FSHOX holdings — Select Construction and Housing Portfolio
Select Construction and Housing Portfolio (FSHOX) held 55 positions with net assets of $662M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 62.6% of the fund, led by HD, LOW, PWR.
FSHOX top holdings
- HD HOME DEPOT INC — 13.37% ($88.5M)
- LOW LOWES COS INC — 11.68% ($77.3M)
- PWR QUANTA SVCS INC — 6.70% ($44.4M)
- JOHNSON CONTROLS INTERNATIONAL PLC — 6.14% ($40.6M)
- TRANE TECHNOLOGIES PLC — 6.13% ($40.6M)
- FIX COMFORT SYSTEMS USA INC — 4.74% ($31.4M)
- CRH PLC — 4.28% ($28.3M)
- MLM MARTIN MARIETTA MATERIALS INC — 3.96% ($26.2M)
- INVH INVITATION HOMES INC — 2.99% ($19.8M)
- EME EMCOR GROUP INC — 2.60% ($17.2M)
- PHM PULTE GROUP INC — 2.25% ($14.9M)
- SUI SUN COMMUNITIES INC — 2.12% ($14.0M)
- Fidelity Revere Street Trust — 2.09% ($13.9M)
- SGI SOMNIGROUP INTERNATIONAL INC — 1.77% ($11.7M)
- SSD SIMPSON MANUFACTURING CO — 1.75% ($11.6M)
- CPT CAMDEN PROPERTY TRUST — 1.70% ($11.3M)
- TOL TOLL BROS INC — 1.67% ($11.1M)
- FND FLOOR and DECOR HOLDINGS INC — 1.56% ($10.4M)
- CARR CARRIER GLOBAL CORP — 1.46% ($9.64M)
- CSL CARLISLE COS INC — 1.38% ($9.12M)
- AWI ARMSTRONG WORLD INDUSTRIES INC — 1.35% ($8.95M)
- TOPBUILD CORP — 1.26% ($8.36M)
- IESC IES HOLDINGS INC — 1.26% ($8.34M)
- BLDR BUILDERS FIRSTSOURCE INC — 1.25% ($8.26M)
- WSC WILLSCOT HOLDINGS CORP — 1.16% ($7.71M)
What are FSHOX's top 10 holdings?
HD (13.4%), LOW (11.7%), PWR (6.7%), JOHNSON CONTROLS INTERNATIONAL PLC (6.1%), TRANE TECHNOLOGIES PLC (6.1%), FIX (4.7%), CRH PLC (4.3%), MLM (4.0%), INVH (3.0%), EME (2.6%).
How many stocks are in FSHOX?
Select Construction and Housing Portfolio reported 55 holdings as of May 31, 2026.