Fidelity Investments Portfolio holdings
Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.
Top Buys
| 1 | +$5.99B | |
| 2 | +$4.18B | |
| 3 | +$2.72B | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.7B |
| 5 |
ASML
ASML
|
+$2.19B |
Top Sells
| 1 | +$5.57B | |
| 2 | +$4.56B | |
| 3 | +$4.49B | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.67B |
| 5 |
Micron Technology
MU
|
+$2.95B |
Sector Composition
| 1 | Technology | 32.17% |
| 2 | Communication Services | 11.32% |
| 3 | Financials | 9.98% |
| 4 | Healthcare | 9.44% |
| 5 | Consumer Discretionary | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Advanced Micro Devices
AMD
$810B
| $3.11B | 0.16% |
15,288,771
+977,404
|
|
||
102
Eaton
ETN
$156B
| $3.02B | 0.16% |
8,442,254
-463,283
|
|
||
103
US Bancorp
USB
$86B
| $2.97B | 0.16% |
57,171,830
-5,311,183
|
|
||
104
iShares Core S&P Small-Cap ETF
IJR
$104B
| $2.93B | 0.15% |
23,576,940
+2,190,712
|
|
||
105
Corteva
CTVA
$52.3B
| $2.93B | 0.15% |
34,971,900
+5,927,553
|
|
||
|
P
106
Everpure Inc
P
$25B
| $2.93B | 0.15% |
49,569,139
+43,402
|
|
||
107
Cigna
CI
$75.9B
| $2.92B | 0.15% |
10,957,272
-476,377
|
|
||
108
Cummins
CMI
$91.1B
| $2.92B | 0.15% |
5,428,312
-220,933
|
|
||
109
GlobalFoundries
GFS
$43.9B
| $2.85B | 0.15% |
64,058,166
+8,595,583
|
|
||
110
Constellation Energy
CEG
$92.2B
| $2.84B | 0.15% |
10,181,644
-4,183,124
|
|
||
111
Goldman Sachs
GS
$316B
| $2.83B | 0.15% |
3,341,232
-708,966
|
|
||
112
American Express
AXP
$213B
| $2.8B | 0.15% |
9,264,998
+856,125
|
|
||
113
Astera Labs
ALAB
$58.6B
| $2.8B | 0.15% |
25,529,885
+194,944
|
|
||
114
Cloudflare
NET
$92.6B
| $2.8B | 0.15% |
13,560,451
+809,952
|
|
||
115
Palantir
PLTR
$339B
| $2.78B | 0.15% |
19,001,985
+17,055
|
|
||
116
Equinix
EQIX
$106B
| $2.76B | 0.15% |
2,818,574
+4,569
|
|
||
117
M&T Bank
MTB
$32.5B
| $2.72B | 0.14% |
13,171,336
-155,109
|
|
||
118
State Street SPDR S&P 500 ETF Trust
SPY
$778B
| $2.71B | 0.14% |
4,166,717
-85,254
|
|
||
119
Caterpillar
CAT
$420B
| $2.71B | 0.14% |
3,824,293
-236,810
|
|
||
120
Roblox
RBLX
$31.1B
| $2.64B | 0.14% |
46,619,099
+186,569
|
|
||
121
T-Mobile US
TMUS
$196B
| $2.63B | 0.14% |
12,529,473
-3,202,889
|
|
||
122
iShares Core MSCI EAFE ETF
IEFA
$185B
| $2.57B | 0.14% |
28,383,955
+2,189,787
|
|
||
123
NRG Energy
NRG
$27.6B
| $2.54B | 0.13% |
17,409,072
+1,817,767
|
|
||
124
Cadence Design Systems
CDNS
$109B
| $2.54B | 0.13% |
9,153,206
-730,636
|
|
||
125
RTX Corp
RTX
$242B
| $2.54B | 0.13% |
13,160,765
+6,120,582
|
|