0000035402-26-002646.txt : 20260424 0000035402-26-002646.hdr.sgml : 20260424 20260424170232 ACCESSION NUMBER: 0000035402-26-002646 CONFORMED SUBMISSION TYPE: NPORT-P PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20260228 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 PERIOD START: 20260228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIDELITY SELECT PORTFOLIOS CENTRAL INDEX KEY: 0000320351 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: NPORT-P SEC ACT: 1940 Act SEC FILE NUMBER: 811-03114 FILM NUMBER: 26895530 BUSINESS ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-563-7000 MAIL ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 0000320351 S000007494 Construction and Housing Portfolio C000020468 Construction and Housing Portfolio FSHOX NPORT-P 1 primary_doc.xml NPORT-P false 0000320351 XXXXXXXX S000007494 C000020468 Fidelity Select Portfolios 811-03114 0000320351 Z57125JG1LHEQKDYS630 245 Summer Street Boston 02210 1-800-FIDELITY Select Construction and Housing Portfolio S000007494 2Q6WCC8M8RGTBPEOTM44 2026-02-28 2026-02-28 N 760544723.60 8546973.51 751997750.09 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 18749.45000000 N AAON INC N/A AAON INC 000360206 36870.00000000 NS USD 3731244.00000000 0.496177548344 Long EC CORP US N 1 N N AECOM 0EEB8GF0W0NPCIHZX097 AECOM 00766T100 74870.00000000 NS USD 7335762.60000000 0.975503264354 Long EC CORP US N 1 N N N AMERICAN WOODMARK CORP 5299007PFSDWMA74RB56 AMERICAN WOODMARK 030506109 35230.00000000 NS USD 1765023.00000000 0.234711207551 Long EC CORP US N 1 N N N ARMSTRONG WORLD INDUSTRIES INC KXMRXXOJ88Q45Y45MG74 ARMSTRONG WORLD INDUSTRIES INC 04247X102 46950.00000000 NS USD 8145825.00000000 1.083224650476 Long EC CORP US N 1 N N N CRH PLC 549300MIDJNNTH068E74 CRH PLC N/A 278850.00000000 NS USD 33456423.00000000 4.449005731200 Long EC CORP IE N 1 N N N BUILDERS FIRSTSOURCE INC 549300W0SKP6L3H7DP63 BUILDERS FIRSTSOURCE 12008R107 111915.00000000 NS USD 11671615.35000000 1.552081152982 Long EC CORP US N 1 N N N CAMDEN PROPERTY TRUST 5493002MYX22OHYJBD89 CAMDEN PROPERTY TRUST - REIT 133131102 113300.00000000 NS USD 12274922.00000000 1.632308341152 Long EC CORP US N 1 N N N CARLISLE COS INC XR64VGX1ZPX6G7ZN7Z11 CARLISLE COS INC 142339100 33420.00000000 NS USD 13193213.40000000 1.754421924589 Long EC CORP US N 1 N N N CAVCO INDUSTRIES INC N/A CAVCO INDUSTRIES INC 149568107 12730.00000000 NS USD 7348519.80000000 0.977199705600 Long EC CORP US N 1 N N N COMFORT SYSTEMS USA INC 5299009DT1ZA5HTU6R38 COMFORT SYSTEMS USA INC 199908104 18815.00000000 NS USD 26893596.55000000 3.576286836866 Long EC CORP US N 1 N N N DR HORTON INC 529900ZIUEYVSB8QDD25 DR HORTON INC 23331A109 34936.00000000 NS USD 5603385.04000000 0.745133218726 Long EC CORP US N 1 N N N EAGLE MATLS INC 529900KRXRGXL61SG039 EAGLE MATERIALS INC 26969P108 33220.00000000 NS USD 7434636.00000000 0.988651362202 Long EC CORP US N 1 N N N EMCOR GROUP INC 529900X0SQJB2J7YDU43 EMCOR GROUP INC 29084Q100 22310.00000000 NS USD 16166272.20000000 2.149776671281 Long EC CORP US N 1 N N N EQUITY RESIDENTIAL 5493008RACSH5EP3PI59 EQUITY RESIDENTIAL REIT 29476L107 55870.00000000 NS USD 3531542.70000000 0.469621444954 Long EC CORP US N 1 N N N ESSEX PROPERTY TRUST INC 549300TR2H2VEFX0NC60 ESSEX PROPERTY TRUST INC 297178105 35510.00000000 NS USD 9058956.10000000 1.204652021753 Long EC CORP US N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 Fidelity Cash Central Fund 31635A105 3333460.08000000 NS USD 3334126.77000000 0.443369248059 Long STIV RF US N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 Fidelity Securities Lending Cash Central Fund 31635A303 8096030.46800000 NS USD 8096840.07000000 1.076710677529 Long STIV RF US N 1 N N FLUOR CORP NEW CQ7WZ4NOFWT7FAE6Q943 FLUOR CORP 343412102 38300.00000000 NS USD 2003473.00000000 0.266420079017 Long EC CORP US N 1 N N N GRANITE CONSTRUCTION INC 549300OM4BWMCIXVCZ39 GRANITE CONSTRUCTION INC 387328107 46870.00000000 NS USD 6302140.20000000 0.838053065882 Long EC CORP US N 1 N N N HERC HOLDINGS INC 549300TP80QLITMSBP82 HERC HOLDINGS INC 42704L104 14000.00000000 NS USD 1957060.00000000 0.260248119062 Long EC CORP US N 1 N N N HOME DEPOT INC QEKMOTMBBKA8I816DO57 HOME DEPOT INC 437076102 312230.00000000 NS USD 118872205.60000000 15.80752144348 Long EC CORP US N 1 N N N IES HOLDINGS INC 549300687T8E6LN6EN72 IES HOLDINGS INC 44951W106 9600.00000000 NS USD 4755360.00000000 0.632363594097 Long EC CORP US N 1 N N N JAMES HARDIE INDUSTRIES PLC 635400NSGXKTVOO7JU45 JAMES HARDIE INDUSTRES PLC CDI N/A 294612.00000000 NS 7174586.77000000 0.954070244111 Long EC CORP IE N 1 N N N KB HOME 549300LGUCWQURMWLG09 KB HOME 48666K109 64240.00000000 NS USD 4084379.20000000 0.543137156927 Long EC CORP US N 1 N N N LENNAR CORP 529900G61XVRLX5TJX09 LENNAR CORP CL A 526057104 17820.00000000 NS USD 2037895.20000000 0.270997512925 Long EC CORP US N 1 N N N TRANE TECHNOLOGIES PLC 549300BURLR9SLYY2705 TRANE TECHNOLOGIES PLC N/A 95170.00000000 NS USD 43998994.40000000 5.850947611842 Long EC CORP IE N 1 N N N LOWES COS INC WAFCR4OKGSC504WU3E95 LOWES COS INC 548661107 371115.00000000 NS USD 98185895.55000000 13.05667411082 Long EC CORP US N 1 N N N MARTIN MARIETTA MATERIALS INC 5299005MZ4WZECVATV08 MARTIN MARIETTA MATERIALS INC 573284106 46830.00000000 NS USD 31683773.10000000 4.213280305188 Long EC CORP US N 1 N N N MERITAGE HOMES CORP 52990044W9UMFJO2FB97 MERITAGE HOMES CORP 59001A102 91600.00000000 NS USD 6908472.00000000 0.918682535841 Long EC CORP US N 1 N N N MODINE MANUFACTURING CO Z35SZFYJR8GZZRSIUU09 MODINE MANUFACTURING CO 607828100 24400.00000000 NS USD 5544900.00000000 0.737355929500 Long EC CORP US N 1 N N N PULTE GROUP INC N/A PULTEGROUP INC 745867101 136645.00000000 NS USD 18747694.00000000 2.493051873859 Long EC CORP US N 1 N N N QUANTA SVCS INC SHVRXXEACT60MMH07S24 QUANTA SVCS INC 74762E102 66379.00000000 NS USD 37376687.32000000 4.970319035599 Long EC CORP US N 1 N N N RH 5493008MTS3OGGMHGK69 RH 74967X103 17849.00000000 NS USD 2957757.79000000 0.393320031828 Long EC CORP US N 1 N N N WILLSCOT HOLDINGS CORP 549300HJ4VIXF476Q166 WILLSCOT HOLDINGS CORP 971378104 349100.00000000 NS USD 7544051.00000000 1.003201272756 Long EC CORP US N 1 N N N SHERWIN WILLIAMS CO Z15BMIOX8DDH0X2OBP21 SHERWIN WILLIAMS CO 824348106 6970.00000000 NS USD 2527252.30000000 0.336071790068 Long EC CORP US N 1 N N N SIMPSON MANUFACTURING CO 529900EJUNNL15LZ8056 SIMPSON MANUFACTURING CO 829073105 62390.00000000 NS USD 12076832.30000000 1.605966546915 Long EC CORP US N 1 N N SUN COMMUNITIES INC 549300H5GEOJYN41ZG57 SUN COMMUNITIES INC - REIT 866674104 124380.00000000 NS USD 16972894.80000000 2.257040635822 Long EC CORP US N 1 N N N SOMNIGROUP INTERNATIONAL INC 549300HFEKVR3US71V91 SOMNIGROUP INTERNATIONAL INC 88023U101 148510.00000000 NS USD 13293130.10000000 1.767708759555 Long EC CORP US N 1 N N N TOLL BROS INC 529900JB6IS9MSZGVR44 TOLL BROTHERS INC 889478103 85380.00000000 NS USD 13425151.20000000 1.785264809421 Long EC CORP US N 1 N N N TOPBUILD CORP 5493007YSKHOL4RWII46 TOPBUILD CORP 89055F103 24670.00000000 NS USD 11059561.00000000 1.470690703353 Long EC CORP US N 1 N N N TREX CO INC N/A TREX CO INC 89531P105 30200.00000000 NS USD 1250884.00000000 0.166341455124 Long EC CORP US N 1 N N N JOHNSON CONTROLS INTERNATIONAL PLC 549300XQ6S1GYKGBL205 JOHNSON CONTROLS INTERNATIONAL PLC N/A 360551.00000000 NS USD 52027509.30000000 6.918572468305 Long EC CORP IE N 1 N N N VULCAN MATERIALS CO 549300Q8LSNHAVWBNI21 VULCAN MATERIALS CO 929160109 12586.00000000 NS USD 3901660.00000000 0.518839318273 Long EC CORP US N 1 N N N ELME COMMUNITIES 549300DI34BGS8LVKW95 ELME COMMUNITIES 939653101 282500.00000000 NS USD 607375.00000000 0.080768193778 Long EC CORP US N 1 N N N WAYFAIR INC 54930027N9ZAVYFDHK53 WAYFAIR INC 94419L101 900.00000000 NS USD 68697.00000000 0.009135266693 Long EC CORP US N 1 N N N WHIRLPOOL CORP WHENKOULSSK7WUM60H03 WHIRLPOOL CORP 963320106 19270.00000000 NS USD 1318646.10000000 0.175352399637 Long EC CORP US N 1 N N WILLIAMS-SONOMA INC 549300IARG6YWVTZ1I92 WILLIAMS-SONOMA INC 969904101 30500.00000000 NS USD 6272325.00000000 0.834088266786 Long EC CORP US N 1 N N N INVITATION HOMES INC N/A INVITATION HOMES INC 46187W107 710080.00000000 NS USD 18703507.20000000 2.487175952023 Long EC CORP US N 1 N N N FLOOR and DECOR HOLDINGS INC 549300M5FR3N688XGQ36 FLOOR and DECOR HOLDINGS INC 339750101 187000.00000000 NS USD 12919830.00000000 1.718067640289 Long EC CORP US N 1 N N N COMPASS INC 254900DMGQSTC3I2IM78 COMPASS INC 20464U100 316280.00000000 NS USD 3083730.00000000 0.410071705617 Long EC CORP US N 1 N N N CARRIER GLOBAL CORP 549300JE3W6CWY2NAN77 CARRIER GLOBAL CORP 14448C104 155550.00000000 NS USD 10017420.00000000 1.332107708939 Long EC CORP US N 1 N N N Blu Homes Inc N/A BLU INVESTMENTS LLC PP N/A 11990913.00000000 NS USD 3717.18000000 0.000494307329 Long EC CORP US Y 3 N N N CARDINAL INFRASTRUCTURE GROUP INC N/A CARDINAL INFRASTRUCTURE GROUP INC 14154A102 21800.00000000 NS USD 702396.00000000 0.093404002859 Long EC CORP US N 1 N N N BOBS DISCOUNT FURNITURE INC N/A BOBS DISCOUNT FURNITURE INC 09681N106 49300.00000000 NS USD 1047132.00000000 0.139246693208 Long EC CORP US N 1 N N N 2026-03-30 Stacie M. Smith Stacie M. Smith Stacie M. Smith President and Treasurer