Holdings (Monthly)
Guide ↗
Select Consumer Discretionary Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | 023135106 | Feb 2026 | 995,999 | $209.2M | 21.79% | EC |
| 2 | TESLA INC | 88160R101 | Feb 2026 | 367,421 | $147.9M | 15.41% | EC |
| 3 | HOME DEPOT INC | 437076102 | Feb 2026 | 115,594 | $44.0M | 4.58% | EC |
| 4 | LOWES COS INC | 548661107 | Feb 2026 | 162,603 | $43.0M | 4.48% | EC |
| 5 | MCDONALDS CORP | 580135101 | Feb 2026 | 109,926 | $37.5M | 3.91% | EC |
| 6 | TJX COMPANIES INC | 872540109 | Feb 2026 | 201,946 | $32.6M | 3.40% | EC |
| 7 | HILTON WORLDWIDE HOLDINGS INC | 43300A203 | Feb 2026 | 86,856 | $27.1M | 2.82% | EC |
| 8 | SOMNIGROUP INTERNATIONAL INC | 88023U101 | Feb 2026 | 260,592 | $23.3M | 2.43% | EC |
| 9 | ROSS STORES INC | 778296103 | Feb 2026 | 107,970 | $22.2M | 2.31% | EC |
| 10 | DICKS SPORTING GOODS INC | 253393102 | Feb 2026 | 87,646 | $17.8M | 1.86% | EC |
| 11 | GENERAL MOTORS CO | 37045V100 | Feb 2026 | 222,730 | $17.5M | 1.83% | EC |
| 12 | TAPESTRY INC | 876030107 | Feb 2026 | 98,132 | $15.3M | 1.59% | EC |
| 13 | BOOKING HOLDINGS INC | 09857L108 | Feb 2026 | 3,587 | $15.2M | 1.58% | EC |
| 14 | NIKE INC | 654106103 | Feb 2026 | 230,404 | $14.3M | 1.49% | EC |
| 15 | FLOOR and DECOR HOLDINGS INC | 339750101 | Feb 2026 | 205,605 | $14.2M | 1.48% | EC |
| 16 | DOMINOS PIZZA INC | 25754A201 | Feb 2026 | 34,628 | $13.9M | 1.45% | EC |
| 17 | ACADEMY SPORTS and OUTDOORS INC | 00402L107 | Feb 2026 | 227,980 | $13.7M | 1.43% | EC |
| 18 | PULTE GROUP INC | 745867101 | Feb 2026 | 95,440 | $13.1M | 1.36% | EC |
| 19 | DOLLAR TREE INC | 256746108 | Feb 2026 | 98,904 | $12.5M | 1.30% | EC |
| 20 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 11,969,638 | $12.0M | 1.25% | STIV |
| 21 | WILLIAMS-SONOMA INC | 969904101 | Feb 2026 | 56,090 | $11.5M | 1.20% | EC |
| 22 | ARITZIA INC | 04045U102 | Feb 2026 | 127,600 | $11.3M | 1.18% | EC |
| 23 | APTIV PLC | N/A | Feb 2026 | 138,310 | $10.2M | 1.06% | EC |
| 24 | CARNIVAL CORP | 143658300 | Feb 2026 | 319,720 | $10.1M | 1.05% | EC |
| 25 | TOPBUILD CORP | 89055F103 | Feb 2026 | 21,495 | $9.6M | 1.00% | EC |
| 26 | CHIPOTLE MEXICAN GRILL INC | 169656105 | Feb 2026 | 255,000 | $9.5M | 0.99% | EC |
| 27 | RESTAURANT BRANDS INTL INC | 76131D103 | Feb 2026 | 127,875 | $9.2M | 0.96% | EC |
| 28 | DECKERS OUTDOOR CORP | 243537107 | Feb 2026 | 74,204 | $8.7M | 0.91% | EC |
| 29 | MERCADOLIBRE INC | 58733R102 | Feb 2026 | 4,685 | $8.2M | 0.86% | EC |
| 30 | LITHIA MOTORS INC | 536797103 | Feb 2026 | 27,780 | $7.8M | 0.81% | EC |
| 31 | JAMES HARDIE INDUSTRIES PLC | N/A | Feb 2026 | 312,343 | $7.6M | 0.79% | EC |
| 32 | MARRIOTT INTERNATIONAL INC/MD | 571903202 | Feb 2026 | 21,238 | $7.3M | 0.76% | EC |
| 33 | CHURCHILL DOWNS INC | 171484108 | Feb 2026 | 78,556 | $7.2M | 0.75% | EC |
| 34 | CAVCO INDUSTRIES INC | 149568107 | Feb 2026 | 12,280 | $7.1M | 0.74% | EC |
| 35 | STARBUCKS CORP | 855244109 | Feb 2026 | 67,720 | $6.6M | 0.69% | EC |
| 36 | WYNDHAM HOTELS and RESORTS INC | 98311A105 | Feb 2026 | 72,780 | $6.0M | 0.62% | EC |
| 37 | ROYAL CARIBBEAN CRUISES LTD | N/A | Feb 2026 | 18,980 | $5.9M | 0.61% | EC |
| 38 | LCI INDUSTRIES | 50189K103 | Feb 2026 | 42,648 | $5.7M | 0.59% | EC |
| 39 | GROUP 1 AUTOMOTIVE INC | 398905109 | Feb 2026 | 16,480 | $5.4M | 0.56% | EC |
| 40 | RED ROCK RESORTS INC | 75700L108 | Feb 2026 | 87,280 | $5.3M | 0.55% | EC |
| 41 | PVH CORP | 693656100 | Feb 2026 | 76,417 | $5.2M | 0.55% | EC |
| 42 | SALLY BEAUTY HLDGS INC | 79546E104 | Feb 2026 | 318,739 | $5.1M | 0.53% | EC |
| 43 | DAUCH CORPORATION | 024061103 | Feb 2026 | 758,750 | $5.0M | 0.52% | EC |
| 44 | OLLIES BARGAIN OUTLET HLDGS INC | 681116109 | Feb 2026 | 45,855 | $4.9M | 0.51% | EC |
| 45 | MERITAGE HOMES CORP | 59001A102 | Feb 2026 | 63,600 | $4.8M | 0.50% | EC |
| 46 | ETSY INC | 29786A106 | Feb 2026 | 84,370 | $4.6M | 0.48% | EC |
| 47 | RH | 74967X103 | Feb 2026 | 26,800 | $4.4M | 0.46% | EC |
| 48 | GAP INC | 364760108 | Feb 2026 | 156,600 | $4.4M | 0.46% | EC |
| 49 | ARAMARK | 03852U106 | Feb 2026 | 103,433 | $4.3M | 0.45% | EC |
| 50 | WAYFAIR INC | 94419L101 | Feb 2026 | 45,516 | $3.5M | 0.36% | EC |
| 51 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 2,956,659 | $3.0M | 0.31% | STIV |
| 52 | CAPRI HOLDINGS LTD | N/A | Feb 2026 | 138,060 | $2.8M | 0.29% | EC |
| 53 | OREILLY AUTOMOTIVE INC | 67103H107 | Feb 2026 | 28,015 | $2.6M | 0.27% | EC |
| 54 | FLUTTER ENTERTAINMENT PLC | N/A | Feb 2026 | 20,960 | $2.2M | 0.23% | EC |
| 55 | LVMH MOET HENNESSY LOUIS VUITTON SE | N/A | Feb 2026 | 3,470 | $2.2M | 0.23% | EC |
| 56 | ON HOLDING AG | N/A | Feb 2026 | 47,177 | $2.2M | 0.23% | EC |
| 57 | PERFORMANCE FOOD GROUP CO | 71377A103 | Feb 2026 | 18,770 | $1.8M | 0.19% | EC |
| 58 | BOBS DISCOUNT FURNITURE INC | 09681N106 | Feb 2026 | 63,100 | $1.3M | 0.14% | EC |
| 59 | ULTA BEAUTY INC | 90384S303 | Feb 2026 | 1,870 | $1.3M | 0.13% | EC |