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 |
NVIDIA
NVDA
|
$115B |
| 2 |
Apple
AAPL
|
$11.9B |
| 3 |
GE Vernova
GEV
|
$3.95B |
| 4 |
Amphenol
APH
|
$3.25B |
| 5 |
Broadcom
AVGO
|
$2.48B |
Top Sells
| 1 |
Accenture
ACN
|
$1.88B |
| 2 |
Microsoft
MSFT
|
$1.86B |
| 3 |
Salesforce
CRM
|
$1.69B |
| 4 |
Uber
UBER
|
$1.54B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.52B |
Sector Composition
| 1 | Technology | 32.97% |
| 2 | Healthcare | 11.67% |
| 3 | Communication Services | 10.87% |
| 4 | Financials | 10.42% |
| 5 | Consumer Discretionary | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Autodesk
ADSK
$67.3B
| $1.39B | 0.09% |
5,607,533
+141,651
| +3% | +$35.1M |
|
177
Skechers
SKX
$9.48B
| $1.37B | 0.09% |
19,859,287
-104,767
| -0.5% | -$7.24M |
|
178
Monster Beverage
MNST
$60.9B
| $1.36B | 0.09% |
27,268,594
-1,388,229
| -5% | -$69.3M |
|
179
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.3B
| $1.36B | 0.09% |
23,369,558
-2,357,074
| -9% | -$137M |
|
|
XYZ
180
Block, Inc.
XYZ
$48.5B
| $1.35B | 0.09% |
20,876,976
-8,467,083
| -29% | -$546M |
|
181
Valero Energy
VLO
$47.2B
| $1.34B | 0.09% |
8,569,924
+292,709
| +4% | +$45.9M |
|
182
Amdocs
DOX
$9.41B
| $1.34B | 0.09% |
16,974,162
-500,485
| -3% | -$39.5M |
|
183
Lamb Weston
LW
$8.02B
| $1.34B | 0.09% |
15,923,250
+7,014,772
| +79% | +$590M |
|
184
Deere & Co
DE
$129B
| $1.33B | 0.09% |
3,553,633
-210,577
| -6% | -$78.7M |
|
185
Ingersoll Rand
IR
$31.6B
| $1.33B | 0.09% |
14,614,038
+483,375
| +3% | +$43.9M |
|
186
Sempra
SRE
$53.9B
| $1.32B | 0.08% |
17,395,952
-2,964,793
| -15% | -$226M |
|
187
Target
TGT
$43.6B
| $1.32B | 0.08% |
8,934,337
+193,743
| +2% | +$28.7M |
|
188
Nike
NKE
$114B
| $1.32B | 0.08% |
17,519,551
+187,686
| +1% | +$14.1M |
|
189
Emcor
EME
$27.8B
| $1.32B | 0.08% |
3,604,673
-920,569
| -20% | -$336M |
|
190
CrowdStrike
CRWD
$106B
| $1.31B | 0.08% |
3,416,055
+370,134
| +12% | +$142M |
|
191
Gartner
IT
$19B
| $1.3B | 0.08% |
2,904,133
-1,893
| -0.1% | -$850K |
|
192
PACCAR
PCAR
$52.5B
| $1.3B | 0.08% |
12,639,450
-52,078
| -0.4% | -$5.36M |
|
193
KBR
KBR
$6.5B
| $1.29B | 0.08% |
20,141,335
-119,375
| -0.6% | -$7.66M |
|
194
MongoDB
MDB
$25.7B
| $1.27B | 0.08% |
5,099,877
+162,581
| +3% | +$40.6M |
|
195
Howmet Aerospace
HWM
$70.2B
| $1.27B | 0.08% |
16,374,126
+312,232
| +2% | +$24.2M |
|
196
Amgen
AMGN
$155B
| $1.27B | 0.08% |
4,065,601
+50,068
| +1% | +$15.6M |
|
197
Gilead Sciences
GILD
$140B
| $1.27B | 0.08% |
18,482,158
+893,636
| +5% | +$61.3M |
|
198
ConocoPhillips
COP
$124B
| $1.27B | 0.08% |
11,085,170
-5,130,641
| -32% | -$587M |
|
199
Northrop Grumman
NOC
$84.5B
| $1.24B | 0.08% |
2,853,435
-963,932
| -25% | -$420M |
|
200
Crocs
CROX
$4.76B
| $1.24B | 0.08% |
8,501,304
+929,656
| +12% | +$136M |
|