FFOJX holdings — Select Technology Portfolio

Select Technology Portfolio (FFOJX) held 126 positions with net assets of $38.0B as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 68.7% of the fund, led by NVDA, AAPL, NXP SEMICONDUCTORS NV.

FFOJX top holdings

  1. NVDA NVIDIA CORP — 22.47% ($8.55B)
  2. AAPL APPLE INC — 10.98% ($4.18B)
  3. NXP SEMICONDUCTORS NV — 5.37% ($2.04B)
  4. ON ON SEMICONDUCTOR CORP — 5.29% ($2.01B)
  5. CSCO CISCO SYSTEMS INC — 5.17% ($1.97B)
  6. MRVL MARVELL TECHNOLOGY INC — 4.27% ($1.62B)
  7. WDC WESTERN DIGITAL CORP — 3.91% ($1.49B)
  8. MSFT MICROSOFT CORP — 3.91% ($1.49B)
  9. GLOBALFOUNDRIES INC — 3.88% ($1.47B)
  10. AVGO BROADCOM INC — 3.40% ($1.30B)
  11. AMZN AMAZON.COM INC — 2.12% ($807M)
  12. ALAB ASTERA LABS INC — 2.01% ($767M)
  13. OKTA OKTA INC — 1.96% ($747M)
  14. DDOG DATADOG INC — 1.89% ($720M)
  15. CRWD CROWDSTRIKE HOLDINGS INC — 1.85% ($704M)
  16. SNOW SNOWFLAKE INC — 1.47% ($559M)
  17. KLAC KLA CORP — 1.30% ($496M)
  18. ASML HOLDING NV — 1.25% ($474M)
  19. NOW SERVICENOW INC — 1.23% ($466M)
  20. SHOP SHOPIFY INC — 1.17% ($444M)
  21. MANH MANHATTAN ASSOCS INC — 1.14% ($432M)
  22. MDB MONGODB INC — 1.11% ($421M)
  23. ANTHROPIC PBC — 1.10% ($419M)
  24. ANTHROPIC PBC — 1.02% ($388M)
  25. META META PLATFORMS INC — 0.97% ($368M)

What are FFOJX's top 10 holdings?

NVDA (22.5%), AAPL (11.0%), NXP SEMICONDUCTORS NV (5.4%), ON (5.3%), CSCO (5.2%), MRVL (4.3%), WDC (3.9%), MSFT (3.9%), GLOBALFOUNDRIES INC (3.9%), AVGO (3.4%).

How many stocks are in FFOJX?

Select Technology Portfolio reported 126 holdings as of May 31, 2026.

Share classes: FFOJX, FFOMX, FFONX, FFOQX, FFOTX, FSPTX

All ETF and mutual fund holdings