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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 162 stock positions worth $2.6 billion. Its top holding was Microsoft (MSFT) at 10.2% of the portfolio, followed by Amazon.com (AMZN, 7.1%) and Alphabet Class A (GOOGL, 6.7%). Compared with Q3 2024, it opened 120 new positions, sold out of 4, added to 22 and reduced 13. The biggest buy was Nvidia (NVDA, shares +75%) and the biggest sale an exit from Canadian Pacific Kansas City (CP).

Most Recent 13F
Q2 2026
Location
MELBOURNE, C3
CIK
0001730896
Portfolio Value
$2.6B (Q4 2024)
SEC Filing
0001730896-25-000029 ↗ filed Feb 12, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $2.2B Q1 2024 Q2 2024: $2.4B Q2 2024 Q3 2024: $2.5B Q3 2024 Q4 2024: $2.6B $2.6B Q4 2024 Q1 2025: $2.5B Q1 2025 Q2 2025: $2.6B Q2 2025 Q3 2025: $2.7B Q3 2025 Q4 2025: $7.2B Q4 2025 Q1 2026: $5.3B Q1 2026 Q2 2026: $5.6B Q2 2026

Holdings 162 stocks · $2.6B
MSFT Microsoft Corp. 10.23% 623,471 $262.8M Add +5.9%
AMZN Amazon.com Inc. 7.07% 827,439 $181.5M Add +3.6%
GOOGL Alphabet Inc. Class A 6.69% 907,637 $171.8M Reduce -2.9%
META Meta Platforms Inc. Class A 5.08% 222,968 $130.5M Add +3.6%
AAPL Apple Inc. 4.94% 506,907 $126.9M Reduce -1.3%
V Visa Inc. Class A 3.98% 323,760 $102.3M Add +2.3%
NVDA Nvidia Corp. 3.69% 706,468 $94.9M Add +75.1%
MA Mastercard Inc. Class A 3.62% 176,584 $93.0M Add +2.3%
LIN Linde PLC 3.10% 190,446 $79.7M No change
MAR Marriott International Class A 3.04% 279,505 $78.0M Reduce -6.0%
ABT Abbott Laboratories 2.79% 632,430 $71.5M Reduce -11.8%
UNH Unitedhealth Group Inc. 2.32% 117,588 $59.5M Add +42.8%
APH Amphenol Corp. Class A 2.19% 808,150 $56.1M Add +0.8%
ICE Intercontinental Exchange Inc. 2.17% 373,386 $55.6M No change
TMO Thermo Fisher Scientific Inc. 2.09% 103,396 $53.8M Add +13.8%
CRM Salesforce Inc. 2.01% 154,328 $51.6M Reduce -7.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.01% 181,540 $51.5M Add +24.6%
MSCI MSCI Inc. 1.83% 78,111 $46.9M Add +43.4%
COST Costco Wholesale Corp. 1.77% 49,483 $45.3M Add +4.4%
BRK.B Berkshire Hathaway Inc. Class B 1.65% 93,597 $42.4M Add +2.7%
AZO AutoZone Inc. 1.60% 12,859 $41.2M Add +24.9%
ZTS Zoetis Inc. 1.49% 234,860 $38.3M Add +2.4%
HD Home Depot Inc. 1.48% 98,012 $38.1M Add +5.0%
RSG Republic Services Inc. 1.48% 189,375 $38.1M New
BX Blackstone Inc. 1.48% 220,202 $38.0M Add +20.5%
MCO Moody's Corp. 1.43% 77,626 $36.7M Add +10.8%
SPGI S&P Global Inc. 1.40% 72,152 $35.9M Reduce -45.1%
RIO Rio Tinto PLC-Spon ADR 1.37% 600,000 $35.3M No change
ISRG Intuitive Surgical Inc. 1.35% 66,478 $34.7M No change
LRCX Lam Research Corp. 1.28% 454,651 $32.8M Add +3.7%
CPRT Copart Inc. 1.27% 570,155 $32.7M No change
KO The Coca-Cola Co. 1.26% 518,959 $32.3M Reduce -42.5%
LLY Eli Lilly & Co. 1.19% 39,639 $30.6M New
EW Edwards Lifesciences Corp. 1.08% 374,119 $27.7M Reduce -16.9%
WMT Walmart Inc. 1.05% 297,238 $26.9M Add +28.4%
AVGO Broadcom Inc. 0.96% 105,931 $24.6M New
SHW The Sherwin-Williams Co. 0.86% 65,039 $22.1M No change
CMG Chipotle Mexican Grill Inc. 0.75% 318,150 $19.2M No change
DHR Danaher Corp. 0.67% 74,747 $17.2M Reduce -35.7%
ADBE Adobe Inc. 0.51% 29,247 $13.0M Reduce -64.1%
MELI MercadoLibre Inc. 0.27% 4,023 $6.8M Reduce -6.2%
GEHC GE Healthcare Technology 0.14% 46,463 $3.6M Add +24.6%
TSLA Tesla Inc. 0.13% 8,000 $3.2M New
GOOG Alphabet Inc. Class C 0.11% 15,500 $3.0M New
NBIS Nebius Group NV 0.08% 75,590 $2.1M Reduce -49.4%
NFLX Netflix Inc. 0.07% 2,000 $1.8M New
KOF Coca-Cola Femsa Sab-SP ADR 0.07% 22,013 $1.7M Add +10.6%
ABBV Abbvie Inc. 0.06% 9,300 $1.7M New
JPM JPMorgan Chase & Co. 0.05% 5,800 $1.4M New
ACN Accenture PLC Class A 0.05% 3,900 $1.4M New
CAT Caterpillar Inc. 0.05% 3,400 $1.2M New
INTU Intuit Inc. 0.04% 1,800 $1.1M New
PGR Progressive Corp. 0.04% 4,700 $1.1M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 9,100 $1.1M New
FISV Fiserv Inc. 0.04% 5,300 $1.1M New
BMY Bristol-Myers Squibb Co. 0.04% 19,100 $1.1M New
QCOM Qualcomm Inc. 0.04% 7,000 $1.1M New
BKNG Booking Holdings Inc. 0.04% 200 $994K New
LMT Lockheed Martin Corp. 0.04% 2,000 $972K New
PH Parker Hannifin Corp. 0.04% 1,500 $954K New
AMAT Applied Materials Inc. 0.04% 5,800 $943K New
CI The Cigna Group 0.04% 3,400 $939K New
CL Colgate-Palmolive Co. 0.03% 9,700 $882K New
MSI Motorola Solutions Inc. 0.03% 1,900 $878K New
ALL Allstate Corp. 0.03% 4,500 $868K New
TRV The Travelers Cos Inc. 0.03% 3,600 $867K New
MCK McKesson Corp. 0.03% 1,500 $855K New
SPG Simon Property Group Inc. 0.03% 4,900 $844K New
HCA HCA Healthcare Inc. 0.03% 2,800 $840K New
MPC Marathon Petroleum Corp. 0.03% 6,000 $837K New
CRH CRH PLC 0.03% 9,000 $833K New
PYPL PayPal Holdings Inc. 0.03% 9,700 $828K New
CTAS Cintas Corp. 0.03% 4,500 $822K New
KLAC KLA Corp. 0.03% 1,300 $819K New
XOM Exxon Mobil Corp. 0.03% 7,500 $807K New
A Agilent Technologies Inc. 0.03% 6,000 $806K New
FTNT Fortinet Inc. 0.03% 8,500 $803K New
CMI Cummins Inc. 0.03% 2,300 $802K New
HIG Hartford Insurance Group Inc. 0.03% 7,300 $799K New
FICO Fair Isaac Corp. 0.03% 400 $796K New
LOW Lowe's Cos Inc. 0.03% 3,200 $790K New
IT Gartner Inc. 0.03% 1,600 $775K Reduce -95.6%
BR Broadridge Financial Solutio 0.03% 3,400 $769K New
FOXA Fox Corp. Class A 0.03% 15,800 $768K New
DTE DTE Energy Company 0.03% 6,300 $761K New
KMB Kimberly-Clark Corp. 0.03% 5,800 $760K New
TEL Te Connectivity PLC 0.03% 5,300 $758K New
SBAC SBA Communications Corp. 0.03% 3,700 $754K New
SYF Synchrony Financial 0.03% 11,600 $754K New
RJF Raymond James Financial Inc. 0.03% 4,800 $746K New
RF Regions Financial Corp. 0.03% 31,500 $741K New
KEYS Keysight Technologies Inc. 0.03% 4,600 $739K New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.03% 700 $738K New
ACM Aecom 0.03% 6,900 $737K New
NVR NVR Inc. 0.03% 90 $736K New
RMD Resmed Inc. 0.03% 3,200 $732K New
PHM Pultegroup Inc. 0.03% 6,700 $730K New
EME Emcor Group Inc. 0.03% 1,600 $726K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.03% 6,400 $724K New
FDS Factset Research Systems Inc. 0.03% 1,500 $720K New

Show all 162 holdings

Portfolio Sells Q3 2024 → Q4 2024
CP Canadian Pacific Kansas City Sold out 0.00% −3.15
SBUX Starbucks Corp. Sold out 0.00% −1.64
WM Waste Management Inc. Sold out 0.00% −1.44
KO The Coca-Cola Co. Reduce -42.5% 1.26% −1.33
SPGI S&P Global Inc. Reduce -45.1% 1.40% −1.31
ADBE Adobe Inc. Reduce -64.1% 0.51% −1.18
IT Gartner Inc. Reduce -95.6% 0.03% −0.70
DHR Danaher Corp. Reduce -35.7% 0.67% −0.62
CDW CDW Corp. Sold out 0.00% −0.51
ABT Abbott Laboratories Reduce -11.8% 2.79% −0.48
EW Edwards Lifesciences Corp. Reduce -16.9% 1.08% −0.11
MELI MercadoLibre Inc. Reduce -6.2% 0.27% −0.08
NBIS Nebius Group NV Reduce -49.4% 0.08% +0.08
MAR Marriott International Class A Reduce -6.0% 3.04% +0.08
AAPL Apple Inc. Reduce -1.3% 4.94% +0.16
CRM Salesforce Inc. Reduce -7.8% 2.01% +0.18
GOOGL Alphabet Inc. Class A Reduce -2.9% 6.69% +0.50

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +75.1% 3.69% +1.74
RSG Republic Services Inc. New 1.48% +1.48
LLY Eli Lilly & Co. New 1.19% +1.19
AMZN Amazon.com Inc. Add +3.6% 7.07% +1.12
AVGO Broadcom Inc. New 0.96% +0.96
MSCI MSCI Inc. Add +43.4% 1.83% +0.56
V Visa Inc. Class A Add +2.3% 3.98% +0.51
UNH Unitedhealth Group Inc. Add +42.8% 2.32% +0.39
AJG Arthur J Gallagher & Co. Add +24.6% 2.01% +0.37
BX Blackstone Inc. Add +20.5% 1.48% +0.36
AZO AutoZone Inc. Add +24.9% 1.60% +0.31
WMT Walmart Inc. Add +28.4% 1.05% +0.30
MA Mastercard Inc. Class A Add +2.3% 3.62% +0.22
META Meta Platforms Inc. Class A Add +3.6% 5.08% +0.16
TSLA Tesla Inc. New 0.13% +0.13
MSFT Microsoft Corp. Add +5.9% 10.23% +0.12
GOOG Alphabet Inc. Class C New 0.11% +0.11
MCO Moody's Corp. Add +10.8% 1.43% +0.10
APH Amphenol Corp. Class A Add +0.8% 2.19% +0.10
COST Costco Wholesale Corp. Add +4.4% 1.77% +0.09
NFLX Netflix Inc. New 0.07% +0.07
ABBV Abbvie Inc. New 0.06% +0.06
JPM JPMorgan Chase & Co. New 0.05% +0.05
ACN Accenture PLC Class A New 0.05% +0.05
CAT Caterpillar Inc. New 0.05% +0.05
INTU Intuit Inc. New 0.04% +0.04
PGR Progressive Corp. New 0.04% +0.04
TJX TJX Companies Inc. New 0.04% +0.04
FISV Fiserv Inc. New 0.04% +0.04
BMY Bristol-Myers Squibb Co. New 0.04% +0.04
QCOM Qualcomm Inc. New 0.04% +0.04
BKNG Booking Holdings Inc. New 0.04% +0.04
LMT Lockheed Martin Corp. New 0.04% +0.04
PH Parker Hannifin Corp. New 0.04% +0.04
AMAT Applied Materials Inc. New 0.04% +0.04
CI The Cigna Group New 0.04% +0.04
CL Colgate-Palmolive Co. New 0.03% +0.03
MSI Motorola Solutions Inc. New 0.03% +0.03
ALL Allstate Corp. New 0.03% +0.03
TRV The Travelers Cos Inc. New 0.03% +0.03
MCK McKesson Corp. New 0.03% +0.03
SPG Simon Property Group Inc. New 0.03% +0.03
HCA HCA Healthcare Inc. New 0.03% +0.03
MPC Marathon Petroleum Corp. New 0.03% +0.03
CRH CRH PLC New 0.03% +0.03
PYPL PayPal Holdings Inc. New 0.03% +0.03
CTAS Cintas Corp. New 0.03% +0.03
KLAC KLA Corp. New 0.03% +0.03
A Agilent Technologies Inc. New 0.03% +0.03
XOM Exxon Mobil Corp. New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$5.6BNVDA, GOOGL, AAPL, MSFT, AMZN
Q1 2026 185$5.3BNVDA, AMZN, GOOGL, C, AAPL
Q4 2025 177$7.2BMSFT, AMZN, TSLA, NVDA, GOOGL
Q3 2025 110$2.7BMSFT, GOOGL, AMZN, NVDA, META
Q2 2025 167$2.6BMSFT, AMZN, META, GOOGL, NVDA
Q1 2025 158$2.5BMSFT, AMZN, META, GOOGL, AAPL
Q4 2024 162$2.6BMSFT, AMZN, GOOGL, META, AAPL
Q3 2024 46$2.5BMSFT, GOOGL, AMZN, META, AAPL
Q2 2024 44$2.4BMSFT, GOOGL, AMZN, META, AAPL
Q1 2024 42$2.2BMSFT, GOOGL, AMZN, META, AAPL