Holdings of Select Wireless Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 384.8M $ including 380.3M $ in equities, 98.8 %
- Positions
- 46 in 10 countries
- Top ten
- 63.6 % of net assets
- Filed on
- May 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Apple Inc | 175,120 | 54.6M $ | 14.20 % |
| 2 | Marvell Technology Inc | 187,700 | 38.5M $ | 10.00 % |
| 3 | QUALCOMM Inc | 138,850 | 34.9M $ | 9.06 % |
| 4 | Nokia Oyj | 1,425,800 | 21.2M $ | 5.50 % |
| 5 | Verizon Communications Inc | 411,801 | 19.7M $ | 5.12 % |
| 6 | T-Mobile US Inc | 100,116 | 18.8M $ | 4.88 % |
| 7 | AT&T Inc | 719,600 | 17.8M $ | 4.64 % |
| 8 | Motorola Solutions Inc | 39,168 | 15.8M $ | 4.10 % |
| 9 | AST SpaceMobile Inc | 103,500 | 11.7M $ | 3.05 % |
| 10 | STMicroelectronics NV | 167,100 | 11.6M $ | 3.01 % |
| 11 | American Tower Corp | 59,192 | 11.1M $ | 2.88 % |
| 12 | Telefonaktiebolaget LM Ericsson | 647,100 | 8.5M $ | 2.20 % |
| 13 | Vodafone Group PLC | 456,981 | 6.8M $ | 1.78 % |
| 14 | Globalstar Inc | 80,773 | 6.8M $ | 1.77 % |
| 15 | Viasat Inc | 81,101 | 6.5M $ | 1.70 % |
| 16 | Anterix Inc | 101,600 | 6.5M $ | 1.69 % |
| 17 | Crown Castle Inc | 67,001 | 6.1M $ | 1.59 % |
| 18 | Iridium Communications Inc | 107,300 | 5.6M $ | 1.44 % |
| 19 | Rogers Communications Inc | 143,700 | 5.5M $ | 1.44 % |
| 20 | BCE Inc | 215,400 | 5.4M $ | 1.41 % |
| 21 | America Movil SAB de CV | 202,800 | 5.1M $ | 1.34 % |
| 22 | Skyworks Solutions Inc | 56,200 | 4.4M $ | 1.14 % |
| 23 | TELUS Corp | 346,200 | 4.3M $ | 1.13 % |
| 24 | Alphabet Inc | 10,300 | 3.9M $ | 1.02 % |
| 25 | SBA Communications Corp | 18,900 | 3.8M $ | 1.00 % |
| 26 | BlackBerry Ltd | 427,100 | 3.8M $ | 1.00 % |
| 27 | Chunghwa Telecom Co Ltd | 83,200 | 3.6M $ | 0.95 % |
| 28 | InterDigital Inc | 14,200 | 3.6M $ | 0.93 % |
| 29 | Micron Technology Inc | 3,600 | 3.5M $ | 0.91 % |
| 30 | Sandisk Corp | 2,000 | 3.4M $ | 0.88 % |
| 31 | Taiwan Semiconductor Manufacturing Co Ltd | 7,300 | 3.1M $ | 0.79 % |
| 32 | Liberty Latin America Ltd | 338,100 | 2.8M $ | 0.72 % |
| 33 | Telephone and Data Systems Inc | 68,800 | 2.7M $ | 0.70 % |
| 34 | Telefonica Brasil SA | 185,900 | 2.4M $ | 0.63 % |
| 35 | Vistance Networks Inc | 189,900 | 2.4M $ | 0.62 % |
| 36 | EchoStar Corp | 13,800 | 1.8M $ | 0.46 % |
| 37 | Digi International Inc | 25,300 | 1.7M $ | 0.44 % |
| 38 | NVIDIA Corp | 7,500 | 1.6M $ | 0.41 % |
| 39 | Orange SA | 72,300 | 1.5M $ | 0.39 % |
| 40 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 4,000 | 1.5M $ | 0.38 % |
| 41 | RingCentral Inc | 32,200 | 1.4M $ | 0.36 % |
| 42 | NETGEAR Inc | 48,400 | 1.3M $ | 0.33 % |
| 43 | ZEGONA COMMUNICATIONS PLC | 47,700 | 1.2M $ | 0.31 % |
| 44 | Qorvo Inc | 9,100 | 942.4K $ | 0.24 % |
| 45 | Array Digital Infrastructure Inc | 12,100 | 615.4K $ | 0.16 % |
| 46 | Ubiquiti Inc | 900 | 525.5K $ | 0.14 % |
Sector breakdown
- Technology 45.5 %
- Communication 16.7 %
- Real estate 5.5 %
- Unattributed 32.3 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 94.3 %
- CAD 5.0 %
- EUR 0.4 %
- GBP 0.3 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 80.3 %
- Finland 5.6 %
- Canada 5.0 %
- Netherlands 3.0 %
- United Kingdom 2.1 %
- Mexico 1.4 %
- Taiwan 0.8 %
- Bermuda 0.7 %
- Brazil 0.6 %
- France 0.4 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 33 | 305.4M $ | 80.32 % |
| 2 | Finland | 1 | 21.2M $ | 5.56 % |
| 3 | Canada | 4 | 19.2M $ | 5.04 % |
| 4 | Netherlands | 1 | 11.6M $ | 3.05 % |
| 5 | United Kingdom | 2 | 8M $ | 2.11 % |
| 6 | Mexico | 1 | 5.1M $ | 1.35 % |
| 7 | Taiwan | 1 | 3.1M $ | 0.80 % |
| 8 | Bermuda | 1 | 2.8M $ | 0.73 % |
| 9 | Brazil | 1 | 2.4M $ | 0.64 % |
| 10 | France | 1 | 1.5M $ | 0.40 % |
Cite this page
Titelia. "Holdings of Select Wireless Portfolio". https://titelia.com/en/funds/S000007489