United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 184 stock positions worth $5.6 billion. Its top holding was Nvidia (NVDA) at 7.5% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Apple (AAPL, 4.9%). Compared with Q1 2026, it opened 23 new positions, sold out of 24, added to 60 and reduced 52. The biggest buy was Nvidia (NVDA, shares +12%) and the biggest sale Citigroup (C, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001730896
- Portfolio Value
- $5.6B (Q2 2026)
- SEC Filing
- 0001730896-26-000005 ↗ filed Aug 6, 2026
Holdings Value
Holdings 184 stocks · $5.6B
| NVDA Nvidia Corp. | 7.49% | 2,091,934 | $418.6M | Add +11.6% |
| GOOGL Alphabet Inc. Class A | 5.50% | 860,323 | $307.5M | Reduce -4.2% |
| AAPL Apple Inc. | 4.91% | 948,434 | $274.4M | Add +1.6% |
| MSFT Microsoft Corp. | 4.23% | 634,050 | $236.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.97% | 930,283 | $221.7M | Reduce -36.7% |
| META Meta Platforms Inc. Class A | 2.32% | 230,356 | $129.8M | Reduce -5.5% |
| AVGO Broadcom Inc. | 2.31% | 342,378 | $129.3M | Add +14.2% |
| LRCX Lam Research Corp. | 2.21% | 285,584 | $123.8M | Reduce -13.9% |
| LIN Linde PLC | 1.82% | 196,235 | $101.8M | No change |
| JPM JPMorgan Chase & Co. | 1.66% | 283,200 | $92.7M | Add +24.1% |
| V Visa Inc. Class A | 1.65% | 268,638 | $92.2M | Reduce -0.0% |
| MA Mastercard Inc. Class A | 1.39% | 150,789 | $77.4M | Reduce -8.4% |
| LLY Eli Lilly & Co. | 1.36% | 63,544 | $76.2M | Add +0.1% |
| MAR Marriott International Class A | 1.27% | 191,597 | $71.0M | Reduce -19.4% |
| APH Amphenol Corp. Class A | 1.27% | 402,208 | $70.9M | Reduce -5.9% |
| C Citigroup Inc. | 1.27% | 506,457 | $70.9M | Reduce -76.1% |
| CSCO Cisco Systems Inc. | 1.26% | 597,127 | $70.1M | Reduce -31.3% |
| AMAT Applied Materials Inc. | 1.25% | 96,308 | $69.6M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 1.22% | 135,932 | $68.2M | No change |
| QCOM Qualcomm Inc. | 1.14% | 345,422 | $63.8M | Reduce -4.7% |
| BMY Bristol-Myers Squibb Co. | 1.11% | 1,072,109 | $61.8M | Add +13.9% |
| ABT Abbott Laboratories | 1.08% | 665,664 | $60.4M | No change |
| MSCI MSCI Inc. | 1.06% | 105,335 | $59.0M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.05% | 166,216 | $58.7M | Add +2.2% |
| TXN Texas Instruments Inc. | 1.05% | 196,538 | $58.6M | No change |
| DELL Dell Technologies -C | 1.05% | 135,754 | $58.6M | Reduce -27.2% |
| COST Costco Wholesale Corp. | 1.04% | 62,219 | $58.2M | Add +8.3% |
| MCO Moody's Corp. | 1.04% | 128,307 | $58.1M | No change |
| RSG Republic Services Inc. | 0.99% | 259,828 | $55.4M | Add +16.7% |
| AZO AutoZone Inc. | 0.96% | 16,863 | $53.9M | No change |
| VZ Verizon Communications Inc. | 0.92% | 1,219,491 | $51.6M | No change |
| MRK Merck & Co. Inc. | 0.90% | 393,305 | $50.5M | Reduce -21.3% |
| ADBE Adobe Inc. | 0.88% | 240,921 | $49.4M | Add +0.2% |
| CRM Salesforce Inc. | 0.87% | 310,404 | $48.6M | Add +1.6% |
| CMCSA Comcast Corp. Class A | 0.85% | 1,935,246 | $47.5M | No change |
| MU Micron Technology Inc. | 0.85% | 41,020 | $47.3M | Add +704.3% |
| WMT Walmart Inc. | 0.85% | 417,265 | $47.3M | Add +10.4% |
| TRV The Travelers Cos Inc. | 0.84% | 141,680 | $46.8M | New |
| GILD Gilead Sciences Inc. | 0.81% | 358,396 | $45.3M | Reduce -1.9% |
| T AT&T Inc. | 0.80% | 2,151,160 | $44.5M | Add +13.1% |
| WFC Wells Fargo & Co. | 0.79% | 534,315 | $44.2M | No change |
| HCA HCA Healthcare Inc. | 0.78% | 112,417 | $43.8M | Add +2.9% |
| ISRG Intuitive Surgical Inc. | 0.78% | 109,674 | $43.6M | No change |
| EW Edwards Lifesciences Corp. | 0.76% | 469,603 | $42.5M | No change |
| NEM Newmont Corp. | 0.74% | 439,967 | $41.1M | Add +22.3% |
| CI The Cigna Group | 0.69% | 139,448 | $38.4M | Add +12.6% |
| TEL Te Connectivity PLC | 0.68% | 187,126 | $37.7M | Reduce -0.1% |
| FDX FedEx Corp. | 0.66% | 118,649 | $37.2M | Add +15.8% |
| SHW The Sherwin-Williams Co. | 0.66% | 107,852 | $37.1M | No change |
| IBKR Interactive Brokers Gro Class A | 0.66% | 422,821 | $36.8M | No change |
| HPE Hewlett Packard Enterprise | 0.63% | 776,775 | $35.0M | Reduce -3.2% |
| EOG EOG Resources Inc. | 0.62% | 265,056 | $34.4M | Add +14.0% |
| NFLX Netflix Inc. | 0.59% | 465,694 | $33.3M | Add +97.8% |
| GEV GE Vernova Inc. | 0.57% | 26,969 | $31.7M | No change |
| PGR Progressive Corp. | 0.53% | 135,674 | $29.6M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.52% | 125,585 | $28.8M | No change |
| BDX Becton Dickinson and Co. | 0.51% | 189,900 | $28.7M | New |
| JBL Jabil Inc. | 0.51% | 73,836 | $28.5M | Reduce -1.5% |
| UBER Uber Technologies Inc. | 0.50% | 388,928 | $28.1M | No change |
| ICE Intercontinental Exchange Inc. | 0.50% | 227,377 | $28.0M | Reduce -15.2% |
| IR Ingersoll-Rand Inc. | 0.50% | 338,464 | $27.8M | No change |
| ACN Accenture PLC Class A | 0.49% | 220,281 | $27.4M | Reduce -3.0% |
| BX Blackstone Inc. | 0.49% | 232,766 | $27.4M | Reduce -38.2% |
| FICO Fair Isaac Corp. | 0.46% | 21,422 | $25.6M | No change |
| EBAY eBay Inc. | 0.45% | 225,215 | $25.2M | Reduce -13.2% |
| LMT Lockheed Martin Corp. | 0.44% | 47,840 | $24.4M | Add +1358.5% |
| GM General Motors Co. | 0.42% | 306,705 | $23.6M | Reduce -5.2% |
| MLM Martin Marietta Materials | 0.40% | 39,174 | $22.6M | No change |
| ACGL Arch Capital Group Ltd. | 0.40% | 231,400 | $22.5M | New |
| EXPE Expedia Group Inc. | 0.39% | 84,302 | $21.6M | Add +10.1% |
| BSX Boston Scientific Corp. | 0.37% | 489,571 | $20.9M | No change |
| RF Regions Financial Corp. | 0.36% | 664,500 | $20.1M | No change |
| SYF Synchrony Financial | 0.36% | 263,786 | $20.1M | Add +11.0% |
| NTAP Netapp Inc. | 0.36% | 128,324 | $19.9M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.35% | 727,900 | $19.3M | Add +710.6% |
| AIG American International Group | 0.34% | 257,443 | $19.2M | Add +17.5% |
| PYPL PayPal Holdings Inc. | 0.32% | 412,700 | $17.8M | Add +54.9% |
| PHM Pultegroup Inc. | 0.31% | 124,335 | $17.1M | No change |
| FISV Fiserv Inc. | 0.30% | 343,943 | $16.9M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.29% | 141,400 | $16.1M | No change |
| CFG Citizens Financial Group | 0.28% | 222,871 | $15.6M | Reduce -16.1% |
| FFIV F5 Inc. | 0.26% | 35,557 | $14.8M | No change |
| UTHR United Therapeutics Corp. | 0.25% | 26,223 | $14.2M | Reduce -1.4% |
| ON On Semiconductor | 0.25% | 149,485 | $14.1M | Add +4.2% |
| NRG NRG Energy Inc. | 0.25% | 95,321 | $13.9M | Reduce -21.2% |
| ZM Zoom Communications Inc. | 0.25% | 159,472 | $13.8M | Reduce -3.0% |
| MAS Masco Corp. | 0.24% | 166,022 | $13.5M | Reduce -0.7% |
| CF CF Industries Holdings Inc. | 0.24% | 121,572 | $13.2M | Add +8.4% |
| RPRX Royalty Pharma PLC Class A | 0.24% | 234,551 | $13.2M | No change |
| NXPI NXP Semiconductors NV | 0.23% | 46,628 | $13.1M | Add +1.5% |
| SNA Snap-on Inc. | 0.23% | 32,549 | $13.1M | No change |
| HPQ HP Inc. | 0.23% | 594,928 | $13.1M | No change |
| GIS General Mills Inc. | 0.22% | 355,608 | $12.4M | Add +6.8% |
| CTSH Cognizant Tech Solutions-A | 0.22% | 312,778 | $12.1M | No change |
| PRU Prudential Financial Inc. | 0.21% | 106,400 | $11.5M | No change |
| DVN Devon Energy Corp. | 0.20% | 275,600 | $11.4M | Add +112.7% |
| GPN Global Payments Inc. | 0.20% | 154,270 | $11.2M | No change |
| NLY Annaly Capital Management Inc. | 0.19% | 478,667 | $10.7M | Add +8.1% |
| TXT Textron Inc. | 0.19% | 116,390 | $10.7M | Add +1.9% |
| KR Kroger Co. | 0.19% | 191,771 | $10.6M | Add +68.7% |
Portfolio Sells Q1 2026 → Q2 2026
| C Citigroup Inc. | Reduce -76.1% | 1.27% | −3.26 |
| AMZN Amazon.com Inc. | Reduce -36.7% | 3.97% | −1.80 |
| ZTS Zoetis Inc. | Reduce -95.6% | 0.01% | −0.57 |
| TGT Target Corp. | Sold out | 0.00% | −0.51 |
| STT State Street Corp. | Reduce -89.8% | 0.05% | −0.37 |
| ACN Accenture PLC Class A | Reduce -3.0% | 0.49% | −0.36 |
| BX Blackstone Inc. | Reduce -38.2% | 0.49% | −0.33 |
| META Meta Platforms Inc. Class A | Reduce -5.5% | 2.32% | −0.31 |
| ICE Intercontinental Exchange Inc. | Reduce -15.2% | 0.50% | −0.29 |
| MRK Merck & Co. Inc. | Reduce -21.3% | 0.90% | −0.23 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.23% | −0.22 |
| MAR Marriott International Class A | Reduce -19.4% | 1.27% | −0.19 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -8.4% | 1.39% | −0.16 |
| GILD Gilead Sciences Inc. | Reduce -1.9% | 0.81% | −0.15 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.14 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.12 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.11 |
| LDOS Leidos Holdings Inc. | Reduce -1.2% | 0.15% | −0.09 |
| NRG NRG Energy Inc. | Reduce -21.2% | 0.25% | −0.08 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.08 |
| APTV Aptiv PLC | Reduce -30.6% | 0.10% | −0.07 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.07 |
| TEL Te Connectivity PLC | Reduce -0.1% | 0.68% | −0.06 |
| LULU Lululemon Athletica Inc. | Reduce -2.5% | 0.13% | −0.06 |
| IT Gartner Inc. | Sold out | 0.00% | −0.06 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.05 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.05 |
| STE Steris PLC | Sold out | 0.00% | −0.05 |
| TPR Tapestry Inc. | Reduce -73.5% | 0.02% | −0.05 |
| UTHR United Therapeutics Corp. | Reduce -1.4% | 0.25% | −0.04 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.04 |
| NVR NVR Inc. | Sold out | 0.00% | −0.04 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.03 |
| ADI Analog Devices Inc. | Reduce -89.2% | 0.00% | −0.03 |
| GM General Motors Co. | Reduce -5.2% | 0.42% | −0.03 |
| TSLA Tesla Inc. | Reduce -20.6% | 0.17% | −0.03 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.03 |
| CNC Centene Corp. | Sold out | 0.00% | −0.02 |
| FOX Fox Corp. Class B | Reduce -9.5% | 0.08% | −0.02 |
| CHKP Check Point Software Tech | Reduce -4.1% | 0.12% | −0.02 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.02 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.02 |
| CFG Citizens Financial Group | Reduce -16.1% | 0.28% | −0.02 |
| Q Qnity Electronics Inc. | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Reduce -34.3% | 0.17% | −0.02 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.02 |
| CRBG Corebridge Financial Inc. | Reduce -31.3% | 0.06% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -31.3% | 1.26% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +11.6% | 7.49% | +1.33 |
| TRV The Travelers Cos Inc. | New | 0.84% | +0.84 |
| MU Micron Technology Inc. | Add +704.3% | 0.85% | +0.81 |
| AVGO Broadcom Inc. | Add +14.2% | 2.31% | +0.57 |
| BDX Becton Dickinson and Co. | New | 0.51% | +0.51 |
| AAPL Apple Inc. | Add +1.6% | 4.91% | +0.45 |
| ACGL Arch Capital Group Ltd. | New | 0.40% | +0.40 |
| LMT Lockheed Martin Corp. | Add +1358.5% | 0.44% | +0.40 |
| JPM JPMorgan Chase & Co. | Add +24.1% | 1.66% | +0.39 |
| VICI Vici Properties Inc. | Add +710.6% | 0.35% | +0.30 |
| LLY Eli Lilly & Co. | Add +0.1% | 1.36% | +0.26 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 1.05% | +0.17 |
| NFLX Netflix Inc. | Add +97.8% | 0.59% | +0.17 |
| KO The Coca-Cola Co. | New | 0.15% | +0.15 |
| REGN Regeneron Pharmaceuticals | New | 0.14% | +0.14 |
| BNY Bank of New York Mellon Corp. | New | 0.14% | +0.14 |
| ADSK Autodesk Inc. | New | 0.12% | +0.12 |
| PYPL PayPal Holdings Inc. | Add +54.9% | 0.32% | +0.09 |
| ON On Semiconductor | Add +4.2% | 0.25% | +0.09 |
| DVN Devon Energy Corp. | Add +112.7% | 0.20% | +0.08 |
| TFC Truist Financial Corp. | Add +92.5% | 0.16% | +0.08 |
| INTU Intuit Inc. | New | 0.08% | +0.08 |
| RSG Republic Services Inc. | Add +16.7% | 0.99% | +0.07 |
| CI The Cigna Group | Add +12.6% | 0.69% | +0.07 |
| NXPI NXP Semiconductors NV | Add +1.5% | 0.23% | +0.06 |
| TJX TJX Companies Inc. | New | 0.06% | +0.06 |
| SYF Synchrony Financial | Add +11.0% | 0.36% | +0.05 |
| EXPE Expedia Group Inc. | Add +10.1% | 0.39% | +0.05 |
| FIS Fidelity National Info Serv | New | 0.05% | +0.05 |
| GEN Gen Digital Inc. | Add +3.7% | 0.17% | +0.04 |
| KR Kroger Co. | Add +68.7% | 0.19% | +0.04 |
| MDB Mongodb Inc. | New | 0.03% | +0.03 |
| AIG American International Group | Add +17.5% | 0.34% | +0.03 |
| AMD Advanced Micro Devices | Add +85.0% | 0.04% | +0.03 |
| ROST Ross Stores Inc. | Add +150.0% | 0.05% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +13.9% | 1.11% | +0.03 |
| NDSN Nordson Corp. | Add +230.5% | 0.03% | +0.02 |
| KEY Keycorp | Add +66.2% | 0.05% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| GWW WW Grainger Inc. | New | 0.02% | +0.02 |
| CSL Carlisle Cos Inc. | Add +7.9% | 0.19% | +0.02 |
| PNR Pentair PLC | Add +152.7% | 0.03% | +0.02 |
| FE Firstenergy Corp. | New | 0.02% | +0.02 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| NLY Annaly Capital Management Inc. | Add +8.1% | 0.19% | +0.02 |
| AMGN Amgen Inc. | New | 0.01% | +0.01 |
| FLEX Flex Ltd. | Add +18.2% | 0.02% | +0.01 |
| APP AppLovin Corp. Class A | Add +47.0% | 0.03% | +0.01 |
| OKTA Okta Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $5.6B | NVDA, GOOGL, AAPL, MSFT, AMZN |
| Q1 2026 | 185 | $5.3B | NVDA, AMZN, GOOGL, C, AAPL |
| Q4 2025 | 177 | $7.2B | MSFT, AMZN, TSLA, NVDA, GOOGL |
| Q3 2025 | 110 | $2.7B | MSFT, GOOGL, AMZN, NVDA, META |
| Q2 2025 | 167 | $2.6B | MSFT, AMZN, META, GOOGL, NVDA |
| Q1 2025 | 158 | $2.5B | MSFT, AMZN, META, GOOGL, AAPL |
| Q4 2024 | 162 | $2.6B | MSFT, AMZN, GOOGL, META, AAPL |
| Q3 2024 | 46 | $2.5B | MSFT, GOOGL, AMZN, META, AAPL |
| Q2 2024 | 44 | $2.4B | MSFT, GOOGL, AMZN, META, AAPL |
| Q1 2024 | 42 | $2.2B | MSFT, GOOGL, AMZN, META, AAPL |