Fidelity Select Defense & Aerospace (FSDAX)

FSDAX Holdings List

As of Jul 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	GE	General Electric Company	19.71%	2,137,200
2	BA	The Boeing Company	15.74%	2,086,300
3	RTX	RTX Corporation	9.97%	1,859,100
4	HWM	Howmet Aerospace Inc.	4.78%	781,200
5	GD	General Dynamics Corporation	4.43%	418,100
6	TDG	TransDigm Group Incorporated	4.28%	78,300
7	AXON	Axon Enterprise, Inc.	3.67%	142,800
8	HEI.A	HEICO Corporation	3.57%	406,900
9	LHX	L3Harris Technologies, Inc.	2.85%	304,500
10	LON: RR	Rolls-Royce Holdings plc	2.51%	5,189,400
11	NOC	Northrop Grumman Corporation	2.46%	125,400
12	CW	Curtiss-Wright Corporation	2.33%	140,000
13	WWD	Woodward, Inc.	2.32%	265,800
14	TXT	Textron Inc.	2.25%	848,900
15	HII	Huntington Ingalls Industries, Inc.	2.12%	223,600
16	LMT	Lockheed Martin Corporation	1.99%	138,800
17	TSX: BBD.B	Bombardier Inc.	1.94%	490,200
18	n/a	Fidelity Cash Central Fund	1.86%	54,665,496
19	SPR	Spirit AeroSystems Holdings, Inc.	1.67%	1,249,100
20	SARO	StandardAero, Inc.	1.26%	1,299,400
21	ATI	ATI Inc.	1.13%	433,000
22	ETR: MTX	MTU Aero Engines AG	0.84%	57,200
23	LON: BA	BAE Systems plc	0.80%	989,700
24	DRS	Leonardo DRS, Inc.	0.80%	566,500
25	MRCY	Mercury Systems, Inc.	0.74%	411,700

Showing 25 of 35 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	97.56%
Cash	2.44%

Sector Breakdown

Sector	% Weight
Industrials	91.69%
Other	5.89%
Technology	2.42%

Country Breakdown

Sector	% Weight
United States	96.69%
Netherlands	1.89%
Israel	1.35%
Other	0.07%