Holdings (Monthly)
Guide ↗
Select Construction and Housing Portfolio
· Fidelity Select Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | HOME DEPOT INC | 437076102 | Feb 2026 | 312,230 | $118.9M | 15.81% | EC |
| 2 | LOWES COS INC | 548661107 | Feb 2026 | 371,115 | $98.2M | 13.06% | EC |
| 3 | JOHNSON CONTROLS INTERNATIONAL PLC | N/A | Feb 2026 | 360,551 | $52.0M | 6.92% | EC |
| 4 | TRANE TECHNOLOGIES PLC | N/A | Feb 2026 | 95,170 | $44.0M | 5.85% | EC |
| 5 | QUANTA SVCS INC | 74762E102 | Feb 2026 | 66,379 | $37.4M | 4.97% | EC |
| 6 | CRH PLC | N/A | Feb 2026 | 278,850 | $33.5M | 4.45% | EC |
| 7 | MARTIN MARIETTA MATERIALS INC | 573284106 | Feb 2026 | 46,830 | $31.7M | 4.21% | EC |
| 8 | COMFORT SYSTEMS USA INC | 199908104 | Feb 2026 | 18,815 | $26.9M | 3.58% | EC |
| 9 | PULTE GROUP INC | 745867101 | Feb 2026 | 136,645 | $18.7M | 2.49% | EC |
| 10 | INVITATION HOMES INC | 46187W107 | Feb 2026 | 710,080 | $18.7M | 2.49% | EC |
| 11 | SUN COMMUNITIES INC | 866674104 | Feb 2026 | 124,380 | $17.0M | 2.26% | EC |
| 12 | EMCOR GROUP INC | 29084Q100 | Feb 2026 | 22,310 | $16.2M | 2.15% | EC |
| 13 | TOLL BROS INC | 889478103 | Feb 2026 | 85,380 | $13.4M | 1.79% | EC |
| 14 | SOMNIGROUP INTERNATIONAL INC | 88023U101 | Feb 2026 | 148,510 | $13.3M | 1.77% | EC |
| 15 | CARLISLE COS INC | 142339100 | Feb 2026 | 33,420 | $13.2M | 1.75% | EC |
| 16 | FLOOR and DECOR HOLDINGS INC | 339750101 | Feb 2026 | 187,000 | $12.9M | 1.72% | EC |
| 17 | CAMDEN PROPERTY TRUST | 133131102 | Feb 2026 | 113,300 | $12.3M | 1.63% | EC |
| 18 | SIMPSON MANUFACTURING CO | 829073105 | Feb 2026 | 62,390 | $12.1M | 1.61% | EC |
| 19 | BUILDERS FIRSTSOURCE INC | 12008R107 | Feb 2026 | 111,915 | $11.7M | 1.55% | EC |
| 20 | TOPBUILD CORP | 89055F103 | Feb 2026 | 24,670 | $11.1M | 1.47% | EC |
| 21 | CARRIER GLOBAL CORP | 14448C104 | Feb 2026 | 155,550 | $10.0M | 1.33% | EC |
| 22 | ESSEX PROPERTY TRUST INC | 297178105 | Feb 2026 | 35,510 | $9.1M | 1.20% | EC |
| 23 | ARMSTRONG WORLD INDUSTRIES INC | 04247X102 | Feb 2026 | 46,950 | $8.1M | 1.08% | EC |
| 24 | Fidelity Revere Street Trust | 31635A303 | Feb 2026 | 8,096,030 | $8.1M | 1.08% | STIV |
| 25 | WILLSCOT HOLDINGS CORP | 971378104 | Feb 2026 | 349,100 | $7.5M | 1.00% | EC |
| 26 | EAGLE MATLS INC | 26969P108 | Feb 2026 | 33,220 | $7.4M | 0.99% | EC |
| 27 | CAVCO INDUSTRIES INC | 149568107 | Feb 2026 | 12,730 | $7.3M | 0.98% | EC |
| 28 | AECOM | 00766T100 | Feb 2026 | 74,870 | $7.3M | 0.98% | EC |
| 29 | JAMES HARDIE INDUSTRIES PLC | N/A | Feb 2026 | 294,612 | $7.2M | 0.95% | EC |
| 30 | MERITAGE HOMES CORP | 59001A102 | Feb 2026 | 91,600 | $6.9M | 0.92% | EC |
| 31 | GRANITE CONSTRUCTION INC | 387328107 | Feb 2026 | 46,870 | $6.3M | 0.84% | EC |
| 32 | WILLIAMS-SONOMA INC | 969904101 | Feb 2026 | 30,500 | $6.3M | 0.83% | EC |
| 33 | DR HORTON INC | 23331A109 | Feb 2026 | 34,936 | $5.6M | 0.75% | EC |
| 34 | MODINE MANUFACTURING CO | 607828100 | Feb 2026 | 24,400 | $5.5M | 0.74% | EC |
| 35 | IES HOLDINGS INC | 44951W106 | Feb 2026 | 9,600 | $4.8M | 0.63% | EC |
| 36 | KB HOME | 48666K109 | Feb 2026 | 64,240 | $4.1M | 0.54% | EC |
| 37 | VULCAN MATERIALS CO | 929160109 | Feb 2026 | 12,586 | $3.9M | 0.52% | EC |
| 38 | AAON INC | 000360206 | Feb 2026 | 36,870 | $3.7M | 0.50% | EC |
| 39 | EQUITY RESIDENTIAL | 29476L107 | Feb 2026 | 55,870 | $3.5M | 0.47% | EC |
| 40 | Fidelity Revere Street Trust | 31635A105 | Feb 2026 | 3,333,460 | $3.3M | 0.44% | STIV |
| 41 | COMPASS INC | 20464U100 | Feb 2026 | 316,280 | $3.1M | 0.41% | EC |
| 42 | RH | 74967X103 | Feb 2026 | 17,849 | $3.0M | 0.39% | EC |
| 43 | SHERWIN WILLIAMS CO | 824348106 | Feb 2026 | 6,970 | $2.5M | 0.34% | EC |
| 44 | LENNAR CORP | 526057104 | Feb 2026 | 17,820 | $2.0M | 0.27% | EC |
| 45 | FLUOR CORP NEW | 343412102 | Feb 2026 | 38,300 | $2.0M | 0.27% | EC |
| 46 | HERC HOLDINGS INC | 42704L104 | Feb 2026 | 14,000 | $2.0M | 0.26% | EC |
| 47 | AMERICAN WOODMARK CORP | 030506109 | Feb 2026 | 35,230 | $1.8M | 0.23% | EC |
| 48 | WHIRLPOOL CORP | 963320106 | Feb 2026 | 19,270 | $1.3M | 0.18% | EC |
| 49 | TREX CO INC | 89531P105 | Feb 2026 | 30,200 | $1.3M | 0.17% | EC |
| 50 | BOBS DISCOUNT FURNITURE INC | 09681N106 | Feb 2026 | 49,300 | $1.0M | 0.14% | EC |
| 51 | CARDINAL INFRASTRUCTURE GROUP INC | 14154A102 | Feb 2026 | 21,800 | $702K | 0.09% | EC |
| 52 | ELME COMMUNITIES | 939653101 | Feb 2026 | 282,500 | $607K | 0.08% | EC |
| 53 | WAYFAIR INC | 94419L101 | Feb 2026 | 900 | $69K | 0.01% | EC |
| 54 | Blu Homes Inc | N/A | Feb 2026 | 11,990,913 | $4K | 0.00% | EC |