Select Wireless Portfolio
Select Wireless Portfolio reported 51 holdings worth US$385M as of May 31, 2026 (Form N-PORT)
As of May 31, 2026 · Filed Jul 24, 2026
Select Wireless Portfolio reported 51 holdings worth US$385M as of May 31, 2026. Largest: Apple Inc, Marvell Technology, Inc. and Qualcomm Incorporated. Filed Jul 24, 2026 (Form N-PORT).
- Holdings
- 51
- Value as reported
- US$385M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 175K | US$54.6M | 14.2% |
| Marvell Technology, Inc. | 188K | US$38.5M | 10.0% |
| Qualcomm Incorporated | 139K | US$34.9M | 9.1% |
| Nokia Oyj | 1.43M | US$21.2M | 5.5% |
| Verizon Communications Inc. | 412K | US$19.7M | 5.1% |
| T-mobile Us, Inc. | 100K | US$18.8M | 4.9% |
| At&t Inc. | 720K | US$17.8M | 4.6% |
| Motorola Solutions, Inc. | 39,168 | US$15.8M | 4.1% |
| Ast Spacemobile, Inc. | 104K | US$11.7M | 3.1% |
| Stmicroelectronics Nv | 168K | US$11.6M | 3.0% |
| American Tower Corporation (reit) | 59,192 | US$11.1M | 2.9% |
| Telefonaktiebolaget Lm Ericsson Class A | 646K | US$8.45M | 2.2% |
| Vodafone Group Public Limited Company | 4.56M | US$6.84M | 1.8% |
| Globalstar, Inc. | 80,773 | US$6.8M | 1.8% |
| Viasat, Inc. | 81,101 | US$6.54M | 1.7% |
| Anterix Inc. | 102K | US$6.5M | 1.7% |
| Crown Castle Inc. | 67,001 | US$6.13M | 1.6% |
| Iridium Communications Inc | 107K | US$5.56M | 1.4% |
| Rogers Communications Inc. Class A | 144K | US$5.55M | 1.4% |
| Bce Inc. | 215K | US$5.43M | 1.4% |
| America Movil Sab De Cv Class B | 4.09M | US$5.15M | 1.3% |
| Skyworks Solutions, Inc. | 56,200 | US$4.38M | 1.1% |
| Telus Corporation | 346K | US$4.35M | 1.1% |
| Alphabet Inc (google) Class C | 10,300 | US$3.92M | 1.0% |
| Sba Communications Corporation | 18,900 | US$3.84M | 1.00% |
| Blackberry Limited | 427K | US$3.83M | 1.00% |
| Chunghwa Telecom Co., Ltd | 810K | US$3.64M | 0.95% |
| Interdigital, Inc. | 14,200 | US$3.58M | 0.93% |
| Micron Technology, Inc. | 3,600 | US$3.5M | 0.91% |
| Sandisk Corporation | 2,000 | US$3.39M | 0.88% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 46,373 | US$3.05M | 0.79% |
| Liberty Latin America Ltd. | 338K | US$2.77M | 0.72% |
| Telephone And Data Systems, Inc. | 68,800 | US$2.69M | 0.70% |
| Telefonica Brasil S.a. | 372K | US$2.44M | 0.63% |
| Vistance Networks, Inc. | 190K | US$2.37M | 0.62% |
| Echostar Corporation | 13,800 | US$1.78M | 0.46% |
| Digi International Inc. | 25,300 | US$1.69M | 0.44% |
| Nvidia Corporation | 7,500 | US$1.58M | 0.41% |
| Orange Sa | 72,300 | US$1.51M | 0.39% |
| Macom Technology Solutions Holdings, Inc. | 4,000 | US$1.46M | 0.38% |
| Ringcentral, Inc. | 32,200 | US$1.39M | 0.36% |
| Netgear, Inc. | 48,400 | US$1.26M | 0.33% |
| Zegona Communications Plc | 47,700 | US$1.19M | 0.31% |
| Qorvo, Inc. | 9,100 | US$942K | 0.24% |
| Array Digital Infrastructure, Inc. | 12,100 | US$615K | 0.16% |
| Ubiquiti Inc. | 900 | US$525K | 0.14% |
| Telefonica Sa | 0 | US$0 | 0.00% |
| Spok Holdings, Inc. | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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