Holdings of Select Transportation Portfolio
Fidelity Select Portfolios · 38 declared positions · as of Feb 28, 2026
Original filing · Net assets 516.7M $ · Ten largest lines: 73.2 % of the equity sleeve
Sector breakdown
- Industrials 80.0 %
- Consumer discretionary 1.4 %
- Materials 0.5 %
- Unattributed 18.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 98.1 %
- CAD 1.9 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.3 %
- CA 0.9 %
- PA 0.8 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 36 | 484.8M $ | 98.30 % |
| CA | 1 | 4.5M $ | 0.91 % |
| PA | 1 | 3.9M $ | 0.80 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Uber Technologies Inc | 873,866 | 65.9M $ | 12.76 % |
| Union Pacific Corp | 227,435 | 60.3M $ | 11.66 % |
| United Parcel Service Inc | 381,526 | 44.2M $ | 8.56 % |
| Delta Air Lines Inc | 556,176 | 36.5M $ | 7.07 % |
| Old Dominion Freight Line Inc | 156,493 | 31.8M $ | 6.15 % |
| FedEx Corp | 79,909 | 30.9M $ | 5.99 % |
| CSX Corp | 598,201 | 25.5M $ | 4.94 % |
| United Airlines Holdings Inc | 222,958 | 23.7M $ | 4.59 % |
| XPO Inc | 110,065 | 23.2M $ | 4.48 % |
| CH Robinson Worldwide Inc | 101,361 | 18.8M $ | 3.63 % |
| Norfolk Southern Corp | 54,450 | 17.1M $ | 3.32 % |
| Knight-Swift Transportation Holdings Inc | 197,769 | 12.4M $ | 2.41 % |
| Southwest Airlines Co | 230,225 | 11.3M $ | 2.20 % |
| Alaska Air Group Inc | 217,206 | 11.2M $ | 2.17 % |
| Kirby Corp | 60,046 | 7.8M $ | 1.51 % |
| SkyWest Inc | 69,424 | 7.2M $ | 1.40 % |
| Saia Inc | 17,377 | 7M $ | 1.36 % |
| Schneider National Inc | 233,025 | 6.6M $ | 1.28 % |
| Amazon.com Inc | 24,590 | 5.2M $ | 1.00 % |
| Werner Enterprises Inc | 145,350 | 5.1M $ | 0.99 % |
| GXO Logistics Inc | 76,302 | 4.8M $ | 0.93 % |
| Canadian Pacific Kansas City Ltd | 51,000 | 4.5M $ | 0.86 % |
| Copa Holdings SA | 28,321 | 3.9M $ | 0.76 % |
| Samsara Inc | 117,000 | 3.4M $ | 0.65 % |
| Joby Aviation Inc | 293,800 | 3M $ | 0.57 % |
| Boeing Co/The | 12,700 | 2.9M $ | 0.56 % |
| Descartes Systems Group Inc/The | 43,000 | 2.8M $ | 0.55 % |
| Westinghouse Air Brake Technologies Corp | 9,060 | 2.4M $ | 0.46 % |
| Expeditors International of Washington Inc | 16,266 | 2.4M $ | 0.46 % |
| TFI International Inc | 17,700 | 2.1M $ | 0.41 % |
| Lyft Inc | 151,700 | 2.1M $ | 0.41 % |
| Airbnb Inc | 13,570 | 1.8M $ | 0.35 % |
| Avis Budget Group Inc | 14,775 | 1.4M $ | 0.28 % |
| RXO Inc | 75,160 | 1.2M $ | 0.23 % |
| WEX Inc | 6,900 | 1M $ | 0.20 % |
| American Airlines Group Inc | 52,800 | 690.1K $ | 0.13 % |
| Hub Group Inc | 12,776 | 550.3K $ | 0.11 % |
| Sun Country Airlines Holdings Inc | 15,894 | 312.8K $ | 0.06 % |