United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

MELBOURNE, C3 · CIK 1730896 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyMelbourne

$5.6bn reported value +5.3% vs Q1 2026

184positions

36.4%in top 10

23 new 60 added 52 reduced 24 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	2,091,934	$418.6m7.49%	7.49%	Added +217.2k	+217,166 11.6%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	860,323	$307.5m5.50%	5.50%	Reduced -37.5k	-37,507 -4.2%
3	APPLE INC COM AAPL	AAPL	948,434	$274.4m4.91%	4.91%	Added +15.1k	+15,120 1.6%
4	MICROSOFT CORP COM MSFT	MSFT	634,050	$236.5m4.23%	4.23%	Reduced -3.8k	-3,800 -0.6%
5	AMAZON COM INC COM AMZN	AMZN	930,283	$221.7m3.97%	3.97%	Reduced -538.5k	-538,519 -36.7%
6	META PLATFORMS INC CL A META	META	230,356	$129.8m2.32%	2.32%	Reduced -13.5k	-13,534 -5.5%
7	BROADCOM INC COM AVGO	AVGO	342,378	$129.3m2.31%	2.31%	Added +42.6k	+42,560 14.2%
8	LAM RESEARCH CORP COM NEW LRCX	LRCX	285,584	$123.8m2.21%	2.21%	Reduced -46.1k	-46,054 -13.9%
9	LINDE PLC SHS LIN	LIN	196,235	$101.8m1.82%	1.82%	Unchanged
10	JPMORGAN CHASE & CO COM JPM	JPM	283,200	$92.7m1.66%	1.66%	Added +55.0k	+55,012 24.1%
11	VISA INC COM CL A V	V	268,638	$92.2m1.65%	1.65%	Reduced -80	-80 -0.0%
12	MASTERCARD INCORPORATED CL A MA	MA	150,789	$77.4m1.39%	1.39%	Reduced -13.8k	-13,798 -8.4%
13	ELI LILLY & CO COM LLY	LLY	63,544	$76.2m1.36%	1.36%	Added +80	+80 0.1%
14	MARRIOTT INTL INC NEW CL A MAR	MAR	191,597	$71.0m1.27%	1.27%	Reduced -46.1k	-46,111 -19.4%
15	AMPHENOL CORP CL A APH	APH	402,208	$70.9m1.27%	1.27%	Reduced -25.1k	-25,130 -5.9%
16	CITIGROUP INC COM NEW C	C	506,457	$70.9m1.27%	1.27%	Reduced -1.6m	-1,610,749 -76.1%
17	CISCO SYS INC COM CSCO	CSCO	597,127	$70.1m1.26%	1.26%	Reduced -271.9k	-271,900 -31.3%
18	APPLIED MATLS INC COM AMAT	AMAT	96,308	$69.6m1.25%	1.25%	Reduced -40	-40 -0.0%
19	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	135,932	$68.2m1.22%	1.22%	Unchanged
20	QUALCOMM INC COM QCOM	QCOM	345,422	$63.8m1.14%	1.14%	Reduced -17.2k	-17,200 -4.7%
21	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	1,072,109	$61.8m1.11%	1.11%	Added +131.1k	+131,100 13.9%
22	ABBOTT LABS COM ABT	ABT	665,664	$60.4m1.08%	1.08%	Unchanged
23	MSCI INC COM MSCI	MSCI	105,335	$59.0m1.06%	1.06%	Added +1.2k	+1,200 1.1%
24	ALPHABET INC CAP STK CL C GOOG	GOOG	166,216	$58.7m1.05%	1.05%	Added +3.6k	+3,600 2.2%
25	TEXAS INSTRS INC COM TXN	TXN	196,538	$58.6m1.05%	1.05%	Unchanged
26	DELL TECHNOLOGIES INC CL C DELL	DELL	135,754	$58.6m1.05%	1.05%	Reduced -50.8k	-50,800 -27.2%
27	COSTCO WHSL CORP NEW COM COST	COST	62,219	$58.2m1.04%	1.04%	Added +4.8k	+4,761 8.3%
28	MOODYS CORP COM MCO	MCO	128,307	$58.1m1.04%	1.04%	Unchanged
29	REPUBLIC SVCS INC COM RSG	RSG	259,828	$55.4m0.99%	0.99%	Added +37.3k	+37,256 16.7%
30	AUTOZONE INC COM AZO	AZO	16,863	$53.9m0.96%	0.96%	Unchanged
31	VERIZON COMMUNICATIONS INC COM VZ	VZ	1,219,491	$51.6m0.92%	0.92%	Unchanged
32	MERCK & CO INC COM MRK	MRK	393,305	$50.5m0.90%	0.90%	Reduced -106.5k	-106,500 -21.3%
33	ADOBE INC COM ADBE	ADBE	240,921	$49.4m0.88%	0.88%	Added +480	+480 0.2%
34	SALESFORCE INC COM CRM	CRM	310,404	$48.6m0.87%	0.87%	Added +5.0k	+5,000 1.6%
35	COMCAST CORP NEW CL A CMCSA	CMCSA	1,935,246	$47.5m0.85%	0.85%	Unchanged
36	MICRON TECHNOLOGY INC COM MU	MU	41,020	$47.3m0.85%	0.85%	Added +35.9k	+35,920 704.3%
37	WALMART INC COM WMT	WMT	417,265	$47.3m0.85%	0.85%	Added +39.3k	+39,274 10.4%
38	TRAVELERS COMPANIES INC COM TRV	TRV	141,680	$46.8m0.84%	0.84%	New
39	GILEAD SCIENCES INC COM GILD	GILD	358,396	$45.3m0.81%	0.81%	Reduced -7.0k	-7,000 -1.9%
40	AT&T INC COM T	T	2,151,160	$44.5m0.80%	0.80%	Added +248.7k	+248,700 13.1%
41	WELLS FARGO CO NEW COM WFC	WFC	534,315	$44.2m0.79%	0.79%	Unchanged
42	HCA HEALTHCARE INC COM HCA	HCA	112,417	$43.8m0.78%	0.78%	Added +3.2k	+3,160 2.9%
43	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	109,674	$43.6m0.78%	0.78%	Unchanged
44	EDWARDS LIFESCIENCES CORP COM EW	EW	469,603	$42.5m0.76%	0.76%	Unchanged
45	NEWMONT CORP COM NEM	NEM	439,967	$41.1m0.74%	0.74%	Added +80.2k	+80,200 22.3%
46	THE CIGNA GROUP COM CI	CI	139,448	$38.4m0.69%	0.69%	Added +15.6k	+15,560 12.6%
47	TE CONNECTIVITY PLC ORD SHS TEL	TEL	187,126	$37.7m0.68%	0.68%	Reduced -100	-100 -0.1%
48	FEDEX CORP COM FDX	FDX	118,649	$37.2m0.66%	0.66%	Added +16.2k	+16,160 15.8%
49	SHERWIN WILLIAMS CO COM SHW	SHW	107,852	$37.1m0.66%	0.66%	Unchanged
50	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	422,821	$36.8m0.66%	0.66%	Unchanged
51	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	776,775	$35.0m0.63%	0.63%	Reduced -25.8k	-25,800 -3.2%
52	EOG RES INC COM EOG	EOG	265,056	$34.4m0.62%	0.62%	Added +32.6k	+32,600 14.0%
53	NETFLIX INC COM NFLX	NFLX	465,694	$33.3m0.59%	0.59%	Added +230.3k	+230,294 97.8%
54	GE VERNOVA INC COM GEV	GEV	26,969	$31.7m0.57%	0.57%	Unchanged
55	PROGRESSIVE CORP COM PGR	PGR	135,674	$29.6m0.53%	0.53%	Unchanged
56	GALLAGHER ARTHUR J & CO COM AJG	AJG	125,585	$28.8m0.52%	0.52%	Unchanged
57	BECTON DICKINSON & CO COM BDX	BDX	189,900	$28.7m0.51%	0.51%	New
58	JABIL INC COM JBL	JBL	73,836	$28.5m0.51%	0.51%	Reduced -1.1k	-1,140 -1.5%
59	UBER TECHNOLOGIES INC COM UBER	UBER	388,928	$28.1m0.50%	0.50%	Unchanged
60	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	227,377	$28.0m0.50%	0.50%	Reduced -40.8k	-40,752 -15.2%
61	INGERSOLL RAND INC COM IR	IR	338,464	$27.8m0.50%	0.50%	Unchanged
62	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	220,281	$27.4m0.49%	0.49%	Reduced -6.9k	-6,900 -3.0%
63	BLACKSTONE INC COM BX	BX	232,766	$27.4m0.49%	0.49%	Reduced -143.6k	-143,624 -38.2%
64	FAIR ISAAC CORP COM FICO	FICO	21,422	$25.6m0.46%	0.46%	Unchanged
65	EBAY INC. COM EBAY	EBAY	225,215	$25.2m0.45%	0.45%	Reduced -34.2k	-34,200 -13.2%
66	LOCKHEED MARTIN CORP COM LMT	LMT	47,840	$24.4m0.44%	0.44%	Added +44.6k	+44,560 1358.5%
67	GENERAL MTRS CO COM GM	GM	306,705	$23.6m0.42%	0.42%	Reduced -16.8k	-16,800 -5.2%
68	MARTIN MARIETTA MATLS INC COM MLM	MLM	39,174	$22.6m0.40%	0.40%	Unchanged
69	ARCH CAP GROUP LTD ORD ACGL	ACGL	231,400	$22.5m0.40%	0.40%	New
70	EXPEDIA GROUP INC COM NEW EXPE	EXPE	84,302	$21.6m0.39%	0.39%	Added +7.7k	+7,700 10.1%
71	BOSTON SCIENTIFIC CORP COM BSX	BSX	489,571	$20.9m0.37%	0.37%	Unchanged
72	REGIONS FINANCIAL CORP NEW COM RF	RF	664,500	$20.1m0.36%	0.36%	Unchanged
73	SYNCHRONY FINANCIAL COM SYF	SYF	263,786	$20.1m0.36%	0.36%	Added +26.2k	+26,200 11.0%
74	NETAPP INC COM NTAP	NTAP	128,324	$19.9m0.36%	0.36%	Unchanged
75	VICI PPTYS INC COM VICI	VICI	727,900	$19.3m0.35%	0.35%	Added +638.1k	+638,100 710.6%
76	AMERICAN INTL GROUP INC COM NEW AIG	AIG	257,443	$19.2m0.34%	0.34%	Added +38.3k	+38,300 17.5%
77	PAYPAL HLDGS INC COM PYPL	PYPL	412,700	$17.8m0.32%	0.32%	Added +146.3k	+146,300 54.9%
78	PULTE GROUP INC COM PHM	PHM	124,335	$17.1m0.31%	0.31%	Unchanged
79	FISERV INC COM FISV	FISV	343,943	$16.9m0.30%	0.30%	Unchanged
80	PRICE T ROWE GROUP INC COM TROW	TROW	141,400	$16.1m0.29%	0.29%	Unchanged
81	CITIZENS FINL GROUP INC COM CFG	CFG	222,871	$15.6m0.28%	0.28%	Reduced -42.8k	-42,800 -16.1%
82	F5 INC COM FFIV	FFIV	35,557	$14.8m0.26%	0.26%	Unchanged
83	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	26,223	$14.2m0.25%	0.25%	Reduced -360	-360 -1.4%
84	ON SEMICONDUCTOR CORP COM ON	ON	149,485	$14.1m0.25%	0.25%	Added +6.0k	+6,000 4.2%
85	NRG ENERGY INC COM NEW NRG	NRG	95,321	$13.9m0.25%	0.25%	Reduced -25.6k	-25,600 -21.2%
86	ZOOM COMMUNICATIONS INC CL A ZM	ZM	159,472	$13.8m0.25%	0.25%	Reduced -4.9k	-4,900 -3.0%
87	MASCO CORP COM MAS	MAS	166,022	$13.5m0.24%	0.24%	Reduced -1.1k	-1,100 -0.7%
88	CF INDS HLDGS INC COM CF	CF	121,572	$13.2m0.24%	0.24%	Added +9.4k	+9,400 8.4%
89	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	234,551	$13.2m0.24%	0.24%	Unchanged
90	NXP SEMICONDUCTORS N V COM NXPI	NXPI	46,628	$13.1m0.23%	0.23%	Added +700	+700 1.5%
91	SNAP ON INC COM SNA	SNA	32,549	$13.1m0.23%	0.23%	Unchanged
92	HP INC COM HPQ	HPQ	594,928	$13.1m0.23%	0.23%	Unchanged
93	GENERAL MLS INC COM GIS	GIS	355,608	$12.4m0.22%	0.22%	Added +22.8k	+22,800 6.8%
94	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	312,778	$12.1m0.22%	0.22%	Unchanged
95	PRUDENTIAL FINL INC COM PRU	PRU	106,400	$11.5m0.21%	0.21%	Unchanged
96	DEVON ENERGY CORP NEW COM DVN	DVN	275,600	$11.4m0.20%	0.20%	Added +146.0k	+146,000 112.7%
97	GLOBAL PMTS INC COM GPN	GPN	154,270	$11.2m0.20%	0.20%	Unchanged
98	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	478,667	$10.7m0.19%	0.19%	Added +36.0k	+36,000 8.1%
99	TEXTRON INC COM TXT	TXT	116,390	$10.7m0.19%	0.19%	Added +2.2k	+2,200 1.9%
100	KROGER CO COM KR	KR	191,771	$10.6m0.19%	0.19%	Added +78.1k	+78,100 68.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TARGET CORP TGT	TGT	222,120	$26.9m222.1k shares
WILLIAMS SONOMA INC WSM	WSM	63,564	$11.6m63.6k shares
EMCOR GROUP INC EME	EME	13,116	$9.7m13.1k shares
GODADDY INC GDDY	GDDY	87,584	$7.2m87.6k shares
UNIVERSAL HLTH SVCS INC UHS	UHS	35,796	$6.4m35.8k shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	68,839	$5.7m68.8k shares
PINTEREST INC PINS	PINS	226,600	$4.2m226.6k shares
GOLDMAN SACHS GROUP INC GS	GS	4,120	$3.5m4.1k shares
GARTNER INC IT	IT	18,680	$3.0m18.7k shares
EXELON CORP EXC	EXC	59,200	$2.9m59.2k shares
MCKESSON CORP MCK	MCK	3,300	$2.9m3.3k shares
STERIS PLC STE	STE	12,000	$2.7m12.0k shares
AIRBNB INC ABNB	ABNB	16,200	$2.0m16.2k shares
NVR INC NVR	NVR	287	$1.9m287 shares
ZEBRA TECHNOLOGIES CORPORATI ZBRA	ZBRA	8,200	$1.7m8.2k shares
PRINCIPAL FINANCIAL GROUP IN PFG	PFG	16,500	$1.5m16.5k shares
CENTENE CORP DEL CNC	CNC	39,283	$1.3m39.3k shares
AVERY DENNISON CORP AVY	AVY	7,000	$1.2m7.0k shares
ELECTRONIC ARTS INC EA	EA	5,900	$1.2m5.9k shares
QNITY ELECTRONICS INC Q	Q	9,300	$1.1m9.3k shares
MARATHON PETE CORP MPC	MPC	3,800	$927.9k3.8k shares
TYSON FOODS INC TSN	TSN	12,400	$794.5k12.4k shares
DOMINOS PIZZA INC DPZ	DPZ	1,160	$416.2k1.2k shares
RAYMOND JAMES FINL INC RJF	RJF	2,400	$347.5k2.4k shares