Holdings
Select Consumer Discretionary Portfolio
As of May 31, 2026, Select Consumer Discretionary Portfolio reported 57 positions worth US$915M. Largest: Amazon.com, Inc., Tesla, Inc. and Home Depot, Inc. (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 888K | US$240M | −108K | May 31, 2026 |
| Tesla, Inc. | 351K | US$153M | −15,980 | May 31, 2026 |
| Home Depot, Inc. (the) | 111K | US$35.2M | −4,550 | May 31, 2026 |
| Lowe's Companies, Inc. | 161K | US$34.5M | −1,680 | May 31, 2026 |
| Mcdonald's Corporation | 104K | US$29M | −6,020 | May 31, 2026 |
| Tjx Companies, Inc. (the) | 172K | US$26.6M | −30,300 | May 31, 2026 |
| Hilton Worldwide Holdings Inc. | 80,476 | US$26.4M | −6,380 | May 31, 2026 |
| Ross Stores, Inc. | 80,340 | US$18.6M | −27,630 | May 31, 2026 |
| Somnigroup International Inc. | 254K | US$18M | −6,930 | May 31, 2026 |
| Dick's Sporting Goods Inc | 75,316 | US$17.1M | −12,330 | May 31, 2026 |