Select Chemicals Portfolio
Filed by Fidelity Select Portfolios. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.
What it holds
Largest share of the fund first.
| Company | % of fund | Value |
|---|---|---|
| SHWSherwin-Williams Co | 15.24% | $64.8M |
| ESIElement Solutions Inc | 5.60% | $23.8M |
| CTVACorteva Inc | 5.02% | $21.4M |
| APDAir Products and Chemicals Inc | 4.95% | $21M |
| ECLEcolab Inc | 4.83% | $20.6M |
| PPGPPG Industries Inc | 4.36% | $18.5M |
| SMGScotts Miracle-Gro Co | 4.12% | $17.5M |
| CFCF Industries Holdings Inc | 3.36% | $14.3M |
| IFFInternational Flavors & Fragrances Inc | 3.27% | $13.9M |
| SOLSSolstice Advanced Materials Inc | 2.89% | $12.3M |
| EMNEastman Chemical Co | 1.99% | $8.5M |
| MOSMosaic Co | 1.57% | $6.7M |
| AVNTAvient Corp | 1.15% | $4.9M |
| WLKWestlake Corp | 1.02% | $4.3M |
| DOWDow Inc | 0.84% | $3.6M |
| OLNOlin Corp | 0.73% | $3.1M |
| CCChemours Co | 0.54% | $2.3M |
| CECelanese Corp | 0.41% | $1.7M |
| HUNHuntsman Corp | 0.20% | $837.3K |
| FMCFMC Corp | 0.12% | $499.2K |
Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.
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