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Holdings (Monthly) Guide ↗

Select Construction and Housing Portfolio

· Fidelity Select Portfolios
Monthly Holdings $677M AUM 11 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 9 New 11 Added 30 Reduced 4 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 13,858,498 +5,762,467 $13.9M +71.2% 2.09% STIV
2 SOMNIGROUP INTERNATIONAL INC 88023U101 Feb 2026 165,880 +17,370 $11.7M -11.6% 1.77% EC
3 FLOOR and DECOR HOLDINGS INC 339750101 Feb 2026 201,490 +14,490 $10.4M -19.8% 1.56% EC
4 ARMSTRONG WORLD INDUSTRIES INC 04247X102 Feb 2026 56,670 +9,720 $8.9M +9.9% 1.35% EC
5 IES HOLDINGS INC 44951W106 Feb 2026 12,300 +2,700 $8.3M +75.5% 1.26% EC
6 GRANITE CONSTRUCTION INC 387328107 Feb 2026 50,970 +4,100 $7.0M +10.7% 1.05% EC
7 AECOM 00766T100 Feb 2026 89,260 +14,390 $6.2M -15.6% 0.93% EC
8 COMPASS INC 20464U100 Feb 2026 331,580 +15,300 $2.7M -11.5% 0.41% EC
9 RH 74967X103 Feb 2026 18,100 +251 $2.7M -9.1% 0.41% EC
10 HERC HOLDINGS INC 42704L104 Feb 2026 17,200 +3,200 $2.3M +16.9% 0.35% EC
11 SHERWIN WILLIAMS CO 824348106 Feb 2026 7,370 +400 $2.2M -11.4% 0.34% EC