ST

Select Technology Portfolio | FSPTX

Mutual Fund
Select Technology Portfolio
Last update 2025-06-16 64 Stocks (1 new)
Value $15.95 Bil Turnover 12 %
Countries:
Top Holdings: NVDA(21.88%)AAPL(16.57%)MSFT(9.55%)MRVL(4.55%)CSCO(4.14%)
Summary Stock Picks Current Portfolio
Select Technology Portfolio Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
27,935,440
3,489,695.2
+5.07%
21.880
+1.06%
0.110
+70.47%
+28.85%
4,219,047.4
Semiconductors
AAPL
Apple Inc
10,925,050
2,642,114.1
-10.26%
16.570
-1.75%
0.070
+6.76%
-15.93%
3,136,822.2
Hardware
MSFT
Microsoft Corp
3,836,186
1,522,927.5
-1.09%
9.550
-0.11%
0.050
+39.39%
+21.87%
3,803,232.7
Software
MRVL
Marvell Technology Inc
7,905,817
725,912.1
-4.25%
4.550
-0.19%
0.920
+39.40%
-34.64%
62,087.0
Semiconductors
CSCO
Cisco Systems Inc
10,288,773
659,613.2
+10.45%
4.140
+0.39%
0.260
+23.23%
+17.64%
270,467.9
Hardware
NXPI
NXP Semiconductors NV
2,760,422
595,119.4
0%
3.730
0%
1.090
+32.10%
+9.05%
56,715.1
Semiconductors
NOW
ServiceNow Inc
591,395
549,855.4
0%
3.450
0%
0.290
+24.22%
-9.52%
198,689.8
Software
ON
ON Semiconductor Corp
9,552,608
449,450.2
+7.51%
2.820
+0.20%
2.290
+71.51%
-5.77%
24,826.6
Semiconductors
SHOP
Shopify Inc
3,607,100
403,995.2
+495.78%
2.530
+2.11%
0.280
+51.52%
+19.20%
165,089.3
Software
OKTA
Okta Inc
4,410,381
399,095.4
+3,270.85%
2.500
+2.43%
2.520
-5.95%
+16.88%
16,124.3
Software

Select Technology Portfolio's Historical Top Holdings Breakdowns

Select Technology Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OKTA
Okta Inc
2025-02-28
Add
Add
+2.43%
●
77.56 ($87.9) 100.26
$92.10
4.78%
Add 3270.85%
4,410,381
4,279,542
GFS
GLOBALFOUNDRIES Inc
2025-02-28
Add
Add
+2.28%
●
37.74 ($42.43) 46.01
$40.45
-4.67%
Add 1581.22%
9,968,012
9,375,107
SHOP
Shopify Inc
2025-02-28
Add
Add
+2.11%
●
101.61 ($113.3) 129.31
$126.75
11.87%
Add 495.78%
3,607,100
3,001,660
AAPL
Apple Inc
2025-02-28
Reduce
Reduce
-1.75%
●
222.64 ($240.93) 259.02
$210.02
-12.83%
Reduce -10.26%
10,925,050
-1,249,200
NVDA
NVIDIA Corp
2025-02-28
Add
Add
+1.06%
●
116.66 ($134.61) 149.43
$173.00
28.52%
Add 5.07%
27,935,440
1,349,200
TER
Teradyne Inc
2025-02-28
Add
Add
+0.99%
●
108.81 ($122.17) 140
$92.80
-24.04%
Add 5788.42%
1,460,328
1,435,528
IBM
International Business Machines Corp
International Business Machines Corp
2025-02-28
Sold Out
Sold Out
-0.98%
●
217.4 ($236.72) 264.74
$282.00
19.13%
Sold Out
0
-730,910
AVGO
Broadcom Inc
2025-02-28
Sold Out
Sold Out
-0.69%
●
162.08 ($218.2) 250
$286.45
31.28%
Sold Out
0
-723,600
CSCO
Cisco Systems Inc
2025-02-28
Add
Add
+0.39%
●
57.53 ($60.66) 64.87
$68.30
12.59%
Add 10.45%
10,288,773
973,500
SNDK
SanDisk Corp
2025-02-28
New Buy
New Buy
+0.37%
●
36 ($45.43) 50.37
$41.52
-8.61%
New holding
1,263,811
1,263,811

Select Technology Portfolio Total Holding History ($B)

To

Select Technology Portfolio's Asset Allocation

To

Select Technology Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Select Technology Portfolio's Hypothetical Growth since 2025-02-28

Select Technology Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Select Technology Portfolio's Holdings Heat Map

Size field:

Select Technology Portfolio's Holdings Bubble Chart

Select Technology Portfolio News

  • 1

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