Holdings
Select Construction and Housing Portfolio
As of May 31, 2026, Select Construction and Housing Portfolio reported 52 positions worth US$662M. Largest: Home Depot, Inc. (the), Lowe's Companies, Inc. and Quanta Services, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Home Depot, Inc. (the) | 279K | US$88.5M | −33,050 | May 31, 2026 |
| Lowe's Companies, Inc. | 361K | US$77.3M | −10,300 | May 31, 2026 |
| Quanta Services, Inc. | 62,389 | US$44.4M | −3,990 | May 31, 2026 |
| Johnson Controls International Plc | 303K | US$40.6M | −57,350 | May 31, 2026 |
| Trane Technologies Plc | 89,900 | US$40.6M | −5,270 | May 31, 2026 |
| Comfort Systems Usa, Inc. | 17,175 | US$31.4M | −1,640 | May 31, 2026 |
| Crh Plc | 261K | US$28.3M | −18,290 | May 31, 2026 |
| Martin Marietta Materials, Inc. | 45,110 | US$26.2M | −1,720 | May 31, 2026 |
| Invitation Homes Inc. | 676K | US$19.8M | −33,660 | May 31, 2026 |
| Emcor Group, Inc. | 20,840 | US$17.2M | −1,470 | May 31, 2026 |