Fidelity Select Portfolios. Holdings as of May 31, 2026, from Form N-PORT.
Share of net assets at the report date, for the whole fund across all share classes.
| Holding | Weight | Value | Shares or units |
|---|---|---|---|
| LINDE PLC | 16.41% | $135.17M | 271,586 |
| NEWMONT CORPNEM | 6.24% | $51.37M | 467,800 |
| FREEPORT-MCMORAN INCFCX | 6.09% | $50.12M | 762,700 |
| ECOLAB INCECL | 5.71% | $47.05M | 183,800 |
| NUCOR CORPNUE | 4.80% | $39.50M | 158,000 |
| AIR PRODUCTS and CHEMICALS INCAPD | 4.19% | $34.49M | 123,800 |
| CORTEVA INCCTVA | 3.80% | $31.32M | 400,111 |
| CRH PLC | 3.65% | $30.09M | 276,600 |
| SHERWIN WILLIAMS COSHW | 3.14% | $25.86M | 85,100 |
| STEEL DYNAMICS INCSTLD | 3.07% | $25.29M | 97,200 |
| ALBEMARL CORPALB | 2.99% | $24.63M | 139,600 |
| SOLSTICE ADVANCED MATERIALS INCSOLS | 2.94% | $24.22M | 287,600 |
| VULCAN MATERIALS COVMC | 2.91% | $23.96M | 84,700 |
| MARTIN MARIETTA MATERIALS INCMLM | 2.75% | $22.68M | 39,000 |
| DOW INCDOW | 2.03% | $16.68M | 494,200 |
| LYONDELLBASELL INDS NV | 1.93% | $15.86M | 237,900 |
| SMURFIT WESTROCK PLC | 1.88% | $15.44M | 375,300 |
| ALTIUS MINERALS CORP | 2.51% | $14.99M | 491,900 |
| ALCOA CORPAA | 1.81% | $14.91M | 192,100 |
| BALCHEM CORPBCPC | 1.54% | $12.72M | 81,154 |
| CROWN HOLDINGS INCCCK | 1.01% | $8.33M | 87,559 |
| HECLA MINING COHL | 0.98% | $8.04M | 452,700 |
| CLEVELAND-CLIFFS INCCLF | 0.98% | $8.04M | 591,000 |
| AVERY DENNISON CORPAVY | 0.89% | $7.36M | 46,300 |
| TECK RESOURCES LTDTECK | 0.89% | $7.36M | 111,200 |
| COMMERCIAL METALS COCMC | 0.89% | $7.30M | 96,000 |
| ELEMENT SOLUTIONS INCESI | 0.72% | $5.97M | 140,600 |
| INTERNATIONAL PAPER COIP | 0.72% | $5.91M | 176,600 |
| DUPONT DE NEMOURS INCDD | 0.71% | $5.84M | 120,700 |
| Fidelity Revere Street TrustCash or money market | 0.70% | $5.78M | 5,780,679 |
| Fidelity Revere Street TrustCash or money market | 0.70% | $5.77M | 5,768,896 |
| MOSAIC COMOS | 0.70% | $5.75M | 240,400 |
| WHEATON PRECIOUS METALS CORPWPM | 0.93% | $5.57M | 57,100 |
| COEUR MINING INCCDE | 0.65% | $5.39M | 279,100 |
| PACKAGING CORP OF AMERICAPKG | 0.64% | $5.23M | 23,900 |
| METALLA ROYALTY AND STREAMING LTDMTA | 0.81% | $4.85M | 850,300 |
| CELANESE CORP DELCE | 0.58% | $4.79M | 90,100 |
| FIRST QUANTUM MINERALS LTD | 0.66% | $3.96M | 177,500 |
| AGNICO EAGLE MINES LTDAEM | 0.63% | $3.77M | 28,300 |
| SONOCO PRODUCTS COSON | 0.44% | $3.65M | 74,900 |
| AMRIZE LTD | 0.40% | $3.32M | 61,000 |
| BALL CORPBALL | 0.36% | $2.98M | 54,600 |
| HB FULLER COFUL | 0.36% | $2.94M | 45,900 |
| OLIN CORPOLN | 0.34% | $2.77M | 107,000 |
| CHEMOURS CO/THECC | 0.32% | $2.68M | 120,761 |
| MCEWEN INCMUX | 0.32% | $2.66M | 121,400 |
| WESTLAKE CORPWLK | 0.32% | $2.64M | 30,400 |
| HUNTSMAN CORPHUN | 0.32% | $2.62M | 170,600 |
| QUAKER HOUGHTONKWR | 0.31% | $2.58M | 18,000 |
| STANDARD LITHIUM LTDSLI | 0.43% | $2.55M | 895,800 |