Titelia

Holdings of Select Brokerage and Investment Management Portfolio

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

Net assets
989.2M $ including 986.2M $ in equities, 99.7 %
Positions
40 in 5 countries
Top ten
53.0 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Moody's Corp 165,70079.1M $8.00 %
2Charles Schwab Corp/The 823,36178.4M $7.92 %
3Intercontinental Exchange Inc 349,90057.4M $5.81 %
4Apollo Global Management Inc 539,76156.5M $5.71 %
5KKR & Co Inc 576,47550.5M $5.11 %
6Blue Owl Capital Inc 4,241,00044.7M $4.52 %
7S&P Global Inc 95,90042.4M $4.28 %
8Ares Management Corp 361,80040.5M $4.10 %
9Ameriprise Financial Inc 81,80038.5M $3.89 %
10Blackstone Inc 322,30036.5M $3.69 %
11Robinhood Markets Inc 432,10032.8M $3.31 %
12Cboe Global Markets Inc 104,73831.4M $3.17 %
13Interactive Brokers Group Inc 438,40031.2M $3.16 %
14LPL Financial Holdings Inc 93,60028.1M $2.84 %
15CME Group Inc 87,90028.1M $2.84 %
16Raymond James Financial Inc 181,40027.8M $2.81 %
17Carlyle Group Inc/The 455,20023.7M $2.39 %
18Nasdaq Inc 262,60023M $2.33 %
19Blackrock Inc 21,60023M $2.32 %
20MSCI Inc 39,00022.3M $2.25 %
21Coinbase Global Inc 112,80019.8M $2.01 %
22Tradeweb Markets Inc 146,70018.1M $1.83 %
23BGC Group Inc 1,877,60017.9M $1.81 %
24Evercore Inc 55,60017.2M $1.74 %
25MarketAxess Holdings Inc 74,30014.3M $1.44 %
26TPG Inc 279,30012.1M $1.23 %
27Jefferies Financial Group Inc 262,40011.7M $1.18 %
28Brookfield Asset Management Ltd 238,10011.1M $1.13 %
29Houlihan Lokey Inc 67,30011M $1.11 %
30PJT Partners Inc 68,71210.1M $1.03 %
31SEI Investments Co 124,40010.1M $1.02 %
32ICG PLC 439,80010M $1.01 %
33StepStone Group Inc 172,1007.4M $0.75 %
34Patria Investments Ltd 486,1726.4M $0.64 %
35Moelis & Co 94,7005.6M $0.57 %
36Galaxy Digital Inc 175,8003.6M $0.37 %
37Ridgepost Capital Inc 174,1001.4M $0.14 %
38CVC Capital Partners PLC 96,2131.4M $0.14 %
39EQT AB 29,400912.2K $0.09 %
40Open Lending Corp 171,300227.8K $0.02 %

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Sector breakdown

  • Financials 75.8 %
  • Unattributed 24.2 %

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

Currency breakdown

  • USD 98.8 %
  • GBP 1.0 %
  • EUR 0.1 %
  • SEK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.1 %
  • United Kingdom 1.0 %
  • Cayman Islands 0.6 %
  • Luxembourg 0.1 %
  • Sweden 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States36967.6M $98.11 %
2United Kingdom110M $1.01 %
3Cayman Islands16.4M $0.65 %
4Luxembourg11.4M $0.14 %
5Sweden1912.2K $0.09 %
Cite this page

Titelia. "Holdings of Select Brokerage and Investment Management Portfolio". https://titelia.com/en/funds/S000007490