Titelia

Holdings of Select Wireless Portfolio

Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error

Net assets
306.6M $ including 305.1M $ in equities, 99.5 %
Positions
50 in 10 countries
Top ten
60.5 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 161,62042.7M $13.93 %
2T-Mobile US Inc 103,81622.5M $7.35 %
3AT&T Inc 755,50021.2M $6.90 %
4Motorola Solutions Inc 41,16819.9M $6.48 %
5Verizon Communications Inc 353,00117.7M $5.77 %
6Marvell Technology Inc 180,60014.8M $4.81 %
7QUALCOMM Inc 97,45013.9M $4.53 %
8Nokia Oyj 1,587,90012.3M $4.00 %
9American Tower Corp 56,79210.9M $3.55 %
10AST SpaceMobile Inc 122,6009.7M $3.17 %
11Vodafone Group PLC 517,0817.9M $2.59 %
12Telefonaktiebolaget LM Ericsson 658,4007.6M $2.49 %
13BCE Inc 240,5006.3M $2.06 %
14STMicroelectronics NV 183,1006.2M $2.01 %
15Rogers Communications Inc 153,9006.1M $2.00 %
16Crown Castle Inc 67,9016.1M $1.98 %
17America Movil SAB de CV 210,1005.5M $1.78 %
18InterDigital Inc 14,7005.4M $1.76 %
19Globalstar Inc 84,3735.3M $1.71 %
20TELUS Corp 361,4005M $1.62 %
21Viasat Inc 99,8014.6M $1.49 %
22Chunghwa Telecom Co Ltd 89,5003.9M $1.26 %
23SBA Communications Corp 19,1003.8M $1.25 %
24Telephone and Data Systems Inc 80,2003.6M $1.17 %
25Vistance Networks Inc 200,2003.5M $1.15 %
26EchoStar Corp 29,1003.4M $1.10 %
27Iridium Communications Inc 134,4003.2M $1.05 %
28Liberty Latin America Ltd 377,6003M $0.98 %
29Alphabet Inc 9,1002.8M $0.93 %
30Anterix Inc 74,5002.7M $0.90 %
31Skyworks Solutions Inc 45,3002.7M $0.88 %
32Sandisk Corp/DE 4,1002.6M $0.85 %
33Array Digital Infrastructure Inc 39,5511.9M $0.63 %
34Micron Technology Inc 4,3001.8M $0.58 %
35Orange SA 72,9001.6M $0.51 %
36Ubiquiti Inc 1,9001.5M $0.48 %
37MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 5,2001.3M $0.42 %
38NETGEAR Inc 55,4001.1M $0.37 %
39Zegona Communications plc 47,7001.1M $0.35 %
40Qorvo Inc 12,9001.1M $0.35 %
41Taiwan Semiconductor Manufacturing Co Ltd 2,600973.9K $0.32 %
42Digi International Inc 19,100932.5K $0.30 %
43RingCentral Inc 24,800904K $0.29 %
44Lam Research Corp 3,300771.8K $0.25 %
45KLA Corp 500762.3K $0.25 %
46Telefonica SA 168,849758.1K $0.25 %
47NVIDIA Corp 4,200744.2K $0.24 %
48Applied Materials Inc 1,800670.1K $0.22 %
49BlackBerry Ltd 167,700569.2K $0.19 %
50Spok Holdings Inc 3,20138.9K $0.01 %

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Sector breakdown

  • Technology 35.8 %
  • Communication 22.7 %
  • Real estate 6.8 %
  • Unattributed 34.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 93.2 %
  • CAD 5.9 %
  • EUR 0.5 %
  • GBP 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 81.3 %
  • Canada 5.9 %
  • Finland 4.0 %
  • United Kingdom 3.0 %
  • Netherlands 2.0 %
  • Mexico 1.8 %
  • Bermuda 1.0 %
  • France 0.5 %
  • Taiwan 0.3 %
  • Spain 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States37247.9M $81.25 %
2Canada418M $5.90 %
3Finland112.3M $4.02 %
4United Kingdom29M $2.96 %
5Netherlands16.2M $2.02 %
6Mexico15.5M $1.79 %
7Bermuda13M $0.98 %
8France11.6M $0.51 %
9Taiwan1973.9K $0.32 %
10Spain1758.1K $0.25 %
Cite this page

Titelia. "Holdings of Select Wireless Portfolio". https://titelia.com/en/funds/S000007489