Titelia

Holdings of Fidelity Series Value Discovery Fund

Fidelity Devonshire Trust · 122 declared positions · as of Apr 30, 2026

Original filing · Net assets 16B $ · Ten largest lines: 27.2 % of the equity sleeve

Sector breakdown

  • Financials 15.6 %
  • Health care 10.7 %
  • Technology 9.0 %
  • Communication 8.9 %
  • Energy 7.4 %
  • Consumer discretionary 6.6 %
  • Consumer staples 6.1 %
  • Industrials 4.4 %
  • Materials 2.5 %
  • Utilities 0.3 %
  • Unattributed 28.5 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 98.1 %
  • GBP 0.9 %
  • CAD 0.7 %
  • EUR 0.4 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 90.0 %
  • GB 6.4 %
  • CA 1.8 %
  • TW 0.9 %
  • IE 0.5 %
  • FR 0.4 %
  • MH 0.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US10814.2B $90.03 %
GB61B $6.43 %
CA4278.8M $1.77 %
TW1139.7M $0.89 %
IE179.1M $0.50 %
FR155.5M $0.35 %
MH15.7M $0.04 %

Positions

CompanySharesValue (USD)Weight
Alphabet Inc 1,875,600721.7M $4.52 %
Amazon.com Inc 2,363,700626.5M $3.93 %
Exxon Mobil Corp 3,862,800596.1M $3.74 %
Bank of America Corp 7,414,600396.4M $2.48 %
Cisco Systems, Inc. 3,948,475361.3M $2.26 %
Merck & Co Inc 3,156,000344.6M $2.16 %
Chubb Ltd 986,439322.6M $2.02 %
Travelers Cos Inc/The 1,024,770312.7M $1.96 %
Alphabet Inc 785,400300M $1.88 %
Shell PLC 3,289,400298.2M $1.87 %
Micron Technology Inc 562,000290.6M $1.82 %
ConocoPhillips 2,102,600264.5M $1.66 %
Wells Fargo & Co 3,131,400257.5M $1.61 %
PNC Financial Services Group Inc/The 1,152,800257.1M $1.61 %
Northern Trust Corp 1,525,000253.7M $1.59 %
Keurig Dr Pepper Inc 8,582,300252.3M $1.58 %
FedEx Corp 600,700242.3M $1.52 %
Intel Corp 2,474,600233.8M $1.47 %
Procter & Gamble Co/The 1,581,100232.6M $1.46 %
AstraZeneca PLC 1,223,177229.2M $1.44 %
GSK PLC 4,089,400213.9M $1.34 %
M&T Bank Corp 937,444205M $1.28 %
Walt Disney Co/The 1,913,100198.5M $1.24 %
UnitedHealth Group Inc 531,300196.8M $1.23 %
Newmont Corp 1,567,300174.1M $1.09 %
Gilead Sciences Inc 1,295,200169.5M $1.06 %
Thermo Fisher Scientific Inc 352,700168.9M $1.06 %
Cigna Group/The 572,507166.4M $1.04 %
United Parcel Service Inc 1,525,000165.9M $1.04 %
Ross Stores Inc 706,500160.9M $1.01 %
Mondelez International Inc 2,557,500157.1M $0.98 %
Visa Inc 467,800154.3M $0.97 %
Capital One Financial Corp 789,600151.1M $0.95 %
Charles Schwab Corp/The 1,632,600149.6M $0.94 %
US Bancorp 2,635,600149.3M $0.94 %
Biogen Inc 772,400146.2M $0.92 %
Regal Rexnord Corp 654,500140.7M $0.88 %
Taiwan Semiconductor Manufacturing Co Ltd 352,600139.7M $0.88 %
Salesforce Inc 788,100139.1M $0.87 %
Allison Transmission Holdings Inc 1,015,600136.4M $0.86 %
QUALCOMM Inc 755,000135.6M $0.85 %
British American Tobacco PLC 2,263,900133.1M $0.83 %
PG&E Corp 7,753,200128.9M $0.81 %
Marsh & McLennan Cos Inc 763,700128.1M $0.80 %
Warner Bros Discovery Inc 4,590,300124.2M $0.78 %
Eversource Energy 1,733,100122.5M $0.77 %
Textron Inc 1,276,600122.5M $0.77 %
Deere & Co 204,500120.6M $0.76 %
Westinghouse Air Brake Technologies Corp 439,200118.5M $0.74 %
IMPERIAL OIL LTD 881,500118.1M $0.74 %
Gen Digital Inc 6,039,028116.5M $0.73 %
CH Robinson Worldwide Inc 635,700115.6M $0.72 %
Corteva Inc 1,424,400115.4M $0.72 %
Cummins Inc 171,600115.1M $0.72 %
Lowe's Cos Inc 461,400110.2M $0.69 %
Pentair PLC 1,355,100109.4M $0.69 %
Bank of New York Mellon Corp/The 802,500107.8M $0.68 %
Hartford Insurance Group Inc/The 776,900106.3M $0.67 %
Crown Holdings Inc 1,063,400104.5M $0.66 %
Colgate-Palmolive Co 1,224,000104.5M $0.65 %
CRH PLC 861,000102M $0.64 %
Dover Corp 441,10099.9M $0.63 %
Elevance Health Inc 254,80095.9M $0.60 %
Acuity Inc 330,00095.6M $0.60 %
Diageo PLC 4,664,30094.3M $0.59 %
CVS Health Corp 1,126,10093.8M $0.59 %
H&R Block Inc 2,917,46492.6M $0.58 %
Target Corp 692,40089.8M $0.56 %
Knight-Swift Transportation Holdings Inc 1,352,20087.8M $0.55 %
Accenture PLC 472,50084.4M $0.53 %
Annaly Capital Management Inc 3,531,70080.9M $0.51 %
Unilever PLC 1,340,90079.1M $0.50 %
Willis Towers Watson PLC 308,60079.1M $0.50 %
Alimentation Couche-Tard Inc 1,267,40075M $0.47 %
Ferguson Enterprises Inc 277,10074.2M $0.46 %
Berkshire Hathaway Inc 155,66673.7M $0.46 %
SS&C Technologies Holdings Inc 1,056,50473.2M $0.46 %
Sprouts Farmers Market Inc 861,20070.5M $0.44 %
Meta Platforms Inc 105,60064.6M $0.41 %
Domino's Pizza Inc 188,70064M $0.40 %
ExlService Holdings Inc 2,003,50063.9M $0.40 %
US Foods Holding Corp 657,93061.5M $0.39 %
Kroger Co/The 884,20060.2M $0.38 %
Constellation Brands Inc 379,10059.4M $0.37 %
GoDaddy Inc 655,90056.9M $0.36 %
LVMH Moet Hennessy Louis Vuitton SE 104,70055.5M $0.35 %
PACCAR Inc 462,60055M $0.34 %
Leidos Holdings Inc 366,80054.7M $0.34 %
Henry Schein Inc 712,50053.1M $0.33 %
PVH Corp 572,90052.4M $0.33 %
Expeditors International of Washington Inc 342,70050.7M $0.32 %
Global Payments Inc 700,90050.4M $0.32 %
Nutrien Ltd 647,10049.2M $0.31 %
Mosaic Co/The 2,098,10048.8M $0.31 %
Mohawk Industries Inc 452,60047.8M $0.30 %
Rush Enterprises Inc 641,97947.5M $0.30 %
Kimberly-Clark Corp 482,10047.5M $0.30 %
Omnicom Group Inc 615,80047.2M $0.30 %
Maximus Inc 712,87746.8M $0.29 %
National Grid PLC 2,432,34543.5M $0.27 %
Fidelity National Financial Inc 804,60042.1M $0.26 %
Werner Enterprises Inc 1,136,80041.9M $0.26 %
Toll Brothers Inc 277,20039.4M $0.25 %
UGI Corp 1,032,50037.3M $0.23 %
Parex Resources Inc 1,730,46936.5M $0.23 %
Lithia Motors Inc 120,90035.1M $0.22 %
Murphy USA Inc 59,00034.7M $0.22 %
Lamar Advertising Co 249,40034.4M $0.22 %
Cabot Corp 442,00034M $0.21 %
Fiserv Inc 530,70033.2M $0.21 %
CF Industries Holdings Inc 251,10031.2M $0.20 %
Intuit Inc 78,80030.6M $0.19 %
AutoNation Inc 137,90029.3M $0.18 %
Viatris Inc 1,661,50024.8M $0.16 %
Group 1 Automotive Inc 60,50021.6M $0.14 %
Lululemon Athletica Inc 155,10021.4M $0.13 %
Abercrombie & Fitch Co 221,29718.9M $0.12 %
Mueller Industries Inc 129,20017.5M $0.11 %
Charles River Laboratories International Inc 92,30015.4M $0.10 %
Taylor Morrison Home Corp 214,50013M $0.08 %
DYNAGAS LNG PARTNERS LP 1,472,1155.7M $0.04 %
Genpact Ltd 14,982520.6K $0.00 %