# EDGAR Filing Document

**Accession Number:** 0000320351
**File Stem:** 0000035402-25-001458
**Filing Date:** 2025-10
**Character Count:** 16131
**Document Hash:** b0030e02575ef95ab55a1505e1671873
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000035402-25-001458.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0000035402-25-001458

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250831

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**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:** 251424516

**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:** 2025-08-31

**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:** $3083086296.47

**Total Liabilities:** $4653511.69

**Net Assets:** $3078432784.78

**Cash Not Reported:** $121108.73

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000020430 | 6.04%                | 3.90%                | 1.11%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $10625959.96             | $135089039.97                              |
| Month 2  | $-3107.71                | $105544695.81                              |
| Month 3  | $0.00                    | $33315849.70                               |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| FIREFLY AEROSPACE INC                     | FIREFLY AEROSPACE INC                         | CUSIP: 31816X106<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      9300 | NS      | $421941.00    | 0.01%             |  |  |  | No            |                  1 | On Loan: No      |
| ROLLS-ROYCE HOLDINGS PLC                  | ROLLS-ROYCE HOLDINGS PLC                      | CUSIP: N/A<br>LEI: 213800EC7997ZBLZJH69       | Long             | EC               | CORP              | GB        |   5292700 | NS      | $76322588.61  | 2.48%             |  |  |  | No            |                  2 | On Loan: No      |
| AXON ENTERPRISE INC                       | AXON ENTERPRISE INC                           | CUSIP: 05464C101<br>LEI: 549300QP2IEEGFE16681 | Long             | EC               | CORP              | US        |    156000 | NS      | $116577240.00 | 3.79%             |  |  |  | No            |                  1 | On Loan: No      |
| EMBRAER S A                               | EMBRAER S A SPON ADR                          | CUSIP: 29082A107<br>LEI: 549300EM51WYXFHUY333 | Long             | EC               | CORP              | BR        |     45500 | NS      | $2563015.00   | 0.08%             |  |  |  | No            |                  1 | On Loan: No      |
| MERCURY SYSTEMS INC                       | MERCURY SYSTEMS INC                           | CUSIP: 589378108<br>LEI: 549300P3B84SGK7HH679 | Long             | EC               | CORP              | US        |    423100 | NS      | $28580405.00  | 0.93%             |  |  |  | No            |                  1 | On Loan: No      |
| GENERAL DYNAMICS CORP                     | GENERAL DYNAMICS CORPORATION                  | CUSIP: 369550108<br>LEI: 9C1X8XOOTYY2FNYTVH06 | Long             | EC               | CORP              | US        |    426400 | NS      | $138396648.00 | 4.50%             |  |  |  | No            |                  1 | On Loan: No      |
| KRATOS DEFENSE and SECURITY SOLUTIONS INC | KRATOS DEFENSE and SEC SOLTN INC              | CUSIP: 50077B207<br>LEI: 5493000EKBN0UY1F3F88 | Long             | EC               | CORP              | US        |    362278 | NS      | $23852383.52  | 0.77%             |  |  |  | No            |                  1 | On Loan: No      |
| AEROVIRONMENT INC                         | AEROVIRONMENT INC                             | CUSIP: 008073108<br>LEI: 529900PGHVI29YLZ6221 | Long             | EC               | CORP              | US        |     57300 | NS      | $13829355.00  | 0.45%             |  |  |  | No            |                  1 | On Loan: —       |
| BAE SYSTEMS PLC                           | BAE SYSTEMS PLC                               | CUSIP: N/A<br>LEI: 8SVCSVKSGDWMW2QHOH83       | Long             | EC               | CORP              | GB        |   1015200 | NS      | $24061109.01  | 0.78%             |  |  |  | No            |                  2 | On Loan: No      |
| ROCKET LAB CORP                           | ROCKET LAB CORP                               | CUSIP: 773121108<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    390300 | NS      | $18968580.00  | 0.62%             |  |  |  | No            |                  1 | On Loan: —       |
| RTX CORP                                  | RTX CORP                                      | CUSIP: 75513E101<br>LEI: I07WOS4YJ0N7YRFE7309 | Long             | EC               | CORP              | US        |   1896100 | NS      | $300721460.00 | 9.77%             |  |  |  | No            |                  1 | On Loan: No      |
| CACI INTERNATIONAL INC                    | CACI INTERNATIONAL INC                        | CUSIP: 127190304<br>LEI: SYRPI2D1O9WRTS2WX210 | Long             | EC               | CORP              | US        |     50500 | NS      | $24225860.00  | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| TEXTRON INC                               | TEXTRON INC                                   | CUSIP: 883203101<br>LEI: 3PPKBHUG1HD6BO7RNR87 | Long             | EC               | CORP              | US        |    865800 | NS      | $69402528.00  | 2.25%             |  |  |  | No            |                  1 | On Loan: No      |
| SPIRIT AEROSYSTEMS HLDGS INC              | SPIRIT AEROSYSTEM HLD INC CL A                | CUSIP: 848574109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1274000 | NS      | $52985660.00  | 1.72%             |  |  |  | No            |                  1 | On Loan: No      |
| BWX TECHNOLOGIES INC                      | BWX TECHNOLOGIES INC                          | CUSIP: 05605H100<br>LEI: 549300NP85N265KWMS58 | Long             | EC               | CORP              | US        |     88500 | NS      | $14340540.00  | 0.47%             |  |  |  | No            |                  1 | On Loan: No      |
| ATI INC                                   | ATI INC                                       | CUSIP: 01741R102<br>LEI: ZW1LRE7C3H17O2ZN9B45 | Long             | EC               | CORP              | US        |    519500 | NS      | $40282030.00  | 1.31%             |  |  |  | No            |                  1 | On Loan: No      |
| L3HARRIS TECHNOLOGIES INC                 | L3HARRIS TECHNOLOGIES INC                     | CUSIP: 502431109<br>LEI: 549300UTE50ZMDBG8A20 | Long             | EC               | CORP              | US        |    310600 | NS      | $86228772.00  | 2.80%             |  |  |  | No            |                  1 | On Loan: No      |
| WOODWARD INC                              | WOODWARD INC                                  | CUSIP: 980745103<br>LEI: YPYKXXTR8TFDH54ZMB45 | Long             | EC               | CORP              | US        |    271100 | NS      | $66912902.00  | 2.17%             |  |  |  | No            |                  1 | On Loan: No      |
| HEICO CORP NEW                            | HEICO CORP CL A                               | CUSIP: 422806208<br>LEI: 529900O1DTDLCJ7L0I14 | Long             | EC               | CORP              | US        |    415000 | NS      | $101679150.00 | 3.30%             |  |  |  | No            |                  1 | On Loan: No      |
| TRANSDIGM GROUP INC                       | TRANSDIGM GROUP INC                           | CUSIP: 893641100<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     86200 | NS      | $120583456.00 | 3.92%             |  |  |  | No            |                  1 | On Loan: No      |
| GE AEROSPACE                              | GE AEROSPACE                                  | CUSIP: 369604301<br>LEI: 3C7474T6CDKPR9K6YT90 | Long             | EC               | CORP              | US        |   2213500 | NS      | $609155200.00 | 19.79%            |  |  |  | No            |                  1 | On Loan: No      |
| MTU AERO ENGINES AG                       | MTU AERO ENGINES AG                           | CUSIP: N/A<br>LEI: 529900807L67JY81RD65       | Long             | EC               | CORP              | DE        |     58600 | NS      | $26119889.41  | 0.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust              | Fidelity Cash Central Fund                    | CUSIP: 31635A105<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        |  46971744 | NS      | $46981138.26  | 1.53%             |  |  |  | No            |                  1 | On Loan: No      |
| LOCKHEED MARTIN CORP                      | LOCKHEED MARTIN CORP                          | CUSIP: 539830109<br>LEI: DPRBOZP0K5RM2YE8UU08 | Long             | EC               | CORP              | US        |    141500 | NS      | $64471645.00  | 2.09%             |  |  |  | No            |                  1 | On Loan: No      |
| FTAI AVIATION LTD                         | FTAI AVIATION LTD                             | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | KY        |     42600 | NS      | $6554010.00   | 0.21%             |  |  |  | No            |                  1 | On Loan: No      |
| STANDARDAERO INC                          | STANDARDAERO INC                              | CUSIP: 85423L103<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1325200 | NS      | $35104548.00  | 1.14%             |  |  |  | No            |                  1 | On Loan: No      |
| NORTHROP GRUMMAN CORP                     | NORTHROP GRUMMAN CORP                         | CUSIP: 666807102<br>LEI: RIMU48P07456QXSO0R61 | Long             | EC               | CORP              | US        |    127900 | NS      | $75466116.00  | 2.45%             |  |  |  | No            |                  1 | On Loan: No      |
| HUNTINGTON INGALLS INDUSTRIES INC         | HUNTINGTON INGALLS INDUSTRIES INC             | CUSIP: 446413106<br>LEI: 5TZLZ6WJTBVJ0QWBG121 | Long             | EC               | CORP              | US        |    228100 | NS      | $61767199.00  | 2.01%             |  |  |  | No            |                  1 | On Loan: —       |
| BOEING CO                                 | BOEING CO                                     | CUSIP: 097023105<br>LEI: RVHJWBXLJ1RFUBSY1F30 | Long             | EC               | CORP              | US        |   2127800 | NS      | $499352104.00 | 16.22%            |  |  |  | No            |                  1 | On Loan: No      |
| BOMBARDIER INC                            | BOMBARDIER INC CL B SUB VTG                   | CUSIP: 097751861<br>LEI: W7L3VLU8EHQY34Z36697 | Long             | EC               | CORP              | CA        |    499900 | NS      | $58443910.15  | 1.90%             |  |  |  | No            |                  1 | On Loan: No      |
| HOWMET AEROSPACE INC                      | HOWMET AEROSPACE INC                          | CUSIP: 443201108<br>LEI: 549300HO5WFZUT5N2T22 | Long             | EC               | CORP              | US        |    813800 | NS      | $141682580.00 | 4.60%             |  |  |  | No            |                  1 | On Loan: No      |
| KARMAN HOLDINGS INC                       | KARMAN HOLDINGS INC                           | CUSIP: 485924104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    260000 | NS      | $13886600.00  | 0.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust              | Fidelity Securities Lending Cash Central Fund | CUSIP: 31635A303<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        |   2910184 | NS      | $2910474.99   | 0.09%             |  |  |  | No            |                  1 | On Loan: No      |
| LEIDOS HLDGS INC                          | LEIDOS HOLDINGS INC                           | CUSIP: 525327102<br>LEI: 549300IUTGTP6EJP8124 | Long             | EC               | CORP              | US        |     88200 | NS      | $15957144.00  | 0.52%             |  |  |  | No            |                  1 | On Loan: No      |
| LEONARDO DRS INC                          | LEONARDO DRS INC                              | CUSIP: 52661A108<br>LEI: 549300HMMEWVG3PPQU18 | Long             | EC               | CORP              | US        |    580800 | NS      | $24196128.00  | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| CURTISS-WRIGHT CORP                       | CURTISS WRIGHT CORPORATION                    | CUSIP: 231561101<br>LEI: TEL51ETZWP7D0ZM4X325 | Long             | EC               | CORP              | US        |    142800 | NS      | $68279820.00  | 2.22%             |  |  |  | No            |                  1 | On Loan: No      |
| THALES SA                                 | THALES                                        | CUSIP: N/A<br>LEI: 529900FNDVTQJOVVPZ19       | Long             | EC               | CORP              | FR        |     35900 | NS      | $9443116.91   | 0.31%             |  |  |  | No            |                  2 | On Loan: No      |

### Signature

**Date Signed:** 2025-09-30

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

**Signature:** Stacie M. Smith

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

**Title:** President and Treasurer