Select Transportation Portfolio
Registrant
Fidelity Select Portfolios
Class ticker
FSRFX
Net Assets
$511,534,426
Holdings
33
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 33
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Portfolio coverage: 33 of
38 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | UBER | 792,966 | $59,987,878 | 11.73% | Long | EC | |
| UNION PACIFIC CORP | UNP | 190,435 | $57,258,091 | 11.19% | Long | EC | |
| DELTA AIR LINES INC | DAL | 512,776 | $39,996,528 | 7.82% | Long | EC | |
| UNITED AIRLINES HOLDINGS INC | UAL | 297,158 | $32,090,092 | 6.27% | Long | EC | |
| CSX CORP | CSX | 621,801 | $31,407,169 | 6.14% | Long | EC | |
| OLD DOMINION FREIGHT LINES INC | ODFL | 154,193 | $30,832,432 | 6.03% | Long | EC | |
| FEDEX CORP | FDX | 76,909 | $25,180,007 | 4.92% | Long | EC | |
| UNITED PARCEL SERVICE INC | UPS | 241,326 | $25,153,409 | 4.92% | Long | EC | |
| CH ROBINSON WORLDWIDE INC | CHRW | 160,961 | $24,089,423 | 4.71% | Long | EC | |
| XPO INC | XPO | 120,165 | $23,310,808 | 4.56% | Long | EC | |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | KNX | 193,569 | $13,261,412 | 2.59% | Long | EC | |
| NORFOLK SOUTHERN CORP | NSC | 33,350 | $11,432,047 | 2.23% | Long | EC | |
| KIRBY CORP | KEX | 64,046 | $9,085,566 | 1.78% | Long | EC | |
| SOUTHWEST AIRLINES CO | LUV | 206,825 | $7,968,967 | 1.56% | Long | EC | |
| ALASKA AIR GROUP INC | ALK | 180,643 | $7,465,975 | 1.46% | Long | EC | |
| SCHNEIDER NATIONAL INC | SNDR | 203,425 | $7,020,197 | 1.37% | Long | EC | |
| GXO LOGISTICS INC | GXO | 146,802 | $7,006,859 | 1.37% | Long | EC | |
| SKYWEST INC | SKYW | 72,024 | $6,817,792 | 1.33% | Long | EC | |
| WERNER ENTERPRISES INC | WERN | 158,650 | $6,215,907 | 1.22% | Long | EC | |
| AMAZON.COM INC | AMZN | 23,890 | $6,205,905 | 1.21% | Long | EC | |
| CANADIAN PACIFIC KANSAS CITY LTD | CP | 66,000 | $6,114,030 | 1.20% | Long | EC | |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | EXPD | 27,066 | $5,133,067 | 1.00% | Long | EC | |
| LYFT INC | LYFT | 268,284 | $4,534,000 | 0.89% | Long | EC | |
| PACCAR INC | PCAR | 36,400 | $4,518,332 | 0.88% | Long | EC | |
| BOEING CO | BA | 19,900 | $4,134,822 | 0.81% | Long | EC | |
| DESCARTES SYS GROUP INC | DSGX | 50,900 | $4,096,019 | 0.80% | Long | EC | |
| SAMSARA INC | IOT | 100,200 | $4,093,170 | 0.80% | Long | EC | |
| WESTINGHOUSE AIR BRAKE TECH CORP | WAB | 11,460 | $3,276,758 | 0.64% | Long | EC | |
| SAIA INC | SAIA | 8,037 | $2,854,180 | 0.56% | Long | EC | |
| FEDEX FREIGHT HOLDING CO INC | FDXF | 19,654 | $2,628,526 | 0.51% | Long | EC | |
| AVIS BUDGET GROUP INC | CAR | 17,700 | $2,610,573 | 0.51% | Long | EC | |
| RXO INC | RXO | 96,860 | $2,058,275 | 0.40% | Long | EC | |
| TFI INTERNATIONAL INC | TFII | 7,900 | $1,061,465 | 0.21% | Long | EC |