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 | MCDONALDS CORP | 580135101 | Feb 2026 | 103,906 | -6,020 | $29.0M | -22.6% | 3.16% | EC |
| 6 | TJX COMPANIES INC | 872540109 | Feb 2026 | 171,646 | -30,300 | $26.6M | -18.6% | 2.89% | EC |
| 7 | HILTON WORLDWIDE HOLDINGS INC | 43300A203 | Feb 2026 | 80,476 | -6,380 | $26.4M | -2.6% | 2.87% | EC |
| 8 | ROSS STORES INC | 778296103 | Feb 2026 | 80,340 | -27,630 | $18.6M | -16.1% | 2.03% | EC |
| 9 | SOMNIGROUP INTERNATIONAL INC | 88023U101 | Feb 2026 | 253,662 | -6,930 | $18.0M | -23.0% | 1.96% | EC |
| 10 | DICKS SPORTING GOODS INC | 253393102 | Feb 2026 | 75,316 | -12,330 | $17.1M | -4.0% | 1.87% | EC |
| 11 | GENERAL MOTORS CO | 37045V100 | Feb 2026 | 200,390 | -22,340 | $16.7M | -4.9% | 1.82% | EC |
| 12 | ARITZIA INC | 04045U102 | Feb 2026 | 114,900 | -12,700 | $12.9M | +14.2% | 1.41% | EC |
| 13 | ACADEMY SPORTS and OUTDOORS INC | 00402L107 | Feb 2026 | 215,550 | -12,430 | $11.4M | -17.0% | 1.24% | EC |
| 14 | PULTE GROUP INC | 745867101 | Feb 2026 | 87,940 | -7,500 | $10.4M | -20.6% | 1.13% | EC |
| 15 | RESTAURANT BRANDS INTL INC | 76131D103 | Feb 2026 | 112,375 | -15,500 | $8.4M | -8.4% | 0.92% | EC |
| 16 | WILLIAMS-SONOMA INC | 969904101 | Feb 2026 | 37,690 | -18,400 | $7.7M | -33.5% | 0.84% | EC |
| 17 | LITHIA MOTORS INC | 536797103 | Feb 2026 | 25,840 | -1,940 | $7.5M | -3.2% | 0.82% | EC |
| 18 | MARRIOTT INTERNATIONAL INC/MD | 571903202 | Feb 2026 | 19,058 | -2,180 | $7.2M | -1.4% | 0.78% | EC |
| 19 | TAPESTRY INC | 876030107 | Feb 2026 | 48,682 | -49,450 | $7.1M | -53.6% | 0.77% | EC |
| 20 | PVH CORP | 693656100 | Feb 2026 | 73,927 | -2,490 | $6.9M | +31.5% | 0.75% | EC |
| 21 | TOPBUILD CORP | 89055F103 | Feb 2026 | 16,025 | -5,470 | $6.7M | -30.6% | 0.73% | EC |
| 22 | CHURCHILL DOWNS INC | 171484108 | Feb 2026 | 73,716 | -4,840 | $6.4M | -11.0% | 0.70% | EC |
| 23 | CAVCO INDUSTRIES INC | 149568107 | Feb 2026 | 11,540 | -740 | $6.2M | -12.7% | 0.67% | EC |
| 24 | ETSY INC | 29786A106 | Feb 2026 | 79,990 | -4,380 | $5.4M | +17.3% | 0.59% | EC |
| 25 | ARAMARK | 03852U106 | Feb 2026 | 98,133 | -5,300 | $5.2M | +21.0% | 0.57% | EC |
| 26 | LCI INDUSTRIES | 50189K103 | Feb 2026 | 40,608 | -2,040 | $4.4M | -22.1% | 0.48% | EC |
| 27 | WYNDHAM HOTELS and RESORTS INC | 98311A105 | Feb 2026 | 52,840 | -19,940 | $4.2M | -28.8% | 0.46% | EC |
| 28 | DAUCH CORPORATION | 024061103 | Feb 2026 | 637,540 | -121,210 | $4.2M | -15.5% | 0.46% | EC |
| 29 | NIKE INC | 654106103 | Feb 2026 | 79,294 | -151,110 | $3.7M | -74.4% | 0.40% | EC |
| 30 | SALLY BEAUTY HLDGS INC | 79546E104 | Feb 2026 | 246,539 | -72,200 | $3.3M | -36.1% | 0.36% | EC |
| 31 | GAP INC | 364760108 | Feb 2026 | 127,860 | -28,740 | $2.7M | -38.4% | 0.29% | EC |
| 32 | OREILLY AUTOMOTIVE INC | 67103H107 | Feb 2026 | 18,985 | -9,030 | $1.6M | -37.3% | 0.18% | EC |