Select Materials Portfolio (FSDPX) is an MF managed by Fidelity. Its largest position is LINDE PLC (LIN), representing 15.19% of fund assets.
Select Materials Portfolio Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FSDPX
- Type:
- MF
- Manager:
- Fidelity
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
LINDE PLC
|
15.19% | $128,232,278.88 | 252,386 |
|
-
ECOLAB INC.
|
7.71% | $65,061,850.00 | 211,000 |
|
-
NEWMONT Corp /DE/
|
6.76% | $57,044,000.00 | 438,800 |
|
-
FREEPORT-MCMORAN INC
|
5.11% | $43,149,104.00 | 633,800 |
|
-
Corteva, Inc.
|
3.84% | $32,449,481.32 | 405,011 |
|
-
Solstice Advanced Materials Inc.
|
3.57% | $30,179,244.00 | 384,400 |
|
-
Air Products & Chemicals, Inc.
|
3.56% | $30,048,030.00 | 109,000 |
|
-
NUCOR CORP
|
3.35% | $28,283,112.00 | 159,900 |
|
-
APPLIED MATERIALS INC /DE
|
3.21% | $27,067,488.00 | 225,600 |
|
-
MOSAIC CO
|
3.08% | $26,002,560.00 | 934,000 |
|
-
APPLIED MATERIALS INC /DE
|
3.02% | $25,521,624.00 | 443,700 |
|
-
MARTIN MARIETTA MATERIALS INC
|
2.86% | $24,153,549.00 | 35,700 |
|
-
Vulcan Materials CO
|
2.68% | $22,630,000.00 | 73,000 |
|
-
FIDELITY REVERE STREET TRUST
|
2.67% | $22,512,506.71 | 22,510,256 |
|
-
STEEL DYNAMICS INC
|
2.25% | $18,984,679.00 | 98,300 |
|
-
SHERWIN WILLIAMS CO
|
2.19% | $18,528,349.00 | 51,100 |
|
-
Smurfit Westrock plc
|
2.03% | $17,177,454.00 | 365,400 |
|
-
BALCHEM CORP
|
2.00% | $16,883,512.94 | 93,058 |
|
-
DOW INC.
|
1.88% | $15,915,067.00 | 517,900 |
|
-
ALTIUS MINERALS CORP
|
1.81% | $15,290,225.43 | 432,800 |
|
-
FIRST QUANTUM MINERALS LTD
|
1.42% | $12,003,046.81 | 400,900 |
|
-
Wheaton Precious Metals Corp.
|
1.40% | $11,830,066.35 | 72,600 |
|
-
Alcoa Corp
|
1.39% | $11,745,536.00 | 189,200 |
|
-
HECLA MINING CO/DE/
|
1.36% | $11,493,474.00 | 461,400 |
|
-
AGNICO EAGLE MINES LTD
|
1.12% | $9,494,823.50 | 37,800 |
|
-
Avery Dennison Corp
|
1.10% | $9,306,990.00 | 47,400 |
|
-
FIDELITY REVERE STREET TRUST
|
1.08% | $9,077,607.47 | 9,075,792 |
|
-
PACKAGING CORP OF AMERICA
|
1.06% | $8,914,176.00 | 38,400 |
|
-
CROWN HOLDINGS, INC.
|
1.04% | $8,785,121.40 | 76,659 |
|
-
INTERNATIONAL PAPER CO /NEW/
|
0.87% | $7,386,080.00 | 169,600 |
|
-
Metalla Royalty & Streaming Ltd.
|
0.87% | $7,353,123.51 | 812,500 |
|
-
COMMERCIAL METALS Co
|
0.87% | $7,308,010.00 | 99,700 |
|
-
Chemours Co
|
0.84% | $7,116,536.64 | 390,161 |
|
-
Element Solutions Inc
|
0.74% | $6,249,529.00 | 178,100 |
|
-
OLIN Corp
|
0.72% | $6,058,356.00 | 238,800 |
|
-
DuPont de Nemours, Inc.
|
0.72% | $6,039,828.00 | 120,700 |
|
-
Coeur Mining, Inc.
|
0.61% | $5,155,785.00 | 189,900 |
|
-
McEwen Inc.
|
0.58% | $4,859,190.00 | 171,400 |
|
-
CLEVELAND-CLIFFS INC.
|
0.52% | $4,430,296.00 | 415,600 |
|
-
WESTLAKE CORP
|
0.50% | $4,194,124.00 | 39,800 |
|
-
TECK RESOURCES LTD
|
0.48% | $4,063,410.00 | 69,000 |
|
-
SONOCO PRODUCTS CO
|
0.48% | $4,060,193.00 | 71,900 |
|
-
Ingevity Corp
|
0.46% | $3,904,026.00 | 54,200 |
|
-
Tronox Holdings plc
|
0.42% | $3,549,260.00 | 474,500 |
|
-
ALAMOS GOLD INC
|
0.39% | $3,316,972.25 | 61,200 |
|
-
Huntsman CORP
|
0.38% | $3,224,485.00 | 254,900 |
|
-
MAJOR DRILLING GROUP INTERNATIONAL INC
|
0.38% | $3,223,112.06 | 241,300 |
|
-
Ecovyst Inc.
|
0.37% | $3,112,774.00 | 276,200 |
|
-
Amrize Ltd
|
0.35% | $2,937,548.00 | 45,200 |
|
-
FULLER H B CO
|
0.35% | $2,924,540.00 | 44,500 |
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