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Select Tech Hardware Portfolio | FDCPXMutual Fund | |
| Select Tech Hardware Portfolio | |
| Last update 2025-06-16 | 31 Stocks (7 new) |
| Value $1.04 Bil | Turnover 20 % |
Select Tech Hardware Portfolio... Top Holdings of 2025-02-28
View Full List
| Ticker |
|---|
CSCO |
PANW |
AAPL |
XKRX:005930 |
MSI |
HKSE:01810 |
ANET |
TSE:6758 |
TSE:7974 |
WDC |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSCO | Cisco Systems Inc | 2,042,721 | 130,958.8 | -17.89% | 12.620 | -2.61% | 0.050 | +12.09% | +16.23% | 268,844.3 | Hardware | |
PANW | Palo Alto Networks Inc | 508,268 | 96,789.5 | +93.67% | 9.330 | +4.51% | 0.080 | +9.15% | +10.84% | 134,486.9 | Software | |
AAPL | Apple Inc | 335,630 | 81,168.8 | -31.37% | 7.820 | -3.61% | 0.000 | -9.14% | -19.82% | 2,991,645.9 | Hardware | |
XKRX:005930 | Samsung Electronics Co Ltd | 1,928,772 | 72,242.8 | +41.76% | 6.960 | +2.05% | 0.030 | +0.59% | +14.40% | 398,447,242.7 | Hardware | |
MSI | Motorola Solutions Inc | 140,382 | 61,799.0 | -5.23% | 5.960 | -0.38% | 0.080 | -2.30% | -9.01% | 69,829.2 | Hardware | |
HKSE:01810 | Xiaomi Corp | 9,218,232 | 61,711.6 | +70.76% | 5.950 | +2.47% | 0.040 | +6.09% | +63.49% | 1,468,196.4 | Hardware | |
ANET | Arista Networks Inc | 609,702 | 56,732.8 | -16.72% | 5.470 | -1.23% | 0.050 | +8.52% | -14.08% | 119,274.9 | Hardware | |
TSE:6758 | Sony Group Corp | 2,249,073 | 56,263.5 | -9.69% | 5.420 | -0.48% | 0.040 | -4.53% | +6.66% | 21,551,947.3 | Hardware | |
TSE:7974 | Nintendo Co Ltd | 716,690 | 53,505.8 | -24.78% | 5.160 | -1.38% | 0.060 | +21.47% | +40.17% | 15,001,339.0 | Interactive Media | |
WDC | Western Digital Corp | 651,242 | 31,865.3 | New Holding | 3.070 | +3.07% | 0.190 | +40.34% | +38.05% | 21,654.9 | Hardware |
Select Tech Hardware Portfolio's Historical Top Holdings Breakdowns
Select Tech Hardware Portfolio's Top Stock Picks
View Full List
| Ticker |
|---|
PANW |
AAPL |
WDC |
STX |
CSCO |
HKSE:01810 |
ZBRA |
XKRX:005930 |
GRMN |
TSE:7974 |
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PANW | Palo Alto Networks Inc | 2025-02-28 | Add Add | +4.51% | 167.82 ($189.45) 208.28 | $201.69 | 6.46% | Add 93.67% | 508,268 | 245,828 | |
AAPL | Apple Inc | 2025-02-28 | Reduce Reduce | -3.61% | 222.64 ($240.93) 259.02 | $200.30 | -16.86% | Reduce -31.37% | 335,630 | -153,416 | |
WDC | Western Digital Corp | 2025-02-28 | New Buy New Buy | +3.07% | 45.04 ($49.77) 55.47 | $62.07 | 24.71% | New holding | 651,242 | 651,242 | |
STX | Seagate Technology Holdings PLC | 2025-02-28 | Sold Out Sold Out | -3.02% | 86.31 ($96.35) 108.42 | $136.31 | 41.47% | Sold Out | 0 | -300,027 | |
CSCO | Cisco Systems Inc | 2025-02-28 | Reduce Reduce | -2.61% | 57.53 ($60.66) 64.87 | $67.89 | 11.92% | Reduce -17.89% | 2,042,721 | -444,915 | |
HKSE:01810 | Xiaomi Corp | 2025-02-28 | Add Add | +2.47% | 27.75 (HK$37.34) 56.3 | HK$56.65 | 51.71% | Add 70.76% | 9,218,232 | 3,819,961 | |
ZBRA | Zebra Technologies Corp | 2025-02-28 | New Buy New Buy | +2.24% | 309.55 ($381.02) 421.11 | $298.94 | -21.54% | New holding | 73,616 | 73,616 | |
XKRX:005930 | Samsung Electronics Co Ltd | 2025-02-28 | Add Add | +2.05% | 51000 (₩54604.7) 58700 | ₩60,500.00 | 10.80% | Add 41.76% | 1,928,772 | 568,200 | |
GRMN | Garmin Ltd | 2025-02-28 | New Buy New Buy | +1.55% | 204.55 ($215.18) 241.93 | $205.08 | -4.69% | New holding | 70,165 | 70,165 | |
TSE:7974 | Nintendo Co Ltd | 2025-02-28 | Reduce Reduce | -1.38% | 8810 (円9877.06) 11760 | 円12,885.00 | 30.45% | Reduce -24.78% | 716,690 | -236,154 |
Select Tech Hardware Portfolio Total Holding History ($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 2025-02-28
Select Tech Hardware Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Select Tech Hardware Portfolio's Holdings Heat Map
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