# EDGAR Filing Document

**Accession Number:** 0000320351
**File Stem:** 0000035402-26-002654
**Filing Date:** 2026-4
**Character Count:** 13537
**Document Hash:** fb54c9ab7e11298a5e8324a40c88be37
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000035402-26-002654.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0000035402-26-002654

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260228

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260424

**PERIOD START**: 20260228

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FIDELITY SELECT PORTFOLIOS
- **CENTRAL INDEX KEY:** 0000320351

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0228

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-03114
- **FILM NUMBER:** 26895538

**BUSINESS ADDRESS:**
- **STREET 1:** 245 SUMMER STREET
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02210
- **BUSINESS PHONE:** 617-563-7000

**MAIL ADDRESS:**
- **STREET 1:** 245 SUMMER STREET
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02210

## Series and Classes Contracts Data

### Defense and Aerospace Portfolio (Series ID: S000007456)

| Class ID   | Class Name                      | Ticker Symbol   |
|:---|:---|:---|
| C000020430 | Defense and Aerospace Portfolio | FSDAX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** Fidelity Select Portfolios

- **b. Investment Company Act file number:** 811-03114

- **c. CIK number of Registrant:** 0000320351

- **d. LEI of Registrant:** Z57125JG1LHEQKDYS630

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 245 Summer Street

  - **City:** Boston

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 02210

  - **Telephone number:** 1-800-FIDELITY

**Item A.2. Information about the Series.**

- **a. Name of Series:** Select Defense and Aerospace Portfolio

- **b. EDGAR series identifier (if any):** S000007456

- **c. LEI of Series:** 8QLV2PU5XJFVPSG5HD13

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2026-02-28

- **b. Date as of which information is reported:** 2026-02-28

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $4151830777.90

**Total Liabilities:** $50258392.58

**Net Assets:** $4101572385.32

**Cash Not Reported:** $46704.63

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000020430 | 5.65%                | 6.11%                | 6.01%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $-3577600.91             | $180885984.06                              |
| Month 2  | $-4611.06                | $200976396.51                              |
| Month 3  | $11090285.23             | $219010696.67                              |

### Schedule of Portfolio Investments

| Name                              | Title                                         | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| AEROVIRONMENT INC                 | AEROVIRONMENT INC                             | CUSIP: 008073108<br>LEI: 529900PGHVI29YLZ6221 | Long             | EC               | CORP              | US        |     31300 | NS      | $7895425.00   | 0.19%             |  |  |  | No            |                  1 | On Loan: —       |
| ATI INC                           | ATI INC                                       | CUSIP: 01741R102<br>LEI: ZW1LRE7C3H17O2ZN9B45 | Long             | EC               | CORP              | US        |    505600 | NS      | $82711104.00  | 2.02%             |  |  |  | No            |                  1 | On Loan: No      |
| BAE SYSTEMS PLC                   | BAE SYSTEMS PLC                               | CUSIP: N/A<br>LEI: 8SVCSVKSGDWMW2QHOH83       | Long             | EC               | CORP              | GB        |   1166700 | NS      | $33315761.15  | 0.81%             |  |  |  | No            |                  2 | On Loan: No      |
| BOEING CO                         | BOEING CO                                     | CUSIP: 097023105<br>LEI: RVHJWBXLJ1RFUBSY1F30 | Long             | EC               | CORP              | US        |   1999100 | NS      | $454855223.00 | 11.09%            |  |  |  | No            |                  1 | On Loan: No      |
| BOMBARDIER INC                    | BOMBARDIER INC CL B SUB VTG                   | CUSIP: 097751861<br>LEI: W7L3VLU8EHQY34Z36697 | Long             | EC               | CORP              | CA        |    477200 | NS      | $98616552.18  | 2.40%             |  |  |  | No            |                  1 | On Loan: No      |
| CACI INTERNATIONAL INC            | CACI INTERNATIONAL INC                        | CUSIP: 127190304<br>LEI: SYRPI2D1O9WRTS2WX210 | Long             | EC               | CORP              | US        |     59500 | NS      | $36305115.00  | 0.89%             |  |  |  | No            |                  1 | On Loan: No      |
| CARPENTER TECHNOLOGY CORP         | CARPENTER TECHNOLOGY CORP                     | CUSIP: 144285103<br>LEI: DX6I6ZD3X5WNNCDJKP85 | Long             | EC               | CORP              | US        |    284900 | NS      | $113410143.00 | 2.77%             |  |  |  | No            |                  1 | On Loan: No      |
| CURTISS-WRIGHT CORP               | CURTISS WRIGHT CORPORATION                    | CUSIP: 231561101<br>LEI: TEL51ETZWP7D0ZM4X325 | Long             | EC               | CORP              | US        |    186500 | NS      | $130611545.00 | 3.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust      | Fidelity Cash Central Fund                    | CUSIP: 31635A105<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        |  17549623 | NS      | $17553132.72  | 0.43%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust      | Fidelity Securities Lending Cash Central Fund | CUSIP: 31635A303<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        |  48016547 | NS      | $48021348.28  | 1.17%             |  |  |  | No            |                  1 | On Loan: No      |
| GENERAL DYNAMICS CORP             | GENERAL DYNAMICS CORPORATION                  | CUSIP: 369550108<br>LEI: 9C1X8XOOTYY2FNYTVH06 | Long             | EC               | CORP              | US        |    475800 | NS      | $169884390.00 | 4.14%             |  |  |  | No            |                  1 | On Loan: No      |
| GE AEROSPACE                      | GE AEROSPACE                                  | CUSIP: 369604301<br>LEI: 3C7474T6CDKPR9K6YT90 | Long             | EC               | CORP              | US        |   2715000 | NS      | $929235900.00 | 22.66%            |  |  |  | No            |                  1 | On Loan: No      |
| L3HARRIS TECHNOLOGIES INC         | L3HARRIS TECHNOLOGIES INC                     | CUSIP: 502431109<br>LEI: 549300UTE50ZMDBG8A20 | Long             | EC               | CORP              | US        |    215700 | NS      | $78631278.00  | 1.92%             |  |  |  | No            |                  1 | On Loan: No      |
| HEICO CORP NEW                    | HEICO CORP CL A                               | CUSIP: 422806208<br>LEI: 529900O1DTDLCJ7L0I14 | Long             | EC               | CORP              | US        |    711700 | NS      | $170886287.00 | 4.17%             |  |  |  | No            |                  1 | On Loan: No      |
| HUNTINGTON INGALLS INDUSTRIES INC | HUNTINGTON INGALLS INDUSTRIES INC             | CUSIP: 446413106<br>LEI: 5TZLZ6WJTBVJ0QWBG121 | Long             | EC               | CORP              | US        |    229700 | NS      | $102106244.00 | 2.49%             |  |  |  | No            |                  1 | On Loan: No      |
| LOCKHEED MARTIN CORP              | LOCKHEED MARTIN CORP                          | CUSIP: 539830109<br>LEI: DPRBOZP0K5RM2YE8UU08 | Long             | EC               | CORP              | US        |     78200 | NS      | $51461856.00  | 1.25%             |  |  |  | No            |                  1 | On Loan: No      |
| MERCURY SYSTEMS INC               | MERCURY SYSTEMS INC                           | CUSIP: 589378108<br>LEI: 549300P3B84SGK7HH679 | Long             | EC               | CORP              | US        |    471000 | NS      | $41933130.00  | 1.02%             |  |  |  | No            |                  1 | On Loan: No      |
| NORTHROP GRUMMAN CORP             | NORTHROP GRUMMAN CORP                         | CUSIP: 666807102<br>LEI: RIMU48P07456QXSO0R61 | Long             | EC               | CORP              | US        |     82300 | NS      | $59616474.00  | 1.45%             |  |  |  | No            |                  1 | On Loan: No      |
| ROLLS-ROYCE HOLDINGS PLC          | ROLLS-ROYCE HOLDINGS PLC                      | CUSIP: N/A<br>LEI: 213800EC7997ZBLZJH69       | Long             | EC               | CORP              | GB        |   6425300 | NS      | $115540257.33 | 2.82%             |  |  |  | No            |                  2 | On Loan: No      |
| AXON ENTERPRISE INC               | AXON ENTERPRISE INC                           | CUSIP: 05464C101<br>LEI: 549300QP2IEEGFE16681 | Long             | EC               | CORP              | US        |    196400 | NS      | $106527360.00 | 2.60%             |  |  |  | No            |                  1 | On Loan: No      |
| TEXTRON INC                       | TEXTRON INC                                   | CUSIP: 883203101<br>LEI: 3PPKBHUG1HD6BO7RNR87 | Long             | EC               | CORP              | US        |    944500 | NS      | $93174925.00  | 2.27%             |  |  |  | No            |                  1 | On Loan: No      |
| TRANSDIGM GROUP INC               | TRANSDIGM GROUP INC                           | CUSIP: 893641100<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     69300 | NS      | $90283347.00  | 2.20%             |  |  |  | No            |                  1 | On Loan: No      |
| RTX CORP                          | RTX CORP                                      | CUSIP: 75513E101<br>LEI: I07WOS4YJ0N7YRFE7309 | Long             | EC               | CORP              | US        |   2754800 | NS      | $558177576.00 | 13.61%            |  |  |  | No            |                  1 | On Loan: No      |
| WOODWARD INC                      | WOODWARD INC                                  | CUSIP: 980745103<br>LEI: YPYKXXTR8TFDH54ZMB45 | Long             | EC               | CORP              | US        |    294900 | NS      | $114055524.00 | 2.78%             |  |  |  | No            |                  1 | On Loan: No      |
| HOWMET AEROSPACE INC              | HOWMET AEROSPACE INC                          | CUSIP: 443201108<br>LEI: 549300HO5WFZUT5N2T22 | Long             | EC               | CORP              | US        |    785700 | NS      | $206269821.00 | 5.03%             |  |  |  | No            |                  1 | On Loan: No      |
| BETA TECHNOLOGIES INC             | BETA TECHNOLOGIES INC                         | CUSIP: 086921103<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     17400 | NS      | $327120.00    | 0.01%             |  |  |  | No            |                  1 | On Loan: No      |
| LEONARDO DRS INC                  | LEONARDO DRS INC                              | CUSIP: 52661A108<br>LEI: 549300HMMEWVG3PPQU18 | Long             | EC               | CORP              | US        |    718500 | NS      | $31175715.00  | 0.76%             |  |  |  | No            |                  1 | On Loan: No      |
| STANDARDAERO INC                  | STANDARDAERO INC                              | CUSIP: 85423L103<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   2140800 | NS      | $65936640.00  | 1.61%             |  |  |  | No            |                  1 | On Loan: No      |
| KARMAN HOLDINGS INC               | KARMAN HOLDINGS INC                           | CUSIP: 485924104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    426800 | NS      | $37605348.00  | 0.92%             |  |  |  | No            |                  1 | On Loan: —       |
| ROCKET LAB CORP                   | ROCKET LAB CORP                               | CUSIP: 773121108<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1491700 | NS      | $103076470.00 | 2.51%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-03-30

**Name of Applicant:** Stacie M. Smith

**Signature:** Stacie M. Smith

**Name of Signer:** Stacie M. Smith

**Title:** President and Treasurer