carbonthatcarbonthat
← Every fund

Select Construction and Housing Portfolio

Filed by Fidelity Select Portfolios. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
38
matched to a ticker
Fund size
$620.1M
the filing's own figure
Matched value
$459.3M
of the positions below
As of
2026-08-31
S000007494

What it holds

Largest share of the fund first.

Company% of fundValue
HDHome Depot Inc14.40%$87M
LOWLowe's Companies Inc12.04%$72.8M
PWRQuanta Services Inc5.91%$35.8M
MLMMartin Marietta Materials Inc3.70%$22.4M
FIXComfort Systems USA Inc3.69%$22.3M
INVHInvitation Homes Inc3.05%$18.4M
PHMPultegroup Inc2.49%$15M
EMEEMCOR Group Inc2.39%$14.4M
SUISun Communities Inc2.15%$13M
SGISomnigroup International Inc1.97%$11.9M
SSDSimpson Manufacturing Co Inc1.85%$11.2M
CPTCamden Property Trust1.82%$11M
TOLToll Brothers Inc1.79%$10.8M
FNDFloor & Decor Holdings Inc1.60%$9.6M
AWIArmstrong World Industries Inc1.53%$9.2M
CSLCarlisle Companies Inc1.43%$8.7M
CARRCarrier Global Corp1.37%$8.3M
BLDRBuilders FirstSource Inc1.18%$7.1M
GVAGranite Construction Inc1.09%$6.6M
WSCWillScot Holdings Corp1.03%$6.2M
ACMAECOM0.93%$5.6M
EXPEagle Materials Inc0.87%$5.3M
IBPInstalled Building Products Inc0.75%$4.6M
DHID.R. Horton Inc0.70%$4.2M
COMPCompass Inc0.69%$4.2M
MTHMeritage Homes Corp0.68%$4.1M
APGAPi Group Corp0.67%$4.1M
STRLSterling Infrastructure Inc0.51%$3.1M
WSMWilliams-Sonoma Inc0.50%$3M
HRIHerc Holdings Inc0.49%$3M
KBHKB Home0.47%$2.9M
AAONAaon Inc0.45%$2.7M
RHRH0.45%$2.7M
SHWSherwin-Williams Co0.41%$2.5M
VMCVulcan Materials Co0.41%$2.5M
MTZMasTec Inc0.25%$1.5M
MBCMasterBrand, Inc.0.25%$1.5M
WWayfair Inc0.01%$89.3K

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

Follow Select Construction and Housing Portfolio by email

Select Construction and Housing Portfolio's new holdings reports, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.