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Holdings (Monthly) Guide ↗

Select Transportation Portfolio

· Fidelity Select Portfolios
Monthly Holdings $520M AUM 40 positions Period Feb 2026 Filed Apr 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 UBER TECHNOLOGIES INC 90353T100 Feb 2026 873,866 $65.9M 12.76% EC
2 UNION PACIFIC CORP 907818108 Feb 2026 227,435 $60.3M 11.66% EC
3 UNITED PARCEL SERVICE INC 911312106 Feb 2026 381,526 $44.2M 8.56% EC
4 DELTA AIR LINES INC 247361702 Feb 2026 556,176 $36.5M 7.07% EC
5 OLD DOMINION FREIGHT LINES INC 679580100 Feb 2026 156,493 $31.8M 6.15% EC
6 FEDEX CORP 31428X106 Feb 2026 79,909 $30.9M 5.99% EC
7 CSX CORP 126408103 Feb 2026 598,201 $25.5M 4.94% EC
8 UNITED AIRLINES HOLDINGS INC 910047109 Feb 2026 222,958 $23.7M 4.59% EC
9 XPO INC 983793100 Feb 2026 110,065 $23.2M 4.48% EC
10 Fidelity Revere Street Trust 31635A105 Feb 2026 22,554,361 $22.6M 4.37% STIV
11 CH ROBINSON WORLDWIDE INC 12541W209 Feb 2026 101,361 $18.8M 3.63% EC
12 NORFOLK SOUTHERN CORP 655844108 Feb 2026 54,450 $17.1M 3.32% EC
13 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 499049104 Feb 2026 197,769 $12.4M 2.41% EC
14 SOUTHWEST AIRLINES CO 844741108 Feb 2026 230,225 $11.3M 2.20% EC
15 ALASKA AIR GROUP INC 011659109 Feb 2026 217,206 $11.2M 2.17% EC
16 KIRBY CORP 497266106 Feb 2026 60,046 $7.8M 1.51% EC
17 SKYWEST INC 830879102 Feb 2026 69,424 $7.2M 1.40% EC
18 SAIA INC 78709Y105 Feb 2026 17,377 $7.0M 1.36% EC
19 SCHNEIDER NATIONAL INC 80689H102 Feb 2026 233,025 $6.6M 1.28% EC
20 AMAZON.COM INC 023135106 Feb 2026 24,590 $5.2M 1.00% EC
21 WERNER ENTERPRISES INC 950755108 Feb 2026 145,350 $5.1M 0.99% EC
22 GXO LOGISTICS INC 36262G101 Feb 2026 76,302 $4.8M 0.93% EC
23 CANADIAN PACIFIC KANSAS CITY LTD 13646K108 Feb 2026 51,000 $4.5M 0.86% EC
24 COPA HOLDINGS SA N/A Feb 2026 28,321 $3.9M 0.76% EC
25 SAMSARA INC 79589L106 Feb 2026 117,000 $3.4M 0.65% EC
26 Fidelity Revere Street Trust 31635A303 Feb 2026 3,234,097 $3.2M 0.63% STIV
27 JOBY AVIATION INC N/A Feb 2026 293,800 $3.0M 0.57% EC
28 BOEING CO 097023105 Feb 2026 12,700 $2.9M 0.56% EC
29 DESCARTES SYS GROUP INC 249906108 Feb 2026 43,000 $2.8M 0.55% EC
30 WESTINGHOUSE AIR BRAKE TECH CORP 929740108 Feb 2026 9,060 $2.4M 0.46% EC
31 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 302130109 Feb 2026 16,266 $2.4M 0.46% EC
32 TFI INTERNATIONAL INC 87241L109 Feb 2026 17,700 $2.1M 0.41% EC
33 LYFT INC 55087P104 Feb 2026 151,700 $2.1M 0.41% EC
34 AIRBNB INC 009066101 Feb 2026 13,570 $1.8M 0.35% EC
35 AVIS BUDGET GROUP INC 053774105 Feb 2026 14,775 $1.4M 0.28% EC
36 RXO INC 74982T103 Feb 2026 75,160 $1.2M 0.23% EC
37 WEX INC 96208T104 Feb 2026 6,900 $1.0M 0.20% EC
38 AMERICAN AIRLS GROUP INC 02376R102 Feb 2026 52,800 $690K 0.13% EC
39 HUB GROUP INC 443320106 Feb 2026 12,776 $550K 0.11% EC
40 SUN COUNTRY AIRLINES HOLDINGS INC 866683105 Feb 2026 15,894 $313K 0.06% EC