Holdings of Select Retailing Portfolio
Fidelity Select Portfolios · 40 declared positions · as of Feb 28, 2026
Original filing · Net assets 2.4B $ · Ten largest lines: 67.5 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 37 | 2.4B $ | 98.08 % |
| CA | 1 | 20M $ | 0.82 % |
| JE | 1 | 15.1M $ | 0.62 % |
| KY | 1 | 11.7M $ | 0.48 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| Amazon.com Inc | 2,534,847 | 532.3M $ | 21.77 % |
| Walmart Inc | 2,052,279 | 262.6M $ | 10.74 % |
| Lowe's Cos Inc | 657,803 | 174M $ | 7.12 % |
| Costco Wholesale Corp | 163,000 | 164.8M $ | 6.74 % |
| TJX Cos Inc/The | 825,772 | 133.5M $ | 5.46 % |
| Home Depot Inc/The | 235,602 | 89.7M $ | 3.67 % |
| Dollar Tree Inc | 653,896 | 82.7M $ | 3.38 % |
| Ross Stores Inc | 350,832 | 72.1M $ | 2.95 % |
| O'Reilly Automotive Inc | 768,470 | 72.1M $ | 2.95 % |
| NIKE Inc | 1,079,114 | 67.1M $ | 2.74 % |
| Tapestry Inc | 402,616 | 62.6M $ | 2.56 % |
| Casey's General Stores Inc | 89,969 | 61.7M $ | 2.52 % |
| MercadoLibre Inc | 34,913 | 61.4M $ | 2.51 % |
| Ulta Beauty Inc | 87,331 | 59.8M $ | 2.45 % |
| Target Corp | 498,575 | 56.7M $ | 2.32 % |
| Dick's Sporting Goods Inc | 184,612 | 37.6M $ | 1.54 % |
| Williams-Sonoma Inc | 166,475 | 34.2M $ | 1.40 % |
| Deckers Outdoor Corp | 262,258 | 30.8M $ | 1.26 % |
| Floor & Decor Holdings Inc | 426,124 | 29.4M $ | 1.20 % |
| Bath & Body Works Inc | 1,225,575 | 27.9M $ | 1.14 % |
| American Eagle Outfitters Inc | 1,114,392 | 27.4M $ | 1.12 % |
| Abercrombie & Fitch Co | 256,308 | 25.1M $ | 1.03 % |
| Etsy Inc | 435,179 | 23.9M $ | 0.98 % |
| Kroger Co/The | 332,800 | 22.7M $ | 0.93 % |
| Ollie's Bargain Outlet Holdings Inc | 202,321 | 21.7M $ | 0.89 % |
| PVH Corp | 315,472 | 21.6M $ | 0.89 % |
| Aritzia Inc | 226,137 | 20M $ | 0.82 % |
| Group 1 Automotive Inc | 60,438 | 19.7M $ | 0.81 % |
| RH INC | 109,549 | 18.2M $ | 0.74 % |
| Urban Outfitters Inc | 259,811 | 17.2M $ | 0.70 % |
| Birkenstock Holding Plc | 362,500 | 15.1M $ | 0.62 % |
| Five Below Inc | 64,400 | 14.4M $ | 0.59 % |
| Lululemon Athletica Inc | 71,255 | 13.2M $ | 0.54 % |
| Warby Parker Inc | 516,867 | 12.9M $ | 0.53 % |
| Carvana Co | 35,229 | 11.8M $ | 0.48 % |
| Amer Sports Inc | 308,239 | 11.7M $ | 0.48 % |
| Wayfair Inc | 132,381 | 10.1M $ | 0.41 % |
| Grocery Outlet Holding Corp | 974,628 | 9.6M $ | 0.39 % |
| Somnigroup International Inc | 103,741 | 9.3M $ | 0.38 % |
| BJ's Wholesale Club Holdings Inc | 60,000 | 5.9M $ | 0.24 % |