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Holdings (Monthly) Guide ↗

Select Transportation Portfolio

· Fidelity Select Portfolios
Monthly Holdings $530M AUM 13 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 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 UNITED PARCEL SERVICE INC 911312106 Feb 2026 288,826 -92,700 $30.8M -30.3% 5.97% EC
4 CSX CORP 126408103 Feb 2026 536,101 -62,100 $24.3M -5.0% 4.70% EC
5 Fidelity Revere Street Trust 31635A105 Feb 2026 22,405,325 -149,036 $22.4M -0.7% 4.34% STIV
6 NORFOLK SOUTHERN CORP 655844108 Feb 2026 29,850 -24,600 $9.1M -46.9% 1.76% EC
7 KIRBY CORP 497266106 Feb 2026 50,946 -9,100 $7.2M -8.1% 1.39% EC
8 COPA HOLDINGS SA N/A Feb 2026 49,621 -244,179 $7.1M +139.9% 1.37% EC
9 GXO LOGISTICS INC 36262G101 Feb 2026 72,202 -4,100 $3.6M -24.5% 0.70% EC
10 SAIA INC 78709Y105 Feb 2026 5,477 -11,900 $2.6M -63.3% 0.50% EC
11 TFI INTERNATIONAL INC 87241L109 Feb 2026 15,900 -1,800 $2.5M +16.0% 0.48% EC
12 WESTINGHOUSE AIR BRAKE TECH CORP 929740108 Feb 2026 7,360 -1,700 $1.9M -19.6% 0.37% EC
13 RXO INC 74982T103 Feb 2026 53,260 -21,900 $1.4M +13.6% 0.26% EC