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Select Consumer Discretionary Portfolio (FSCPX) is an MF managed by Fidelity. Its largest position is AMAZON COM INC (AMZN), representing 21.79% of fund assets.

Select Consumer Discretionary Portfolio Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
FSCPX
Type:
MF
Manager:
Fidelity
Total Assets:
—
Report Date:
Feb 28, 2026
Filing Date:
Apr 24, 2026
Showing 50 out of 59 holdings
Holding Weight Market Value Shares
-
AMAZON COM INC
21.79% $209,159,790.00 995,999
-
Tesla, Inc.
15.41% $147,890,626.71 367,421
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HOME DEPOT, INC.
4.58% $44,008,947.68 115,594
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LOWES COMPANIES INC
4.48% $43,019,875.71 162,603
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MCDONALDS CORP
3.91% $37,491,361.56 109,926
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TJX COMPANIES INC /DE/
3.40% $32,646,590.36 201,946
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Hilton Worldwide Holdings Inc.
2.82% $27,079,963.68 86,856
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SOMNIGROUP INTERNATIONAL INC.
2.43% $23,325,589.92 260,592
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ROSS STORES, INC.
2.31% $22,202,950.80 107,970
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DICK'S SPORTING GOODS, INC.
1.86% $17,847,354.98 87,646
-
General Motors Co
1.83% $17,531,078.30 222,730
-
TAPESTRY, INC.
1.59% $15,256,582.04 98,132
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Booking Holdings Inc.
1.58% $15,206,548.45 3,587
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NIKE, Inc.
1.49% $14,326,520.72 230,404
-
Floor & Decor Holdings, Inc.
1.48% $14,205,249.45 205,605
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DOMINOS PIZZA INC
1.45% $13,938,116.28 34,628
-
Academy Sports & Outdoors, Inc.
1.43% $13,708,437.40 227,980
-
PULTEGROUP INC/MI/
1.36% $13,094,368.00 95,440
-
DOLLAR TREE, INC.
1.30% $12,509,377.92 98,904
-
FIDELITY REVERE STREET TRUST
1.25% $11,970,834.70 11,969,638
-
WILLIAMS SONOMA INC
1.20% $11,534,908.50 56,090
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ARITZIA INC.
1.18% $11,298,360.03 127,600
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Aptiv PLC
1.06% $10,171,317.40 138,310
-
Carnival Corp Ltd.
1.05% $10,087,166.00 319,720
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TOPBUILD CORP
1.00% $9,636,208.50 21,495
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CHIPOTLE MEXICAN GRILL INC
0.99% $9,491,100.00 255,000
-
Restaurant Brands International Inc.
0.96% $9,174,038.71 127,875
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DECKERS OUTDOOR CORP
0.91% $8,701,903.08 74,204
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MERCADOLIBRE INC
0.86% $8,234,262.30 4,685
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LITHIA MOTORS INC
0.81% $7,766,732.40 27,780
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James Hardie Industries plc
0.79% $7,606,383.84 312,343
-
MARRIOTT INTERNATIONAL INC /MD/
0.76% $7,257,661.74 21,238
-
Churchill Downs Inc
0.75% $7,221,653.08 78,556
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CAVCO INDUSTRIES, INC.
0.74% $7,088,752.80 12,280
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STARBUCKS CORP
0.69% $6,637,914.40 67,720
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WYNDHAM HOTELS & RESORTS, INC.
0.62% $5,953,404.00 72,780
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ROYAL CARIBBEAN CRUISES LTD
0.61% $5,902,020.80 18,980
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LCI INDUSTRIES
0.59% $5,680,713.60 42,648
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GROUP 1 AUTOMOTIVE INC
0.56% $5,368,195.20 16,480
-
Red Rock Resorts, Inc.
0.55% $5,284,804.00 87,280
-
PVH CORP. /DE/
0.55% $5,242,206.20 76,417
-
Sally Beauty Holdings, Inc.
0.53% $5,122,135.73 318,739
-
Dauch Corp
0.52% $5,007,750.00 758,750
-
Ollie's Bargain Outlet Holdings, Inc.
0.51% $4,911,070.50 45,855
-
Meritage Homes CORP
0.50% $4,796,712.00 63,600
-
ETSY INC
0.48% $4,630,225.60 84,370
-
RH
0.46% $4,441,028.00 26,800
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GAP INC
0.46% $4,391,064.00 156,600
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Aramark
0.45% $4,328,671.05 103,433
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Wayfair Inc.
0.36% $3,474,236.28 45,516
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