Select Telecommunications Portfolio
Select Telecommunications Portfolio reported 22 holdings worth US$260M as of May 31, 2026 (Form N-PORT)
As of May 31, 2026 · Filed Jul 24, 2026
Select Telecommunications Portfolio reported 22 holdings worth US$260M as of May 31, 2026. Largest: Verizon Communications Inc., At&t Inc. and Iridium Communications Inc. Filed Jul 24, 2026 (Form N-PORT).
- Holdings
- 22
- Value as reported
- US$260M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Verizon Communications Inc. | 1.09M | US$52.1M | 20.1% |
| At&t Inc. | 1.8M | US$44.7M | 17.2% |
| Iridium Communications Inc | 434K | US$22.5M | 8.7% |
| Lumen Technologies, Inc. | 1.79M | US$19.6M | 7.6% |
| Ast Spacemobile, Inc. | 160K | US$18.1M | 7.0% |
| Globalstar, Inc. | 211K | US$17.8M | 6.9% |
| T-mobile Us, Inc. | 67,224 | US$12.6M | 4.9% |
| Uniti Group Inc. | 891K | US$10M | 3.9% |
| Bandwidth Inc. | 142K | US$9.23M | 3.6% |
| Liberty Latin America Ltd. | 1.02M | US$8.37M | 3.2% |
| Telephone And Data Systems, Inc. | 198K | US$7.74M | 3.0% |
| Idt Corporation | 122K | US$6.74M | 2.6% |
| Liberty Global Ltd. | 505K | US$6.33M | 2.4% |
| Anterix Inc. | 97,200 | US$6.22M | 2.4% |
| Comcast Corporation | 189K | US$4.7M | 1.8% |
| Gci Liberty, Inc. - Series A Gci Group | 147K | US$3.27M | 1.3% |
| Array Digital Infrastructure, Inc. | 60,000 | US$3.05M | 1.2% |
| Cogent Communications Holdings, Inc. | 159K | US$2.82M | 1.1% |
| Echostar Corporation | 9,800 | US$1.27M | 0.49% |
| Shenandoah Telecommunications Co | 24,723 | US$394K | 0.15% |
| Spok Holdings, Inc. | 11,300 | US$120K | 0.05% |
| Hawkeye 360, Inc. | 400 | US$13,204 | <0.01% |