $14,941,023 | 1.89% | Long | EC | |
| NUTRIEN LTD | NTR | 174,200 | $13,157,326 | 1.66% | Long | EC | |
| CROWN HOLDINGS INC | CCK | 84,359 | $9,818,544 | 1.24% | Long | EC | |
| WHEATON PRECIOUS METALS CORP | WPM | 63,400 | $9,555,630 | 1.21% | Long | EC | |
| COEUR MINING INC | CDE | 443,200 | $9,209,696 | 1.16% | Long | EC | |
| TECK RESOURCES LTD | TECK | 132,600 | $9,032,712 | 1.14% | Long | EC | |
| HECLA MINING CO | HL | 447,000 | $8,881,890 | 1.12% | Long | EC | |
| METALLA ROYALTY AND STREAMING LTD | MTA | 840,000 | $8,752,801 | 1.11% | Long | EC | |
| CF INDUSTRIES HOLDINGS INC | CF | 53,000 | $6,891,590 | 0.87% | Long | EC | |
| DOW INC | DOW | 224,800 | $6,860,896 | 0.87% | Long | EC | |
| INTERNATIONAL PAPER CO | IP | 172,200 | $6,531,546 | 0.83% | Long | EC | |
| AVERY DENNISON CORP | AVY | 35,100 | $6,111,261 | 0.77% | Long | EC | |
| BALL CORP | BALL | 92,900 | $5,849,913 | 0.74% | Long | EC | |
| COMMERCIAL METALS CO | CMC | 85,000 | $5,734,950 | 0.73% | Long | EC | |
| AGNICO EAGLE MINES LTD | AEM | 27,300 | $5,539,579 | 0.70% | Long | EC | |
| ALCOA CORP | AA | 107,700 | $5,379,615 | 0.68% | Long | EC | |
| CLEVELAND-CLIFFS INC | CLF | 420,400 | $4,855,620 | 0.61% | Long | EC | |
| PACKAGING CORP OF AMERICA | PKG | 20,700 | $4,842,558 | 0.61% | Long | EC | |
| ELEMENT SOLUTIONS INC | ESI | 108,900 | $3,870,306 | 0.49% | Long | EC | |
| URANIUM ROYALTY CORP | UROY | 862,653 | $3,631,769 | 0.46% | Long | EC | |
| MCEWEN INC | MUX | 158,200 | $3,189,312 | 0.40% | Long | EC | |
| QUAKER HOUGHTON | KWR | 18,000 | $2,984,400 | 0.38% | Long | EC | |
| HB FULLER CO | FUL | 45,900 | $2,522,205 | 0.32% | Long | EC | |
| INGEVITY CORP | NGVT | 35,100 | $2,432,079 | 0.31% | Long | EC | |
| WESTLAKE CORP | WLK | 24,000 | $1,801,680 | 0.23% | Long | EC | |
| ECOVYST INC | ECVT | 151,400 | $1,539,738 | 0.19% | Long | EC | |
| HUNTSMAN CORP | HUN | 140,800 | $1,348,864 | 0.17% | Long | EC | |
| BALCHEM CORP | BCPC | 6,700 | $1,178,463 | 0.15% | Long | EC | |
| CHEMOURS CO/THE | CC | 48,261 | $750,941 | 0.09% | Long | EC |