Select Construction and Housing Portfolio
Registrant
Fidelity Select Portfolios
Class ticker
FSHOX
Net Assets
$604,572,436
Holdings
46
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 46
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Portfolio coverage: 46 of
53 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | HD | 265,500 | $87,038,865 | 14.40% | Long | EC | |
| LOWES COS INC | LOW | 355,675 | $72,806,673 | 12.04% | Long | EC | |
| QUANTA SVCS INC | PWR | 58,899 | $35,756,994 | 5.91% | Long | EC | |
| MARTIN MARIETTA MATERIALS INC | MLM | 43,170 | $22,392,279 | 3.70% | Long | EC | |
| COMFORT SYSTEMS USA INC | FIX | 14,440 | $22,318,753 | 3.69% | Long | EC | |
| INVITATION HOMES INC | INVH | 631,770 | $18,409,778 | 3.05% | Long | EC | |
| PULTE GROUP INC | PHM | 119,085 | $15,042,817 | 2.49% | Long | EC | |
| EMCOR GROUP INC | EME | 19,670 | $14,448,402 | 2.39% | Long | EC | |
| SUN COMMUNITIES INC | SUI | 107,210 | $13,017,438 | 2.15% | Long | EC | |
| SOMNIGROUP INTERNATIONAL INC | SGI | 183,878 | $11,906,101 | 1.97% | Long | EC | |
| SIMPSON MANUFACTURING CO | SSD | 61,200 | $11,175,732 | 1.85% | Long | EC | |
| CAMDEN PROPERTY TRUST | CPT | 103,850 | $10,987,330 | 1.82% | Long | EC | |
| TOLL BROS INC | TOL | 75,300 | $10,801,785 | 1.79% | Long | EC | |
| FLOOR and DECOR HOLDINGS INC | FND | 191,950 | $9,649,327 | 1.60% | Long | EC | |
| ARMSTRONG WORLD INDUSTRIES INC | AWI | 53,490 | $9,231,304 | 1.53% | Long | EC | |
| VIVMARK RESIDENTIAL | VMRK | 137,340 | $8,946,328 | 1.48% | Long | EC | |
| CARLISLE COS INC | CSL | 24,960 | $8,650,637 | 1.43% | Long | EC | |
| IES HOLDINGS INC | IESC | 28,400 | $8,605,200 | 1.42% | Long | EC | |
| CARRIER GLOBAL CORP | CARR | 142,520 | $8,297,514 | 1.37% | Long | EC | |
| BUILDERS FIRSTSOURCE INC | BLDR | 107,225 | $7,119,740 | 1.18% | Long | EC | |
| GRANITE CONSTRUCTION INC | GVA | 54,570 | $6,578,959 | 1.09% | Long | EC | |
| WILLSCOT HOLDINGS CORP | WSC | 299,490 | $6,199,443 | 1.03% | Long | EC | |
| CAVCO INDUSTRIES INC | CVCO | 11,020 | $6,161,613 | 1.02% | Long | EC | |
| AECOM | ACM | 83,440 | $5,626,359 | 0.93% | Long | EC | |
| EAGLE MATLS INC | EXP | 27,190 | $5,281,929 | 0.87% | Long | EC | |
| INSTALLED BUILDING PRODUCTS INC | IBP | 18,750 | $4,553,063 | 0.75% | Long | EC | |
| DR HORTON INC | DHI | 29,376 | $4,246,595 | 0.70% | Long | EC | |
| COMPASS INC | COMP | 393,780 | $4,158,317 | 0.69% | Long | EC | |
| MERITAGE HOMES CORP | MTH | 59,300 | $4,117,199 | 0.68% | Long | EC | |
| API GROUP CORP | APG | 103,800 | $4,074,150 | 0.67% | Long | EC | |
| MODINE MANUFACTURING CO | MOD | 21,720 | $3,875,500 | 0.64% | Long | EC | |
| STERLING INFRASTRUCTURE INC | STRL | 6,560 | $3,083,659 | 0.51% | Long | EC | |
| WILLIAMS-SONOMA INC | WSM | 13,290 | $3,033,443 | 0.50% | Long | EC | |
| HERC HOLDINGS INC | HRI | 19,500 | $2,970,630 | 0.49% | Long | EC | |
| HAYWARD HOLDINGS INC | HAYW | 209,010 | $2,936,591 | 0.49% | Long | EC | |
| KB HOME | KBH | 53,590 | $2,856,347 | 0.47% | Long | EC | |
| AAON INC | AAON | 35,770 | $2,717,447 | 0.45% | Long | EC | |
| RH | RH | 18,100 | $2,699,615 | 0.45% | Long | EC | |
| SHERWIN WILLIAMS CO | SHW | 7,370 | $2,497,030 | 0.41% | Long | EC | |
| VULCAN MATERIALS CO | VMC | 9,206 | $2,481,753 | 0.41% | Long | EC | |
| BOBS DISCOUNT FURNITURE INC | BOBS | 112,100 | $1,886,643 | 0.31% | Long | EC | |
| CARDINAL INFRASTRUCTURE GROUP INC | CDNL | 44,900 | $1,660,402 | 0.27% | Long | EC | |
| MASTEC INC | MTZ | 6,400 | $1,534,592 | 0.25% | Long | EC | |
| MASTERBRAND INC | MBC | 181,434 | $1,496,831 | 0.25% | Long | EC | |
| MADISON AIR SOLUTIONS CORP-A | MAIR | 30,600 | $807,840 | 0.13% | Long | EC | |
| WAYFAIR INC | W | 900 | $89,343 | 0.01% | Long | EC |