BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Select Construction and Housing Portfolio

· Fidelity Select Portfolios
Monthly Holdings $677M AUM 9 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 TRANE TECHNOLOGIES PLC N/A Feb 2026 89,900 NEW $40.6M 6.13% EC
2 CRH PLC N/A Feb 2026 260,560 NEW $28.3M 4.28% EC
3 JAMES HARDIE INDUSTRIES PLC N/A Feb 2026 318,718 NEW $7.3M 1.10% EC
4 API GROUP CORP 00187Y100 May 2026 91,010 NEW $3.7M 0.56% EC
5 STERLING INFRASTRUCTURE INC 859241101 May 2026 4,060 NEW $3.5M 0.53% EC
6 MASTEC INC 576323109 May 2026 6,400 NEW $2.4M 0.37% EC
7 MASTERBRAND INC 57638P104 May 2026 181,434 NEW $1.6M 0.24% EC
8 MADISON AIR SOLUTIONS CORP-A 55658T105 May 2026 30,600 NEW $1.3M 0.20% EC
9 Blu Homes Inc N/A Feb 2026 11,990,913 NEW $4K 0.00% EC