Holdings (Monthly)
Guide ↗
Select Consumer Discretionary Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | 023135106 | Feb 2026 | 888,029 | -107,970 | $240.3M | +14.9% | 26.17% | EC |
| 2 | TESLA INC | 88160R101 | Feb 2026 | 351,441 | -15,980 | $153.2M | +3.6% | 16.68% | EC |
| 3 | HOME DEPOT INC | 437076102 | Feb 2026 | 111,044 | -4,550 | $35.2M | -20.0% | 3.84% | EC |
| 4 | LOWES COS INC | 548661107 | Feb 2026 | 160,923 | -1,680 | $34.5M | -19.8% | 3.76% | EC |
| 5 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 29,508,384 | +17,538,746 | $29.5M | +146.5% | 3.21% | STIV |
| 6 | MCDONALDS CORP | 580135101 | Feb 2026 | 103,906 | -6,020 | $29.0M | -22.6% | 3.16% | EC |
| 7 | TJX COMPANIES INC | 872540109 | Feb 2026 | 171,646 | -30,300 | $26.6M | -18.6% | 2.89% | EC |
| 8 | HILTON WORLDWIDE HOLDINGS INC | 43300A203 | Feb 2026 | 80,476 | -6,380 | $26.4M | -2.6% | 2.87% | EC |
| 9 | ROSS STORES INC | 778296103 | Feb 2026 | 80,340 | -27,630 | $18.6M | -16.1% | 2.03% | EC |
| 10 | SOMNIGROUP INTERNATIONAL INC | 88023U101 | Feb 2026 | 253,662 | -6,930 | $18.0M | -23.0% | 1.96% | EC |
| 11 | DICKS SPORTING GOODS INC | 253393102 | Feb 2026 | 75,316 | -12,330 | $17.1M | -4.0% | 1.87% | EC |
| 12 | GENERAL MOTORS CO | 37045V100 | Feb 2026 | 200,390 | -22,340 | $16.7M | -4.9% | 1.82% | EC |
| 13 | CARNIVAL CORP LTD | N/A | Feb 2026 | 485,660 | +347,350 | $13.6M | +34.0% | 1.48% | EC |
| 14 | BOOKING HOLDINGS INC | 09857L108 | Feb 2026 | 81,195 | +77,608 | $13.6M | -10.6% | 1.48% | EC |
| 15 | ARITZIA INC | 04045U102 | Feb 2026 | 114,900 | -12,700 | $12.9M | +14.2% | 1.41% | EC |
| 16 | DOLLAR TREE INC | 256746108 | Feb 2026 | 108,764 | +9,860 | $12.7M | +1.2% | 1.38% | EC |
| 17 | DOMINOS PIZZA INC | 25754A201 | Feb 2026 | 39,418 | +4,790 | $12.2M | -12.2% | 1.33% | EC |
| 18 | FLOOR and DECOR HOLDINGS INC | 339750101 | Feb 2026 | 235,055 | +29,450 | $12.1M | -14.9% | 1.32% | EC |
| 19 | ACADEMY SPORTS and OUTDOORS INC | 00402L107 | Feb 2026 | 215,550 | -12,430 | $11.4M | -17.0% | 1.24% | EC |
| 20 | PULTE GROUP INC | 745867101 | Feb 2026 | 87,940 | -7,500 | $10.4M | -20.6% | 1.13% | EC |
| 21 | CHIPOTLE MEXICAN GRILL INC | 169656105 | Feb 2026 | 302,330 | +47,330 | $9.6M | +1.5% | 1.05% | EC |
| 22 | OLLIES BARGAIN OUTLET HLDGS INC | 681116109 | Feb 2026 | 112,625 | +66,770 | $9.2M | +87.2% | 1.00% | EC |
| 23 | DECKERS OUTDOOR CORP | 243537107 | Feb 2026 | 76,154 | +1,950 | $8.7M | -0.4% | 0.94% | EC |
| 24 | RESTAURANT BRANDS INTL INC | 76131D103 | Feb 2026 | 112,375 | -15,500 | $8.4M | -8.4% | 0.92% | EC |
| 25 | MERCADOLIBRE INC | 58733R102 | Feb 2026 | 4,685 | — | $7.9M | -3.5% | 0.87% | EC |
| 26 | WILLIAMS-SONOMA INC | 969904101 | Feb 2026 | 37,690 | -18,400 | $7.7M | -33.5% | 0.84% | EC |
| 27 | LITHIA MOTORS INC | 536797103 | Feb 2026 | 25,840 | -1,940 | $7.5M | -3.2% | 0.82% | EC |
| 28 | APTIV PLC | N/A | Feb 2026 | 108,470 | NEW | $7.4M | — | 0.80% | EC |
| 29 | STARBUCKS CORP | 855244109 | Feb 2026 | 72,610 | +4,890 | $7.2M | +8.5% | 0.78% | EC |
| 30 | MARRIOTT INTERNATIONAL INC/MD | 571903202 | Feb 2026 | 19,058 | -2,180 | $7.2M | -1.4% | 0.78% | EC |
| 31 | TAPESTRY INC | 876030107 | Feb 2026 | 48,682 | -49,450 | $7.1M | -53.6% | 0.77% | EC |
| 32 | PVH CORP | 693656100 | Feb 2026 | 73,927 | -2,490 | $6.9M | +31.5% | 0.75% | EC |
| 33 | JAMES HARDIE INDUSTRIES PLC | N/A | Feb 2026 | 298,304 | NEW | $6.8M | — | 0.75% | EC |
| 34 | TOPBUILD CORP | 89055F103 | Feb 2026 | 16,025 | -5,470 | $6.7M | -30.6% | 0.73% | EC |
| 35 | CHURCHILL DOWNS INC | 171484108 | Feb 2026 | 73,716 | -4,840 | $6.4M | -11.0% | 0.70% | EC |
| 36 | CAVCO INDUSTRIES INC | 149568107 | Feb 2026 | 11,540 | -740 | $6.2M | -12.7% | 0.67% | EC |
| 37 | RED ROCK RESORTS INC | 75700L108 | Feb 2026 | 105,750 | +18,470 | $6.2M | +16.8% | 0.67% | EC |
| 38 | ROYAL CARIBBEAN CRUISES LTD | N/A | Feb 2026 | 21,180 | NEW | $6.0M | — | 0.66% | EC |
| 39 | GROUP 1 AUTOMOTIVE INC | 398905109 | Feb 2026 | 17,680 | +1,200 | $5.6M | +4.2% | 0.61% | EC |
| 40 | ETSY INC | 29786A106 | Feb 2026 | 79,990 | -4,380 | $5.4M | +17.3% | 0.59% | EC |
| 41 | ARAMARK | 03852U106 | Feb 2026 | 98,133 | -5,300 | $5.2M | +21.0% | 0.57% | EC |
| 42 | LCI INDUSTRIES | 50189K103 | Feb 2026 | 40,608 | -2,040 | $4.4M | -22.1% | 0.48% | EC |
| 43 | MERITAGE HOMES CORP | 59001A102 | Feb 2026 | 67,220 | +3,620 | $4.4M | -8.6% | 0.48% | EC |
| 44 | WYNDHAM HOTELS and RESORTS INC | 98311A105 | Feb 2026 | 52,840 | -19,940 | $4.2M | -28.8% | 0.46% | EC |
| 45 | DAUCH CORPORATION | 024061103 | Feb 2026 | 637,540 | -121,210 | $4.2M | -15.5% | 0.46% | EC |
| 46 | RH | 74967X103 | Feb 2026 | 26,800 | — | $4.0M | -10.4% | 0.43% | EC |
| 47 | NIKE INC | 654106103 | Feb 2026 | 79,294 | -151,110 | $3.7M | -74.4% | 0.40% | EC |
| 48 | WAYFAIR INC | 94419L101 | Feb 2026 | 45,516 | — | $3.3M | -5.3% | 0.36% | EC |
| 49 | SALLY BEAUTY HLDGS INC | 79546E104 | Feb 2026 | 246,539 | -72,200 | $3.3M | -36.1% | 0.36% | EC |
| 50 | BATH and BODY WORKS INC | 070830104 | May 2026 | 162,880 | NEW | $3.3M | — | 0.36% | EC |
| 51 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 3,221,226 | +264,567 | $3.2M | +8.9% | 0.35% | STIV |
| 52 | GAP INC | 364760108 | Feb 2026 | 127,860 | -28,740 | $2.7M | -38.4% | 0.29% | EC |
| 53 | CAPRI HOLDINGS LTD | N/A | Feb 2026 | 133,230 | NEW | $2.5M | — | 0.27% | EC |
| 54 | BOBS DISCOUNT FURNITURE INC | 09681N106 | Feb 2026 | 163,700 | +100,600 | $2.2M | +66.1% | 0.24% | EC |
| 55 | LVMH MOET HENNESSY LOUIS VUITTON SE | N/A | Feb 2026 | 4,010 | NEW | $2.2M | — | 0.24% | EC |
| 56 | ON HOLDING AG | N/A | Feb 2026 | 47,177 | NEW | $1.9M | — | 0.21% | EC |
| 57 | PERFORMANCE FOOD GROUP CO | 71377A103 | Feb 2026 | 18,770 | — | $1.8M | +1.2% | 0.20% | EC |
| 58 | VERSIGENT LTD | N/A | Feb 2026 | 39,676 | NEW | $1.8M | — | 0.19% | EC |
| 59 | OREILLY AUTOMOTIVE INC | 67103H107 | Feb 2026 | 18,985 | -9,030 | $1.6M | -37.3% | 0.18% | EC |
| ✕ | CARNIVAL CORP | 143658300 | — | 319,720 | SOLD | $10.1M | — | — | — |
| ✕ | ULTA BEAUTY INC | 90384S303 | — | 1,870 | SOLD | $1.3M | — | — | — |