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Select Transportation 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
30
matched to a ticker
Fund size
$515.6M
the filing's own figure
Matched value
$467.4M
of the positions below
As of
2026-08-31
S000007487

What it holds

Largest share of the fund first.

Company% of fundValue
UBERUber Technologies Inc11.73%$60M
UNPUnion Pacific Corp11.19%$57.3M
DALDelta Air Lines Inc7.82%$40M
UALUnited Airlines Holdings Inc6.27%$32.1M
CSXCSX Corp6.14%$31.4M
ODFLOld Dominion Freight Line Inc6.03%$30.8M
FDXFedEx Corp4.92%$25.2M
UPSUnited Parcel Service Inc4.92%$25.2M
CHRWCH Robinson Worldwide Inc4.71%$24.1M
XPOXPO Inc4.56%$23.3M
KNXKnight-Swift Transportation Holdings Inc2.59%$13.3M
NSCNorfolk Southern Corp2.23%$11.4M
KEXKirby Corp1.78%$9.1M
LUVSouthwest Airlines Co1.56%$8M
ALKAlaska Air Group Inc1.46%$7.5M
SNDRSchneider National Inc1.37%$7M
GXOGXO Logistics Inc1.37%$7M
WERNWerner Enterprises, Inc. - Common Stock1.22%$6.2M
AMZNAmazon.com Inc1.21%$6.2M
CPCanadian Pacific Kansas City Ltd1.20%$6.1M
EXPDExpeditors International of Washington Inc1.00%$5.1M
LYFTLyft Inc0.89%$4.5M
PCARPaccar Inc0.88%$4.5M
BABoeing Co0.81%$4.1M
DSGXDescartes Systems Group Inc0.80%$4.1M
IOTSamsara Inc0.80%$4.1M
WABWestinghouse Air Brake Technologies Corp0.64%$3.3M
SAIASaia Inc0.56%$2.9M
CARAvis Budget Group Inc0.51%$2.6M
TFIITFI International Inc. Common Shares0.21%$1.1M

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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