Holdings (Monthly) Guide ↗

Select Transportation Portfolio

· Fidelity Select Portfolios

Monthly Holdings $530M AUM 20 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 1 New 20 Added 13 Reduced 2 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	DELTA AIR LINES INC	247361702	Feb 2026	573,176	+17,000	$47.3M	+29.4%	9.17%	EC
2	FEDEX CORP	31428X106	Feb 2026	94,309	+14,400	$38.8M	+25.6%	7.53%	EC
3	OLD DOMINION FREIGHT LINES INC	679580100	Feb 2026	157,793	+1,300	$35.5M	+11.8%	6.89%	EC
4	UNITED AIRLINES HOLDINGS INC	910047109	Feb 2026	226,358	+3,400	$26.0M	+9.6%	5.04%	EC
5	CH ROBINSON WORLDWIDE INC	12541W209	Feb 2026	122,261	+20,900	$21.8M	+16.3%	4.23%	EC
6	KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC	499049104	Feb 2026	205,469	+7,700	$15.5M	+24.9%	3.01%	EC
7	Fidelity Revere Street Trust	31635A303	Feb 2026	13,830,738	+10,596,641	$13.8M	+327.7%	2.68%	STIV
8	ALASKA AIR GROUP INC	011659109	Feb 2026	252,643	+35,437	$11.6M	+3.7%	2.25%	EC
9	SOUTHWEST AIRLINES CO	844741108	Feb 2026	248,625	+18,400	$10.7M	-5.8%	2.07%	EC
10	SCHNEIDER NATIONAL INC	80689H102	Feb 2026	249,325	+16,300	$8.8M	+33.2%	1.71%	EC
11	WERNER ENTERPRISES INC	950755108	Feb 2026	190,050	+44,700	$7.9M	+54.7%	1.53%	EC
12	AMAZON.COM INC	023135106	Feb 2026	25,090	+500	$6.8M	+31.5%	1.32%	EC
13	SKYWEST INC	830879102	Feb 2026	79,224	+9,800	$6.8M	-6.1%	1.32%	EC
14	CANADIAN PACIFIC KANSAS CITY LTD	13646K108	Feb 2026	66,000	+15,000	$5.9M	+32.0%	1.14%	EC
15	BOEING CO	097023105	Feb 2026	23,400	+10,700	$5.4M	+87.2%	1.05%	EC
16	SAMSARA INC	79589L106	Feb 2026	145,100	+28,100	$5.1M	+50.2%	0.98%	EC
17	EXPEDITORS INTERNATIONAL OF WASHINGTON INC	302130109	Feb 2026	27,066	+10,800	$4.3M	+81.3%	0.83%	EC
18	LYFT INC	55087P104	Feb 2026	263,200	+111,500	$3.7M	+76.9%	0.72%	EC
19	AIRBNB INC	009066101	Feb 2026	17,470	+3,900	$2.3M	+27.0%	0.45%	EC
20	WEX INC	96208T104	Feb 2026	14,000	+7,100	$2.0M	+97.1%	0.39%	EC