Holdings of Select Automotive Portfolio
Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error
- Net assets
- 60.9M $ including 60.6M $ in equities, 99.6 %
- Positions
- 37 in 12 countries
- Top ten
- 69.3 % of net assets
- Filed on
- May 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | General Motors Co | 102,216 | 8.5M $ | 13.97 % |
| 2 | O'Reilly Automotive Inc | 79,884 | 6.9M $ | 11.39 % |
| 3 | Tesla Inc | 14,527 | 6.3M $ | 10.39 % |
| 4 | Toyota Motor Corp | 24,706 | 4.7M $ | 7.70 % |
| 5 | AutoZone Inc | 1,312 | 3.9M $ | 6.32 % |
| 6 | Carvana Co | 46,045 | 3.4M $ | 5.52 % |
| 7 | Ford Motor Co | 155,788 | 2.7M $ | 4.46 % |
| 8 | Ferrari NV | 6,505 | 2.2M $ | 3.63 % |
| 9 | Rivian Automotive Inc | 111,157 | 1.8M $ | 2.97 % |
| 10 | OPENLANE Inc | 46,552 | 1.8M $ | 2.91 % |
| 11 | BorgWarner Inc | 23,134 | 1.7M $ | 2.73 % |
| 12 | GARRETT MOTION INC | 47,119 | 1.5M $ | 2.53 % |
| 13 | NIO Inc | 256,165 | 1.4M $ | 2.36 % |
| 14 | SENSATA TECHNOLOGIES HOLDING PLC | 25,366 | 1.3M $ | 2.06 % |
| 15 | Copart Inc | 38,120 | 1.2M $ | 2.05 % |
| 16 | Aptiv PLC | 16,754 | 1.1M $ | 1.87 % |
| 17 | Dana Inc | 32,037 | 1.1M $ | 1.86 % |
| 18 | Stellantis NV | 136,186 | 1.1M $ | 1.78 % |
| 19 | Magna International Inc | 14,349 | 929.2K $ | 1.53 % |
| 20 | XPeng Inc | 55,790 | 917.7K $ | 1.51 % |
| 21 | Phinia Inc | 9,115 | 704.2K $ | 1.16 % |
| 22 | Adient PLC | 26,722 | 610.9K $ | 1.00 % |
| 23 | Versigent PLC | 13,026 | 574.7K $ | 0.94 % |
| 24 | AutoNation Inc | 2,940 | 551.9K $ | 0.91 % |
| 25 | Visteon Corp | 4,500 | 532.3K $ | 0.87 % |
| 26 | Rush Enterprises Inc | 7,213 | 500.1K $ | 0.82 % |
| 27 | Linamar Corp | 5,998 | 443.8K $ | 0.73 % |
| 28 | GENUINE PARTS COMPANY | 4,316 | 426K $ | 0.70 % |
| 29 | CONTEMPORARY AMPEREX TECHNOLOGY CO LTD | 5,049 | 316.4K $ | 0.52 % |
| 30 | Sonic Automotive Inc | 3,700 | 305.7K $ | 0.50 % |
| 31 | Dauch Corp | 37,624 | 249.8K $ | 0.41 % |
| 32 | Kia Corp | 1,730 | 194K $ | 0.32 % |
| 33 | BYD Co Ltd | 14,700 | 171.1K $ | 0.28 % |
| 34 | ACV Auctions Inc | 24,000 | 157.7K $ | 0.26 % |
| 35 | Uber Technologies Inc | 2,117 | 149K $ | 0.24 % |
| 36 | DoorDash Inc | 898 | 143K $ | 0.23 % |
| 37 | Valvoline Inc | 1,700 | 57.4K $ | 0.09 % |
Sector breakdown
- Consumer discretionary 62.6 %
- Technology 0.5 %
- Industrials 0.2 %
- Unattributed 36.6 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 98.1 %
- CAD 0.7 %
- CNY 0.5 %
- KRW 0.3 %
- HKD 0.3 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 78.6 %
- Japan 7.7 %
- Italy 3.6 %
- Cayman Islands 2.4 %
- United Kingdom 2.1 %
- Netherlands 1.8 %
- Ireland 1.0 %
- Jersey 0.9 %
- Canada 0.7 %
- China 0.5 %
- South Korea 0.3 %
- Hong Kong SAR China 0.3 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 26 | 47.6M $ | 78.58 % |
| 2 | Japan | 1 | 4.7M $ | 7.74 % |
| 3 | Italy | 1 | 2.2M $ | 3.65 % |
| 4 | Cayman Islands | 1 | 1.4M $ | 2.37 % |
| 5 | United Kingdom | 1 | 1.3M $ | 2.07 % |
| 6 | Netherlands | 1 | 1.1M $ | 1.79 % |
| 7 | Ireland | 1 | 610.9K $ | 1.01 % |
| 8 | Jersey | 1 | 574.7K $ | 0.95 % |
| 9 | Canada | 1 | 443.8K $ | 0.73 % |
| 10 | China | 1 | 316.4K $ | 0.52 % |
| 11 | South Korea | 1 | 194K $ | 0.32 % |
| 12 | Hong Kong SAR China | 1 | 171.1K $ | 0.28 % |
Cite this page
Titelia. "Holdings of Select Automotive Portfolio". https://titelia.com/en/funds/S000007464