FSELX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	25.72%	37,293,080
2	AVGO	Broadcom Inc.	12.44%	9,878,052
3	MRVL	Marvell Technology, Inc.	9.43%	29,526,485
4	MU	Micron Technology, Inc.	7.09%	9,301,451
5	NXPI	NXP Semiconductors N.V.	5.98%	8,390,006
6	LRCX	Lam Research Corporation	5.25%	9,784,357
7	MPWR	Monolithic Power Systems, Inc.	4.91%	1,434,147
8	ON	ON Semiconductor Corporation	4.39%	25,721,808
9	TSM	Taiwan Semiconductor Manufacturing Company Limited	3.70%	3,614,139
10	GFS	GlobalFoundries Inc.	3.21%	26,513,633
11	ALAB	Astera Labs, Inc.	3.11%	4,889,745
12	NVMI	Nova Ltd.	2.26%	1,928,080
13	WDC	Western Digital Corporation	2.13%	4,160,955
14	n/a	Fidelity Cash Central Fund	1.67%	488,891,626
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.59%	3,145,164
16	ALGM	Allegro MicroSystems, Inc.	1.41%	13,883,321
17	TYO: 285A	Kioxia Holdings Corporation	1.04%	4,362,200
18	AMD	Advanced Micro Devices, Inc.	1.02%	1,164,400
19	PI	Impinj, Inc.	0.77%	1,122,366
20	INTC	Intel Corporation	0.70%	5,111,000
21	ENTG	Entegris, Inc.	0.50%	1,605,218
22	SIMO	Silicon Motion Technology Corporation	0.41%	1,220,400
23	SYNA	Synaptics Incorporated	0.33%	1,366,828
24	COHR	Coherent Corp.	0.29%	653,962
25	n/a	Frore Systems Inc Ser C Pc Pp	0.06%	1,078,255

Showing 25 of 57 holdings

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As of Oct 31, 2025

Asset Allocation