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Holdings (Monthly) Guide ↗

Select Automotive Portfolio

· Fidelity Select Portfolios
Monthly Holdings $67M AUM 46 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 15 New 8 Added 17 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 GENERAL MOTORS CO 37045V100 Feb 2026 102,216 -4,357 $8.5M +1.4% 13.97% EC
2 OREILLY AUTOMOTIVE INC 67103H107 Feb 2026 79,884 -3,405 $6.9M -11.2% 11.39% EC
3 Fidelity Revere Street Trust 31635A303 Feb 2026 6,505,578 -7,763,224 $6.5M -54.4% 10.68% STIV
4 TESLA INC 88160R101 Feb 2026 14,527 -414 $6.3M +5.3% 10.39% EC
5 TOYOTA MOTOR CORP 892331307 Feb 2026 24,706 -9,054 $4.7M -42.6% 7.70% EC
6 AUTOZONE INC 053332102 Feb 2026 1,312 +312 $3.9M +2.5% 6.32% EC
7 CARVANA CO 146869102 Feb 2026 46,045 +35,645 $3.4M -3.3% 5.52% EC
8 FORD MOTOR CO 345370860 Feb 2026 155,788 -89,789 $2.7M -21.5% 4.46% EC
9 FERRARI NV N/A Feb 2026 6,505 +3,476 $2.2M +217.5% 3.63% EC
10 RIVIAN AUTOMOTIVE INC 76954A103 Feb 2026 111,157 +60,060 $1.8M +131.3% 2.97% EC
11 OPENLANE INC 48238T109 Feb 2026 46,552 -2,203 $1.8M +27.6% 2.91% EC
12 BORGWARNER INC 099724106 Feb 2026 23,134 -1,776 $1.7M +15.9% 2.73% EC
13 GARRETT MOTION INC 366505105 Feb 2026 47,119 -610 $1.5M +58.8% 2.53% EC
14 NIO INC 62914V106 Feb 2026 256,165 +179,780 $1.4M +285.6% 2.36% EC
15 SENSATA TECHNOLOGIES HOLDING PLC N/A Feb 2026 25,366 NEW $1.3M 2.06% EC
16 COPART INC 217204106 Feb 2026 38,120 -887 $1.2M -15.9% 2.05% EC
17 APTIV PLC N/A Feb 2026 16,754 NEW $1.1M 1.87% EC
18 DANA INC 235825205 Feb 2026 32,037 -46,633 $1.1M -57.9% 1.86% EC
19 STELLANTIS NV N/A Feb 2026 136,186 NEW $1.1M 1.78% EC
20 MAGNA INTERNATIONAL INC 559222401 May 2026 14,349 NEW $929K 1.53% EC
21 XPENG INC 98422D105 Feb 2026 55,790 +11,912 $918K +19.1% 1.51% EC
22 PHINIA INC 71880K101 Feb 2026 9,115 +1,395 $704K +25.6% 1.16% EC
23 ADIENT PLC N/A Feb 2026 26,722 NEW $611K 1.00% EC
24 VERSIGENT LTD N/A Feb 2026 13,026 NEW $575K 0.94% EC
25 AUTONATION INC DEL 05329W102 May 2026 2,940 NEW $552K 0.91% EC
26 VISTEON CORP 92839U206 May 2026 4,500 NEW $532K 0.87% EC
27 RUSH ENTERPRISES INC 781846209 Feb 2026 7,213 -2,587 $500K -28.1% 0.82% EC
28 LINAMAR CORP 53278L107 Feb 2026 5,998 -102 $444K +5.6% 0.73% EC
29 GENUINE PARTS CO 372460105 Feb 2026 4,316 -184 $426K -20.6% 0.70% EC
30 CONTEMPORARY AMPEREX TECHNOLOGY CO LTD N/A Feb 2026 5,049 NEW $316K 0.52% EC
31 SONIC AUTOMOTIVE INC 83545G102 May 2026 3,700 NEW $306K 0.50% EC
32 DAUCH CORPORATION 024061103 Feb 2026 37,624 -123,900 $250K -76.6% 0.41% EC
33 KIA CORP N/A Feb 2026 1,730 NEW $194K 0.32% EC
34 BYD CO LTD N/A Feb 2026 14,700 NEW $171K 0.28% EC
35 ACV AUCTIONS INC 00091G104 Feb 2026 24,000 +17,185 $158K +376.1% 0.26% EC
36 UBER TECHNOLOGIES INC 90353T100 Feb 2026 2,117 -4,283 $149K -69.1% 0.24% EC
37 DOORDASH INC 25809K105 Feb 2026 898 -1,379 $143K -64.4% 0.23% EC
38 Fidelity Revere Street Trust 31635A105 May 2026 130,001 NEW $130K 0.21% STIV
39 VALVOLINE INC 92047W101 May 2026 1,700 NEW $57K 0.09% EC
40 CELLINK CORP N/A Feb 2026 3,700 NEW $15K 0.02% EP
HONDA MOTOR CO LTD 438128308 72,565 SOLD $2.2M
LI AUTO INC 50202M102 63,929 SOLD $1.1M
LYFT INC 55087P104 44,200 SOLD $0.6M
LKQ CORP 501889208 16,956 SOLD $0.6M
PENSKE AUTOMOTIVE GROUP INC 70959W103 3,100 SOLD $0.5M
MOBILEYE GLOBAL INC 60741F104 17,600 SOLD $0.1M