Holdings
Select Tech Hardware Portfolio
As of May 31, 2026, Select Tech Hardware Portfolio reported 31 positions worth US$3.45B. Largest: Western Digital Corporation, Cisco Systems, Inc. and Samsung Electronics Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Western Digital Corporation | 786K | US$418M | +203K | May 31, 2026 |
| Cisco Systems, Inc. | 3.32M | US$400M | +1.27M | May 31, 2026 |
| Samsung Electronics Co., Ltd. | 1.27M | US$266M | −622K | May 31, 2026 |
| Apple Inc | 766K | US$239M | +340K | May 31, 2026 |
| Arista Networks, Inc. | 1.44M | US$229M | +438K | May 31, 2026 |
| Dell Technologies Inc. | 425K | US$179M | −11,700 | May 31, 2026 |
| Sandisk Corporation | 102K | US$174M | +1,100 | May 31, 2026 |
| Kioxia Holdings Corporation | 412K | US$170M | new | May 31, 2026 |
| Motorola Solutions, Inc. | 345K | US$139M | +153K | May 31, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.46M | US$108M | +165K | May 31, 2026 |