Holdings (Monthly)
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Select Transportation Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UNION PACIFIC CORP | 907818108 | Feb 2026 | 199,235 | -28,200 | $52.3M | -13.2% | 10.14% | EC |
| 2 | UBER TECHNOLOGIES INC | 90353T100 | Feb 2026 | 739,266 | -134,600 | $52.0M | -21.0% | 10.09% | EC |
| 3 | DELTA AIR LINES INC | 247361702 | Feb 2026 | 573,176 | +17,000 | $47.3M | +29.4% | 9.17% | EC |
| 4 | FEDEX CORP | 31428X106 | Feb 2026 | 94,309 | +14,400 | $38.8M | +25.6% | 7.53% | EC |
| 5 | OLD DOMINION FREIGHT LINES INC | 679580100 | Feb 2026 | 157,793 | +1,300 | $35.5M | +11.8% | 6.89% | EC |
| 6 | UNITED PARCEL SERVICE INC | 911312106 | Feb 2026 | 288,826 | -92,700 | $30.8M | -30.3% | 5.97% | EC |
| 7 | UNITED AIRLINES HOLDINGS INC | 910047109 | Feb 2026 | 226,358 | +3,400 | $26.0M | +9.6% | 5.04% | EC |
| 8 | CSX CORP | 126408103 | Feb 2026 | 536,101 | -62,100 | $24.3M | -5.0% | 4.70% | EC |
| 9 | XPO INC | 983793100 | Feb 2026 | 110,065 | — | $23.6M | +1.8% | 4.57% | EC |
| 10 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 22,405,325 | -149,036 | $22.4M | -0.7% | 4.34% | STIV |
| 11 | CH ROBINSON WORLDWIDE INC | 12541W209 | Feb 2026 | 122,261 | +20,900 | $21.8M | +16.3% | 4.23% | EC |
| 12 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 499049104 | Feb 2026 | 205,469 | +7,700 | $15.5M | +24.9% | 3.01% | EC |
| 13 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 13,830,738 | +10,596,641 | $13.8M | +327.7% | 2.68% | STIV |
| 14 | ALASKA AIR GROUP INC | 011659109 | Feb 2026 | 252,643 | +35,437 | $11.6M | +3.7% | 2.25% | EC |
| 15 | SOUTHWEST AIRLINES CO | 844741108 | Feb 2026 | 248,625 | +18,400 | $10.7M | -5.8% | 2.07% | EC |
| 16 | NORFOLK SOUTHERN CORP | 655844108 | Feb 2026 | 29,850 | -24,600 | $9.1M | -46.9% | 1.76% | EC |
| 17 | SCHNEIDER NATIONAL INC | 80689H102 | Feb 2026 | 249,325 | +16,300 | $8.8M | +33.2% | 1.71% | EC |
| 18 | WERNER ENTERPRISES INC | 950755108 | Feb 2026 | 190,050 | +44,700 | $7.9M | +54.7% | 1.53% | EC |
| 19 | KIRBY CORP | 497266106 | Feb 2026 | 50,946 | -9,100 | $7.2M | -8.1% | 1.39% | EC |
| 20 | COPA HOLDINGS SA | N/A | Feb 2026 | 49,621 | -244,179 | $7.1M | +139.9% | 1.37% | EC |
| 21 | AMAZON.COM INC | 023135106 | Feb 2026 | 25,090 | +500 | $6.8M | +31.5% | 1.32% | EC |
| 22 | SKYWEST INC | 830879102 | Feb 2026 | 79,224 | +9,800 | $6.8M | -6.1% | 1.32% | EC |
| 23 | CANADIAN PACIFIC KANSAS CITY LTD | 13646K108 | Feb 2026 | 66,000 | +15,000 | $5.9M | +32.0% | 1.14% | EC |
| 24 | BOEING CO | 097023105 | Feb 2026 | 23,400 | +10,700 | $5.4M | +87.2% | 1.05% | EC |
| 25 | SAMSARA INC | 79589L106 | Feb 2026 | 145,100 | +28,100 | $5.1M | +50.2% | 0.98% | EC |
| 26 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | 302130109 | Feb 2026 | 27,066 | +10,800 | $4.3M | +81.3% | 0.83% | EC |
| 27 | LYFT INC | 55087P104 | Feb 2026 | 263,200 | +111,500 | $3.7M | +76.9% | 0.72% | EC |
| 28 | GXO LOGISTICS INC | 36262G101 | Feb 2026 | 72,202 | -4,100 | $3.6M | -24.5% | 0.70% | EC |
| 29 | JOBY AVIATION INC | N/A | Feb 2026 | 282,800 | NEW | $3.4M | — | 0.65% | EC |
| 30 | DESCARTES SYS GROUP INC | 249906108 | Feb 2026 | 43,000 | — | $3.2M | +11.6% | 0.62% | EC |
| 31 | SAIA INC | 78709Y105 | Feb 2026 | 5,477 | -11,900 | $2.6M | -63.3% | 0.50% | EC |
| 32 | TFI INTERNATIONAL INC | 87241L109 | Feb 2026 | 15,900 | -1,800 | $2.5M | +16.0% | 0.48% | EC |
| 33 | AIRBNB INC | 009066101 | Feb 2026 | 17,470 | +3,900 | $2.3M | +27.0% | 0.45% | EC |
| 34 | WEX INC | 96208T104 | Feb 2026 | 14,000 | +7,100 | $2.0M | +97.1% | 0.39% | EC |
| 35 | WESTINGHOUSE AIR BRAKE TECH CORP | 929740108 | Feb 2026 | 7,360 | -1,700 | $1.9M | -19.6% | 0.37% | EC |
| 36 | RXO INC | 74982T103 | Feb 2026 | 53,260 | -21,900 | $1.4M | +13.6% | 0.26% | EC |
| 37 | AMERICAN AIRLS GROUP INC | 02376R102 | Feb 2026 | 52,800 | — | $773K | +12.0% | 0.15% | EC |
| 38 | HUB GROUP INC | 443320106 | Feb 2026 | 12,776 | — | $531K | -3.6% | 0.10% | EC |
| ✕ | AVIS BUDGET GROUP INC | 053774105 | — | 14,775 | SOLD | $1.4M | — | — | — |
| ✕ | SUN COUNTRY AIRLINES HOLDINGS INC | 866683105 | — | 15,894 | SOLD | $0.3M | — | — | — |