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Holdings (Monthly) Guide ↗

Select Consumer Discretionary Portfolio

· Fidelity Select Portfolios
Monthly Holdings $948M AUM 15 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 8 New 15 Added 32 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Fidelity Revere Street Trust 31635A303 Feb 2026 29,508,384 +17,538,746 $29.5M +146.5% 3.21% STIV
2 CARNIVAL CORP LTD N/A Feb 2026 485,660 +347,350 $13.6M +34.0% 1.48% EC
3 BOOKING HOLDINGS INC 09857L108 Feb 2026 81,195 +77,608 $13.6M -10.6% 1.48% EC
4 DOLLAR TREE INC 256746108 Feb 2026 108,764 +9,860 $12.7M +1.2% 1.38% EC
5 DOMINOS PIZZA INC 25754A201 Feb 2026 39,418 +4,790 $12.2M -12.2% 1.33% EC
6 FLOOR and DECOR HOLDINGS INC 339750101 Feb 2026 235,055 +29,450 $12.1M -14.9% 1.32% EC
7 CHIPOTLE MEXICAN GRILL INC 169656105 Feb 2026 302,330 +47,330 $9.6M +1.5% 1.05% EC
8 OLLIES BARGAIN OUTLET HLDGS INC 681116109 Feb 2026 112,625 +66,770 $9.2M +87.2% 1.00% EC
9 DECKERS OUTDOOR CORP 243537107 Feb 2026 76,154 +1,950 $8.7M -0.4% 0.94% EC
10 STARBUCKS CORP 855244109 Feb 2026 72,610 +4,890 $7.2M +8.5% 0.78% EC
11 RED ROCK RESORTS INC 75700L108 Feb 2026 105,750 +18,470 $6.2M +16.8% 0.67% EC
12 GROUP 1 AUTOMOTIVE INC 398905109 Feb 2026 17,680 +1,200 $5.6M +4.2% 0.61% EC
13 MERITAGE HOMES CORP 59001A102 Feb 2026 67,220 +3,620 $4.4M -8.6% 0.48% EC
14 Fidelity Revere Street Trust 31635A105 Feb 2026 3,221,226 +264,567 $3.2M +8.9% 0.35% STIV
15 BOBS DISCOUNT FURNITURE INC 09681N106 Feb 2026 163,700 +100,600 $2.2M +66.1% 0.24% EC