Select Transportation Portfolio

Fund Profile

Fund profile

Tickers

FSRFX

Fund manager

Fidelity Select Telecommunications Portfolio

Total assets

$578.84 mm

Liabilities

$6.21 mm

Net assets

$572.63 mm

Number of holdings

39.00

39 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
UNP Union Pacific Corporation	85.43 mm	349.19 k shares	14.92	Common equity	Long	USA
UBER Uber Technologies, Inc.	77.23 mm	1.07 mm shares	13.49	Common equity	Long	USA
UPS United Parcel Service, Inc.	53.55 mm	394.53 k shares	9.35	Common equity	Long	USA
CSX CSX Corporation	37.10 mm	1.02 mm shares	6.48	Common equity	Long	USA
NSC Norfolk Southern Corporation	28.88 mm	104.71 k shares	5.04	Common equity	Long	USA
United Airlines Holdings, Inc.	28.43 mm	293.61 k shares	4.96	Common equity	Long	USA
DAL Delta Air Lines, Inc.	28.42 mm	445.37 k shares	4.96	Common equity	Long	USA
FDX FedEx Corporation	23.25 mm	76.82 k shares	4.06	Common equity	Long	USA
SKYW SkyWest, Inc.	19.51 mm	170.02 k shares	3.41	Common equity	Long	USA
ALK Alaska Air Group, Inc.	19.26 mm	366.24 k shares	3.36	Common equity	Long	USA
KEX Kirby Corporation	17.70 mm	139.95 k shares	3.09	Common equity	Long	USA
SAIA Saia, Inc.	16.77 mm	29.48 k shares	2.93	Common equity	Long	USA
Fidelity Cash Central Fund	15.48 mm	15.48 mm shares	2.70	Short-term investment vehicle	Long	USA
COPA HOLDINGS SA CL A	12.93 mm	138.52 k shares	2.26	Common equity	Long	Panama
CHRW C.H. Robinson Worldwide, Inc.	12.80 mm	121.21 k shares	2.23	Common equity	Long	USA
SNCY Sun Country Airlines Holdings, Inc.	10.90 mm	757.79 k shares	1.90	Common equity	Long	USA
KNX Knight-Swift Transportation Holdings Inc.	9.72 mm	163.83 k shares	1.70	Common equity	Long	USA
EXPD Expeditors International of Washington, Inc.	8.49 mm	69.78 k shares	1.48	Common equity	Long	USA
R Ryder System, Inc.	8.28 mm	49.05 k shares	1.45	Common equity	Long	USA
LYFT Lyft, Inc.	7.17 mm	412.80 k shares	1.25	Common equity	Long	USA
Fidelity Securities Lending Cash Central Fund	5.86 mm	5.86 mm shares	1.02	Short-term investment vehicle	Long	USA
UHAL U-Haul Holding Company	5.55 mm	88.94 k shares	0.97	Common equity	Long	USA
JOBY AVIATION INC	4.77 mm	532.70 k shares	0.83	Common equity	Long	USA
NAVIGATOR HOLDINGS LTD	4.68 mm	298.75 k shares	0.82	Common equity	Long	Marshall Islands
MATX Matson, Inc.	4.05 mm	26.42 k shares	0.71	Common equity	Long	USA
GXO GXO Logistics, Inc.	3.41 mm	56.03 k shares	0.60	Common equity	Long	USA
DHT HOLDINGS INC	3.17 mm	336.99 k shares	0.55	Common equity	Long	Marshall Islands
TFII TFI International Inc.	3.05 mm	20.10 k shares	0.53	Common equity	Long	Canada
FIP FTAI Infrastructure Inc.	2.96 mm	342.26 k shares	0.52	Common equity	Long	USA
HUBG Hub Group, Inc.	2.69 mm	52.08 k shares	0.47	Common equity	Long	USA
CVLG Covenant Logistics Group, Inc.	2.68 mm	46.19 k shares	0.47	Common equity	Long	USA
TDW Tidewater Inc.	2.09 mm	40.40 k shares	0.36	Common equity	Long	USA
RYAAY Ryanair Holdings plc	2.08 mm	47.19 k shares	0.36	Common equity	Long	Ireland
LOCALIZA RENT A CAR SA	2.06 mm	337.20 k shares	0.36	Common equity	Long	Brazil
STAR BULK CARRIERS CORP	1.72 mm	99.02 k shares	0.30	Common equity	Long	Marshall Islands
ATSG Air Transport Services Group, Inc.	1.68 mm	76.44 k shares	0.29	Common equity	Long	USA
NAVIOS MARITIME PRTNRS LP C/U	1.60 mm	33.00 k shares	0.28	Common equity	Long	Marshall Islands
CAR Avis Budget Group, Inc.	1.29 mm	11.80 k shares	0.22	Common equity	Long	USA
ULH Universal Logistics Holdings, Inc.	1.20 mm	23.11 k shares	0.21	Common equity	Long	USA