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 | COMFORT SYSTEMS USA INC | 199908104 | Feb 2026 | 17,175 | -1,640 | $31.4M | +16.8% | 4.74% | EC |
| 6 | MARTIN MARIETTA MATERIALS INC | 573284106 | Feb 2026 | 45,110 | -1,720 | $26.2M | -17.2% | 3.96% | EC |
| 7 | INVITATION HOMES INC | 46187W107 | Feb 2026 | 676,420 | -33,660 | $19.8M | +5.8% | 2.99% | EC |
| 8 | EMCOR GROUP INC | 29084Q100 | Feb 2026 | 20,840 | -1,470 | $17.2M | +6.6% | 2.60% | EC |
| 9 | PULTE GROUP INC | 745867101 | Feb 2026 | 126,135 | -10,510 | $14.9M | -20.5% | 2.25% | EC |
| 10 | SUN COMMUNITIES INC | 866674104 | Feb 2026 | 113,580 | -10,800 | $14.0M | -17.2% | 2.12% | EC |
| 11 | SIMPSON MANUFACTURING CO | 829073105 | Feb 2026 | 61,240 | -1,150 | $11.6M | -3.8% | 1.75% | EC |
| 12 | CAMDEN PROPERTY TRUST | 133131102 | Feb 2026 | 105,860 | -7,440 | $11.3M | -8.1% | 1.70% | EC |
| 13 | TOLL BROS INC | 889478103 | Feb 2026 | 79,770 | -5,610 | $11.1M | -17.7% | 1.67% | EC |
| 14 | CARRIER GLOBAL CORP | 14448C104 | Feb 2026 | 150,960 | -4,590 | $9.6M | -3.7% | 1.46% | EC |
| 15 | CARLISLE COS INC | 142339100 | Feb 2026 | 26,440 | -6,980 | $9.1M | -30.9% | 1.38% | EC |
| 16 | TOPBUILD CORP | 89055F103 | Feb 2026 | 20,030 | -4,640 | $8.4M | -24.4% | 1.26% | EC |
| 17 | BUILDERS FIRSTSOURCE INC | 12008R107 | Feb 2026 | 108,355 | -3,560 | $8.3M | -29.2% | 1.25% | EC |
| 18 | WILLSCOT HOLDINGS CORP | 971378104 | Feb 2026 | 299,490 | -49,610 | $7.7M | +2.1% | 1.16% | EC |
| 19 | ESSEX PROPERTY TRUST INC | 297178105 | Feb 2026 | 27,590 | -7,920 | $7.5M | -17.0% | 1.14% | EC |
| 20 | MODINE MANUFACTURING CO | 607828100 | Feb 2026 | 23,390 | -1,010 | $6.5M | +17.7% | 0.98% | EC |
| 21 | EAGLE MATLS INC | 26969P108 | Feb 2026 | 29,060 | -4,160 | $6.4M | -13.5% | 0.97% | EC |
| 22 | CAVCO INDUSTRIES INC | 149568107 | Feb 2026 | 11,740 | -990 | $6.3M | -14.3% | 0.95% | EC |
| 23 | AAON INC | 000360206 | Feb 2026 | 34,460 | -2,410 | $4.8M | +29.5% | 0.73% | EC |
| 24 | DR HORTON INC | 23331A109 | Feb 2026 | 32,036 | -2,900 | $4.7M | -15.9% | 0.71% | EC |
| 25 | WILLIAMS-SONOMA INC | 969904101 | Feb 2026 | 17,520 | -12,980 | $3.6M | -43.1% | 0.54% | EC |
| 26 | EQUITY RESIDENTIAL | 29476L107 | Feb 2026 | 52,690 | -3,180 | $3.4M | -2.3% | 0.52% | EC |
| 27 | KB HOME | 48666K109 | Feb 2026 | 61,540 | -2,700 | $3.0M | -26.4% | 0.45% | EC |
| 28 | VULCAN MATERIALS CO | 929160109 | Feb 2026 | 9,206 | -3,380 | $2.6M | -33.2% | 0.39% | EC |
| 29 | LENNAR CORP | 526057104 | Feb 2026 | 15,120 | -2,700 | $1.4M | -33.4% | 0.20% | EC |
| 30 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 662,787 | -2,670,673 | $663K | -80.1% | 0.10% | STIV |