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Select Retailing 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
44
matched to a ticker
Fund size
$2.3B
the filing's own figure
Matched value
$2.1B
of the positions below
As of
2026-08-31
S000007482

What it holds

Largest share of the fund first.

Company% of fundValue
AMZNAmazon.com Inc24.89%$543.9M
WMTWalmart Inc9.11%$199.1M
COSTCostco Wholesale Corp7.01%$153.3M
LOWLowe's Companies Inc6.09%$133M
TGTTarget Corp3.66%$79.9M
ROSTRoss Stores Inc3.33%$72.8M
ORLYO'Reilly Automotive Inc2.99%$65.4M
DLTRDollar Tree Inc2.97%$64.8M
MELIMercadoLibre Inc2.80%$61.2M
TJXTJX Companies Inc2.59%$56.6M
EBAYeBay Inc2.27%$49.6M
BJBJ's Wholesale Club Holdings Inc2.03%$44.3M
WSMWilliams-Sonoma Inc1.49%$32.5M
FIVEFive Below Inc1.36%$29.6M
HDHome Depot Inc1.35%$29.6M
BURLBurlington Stores Inc1.27%$27.8M
CASYCaseys General Stores Inc1.27%$27.7M
SFMSprouts Farmers Market Inc1.25%$27.3M
ETSYETSY Inc1.16%$25.4M
LADLithia Motors Inc1.11%$24.4M
DECKDeckers Outdoor Corp1.05%$22.8M
FNDFloor & Decor Holdings Inc0.98%$21.4M
URBNUrban Outfitters Inc0.96%$21M
KTBKontoor Brands Inc0.92%$20.1M
GPIGroup 1 Automotive Inc0.92%$20.1M
BBWIBath & Body Works Inc0.90%$19.7M
KRKroger Co0.88%$19.1M
NKENike Inc0.85%$18.6M
RLRalph Lauren Corp0.81%$17.7M
RHRH0.75%$16.3M
BOOTBoot Barn Holdings Inc0.74%$16.2M
ULTAUlta Beauty Inc0.61%$13.3M
WWayfair Inc0.60%$13.1M
CVNACarvana Co0.59%$12.9M
WRBYWarby Parker Inc. Class A Common Stock0.58%$12.7M
AEOAmerican Eagle Outfitters Inc0.55%$12.1M
PVHPVH Corp0.51%$11.1M
VFCVF Corp0.44%$9.6M
CROXCrocs Inc0.42%$9.3M
SGISomnigroup International Inc0.40%$8.7M
OLLIOllie's Bargain Outlet Holdings Inc0.37%$8M
ANCTFAlimentation Couche-Tard Inc0.31%$6.8M
GILGildan Activewear Inc0.20%$4.4M
CRICarter's Inc0.18%$3.8M

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.

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