Holdings of Select Construction and Housing Portfolio
Fidelity Select Portfolios · 51 declared positions · as of Feb 28, 2026
Original filing · Net assets 752M $ · Ten largest lines: 64.1 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 49 | 689.8M $ | 92.10 % |
| IE | 1 | 52M $ | 6.95 % |
| AU | 1 | 7.2M $ | 0.96 % |
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 |
|---|---|---|---|
| Home Depot Inc/The | 312,230 | 118.9M $ | 15.81 % |
| Lowe's Cos Inc | 371,115 | 98.2M $ | 13.06 % |
| Johnson Controls International plc | 360,551 | 52M $ | 6.92 % |
| Trane Technologies PLC | 95,170 | 44M $ | 5.85 % |
| Quanta Services Inc | 66,379 | 37.4M $ | 4.97 % |
| CRH PLC | 278,850 | 33.5M $ | 4.45 % |
| Martin Marietta Materials Inc | 46,830 | 31.7M $ | 4.21 % |
| Comfort Systems USA Inc | 18,815 | 26.9M $ | 3.58 % |
| PulteGroup Inc | 136,645 | 18.7M $ | 2.49 % |
| Invitation Homes Inc | 710,080 | 18.7M $ | 2.49 % |
| Sun Communities Inc | 124,380 | 17M $ | 2.26 % |
| EMCOR Group Inc | 22,310 | 16.2M $ | 2.15 % |
| Toll Brothers Inc | 85,380 | 13.4M $ | 1.79 % |
| Somnigroup International Inc | 148,510 | 13.3M $ | 1.77 % |
| Carlisle Cos Inc | 33,420 | 13.2M $ | 1.75 % |
| Floor & Decor Holdings Inc | 187,000 | 12.9M $ | 1.72 % |
| Camden Property Trust | 113,300 | 12.3M $ | 1.63 % |
| Simpson Manufacturing Co Inc | 62,390 | 12.1M $ | 1.61 % |
| Builders FirstSource Inc | 111,915 | 11.7M $ | 1.55 % |
| TopBuild Corp | 24,670 | 11.1M $ | 1.47 % |
| Carrier Global Corp | 155,550 | 10M $ | 1.33 % |
| Essex Property Trust Inc | 35,510 | 9.1M $ | 1.20 % |
| Armstrong World Industries Inc | 46,950 | 8.1M $ | 1.08 % |
| WillScot Holdings Corp | 349,100 | 7.5M $ | 1.00 % |
| Eagle Materials Inc | 33,220 | 7.4M $ | 0.99 % |
| Cavco Industries Inc | 12,730 | 7.3M $ | 0.98 % |
| AECOM | 74,870 | 7.3M $ | 0.98 % |
| James Hardie Industries PLC | 294,612 | 7.2M $ | 0.95 % |
| Meritage Homes Corp | 91,600 | 6.9M $ | 0.92 % |
| Granite Construction Inc | 46,870 | 6.3M $ | 0.84 % |
| Williams-Sonoma Inc | 30,500 | 6.3M $ | 0.83 % |
| DR Horton Inc | 34,936 | 5.6M $ | 0.75 % |
| Modine Manufacturing Co | 24,400 | 5.5M $ | 0.74 % |
| IES Holdings Inc | 9,600 | 4.8M $ | 0.63 % |
| KB Home | 64,240 | 4.1M $ | 0.54 % |
| Vulcan Materials Co | 12,586 | 3.9M $ | 0.52 % |
| AAON Inc | 36,870 | 3.7M $ | 0.50 % |
| Equity Residential | 55,870 | 3.5M $ | 0.47 % |
| Compass Inc | 316,280 | 3.1M $ | 0.41 % |
| RH INC | 17,849 | 3M $ | 0.39 % |
| Sherwin-Williams Co/The | 6,970 | 2.5M $ | 0.34 % |
| Lennar Corp | 17,820 | 2M $ | 0.27 % |
| Fluor Corp | 38,300 | 2M $ | 0.27 % |
| Herc Holdings Inc | 14,000 | 2M $ | 0.26 % |
| American Woodmark Corp | 35,230 | 1.8M $ | 0.23 % |
| Whirlpool Corp | 19,270 | 1.3M $ | 0.18 % |
| Trex Co Inc | 30,200 | 1.3M $ | 0.17 % |
| BOBS DISCOUNT FURNITURE INC | 49,300 | 1M $ | 0.14 % |
| Cardinal Infrastructure Group Inc | 21,800 | 702.4K $ | 0.09 % |
| Elme Communities | 282,500 | 607.4K $ | 0.08 % |
| Wayfair Inc | 900 | 68.7K $ | 0.01 % |