Holdings (Monthly) Guide ↗

Select Consumer Discretionary Portfolio

· Fidelity Select Portfolios

Monthly Holdings $948M AUM 8 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	APTIV PLC	N/A	Feb 2026	108,470	NEW	$7.4M	—	0.80%	EC
2	JAMES HARDIE INDUSTRIES PLC	N/A	Feb 2026	298,304	NEW	$6.8M	—	0.75%	EC
3	ROYAL CARIBBEAN CRUISES LTD	N/A	Feb 2026	21,180	NEW	$6.0M	—	0.66%	EC
4	BATH and BODY WORKS INC	070830104	May 2026	162,880	NEW	$3.3M	—	0.36%	EC
5	CAPRI HOLDINGS LTD	N/A	Feb 2026	133,230	NEW	$2.5M	—	0.27%	EC
6	LVMH MOET HENNESSY LOUIS VUITTON SE	N/A	Feb 2026	4,010	NEW	$2.2M	—	0.24%	EC
7	ON HOLDING AG	N/A	Feb 2026	47,177	NEW	$1.9M	—	0.21%	EC
8	VERSIGENT LTD	N/A	Feb 2026	39,676	NEW	$1.8M	—	0.19%	EC