# EDGAR Filing Document

**Accession Number:** 0000320351
**File Stem:** 0000035402-25-001448
**Filing Date:** 2025-10
**Character Count:** 20465
**Document Hash:** ae2fdfccadfd1daafdd1233e19254992
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000035402-25-001448.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0000035402-25-001448

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250831

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**PERIOD START**: 20260228

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FIDELITY SELECT PORTFOLIOS
- **CENTRAL INDEX KEY:** 0000320351

**ORGANIZATION NAME:**
- **EIN:** 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:** 251424504

**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

## Series and Classes Contracts Data

### Construction and Housing Portfolio (Series ID: S000007494)

| Class ID   | Class Name                         | Ticker Symbol   |
|:---|:---|:---|
| C000020468 | Construction and Housing Portfolio | FSHOX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** Fidelity Select Portfolios

- **b. Investment Company Act file number:** 811-03114

- **c. CIK number of Registrant:** 0000320351

- **d. LEI of Registrant:** Z57125JG1LHEQKDYS630

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 245 Summer Street

  - **City:** Boston

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 02210

  - **Telephone number:** 1-800-FIDELITY

**Item A.2. Information about the Series.**

- **a. Name of Series:** Select Construction and Housing Portfolio

- **b. EDGAR series identifier (if any):** S000007494

- **c. LEI of Series:** 2Q6WCC8M8RGTBPEOTM44

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2026-02-28

- **b. Date as of which information is reported:** 2025-08-31

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $789704710.82

**Total Liabilities:** $6932628.54

**Net Assets:** $782772082.28

**Cash Not Reported:** $8989.14

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000020468 | 2.44%                | 2.71%                | 6.76%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $2734949.16              | $13064450.11                               |
| Month 2  | $4460908.93              | $14881271.10                               |
| Month 3  | $1474219.96              | $48138236.22                               |

### Schedule of Portfolio Investments

| Name                               | Title                                         | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| SOMNIGROUP INTERNATIONAL INC       | SOMNIGROUP INTERNATIONAL INC                  | CUSIP: 88023U101<br>LEI: 549300HFEKVR3US71V91 | Long             | EC               | CORP              | US        |    190830 | NS      | $16020178.50  | 2.05%             |  |  |  | No            |                  1 | On Loan: No      |
| CAMDEN PROPERTY TRUST              | CAMDEN PROPERTY TRUST - REIT                  | CUSIP: 133131102<br>LEI: 5493002MYX22OHYJBD89 | Long             | EC               | CORP              | US        |     89320 | NS      | $10002053.60  | 1.28%             |  |  |  | No            |                  1 | On Loan: No      |
| KB HOME                            | KB HOME                                       | CUSIP: 48666K109<br>LEI: 549300LGUCWQURMWLG09 | Long             | EC               | CORP              | US        |     70410 | NS      | $4474555.50   | 0.57%             |  |  |  | No            |                  1 | On Loan: No      |
| Blu Homes Inc                      | BLU INVESTMENTS LLC PP                        | CUSIP: N/A<br>LEI: N/A                        | Long             | EC               | CORP              | US        |  11990913 | NS      | $3717.18      | 0.00%             |  |  |  | Yes           |                  3 | On Loan: No      |
| CAVCO INDUSTRIES INC               | CAVCO INDUSTRIES INC                          | CUSIP: 149568107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     11900 | NS      | $6312831.00   | 0.81%             |  |  |  | No            |                  1 | On Loan: No      |
| CARLISLE COS INC                   | CARLISLE COS INC                              | CUSIP: 142339100<br>LEI: XR64VGX1ZPX6G7ZN7Z11 | Long             | EC               | CORP              | US        |     32450 | NS      | $12522130.50  | 1.60%             |  |  |  | No            |                  1 | On Loan: —       |
| QUANTA SVCS INC                    | QUANTA SVCS INC                               | CUSIP: 74762E102<br>LEI: SHVRXXEACT60MMH07S24 | Long             | EC               | CORP              | US        |     74229 | NS      | $28055592.84  | 3.58%             |  |  |  | No            |                  1 | On Loan: No      |
| AAON INC                           | AAON INC                                      | CUSIP: 000360206<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     50540 | NS      | $4192293.00   | 0.54%             |  |  |  | No            |                  1 | On Loan: —       |
| JAMES HARDIE INDUSTRIES PLC        | JAMES HARDIE IND PLC                          | CUSIP: N/A<br>LEI: 635400NSGXKTVOO7JU45       | Long             | EC               | CORP              | IE        |     79629 | NS      | $1602931.77   | 0.20%             |  |  |  | No            |                  1 | On Loan: No      |
| SUN COMMUNITIES INC                | SUN COMMUNITIES INC - REIT                    | CUSIP: 866674104<br>LEI: 549300H5GEOJYN41ZG57 | Long             | EC               | CORP              | US        |    164590 | NS      | $20881533.30  | 2.67%             |  |  |  | No            |                  1 | On Loan: No      |
| COMFORT SYSTEMS USA INC            | COMFORT SYSTEMS USA INC                       | CUSIP: 199908104<br>LEI: 5299009DT1ZA5HTU6R38 | Long             | EC               | CORP              | US        |     21670 | NS      | $15242244.60  | 1.95%             |  |  |  | No            |                  1 | On Loan: No      |
| CARRIER GLOBAL CORP                | CARRIER GLOBAL CORP                           | CUSIP: 14448C104<br>LEI: 549300JE3W6CWY2NAN77 | Long             | EC               | CORP              | US        |    182290 | NS      | $11885308.00  | 1.52%             |  |  |  | No            |                  1 | On Loan: No      |
| APOGEE ENTERPRISES INC.            | APOGEE ENTERPRISES INC                        | CUSIP: 037598109<br>LEI: 549300579S7QW8V4IJ60 | Long             | EC               | CORP              | US        |     32730 | NS      | $1439301.75   | 0.18%             |  |  |  | No            |                  1 | On Loan: No      |
| LOWES COS INC                      | LOWES COS INC                                 | CUSIP: 548661107<br>LEI: WAFCR4OKGSC504WU3E95 | Long             | EC               | CORP              | US        |    410465 | NS      | $105924597.90 | 13.53%            |  |  |  | No            |                  1 | On Loan: No      |
| VULCAN MATERIALS CO                | VULCAN MATERIALS CO                           | CUSIP: 929160109<br>LEI: 549300Q8LSNHAVWBNI21 | Long             | EC               | CORP              | US        |     15126 | NS      | $4404086.16   | 0.56%             |  |  |  | No            |                  1 | On Loan: No      |
| DR HORTON INC                      | DR HORTON INC                                 | CUSIP: 23331A109<br>LEI: 529900ZIUEYVSB8QDD25 | Long             | EC               | CORP              | US        |     49656 | NS      | $8415698.88   | 1.08%             |  |  |  | No            |                  1 | On Loan: No      |
| AECOM                              | AECOM                                         | CUSIP: 00766T100<br>LEI: 0EEB8GF0W0NPCIHZX097 | Long             | EC               | CORP              | US        |     85720 | NS      | $10705570.80  | 1.37%             |  |  |  | No            |                  1 | On Loan: No      |
| COMPASS INC                        | COMPASS INC                                   | CUSIP: 20464U100<br>LEI: 254900DMGQSTC3I2IM78 | Long             | EC               | CORP              | US        |    358820 | NS      | $3258085.60   | 0.42%             |  |  |  | No            |                  1 | On Loan: No      |
| HOME DEPOT INC                     | HOME DEPOT INC                                | CUSIP: 437076102<br>LEI: QEKMOTMBBKA8I816DO57 | Long             | EC               | CORP              | US        |    331170 | NS      | $134710020.90 | 17.21%            |  |  |  | No            |                  1 | On Loan: No      |
| RH                                 | RH                                            | CUSIP: 74967X103<br>LEI: 549300H9H1H3OC7C3H47 | Long             | EC               | CORP              | US        |     13200 | NS      | $2978844.00   | 0.38%             |  |  |  | No            |                  1 | On Loan: No      |
| U-HAUL HOLDING CO                  | U-HAUL HOLDING CO                             | CUSIP: 023586506<br>LEI: 5493003WIDMLDHYC6Y24 | Long             | EC               | CORP              | US        |     25900 | NS      | $1353016.00   | 0.17%             |  |  |  | No            |                  1 | On Loan: No      |
| SIMPSON MANUFACTURING CO           | SIMPSON MANUFACTURING CO                      | CUSIP: 829073105<br>LEI: 529900EJUNNL15LZ8056 | Long             | EC               | CORP              | US        |     53390 | NS      | $10203896.80  | 1.30%             |  |  |  | No            |                  1 | On Loan: No      |
| TOLL BROS INC                      | TOLL BROTHERS INC                             | CUSIP: 889478103<br>LEI: 529900JB6IS9MSZGVR44 | Long             | EC               | CORP              | US        |    101020 | NS      | $14041780.00  | 1.79%             |  |  |  | No            |                  1 | On Loan: No      |
| EQUITY RESIDENTIAL                 | EQUITY RESIDENTIAL REIT                       | CUSIP: 29476L107<br>LEI: 5493008RACSH5EP3PI59 | Long             | EC               | CORP              | US        |     41670 | NS      | $2755220.40   | 0.35%             |  |  |  | No            |                  1 | On Loan: No      |
| FLOOR and DECOR HOLDINGS INC       | FLOOR and DECOR HOLDINGS INC                  | CUSIP: 339750101<br>LEI: 549300M5FR3N688XGQ36 | Long             | EC               | CORP              | US        |    192090 | NS      | $15736012.80  | 2.01%             |  |  |  | No            |                  1 | On Loan: No      |
| PULTE GROUP INC                    | PULTEGROUP INC                                | CUSIP: 745867101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    162005 | NS      | $21387900.10  | 2.73%             |  |  |  | No            |                  1 | On Loan: No      |
| ARMSTRONG WORLD INDUSTRIES INC     | ARMSTRONG WORLD INDUSTRIES INC                | CUSIP: 04247X102<br>LEI: KXMRXXOJ88Q45Y45MG74 | Long             | EC               | CORP              | US        |     48380 | NS      | $9471352.60   | 1.21%             |  |  |  | No            |                  1 | On Loan: No      |
| EMCOR GROUP INC                    | EMCOR GROUP INC                               | CUSIP: 29084Q100<br>LEI: 529900X0SQJB2J7YDU43 | Long             | EC               | CORP              | US        |     25190 | NS      | $15617800.00  | 2.00%             |  |  |  | No            |                  1 | On Loan: No      |
| WHIRLPOOL CORP                     | WHIRLPOOL CORP                                | CUSIP: 963320106<br>LEI: WHENKOULSSK7WUM60H03 | Long             | EC               | CORP              | US        |     21970 | NS      | $2046505.50   | 0.26%             |  |  |  | No            |                  1 | On Loan: —       |
| NVR INC                            | NVR INC                                       | CUSIP: 62944T105<br>LEI: 529900RWXR4JI3JYTV70 | Long             | EC               | CORP              | US        |       745 | NS      | $6047649.25   | 0.77%             |  |  |  | No            |                  1 | On Loan: No      |
| INVITATION HOMES INC               | INVITATION HOMES INC                          | CUSIP: 46187W107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    609050 | NS      | $19057174.50  | 2.43%             |  |  |  | No            |                  1 | On Loan: No      |
| SHERWIN WILLIAMS CO                | SHERWIN WILLIAMS CO                           | CUSIP: 824348106<br>LEI: Z15BMIOX8DDH0X2OBP21 | Long             | EC               | CORP              | US        |      5970 | NS      | $2184005.10   | 0.28%             |  |  |  | No            |                  1 | On Loan: No      |
| CRH PLC                            | CRH PLC                                       | CUSIP: N/A<br>LEI: 549300MIDJNNTH068E74       | Long             | EC               | CORP              | IE        |    319100 | NS      | $36042345.00  | 4.60%             |  |  |  | No            |                  1 | On Loan: No      |
| ELME COMMUNITIES                   | ELME COMMUNITIES                              | CUSIP: 939653101<br>LEI: 549300DI34BGS8LVKW95 | Long             | EC               | CORP              | US        |    706860 | NS      | $12073168.80  | 1.54%             |  |  |  | No            |                  1 | On Loan: No      |
| MID-AMERICA APT CMNTYS INC         | MID AMERICA APT CMNTY INC                     | CUSIP: 59522J103<br>LEI: 549300FQZKFR5YNSHZ21 | Long             | EC               | CORP              | US        |       110 | NS      | $16040.20     | 0.00%             |  |  |  | No            |                  1 | On Loan: No      |
| JAMES HARDIE INDUSTRIES PLC        | JAMES HARDIE INDUSTRES PLC CDI                | CUSIP: N/A<br>LEI: 635400NSGXKTVOO7JU45       | Long             | EC               | CORP              | IE        |    271934 | NS      | $5522713.49   | 0.71%             |  |  |  | No            |                  2 | On Loan: No      |
| FLUOR CORP NEW                     | FLUOR CORP                                    | CUSIP: 343412102<br>LEI: CQ7WZ4NOFWT7FAE6Q943 | Long             | EC               | CORP              | US        |     99900 | NS      | $4097898.00   | 0.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust       | Fidelity Cash Central Fund                    | CUSIP: 31635A105<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        |   4656233 | NS      | $4657164.51   | 0.59%             |  |  |  | No            |                  1 | On Loan: No      |
| TRANE TECHNOLOGIES PLC             | TRANE TECHNOLOGIES PLC                        | CUSIP: N/A<br>LEI: 549300BURLR9SLYY2705       | Long             | EC               | CORP              | IE        |    105990 | NS      | $44049444.00  | 5.63%             |  |  |  | No            |                  1 | On Loan: No      |
| MERITAGE HOMES CORP                | MERITAGE HOMES CORP                           | CUSIP: 59001A102<br>LEI: 52990044W9UMFJO2FB97 | Long             | EC               | CORP              | US        |     57510 | NS      | $4467951.90   | 0.57%             |  |  |  | No            |                  1 | On Loan: No      |
| TOPBUILD CORP                      | TOPBUILD CORP                                 | CUSIP: 89055F103<br>LEI: 5493007YSKHOL4RWII46 | Long             | EC               | CORP              | US        |     40040 | NS      | $16847230.40  | 2.15%             |  |  |  | No            |                  1 | On Loan: No      |
| WILLIAMS-SONOMA INC                | WILLIAMS-SONOMA INC                           | CUSIP: 969904101<br>LEI: 549300IARG6YWVTZ1I92 | Long             | EC               | CORP              | US        |     44080 | NS      | $8295415.20   | 1.06%             |  |  |  | No            |                  1 | On Loan: No      |
| MARTIN MARIETTA MATERIALS INC      | MARTIN MARIETTA MATERIALS INC                 | CUSIP: 573284106<br>LEI: 5299005MZ4WZECVATV08 | Long             | EC               | CORP              | US        |     51640 | NS      | $31830896.00  | 4.07%             |  |  |  | No            |                  1 | On Loan: No      |
| BUILDERS FIRSTSOURCE INC           | BUILDERS FIRSTSOURCE                          | CUSIP: 12008R107<br>LEI: 549300W0SKP6L3H7DP63 | Long             | EC               | CORP              | US        |    105615 | NS      | $14646688.20  | 1.87%             |  |  |  | No            |                  1 | On Loan: No      |
| AMERICAN WOODMARK CORP             | AMERICAN WOODMARK                             | CUSIP: 030506109<br>LEI: 5299007PFSDWMA74RB56 | Long             | EC               | CORP              | US        |     37530 | NS      | $2423312.10   | 0.31%             |  |  |  | No            |                  1 | On Loan: No      |
| EAGLE MATLS INC                    | EAGLE MATERIALS INC                           | CUSIP: 26969P108<br>LEI: 529900KRXRGXL61SG039 | Long             | EC               | CORP              | US        |     25730 | NS      | $5941057.00   | 0.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Revere Street Trust       | Fidelity Securities Lending Cash Central Fund | CUSIP: 31635A303<br>LEI: 549300BDV45LJNXBZC55 | Long             | STIV             | RF                | US        |   6480952 | NS      | $6481600.02   | 0.83%             |  |  |  | No            |                  1 | On Loan: No      |
| WILLSCOT HOLDINGS CORP             | WILLSCOT HOLDINGS CORP                        | CUSIP: 971378104<br>LEI: 549300HJ4VIXF476Q166 | Long             | EC               | CORP              | US        |    406970 | NS      | $9864952.80   | 1.26%             |  |  |  | No            |                  1 | On Loan: No      |
| ESSEX PROPERTY TRUST INC           | ESSEX PROPERTY TRUST INC                      | CUSIP: 297178105<br>LEI: 549300TR2H2VEFX0NC60 | Long             | EC               | CORP              | US        |     38850 | NS      | $10497658.50  | 1.34%             |  |  |  | No            |                  1 | On Loan: No      |
| LENNAR CORP                        | LENNAR CORP CL A                              | CUSIP: 526057104<br>LEI: 529900G61XVRLX5TJX09 | Long             | EC               | CORP              | US        |     28420 | NS      | $3783838.80   | 0.48%             |  |  |  | No            |                  1 | On Loan: No      |
| JOHNSON CONTROLS INTERNATIONAL PLC | JOHNSON CONTROLS INTERNATIONAL PLC            | CUSIP: N/A<br>LEI: 549300XQ6S1GYKGBL205       | Long             | EC               | CORP              | IE        |    421001 | NS      | $45000796.89  | 5.75%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-09-30

**Name of Applicant:** Stacie M. Smith

**Signature:** Stacie M. Smith

**Name of Signer:** Stacie M. Smith

**Title:** President and Treasurer