Holdings
Select Telecommunications Portfolio
As of May 31, 2026, Select Telecommunications Portfolio reported 22 positions worth US$258M. Largest: Verizon Communications Inc., At&t Inc. and Iridium Communications Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Verizon Communications Inc. | 1.09M | US$52.1M | −30,200 | May 31, 2026 |
| At&t Inc. | 1.8M | US$44.7M | −114K | May 31, 2026 |
| Iridium Communications Inc | 434K | US$22.5M | +36,200 | May 31, 2026 |
| Lumen Technologies, Inc. | 1.79M | US$19.6M | +519K | May 31, 2026 |
| Ast Spacemobile, Inc. | 160K | US$18.1M | +11,000 | May 31, 2026 |
| Globalstar, Inc. | 211K | US$17.8M | +47,200 | May 31, 2026 |
| T-mobile Us, Inc. | 67,224 | US$12.6M | −2,000 | May 31, 2026 |
| Uniti Group Inc. | 891K | US$10M | +31,300 | May 31, 2026 |
| Bandwidth Inc. | 142K | US$9.23M | +101K | May 31, 2026 |
| Liberty Latin America Ltd. | 1.02M | US$8.37M | −169K | May 31, 2026 |