Holdings (Monthly)
Guide ↗
Select Construction and Housing Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HOME DEPOT INC | 437076102 | Feb 2026 | 279,180 | -33,050 | $88.5M | -25.5% | 13.37% | EC |
| 2 | LOWES COS INC | 548661107 | Feb 2026 | 360,815 | -10,300 | $77.3M | -21.2% | 11.68% | EC |
| 3 | QUANTA SVCS INC | 74762E102 | Feb 2026 | 62,389 | -3,990 | $44.4M | +18.8% | 6.70% | EC |
| 4 | JOHNSON CONTROLS INTERNATIONAL PLC | N/A | Feb 2026 | 303,201 | -11,687,712 | $40.6M | +1093393.6% | 6.14% | EC |
| 5 | TRANE TECHNOLOGIES PLC | N/A | Feb 2026 | 89,900 | NEW | $40.6M | — | 6.13% | EC |
| 6 | COMFORT SYSTEMS USA INC | 199908104 | Feb 2026 | 17,175 | -1,640 | $31.4M | +16.8% | 4.74% | EC |
| 7 | CRH PLC | N/A | Feb 2026 | 260,560 | NEW | $28.3M | — | 4.28% | EC |
| 8 | MARTIN MARIETTA MATERIALS INC | 573284106 | Feb 2026 | 45,110 | -1,720 | $26.2M | -17.2% | 3.96% | EC |
| 9 | INVITATION HOMES INC | 46187W107 | Feb 2026 | 676,420 | -33,660 | $19.8M | +5.8% | 2.99% | EC |
| 10 | EMCOR GROUP INC | 29084Q100 | Feb 2026 | 20,840 | -1,470 | $17.2M | +6.6% | 2.60% | EC |
| 11 | PULTE GROUP INC | 745867101 | Feb 2026 | 126,135 | -10,510 | $14.9M | -20.5% | 2.25% | EC |
| 12 | SUN COMMUNITIES INC | 866674104 | Feb 2026 | 113,580 | -10,800 | $14.0M | -17.2% | 2.12% | EC |
| 13 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 13,858,498 | +5,762,467 | $13.9M | +71.2% | 2.09% | STIV |
| 14 | SOMNIGROUP INTERNATIONAL INC | 88023U101 | Feb 2026 | 165,880 | +17,370 | $11.7M | -11.6% | 1.77% | EC |
| 15 | SIMPSON MANUFACTURING CO | 829073105 | Feb 2026 | 61,240 | -1,150 | $11.6M | -3.8% | 1.75% | EC |
| 16 | CAMDEN PROPERTY TRUST | 133131102 | Feb 2026 | 105,860 | -7,440 | $11.3M | -8.1% | 1.70% | EC |
| 17 | TOLL BROS INC | 889478103 | Feb 2026 | 79,770 | -5,610 | $11.1M | -17.7% | 1.67% | EC |
| 18 | FLOOR and DECOR HOLDINGS INC | 339750101 | Feb 2026 | 201,490 | +14,490 | $10.4M | -19.8% | 1.56% | EC |
| 19 | CARRIER GLOBAL CORP | 14448C104 | Feb 2026 | 150,960 | -4,590 | $9.6M | -3.7% | 1.46% | EC |
| 20 | CARLISLE COS INC | 142339100 | Feb 2026 | 26,440 | -6,980 | $9.1M | -30.9% | 1.38% | EC |
| 21 | ARMSTRONG WORLD INDUSTRIES INC | 04247X102 | Feb 2026 | 56,670 | +9,720 | $8.9M | +9.9% | 1.35% | EC |
| 22 | TOPBUILD CORP | 89055F103 | Feb 2026 | 20,030 | -4,640 | $8.4M | -24.4% | 1.26% | EC |
| 23 | IES HOLDINGS INC | 44951W106 | Feb 2026 | 12,300 | +2,700 | $8.3M | +75.5% | 1.26% | EC |
| 24 | BUILDERS FIRSTSOURCE INC | 12008R107 | Feb 2026 | 108,355 | -3,560 | $8.3M | -29.2% | 1.25% | EC |
| 25 | WILLSCOT HOLDINGS CORP | 971378104 | Feb 2026 | 299,490 | -49,610 | $7.7M | +2.1% | 1.16% | EC |
| 26 | ESSEX PROPERTY TRUST INC | 297178105 | Feb 2026 | 27,590 | -7,920 | $7.5M | -17.0% | 1.14% | EC |
| 27 | JAMES HARDIE INDUSTRIES PLC | N/A | Feb 2026 | 318,718 | NEW | $7.3M | — | 1.10% | EC |
| 28 | GRANITE CONSTRUCTION INC | 387328107 | Feb 2026 | 50,970 | +4,100 | $7.0M | +10.7% | 1.05% | EC |
| 29 | MODINE MANUFACTURING CO | 607828100 | Feb 2026 | 23,390 | -1,010 | $6.5M | +17.7% | 0.98% | EC |
| 30 | EAGLE MATLS INC | 26969P108 | Feb 2026 | 29,060 | -4,160 | $6.4M | -13.5% | 0.97% | EC |
| 31 | CAVCO INDUSTRIES INC | 149568107 | Feb 2026 | 11,740 | -990 | $6.3M | -14.3% | 0.95% | EC |
| 32 | AECOM | 00766T100 | Feb 2026 | 89,260 | +14,390 | $6.2M | -15.6% | 0.93% | EC |
| 33 | MERITAGE HOMES CORP | 59001A102 | Feb 2026 | 91,600 | — | $6.0M | -13.5% | 0.90% | EC |
| 34 | AAON INC | 000360206 | Feb 2026 | 34,460 | -2,410 | $4.8M | +29.5% | 0.73% | EC |
| 35 | DR HORTON INC | 23331A109 | Feb 2026 | 32,036 | -2,900 | $4.7M | -15.9% | 0.71% | EC |
| 36 | API GROUP CORP | 00187Y100 | May 2026 | 91,010 | NEW | $3.7M | — | 0.56% | EC |
| 37 | WILLIAMS-SONOMA INC | 969904101 | Feb 2026 | 17,520 | -12,980 | $3.6M | -43.1% | 0.54% | EC |
| 38 | STERLING INFRASTRUCTURE INC | 859241101 | May 2026 | 4,060 | NEW | $3.5M | — | 0.53% | EC |
| 39 | EQUITY RESIDENTIAL | 29476L107 | Feb 2026 | 52,690 | -3,180 | $3.4M | -2.3% | 0.52% | EC |
| 40 | KB HOME | 48666K109 | Feb 2026 | 61,540 | -2,700 | $3.0M | -26.4% | 0.45% | EC |
| 41 | COMPASS INC | 20464U100 | Feb 2026 | 331,580 | +15,300 | $2.7M | -11.5% | 0.41% | EC |
| 42 | RH | 74967X103 | Feb 2026 | 18,100 | +251 | $2.7M | -9.1% | 0.41% | EC |
| 43 | VULCAN MATERIALS CO | 929160109 | Feb 2026 | 9,206 | -3,380 | $2.6M | -33.2% | 0.39% | EC |
| 44 | MASTEC INC | 576323109 | May 2026 | 6,400 | NEW | $2.4M | — | 0.37% | EC |
| 45 | HERC HOLDINGS INC | 42704L104 | Feb 2026 | 17,200 | +3,200 | $2.3M | +16.9% | 0.35% | EC |
| 46 | SHERWIN WILLIAMS CO | 824348106 | Feb 2026 | 7,370 | +400 | $2.2M | -11.4% | 0.34% | EC |
| 47 | MASTERBRAND INC | 57638P104 | May 2026 | 181,434 | NEW | $1.6M | — | 0.24% | EC |
| 48 | LENNAR CORP | 526057104 | Feb 2026 | 15,120 | -2,700 | $1.4M | -33.4% | 0.20% | EC |
| 49 | MADISON AIR SOLUTIONS CORP-A | 55658T105 | May 2026 | 30,600 | NEW | $1.3M | — | 0.20% | EC |
| 50 | CARDINAL INFRASTRUCTURE GROUP INC | 14154A102 | Feb 2026 | 21,800 | — | $1.1M | +61.0% | 0.17% | EC |
| 51 | WHIRLPOOL CORP | 963320106 | Feb 2026 | 19,270 | — | $837K | -36.5% | 0.13% | EC |
| 52 | BOBS DISCOUNT FURNITURE INC | 09681N106 | Feb 2026 | 49,300 | — | $670K | -36.0% | 0.10% | EC |
| 53 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 662,787 | -2,670,673 | $663K | -80.1% | 0.10% | STIV |
| 54 | WAYFAIR INC | 94419L101 | Feb 2026 | 900 | — | $65K | -5.3% | 0.01% | EC |
| 55 | Blu Homes Inc | N/A | Feb 2026 | 11,990,913 | NEW | $4K | — | 0.00% | EC |
| ✕ | FLUOR CORP NEW | 343412102 | — | 38,300 | SOLD | $2.0M | — | — | — |
| ✕ | AMERICAN WOODMARK CORP | 030506109 | — | 35,230 | SOLD | $1.8M | — | — | — |
| ✕ | TREX CO INC | 89531P105 | — | 30,200 | SOLD | $1.3M | — | — | — |
| ✕ | ELME COMMUNITIES | 939653101 | — | 282,500 | SOLD | $0.6M | — | — | — |