Fidelity Select Defense and Aerospace Portfolio (FSDAX)

FSDAX Holdings List

As of Oct 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	GE	GE Aerospace	20.70%	2,277,000
2	BA	The Boeing Company	12.82%	2,167,000
3	RTX	RTX Corporation	10.14%	1,930,900
4	HWM	Howmet Aerospace Inc.	5.02%	828,700
5	GD	General Dynamics Corporation	4.60%	453,500
6	AXON	Axon Enterprise, Inc.	3.78%	175,400
7	TDG	TransDigm Group Incorporated	3.38%	87,800
8	HEI.A	HEICO Corporation	3.08%	422,600
9	LHX	L3Harris Technologies, Inc.	2.69%	316,300
10	CW	Curtiss-Wright Corporation	2.55%	145,400
11	LON: RR	Rolls-Royce Holdings plc	2.44%	5,390,000
12	TXT	Textron Inc.	2.29%	961,000
13	NOC	Northrop Grumman Corporation	2.24%	130,300
14	HII	Huntington Ingalls Industries, Inc.	2.20%	232,300
15	WWD	Woodward, Inc.	2.13%	276,000
16	TSX: BBD.B	Bombardier Inc.	2.09%	509,100
17	LMT	Lockheed Martin Corporation	2.09%	144,100
18	n/a	Fidelity Cash Central Fund	2.05%	69,675,814
19	RKLB	Rocket Lab Corporation	1.85%	996,500
20	ATI	ATI Inc.	1.54%	529,000
21	SPR	Spirit AeroSystems Holdings, Inc.	1.40%	1,297,300
22	SARO	StandardAero, Inc.	1.15%	1,350,900
23	MRCY	Mercury Systems, Inc.	0.98%	431,800
24	CACI	CACI International Inc	0.86%	51,900
25	CRS	Carpenter Technology Corporation	0.78%	83,600

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%