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Holdings (Monthly) Guide ↗

Select Retailing Portfolio

· Fidelity Select Portfolios
Monthly Holdings $2.4B AUM 24 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 12 New 6 Added 24 Reduced 3 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 AMAZON.COM INC 023135106 Feb 2026 2,413,447 -121,400 $653.2M +22.7% 27.84% EC
2 WALMART INC 931142103 Feb 2026 2,047,179 -5,100 $237.0M -9.8% 10.10% EC
3 COSTCO WHOLESALE CORP 22160K105 Feb 2026 162,400 -600 $155.3M -5.7% 6.62% EC
4 LOWES COS INC 548661107 Feb 2026 622,803 -35,000 $133.5M -23.3% 5.69% EC
5 ROSS STORES INC 778296103 Feb 2026 318,332 -32,500 $73.8M +2.2% 3.14% EC
6 TJX COMPANIES INC 872540109 Feb 2026 437,972 -387,800 $67.8M -49.2% 2.89% EC
7 OREILLY AUTOMOTIVE INC 67103H107 Feb 2026 762,970 -5,500 $66.3M -8.1% 2.83% EC
8 TARGET CORP 87612E106 Feb 2026 496,575 -2,000 $63.1M +11.2% 2.69% EC
9 Fidelity Revere Street Trust 31635A303 Feb 2026 60,793,642 -13,412,330 $60.8M -18.1% 2.59% STIV
10 DOLLAR TREE INC 256746108 Feb 2026 512,096 -141,800 $59.6M -27.9% 2.54% EC
11 MERCADOLIBRE INC 58733R102 Feb 2026 31,613 -3,300 $53.6M -12.6% 2.28% EC
12 CASEY'S GENERAL STORES INC 147528103 Feb 2026 54,369 -35,600 $41.7M -32.4% 1.78% EC
13 HOME DEPOT INC 437076102 Feb 2026 93,402 -142,200 $29.6M -67.0% 1.26% EC
14 WILLIAMS-SONOMA INC 969904101 Feb 2026 142,175 -24,300 $28.9M -15.5% 1.23% EC
15 PVH CORP 693656100 Feb 2026 308,672 -6,800 $28.8M +33.0% 1.23% EC
16 ETSY INC 29786A106 Feb 2026 397,879 -37,300 $27.0M +13.2% 1.15% EC
17 NIKE INC 654106103 Feb 2026 581,914 -497,200 $26.9M -59.9% 1.15% EC
18 ULTA BEAUTY INC 90384S303 Feb 2026 41,231 -46,100 $21.0M -64.9% 0.89% EC
19 BATH and BODY WORKS INC 070830104 Feb 2026 1,024,675 -200,900 $20.5M -26.5% 0.87% EC
20 ABERCROMBIE and FITCH CO 002896207 Feb 2026 239,808 -16,500 $18.5M -26.1% 0.79% EC
21 TAPESTRY INC 876030107 Feb 2026 119,416 -283,200 $17.4M -72.2% 0.74% EC
22 AMERICAN EAGLE OUTFITTERS INC 02553E106 Feb 2026 1,060,492 -53,900 $16.8M -38.8% 0.71% EC
23 ARITZIA INC 04045U102 Feb 2026 144,337 -81,800 $16.2M -19.1% 0.69% EC
24 DICKS SPORTING GOODS INC 253393102 Feb 2026 49,412 -135,200 $11.2M -70.1% 0.48% EC