0001752724-24-089342.txt : 20240424 0001752724-24-089342.hdr.sgml : 20240424 20240424142657 ACCESSION NUMBER: 0001752724-24-089342 CONFORMED SUBMISSION TYPE: NPORT-P PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240229 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 PERIOD START: 20240229 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIDELITY SELECT PORTFOLIOS CENTRAL INDEX KEY: 0000320351 ORGANIZATION NAME: IRS NUMBER: 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: 24869800 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 2024-02-29 2024-02-29 N 760266163.00 18640469.84 741625693.16 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 0.00000000 N TEMPUR SEALY INTERNATIONAL INC 549300HFEKVR3US71V91 88023U101 211540.00000000 NS USD 11522583.80000000 1.553692638520 Long EC CORP US N 1 N N N AZEK CO INC/THE 5493002LDDDU1RX46815 05478C105 156780.00000000 NS USD 7542685.80000000 1.017047530791 Long EC CORP US N 1 N N N FORTUNE BRANDS INNOVATIONS INC 54930032LHW54PQUJD44 34964C106 124680.00000000 NS USD 10141471.20000000 1.367464921123 Long EC CORP US N 1 N N N KB HOME 549300LGUCWQURMWLG09 48666K109 146830.00000000 NS USD 9753916.90000000 1.315207521794 Long EC CORP US N 1 N N N Blu Homes Inc N/A N/A 11990913.00000000 NS USD 3717.18000000 0.000501220499 Long EC CORP US Y 3 N N N CARLISLE COS INC XR64VGX1ZPX6G7ZN7Z11 142339100 44870.00000000 NS USD 15704500.00000000 2.117577660111 Long EC CORP US N 1 N N N QUANTA SVCS INC SHVRXXEACT60MMH07S24 74762E102 75149.00000000 NS USD 18149234.99000000 2.447223061092 Long EC CORP US N 1 N N N AAON INC N/A 000360206 81800.00000000 NS USD 6869564.00000000 0.926284521067 Long EC CORP US N 1 N N N SUN COMMUNITIES INC 549300H5GEOJYN41ZG57 866674104 91930.00000000 NS USD 12296556.80000000 1.658054314111 Long EC CORP US N 1 N N N CARRIER GLOBAL CORP 549300JE3W6CWY2NAN77 14448C104 292180.00000000 NS USD 16239364.40000000 2.189698192737 Long EC CORP US N 1 N N N APOGEE ENTERPRISES INC. 549300579S7QW8V4IJ60 037598109 58230.00000000 NS USD 3331338.30000000 0.449194024792 Long EC CORP US N 1 N N N LOWES COS INC WAFCR4OKGSC504WU3E95 548661107 419155.00000000 NS USD 100878033.85000000 13.60228411453 Long EC CORP US N 1 N N N RMR GROUP INC 549300JP4L34E48UJM16 74967R106 47260.00000000 NS USD 1156452.20000000 0.155934753969 Long EC CORP US N 1 N N N CUSHMAN and WAKEFIELD PLC N/A N/A 288785.00000000 NS USD 2884962.15000000 0.389005151332 Long EC CORP GB N 1 N N N VULCAN MATERIALS CO 549300Q8LSNHAVWBNI21 929160109 22696.00000000 NS USD 6033731.60000000 0.813581791414 Long EC CORP US N 1 N N N DR HORTON INC 529900ZIUEYVSB8QDD25 23331A109 64016.00000000 NS USD 9566551.04000000 1.289943313484 Long EC CORP US N 1 N N N AECOM 0EEB8GF0W0NPCIHZX097 00766T100 142570.00000000 NS USD 12664493.10000000 1.707666443706 Long EC CORP US N 1 N N N UFP INDUSTRIES INC 5493007KB485C9OV5572 90278Q108 17556.00000000 NS USD 2012444.28000000 0.271355792896 Long EC CORP US N 1 N N N HOME DEPOT INC QEKMOTMBBKA8I816DO57 437076102 355190.00000000 NS USD 135188865.90000000 18.22871930501 Long EC CORP US N 1 N N N U-HAUL HOLDING CO 5493003WIDMLDHYC6Y24 023586506 29700.00000000 NS USD 1888029.00000000 0.254579772169 Long EC CORP US N 1 N N N BEAZER HOMES USA INC 549300DUPYT2T0F60I45 07556Q881 60500.00000000 NS USD 1895465.00000000 0.255582434303 Long EC CORP US N 1 N N N PPG INDUSTRIES INC 549300BKPEP01R3V6C59 693506107 4800.00000000 NS USD 679680.00000000 0.091647310262 Long EC CORP US N 1 N N N SIMPSON MANUFACTURING CO 529900EJUNNL15LZ8056 829073105 56037.00000000 NS USD 11693801.16000000 1.576779400693 Long EC CORP US N 1 N N N TOLL BROS INC 529900JB6IS9MSZGVR44 889478103 123460.00000000 NS USD 14153454.40000000 1.908436362242 Long EC CORP US N 1 N N N EQUITY RESIDENTIAL 5493008RACSH5EP3PI59 29476L107 102790.00000000 NS USD 6188985.90000000 0.834516111979 Long EC CORP US N 1 N N N GRANITE CONSTRUCTION INC 549300OM4BWMCIXVCZ39 387328107 80648.00000000 NS USD 4155791.44000000 0.560362387431 Long EC CORP US N 1 N N N FLOOR and DECOR HOLDINGS INC 549300M5FR3N688XGQ36 339750101 147670.00000000 NS USD 17885790.40000000 2.411700479764 Long EC CORP US N 1 N N PULTE GROUP INC N/A 745867101 175475.00000000 NS USD 19017980.50000000 2.564363758618 Long EC CORP US N 1 N N N ARMSTRONG WORLD INDUSTRIES INC KXMRXXOJ88Q45Y45MG74 04247X102 56620.00000000 NS USD 6828938.20000000 0.920806582482 Long EC CORP US N 1 N N N EMCOR GROUP INC 529900X0SQJB2J7YDU43 29084Q100 42870.00000000 NS USD 13440602.40000000 1.812316175661 Long EC CORP US N 1 N N N WESCO INTERNATIONAL INC 529900TXOGREY3WNJ434 95082P105 14800.00000000 NS USD 2212452.00000000 0.298324615827 Long EC CORP US N 1 N N N MASTERBRAND INC 549300E0Y4BR5Z9RDZ64 57638P104 170880.00000000 NS USD 2957932.80000000 0.398844434231 Long EC CORP US N 1 N N N WHIRLPOOL CORP WHENKOULSSK7WUM60H03 963320106 10390.00000000 NS USD 1115782.10000000 0.150450842020 Long EC CORP US N 1 N N N NVR INC 529900RWXR4JI3JYTV70 62944T105 2416.00000000 NS USD 18423377.12000000 2.484188087052 Long EC CORP US N 1 N N N INVITATION HOMES INC N/A 46187W107 559880.00000000 NS USD 19075111.60000000 2.572067253862 Long EC CORP US N 1 N N N SHERWIN WILLIAMS CO Z15BMIOX8DDH0X2OBP21 824348106 6420.00000000 NS USD 2131632.60000000 0.287427016035 Long EC CORP US N 1 N N N CRH PLC 549300MIDJNNTH068E74 N/A 46370.00000000 NS USD 3909454.70000000 0.527146609948 Long EC CORP IE N 1 N N N ELME COMMUNITIES 549300DI34BGS8LVKW95 939653101 752620.00000000 NS USD 9693745.60000000 1.307094089296 Long EC CORP US N 1 N N N MID-AMERICA APT CMNTYS INC 549300FQZKFR5YNSHZ21 59522J103 95390.00000000 NS USD 11988615.20000000 1.616531804462 Long EC CORP US N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 31635A105 5002394.50500000 NS USD 5003394.98000000 0.674652324770 Long STIV RF US N 1 N N N TRANE TECHNOLOGIES PLC 549300BURLR9SLYY2705 N/A 121960.00000000 NS USD 34389061.20000000 4.636983523786 Long EC CORP IE N 1 N N N TOPBUILD CORP 5493007YSKHOL4RWII46 89055F103 38080.00000000 NS USD 15322630.40000000 2.066086779533 Long EC CORP US N 1 N N N WILLIAMS-SONOMA INC 549300IARG6YWVTZ1I92 969904101 49080.00000000 NS USD 11559812.40000000 1.558712502360 Long EC CORP US N 1 N N N MARTIN MARIETTA MATERIALS INC 5299005MZ4WZECVATV08 573284106 41800.00000000 NS USD 24148278.00000000 3.256127480846 Long EC CORP US N 1 N N N GENERAC HOLDINGS INC 529900S2H2AHJHSFFI84 368736104 12000.00000000 NS USD 1350120.00000000 0.182048708998 Long EC CORP US N 1 N N N BUILDERS FIRSTSOURCE INC 549300W0SKP6L3H7DP63 12008R107 104675.00000000 NS USD 20430466.50000000 2.754821831070 Long EC CORP US N 1 N N N EAGLE MATLS INC 529900KRXRGXL61SG039 26969P108 33370.00000000 NS USD 8460963.50000000 1.140867094820 Long EC CORP US N 1 N N N EQUITY LIFESTYLE PROPERTIES INC 529900PEQG66LENB6798 29472R108 26470.00000000 NS USD 1781960.40000000 0.240277597774 Long EC CORP US N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 31635A303 18042295.78700000 NS USD 18044100.02000000 2.433046776348 Long STIV RF US N 1 N N WILLSCOT MOBILE MINI HOLDINGS CORP 549300HJ4VIXF476Q166 971378104 349870.00000000 NS USD 16706292.50000000 2.252658268730 Long EC CORP US N 1 N N N ESSEX PROPERTY TRUST INC 549300TR2H2VEFX0NC60 297178105 48870.00000000 NS USD 11308518.00000000 1.524828239406 Long EC CORP US N 1 N N N LENNAR CORP 529900G61XVRLX5TJX09 526057104 38730.00000000 NS USD 6139092.30000000 0.827788513345 Long EC CORP US N 1 N N N JOHNSON CONTROLS INTERNATIONAL PLC 549300XQ6S1GYKGBL205 N/A 531141.00000000 NS USD 31480727.07000000 4.244826920149 Long EC CORP IE N 1 N N N M/I HOMES INC 5299005M71FH9CCSFB69 55305B101 20480.00000000 NS USD 2600755.20000000 0.350682996016 Long EC CORP US N 1 N N N 2024-03-30 Stacie M. Smith Stacie M. Smith Stacie M. Smith President and Treasurer