Select Construction and Housing Portfolio (FSHOX) is an MF managed by Fidelity. Its largest position is HOME DEPOT, INC. (HD), representing 15.81% of fund assets.
Select Construction and Housing Portfolio Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FSHOX
- Type:
- MF
- Manager:
- Fidelity
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
HOME DEPOT, INC.
|
15.81% | $118,872,205.60 | 312,230 |
|
-
LOWES COMPANIES INC
|
13.06% | $98,185,895.55 | 371,115 |
|
-
Johnson Controls International plc
|
6.92% | $52,027,509.30 | 360,551 |
|
-
Trane Technologies plc
|
5.85% | $43,998,994.40 | 95,170 |
|
-
QUANTA SERVICES, INC.
|
4.97% | $37,376,687.32 | 66,379 |
|
-
APPLIED MATERIALS INC /DE
|
4.45% | $33,456,423.00 | 278,850 |
|
-
MARTIN MARIETTA MATERIALS INC
|
4.21% | $31,683,773.10 | 46,830 |
|
-
COMFORT SYSTEMS USA INC
|
3.58% | $26,893,596.55 | 18,815 |
|
-
PULTEGROUP INC/MI/
|
2.49% | $18,747,694.00 | 136,645 |
|
-
Invitation Homes Inc.
|
2.49% | $18,703,507.20 | 710,080 |
|
-
SUN COMMUNITIES INC
|
2.26% | $16,972,894.80 | 124,380 |
|
-
EMCOR Group, Inc.
|
2.15% | $16,166,272.20 | 22,310 |
|
-
Toll Brothers, Inc.
|
1.79% | $13,425,151.20 | 85,380 |
|
-
SOMNIGROUP INTERNATIONAL INC.
|
1.77% | $13,293,130.10 | 148,510 |
|
-
CARLISLE COMPANIES INC
|
1.75% | $13,193,213.40 | 33,420 |
|
-
Floor & Decor Holdings, Inc.
|
1.72% | $12,919,830.00 | 187,000 |
|
-
CAMDEN PROPERTY TRUST
|
1.63% | $12,274,922.00 | 113,300 |
|
-
Simpson Manufacturing Co., Inc.
|
1.61% | $12,076,832.30 | 62,390 |
|
-
Builders FirstSource, Inc.
|
1.55% | $11,671,615.35 | 111,915 |
|
-
TOPBUILD CORP
|
1.47% | $11,059,561.00 | 24,670 |
|
-
CARRIER GLOBAL Corp
|
1.33% | $10,017,420.00 | 155,550 |
|
-
ESSEX PROPERTY TRUST, INC.
|
1.20% | $9,058,956.10 | 35,510 |
|
-
ARMSTRONG WORLD INDUSTRIES INC
|
1.08% | $8,145,825.00 | 46,950 |
|
-
FIDELITY REVERE STREET TRUST
|
1.08% | $8,096,840.07 | 8,096,030 |
|
-
WillScot Holdings Corp
|
1.00% | $7,544,051.00 | 349,100 |
|
-
EAGLE MATERIALS INC
|
0.99% | $7,434,636.00 | 33,220 |
|
-
CAVCO INDUSTRIES, INC.
|
0.98% | $7,348,519.80 | 12,730 |
|
-
AECOM
|
0.98% | $7,335,762.60 | 74,870 |
|
-
James Hardie Industries plc
|
0.95% | $7,174,586.77 | 294,612 |
|
-
Meritage Homes CORP
|
0.92% | $6,908,472.00 | 91,600 |
|
-
GRANITE CONSTRUCTION INC
|
0.84% | $6,302,140.20 | 46,870 |
|
-
WILLIAMS SONOMA INC
|
0.83% | $6,272,325.00 | 30,500 |
|
-
HORTON D R INC /DE/
|
0.75% | $5,603,385.04 | 34,936 |
|
-
MODINE MANUFACTURING CO
|
0.74% | $5,544,900.00 | 24,400 |
|
-
IES Holdings, Inc.
|
0.63% | $4,755,360.00 | 9,600 |
|
-
KB HOME
|
0.54% | $4,084,379.20 | 64,240 |
|
-
Vulcan Materials CO
|
0.52% | $3,901,660.00 | 12,586 |
|
-
AAON, INC.
|
0.50% | $3,731,244.00 | 36,870 |
|
-
EQUITY RESIDENTIAL
|
0.47% | $3,531,542.70 | 55,870 |
|
-
FIDELITY REVERE STREET TRUST
|
0.44% | $3,334,126.77 | 3,333,460 |
|
-
Compass, Inc.
|
0.41% | $3,083,730.00 | 316,280 |
|
-
RH
|
0.39% | $2,957,757.79 | 17,849 |
|
-
SHERWIN WILLIAMS CO
|
0.34% | $2,527,252.30 | 6,970 |
|
-
LENNAR CORP /NEW/
|
0.27% | $2,037,895.20 | 17,820 |
|
-
FLUOR CORP
|
0.27% | $2,003,473.00 | 38,300 |
|
-
HERC HOLDINGS INC
|
0.26% | $1,957,060.00 | 14,000 |
|
-
AMERICAN WOODMARK CORP
|
0.23% | $1,765,023.00 | 35,230 |
|
-
WHIRLPOOL CORP /DE/
|
0.18% | $1,318,646.10 | 19,270 |
|
-
TREX CO INC
|
0.17% | $1,250,884.00 | 30,200 |
|
-
Bob's Discount Furniture, Inc.
|
0.14% | $1,047,132.00 | 49,300 |
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