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Select Tech Hardware Portfolio | FDCPXMutual Fund | |
| Select Tech Hardware Portfolio | |
| Last update 2026-07-24 | 31 Stocks (3 new) |
| Value $3.45 Bil | Turnover 28 % |
Select Tech Hardware Portfolio... Top Holdings of 2026-05-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WDC | Western Digital Corp | 786,200 | 417,637.3 | +34.72% | 12.120 | +3.12% | 0.230 | -24.13% | +148.09% | 153,929.4 | Hardware | |
CSCO | Cisco Systems Inc | 3,319,316 | 399,712.0 | +61.66% | 11.600 | +4.42% | 0.080 | -8.78% | +44.96% | 433,921.1 | Hardware | |
XKRX:005930 | Samsung Electronics Co Ltd | 1,268,190 | 266,438.8 | -32.90% | 7.730 | -5.03% | 0.020 | -22.71% | +108.33% | 1,582,438,662.5 | Hardware | |
AAPL | Apple Inc | 765,724 | 238,951.8 | +80.03% | 6.930 | +3.08% | 0.010 | +14.51% | +22.85% | 4,861,029.5 | Hardware | |
ANET | Arista Networks Inc | 1,438,300 | 229,365.7 | +43.83% | 6.660 | +2.03% | 0.110 | +15.05% | +43.33% | 236,870.6 | Hardware | |
DELL | Dell Technologies Inc | 424,847 | 178,822.4 | -2.68% | 5.190 | -0.09% | 0.070 | +35.29% | +328.32% | 339,702.0 | Hardware | |
SNDK | SanDisk Corp | 102,400 | 173,566.0 | +1.09% | 5.040 | +0.05% | 0.070 | -21.62% | +553.80% | 227,240.8 | Hardware | |
TSE:285A | Kioxia Holdings Corp | 411,700 | 170,222.2 | New Holding | 4.940 | +4.94% | 0.080 | -37.70% | +384.81% | 26,939,428.3 | Semiconductors | |
MSI | Motorola Solutions Inc | 345,000 | 139,131.6 | +79.97% | 4.040 | +1.80% | 0.210 | +15.36% | +24.39% | 78,465.6 | Hardware | |
TPE:2330 |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 1,464,999 | 108,229.2 | +12.69% | 3.140 | +0.35% | 0.010 | +3.03% | +54.46% | 61,719,040.8 | Semiconductors |
Select Tech Hardware Portfolio's Historical Top Holdings Breakdowns
Select Tech Hardware Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XKRX:005930 | Samsung Electronics Co Ltd | 2026-05-31 | Reduce Reduce | -5.03% | 167200 (₩223989) 317000 | ₩249,000.00 | 11.17% | Reduce -32.9% | 1,268,190 | -621,810 | |
TSE:285A | Kioxia Holdings Corp | 2026-05-31 | New Buy New Buy | +4.94% | 18030 (円33992.6) 65850 | 円50,590.00 | 48.83% | New holding | 411,700 | 411,700 | |
CSCO | Cisco Systems Inc | 2026-05-31 | Add Add | +4.42% | 76.21 ($90.51) 120.42 | $110.06 | 21.60% | Add 61.66% | 3,319,316 | 1,266,000 | |
WDC | Western Digital Corp | 2026-05-31 | Add Add | +3.12% | 245.25 ($375.57) 531.21 | $426.94 | 13.68% | Add 34.72% | 786,200 | 202,600 | |
AAPL | Apple Inc | 2026-05-31 | Add Add | +3.08% | 246.63 ($271.95) 312.51 | $333.08 | 22.48% | Add 80.03% | 765,724 | 340,400 | |
MSFT | Microsoft Corp | 2026-05-31 | Sold Out Sold Out | -2.17% | 356.77 ($402.86) 450.24 | $505.41 | 25.46% | Sold Out | 0 | -102,600 | |
ANET | Arista Networks Inc | 2026-05-31 | Add Add | +2.03% | 116.13 ($146.5) 177.73 | $187.81 | 28.20% | Add 43.83% | 1,438,300 | 438,300 | |
MSI | Motorola Solutions Inc | 2026-05-31 | Add Add | +1.80% | 383.99 ($435.64) 478.21 | $474.13 | 8.84% | Add 79.97% | 345,000 | 153,300 | |
TPE:2360 | Chroma Ate Inc | 2026-05-31 | New Buy New Buy | +1.37% | 1240 (NT$1913.08) 2625 | NT$2,140.00 | 11.86% | New holding | 590,000 | 590,000 | |
TSE:4062 | Ibiden Co Ltd | 2026-05-31 | Add Add | +1.18% | 7238 (円11751.7) 23000 | 円19,140.00 | 62.87% | Add 167.06% | 447,600 | 280,000 |
Select Tech Hardware Portfolio Total Holding History ($B)
Select Tech Hardware Portfolio's Asset Allocation
Select Tech Hardware Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Select Tech Hardware Portfolio's Hypothetical Growth since 2026-05-31
Select Tech Hardware Portfolio's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Select Tech Hardware Portfolio's Holdings Heat Map
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