Holdings
Select Retailing Portfolio
As of May 31, 2026, Select Retailing Portfolio reported 48 positions worth US$2.32B. Largest: Amazon.com, Inc., Walmart Inc. and Costco Wholesale Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 2.41M | US$653M | −121K | May 31, 2026 |
| Walmart Inc. | 2.05M | US$237M | −5,100 | May 31, 2026 |
| Costco Wholesale Corporation | 162K | US$155M | −600 | May 31, 2026 |
| Lowe's Companies, Inc. | 623K | US$134M | −35,000 | May 31, 2026 |
| Ross Stores, Inc. | 318K | US$73.8M | −32,500 | May 31, 2026 |
| Tjx Companies, Inc. (the) | 438K | US$67.8M | −388K | May 31, 2026 |
| O'reilly Automotive, Inc. | 763K | US$66.3M | −5,500 | May 31, 2026 |
| Target Corporation | 497K | US$63.1M | −2,000 | May 31, 2026 |
| Dollar Tree, Inc. | 512K | US$59.6M | −142K | May 31, 2026 |
| Mercadolibre, Inc. | 31,613 | US$53.6M | −3,300 | May 31, 2026 |