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
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.03% 4,100 $719K New
RPM RPM International Inc. 0.03% 5,800 $714K New
SEIC Sei Investments Company 0.03% 8,600 $709K New
MANH Manhattan Associates Inc. 0.03% 2,600 $703K New
CHRW C.H. Robinson Worldwide Inc. 0.03% 6,800 $703K New
CSL Carlisle Cos Inc. 0.03% 1,900 $701K New
HOLX Hologic Inc. 0.03% 9,700 $699K New
MAS Masco Corp. 0.03% 9,500 $689K New
OC Owens Corning 0.03% 4,000 $681K New
LDOS Leidos Holdings Inc. 0.03% 4,700 $677K New
FAST Fastenal Co. 0.02% 8,600 $618K New
WFC Wells Fargo & Co. 0.02% 8,800 $618K New
VRSN Verisign Inc. 0.02% 2,900 $600K New
STLD Steel Dynamics Inc. 0.02% 5,200 $593K New
DECK Deckers Outdoor Corp. 0.02% 2,900 $589K New
DOCU Docusign Inc. 0.02% 6,200 $558K New
BLDR Builders Firstsource Inc. 0.02% 3,900 $557K New
WSM Williams-Sonoma Inc. 0.02% 3,000 $556K New
SNA Snap-on Inc. 0.02% 1,600 $543K New
PPG PPG Industries Inc. 0.02% 4,500 $538K New
TT Trane Technologies PLC 0.02% 1,400 $517K New
ROST Ross Stores Inc. 0.02% 3,400 $514K New
FDX FedEx Corp. 0.02% 1,800 $506K New
LYV Live Nation Entertainment Inc. 0.02% 3,900 $505K New
PG The Procter & Gamble Co. 0.02% 3,000 $503K New
MPWR Monolithic Power Systems Inc. 0.02% 800 $473K New
WY Weyerhaeuser Co. 0.02% 16,200 $456K New
IDXX Idexx Laboratories Inc. 0.02% 1,100 $455K New
DVA Davita Inc. 0.02% 3,000 $449K New
JBL Jabil Inc. 0.02% 3,100 $446K New
ADSK Autodesk Inc. 0.02% 1,500 $443K New
DKS Dick's Sporting Goods Inc. 0.02% 1,900 $435K New
AMP Ameriprise Financial Inc. 0.02% 800 $426K New
EA Electronic Arts Inc. 0.02% 2,800 $410K New
SW Smurfit Westrock PLC 0.02% 7,600 $409K New
WIX Wix.com Ltd. 0.01% 1,800 $386K New
AVY Avery Dennison Corp. 0.01% 2,000 $374K New
JNJ Johnson & Johnson 0.01% 2,500 $362K New
BBY Best Buy Co. Inc. 0.01% 4,100 $352K New
CBRE CBRE Group Inc. Class A 0.01% 2,600 $341K New
XYZ Block Inc. 0.01% 3,900 $331K New
HWM Howmet Aerospace Inc. 0.01% 3,000 $328K New
LPLA LPL Financial Holdings Inc. 0.01% 1,000 $327K New
APP AppLovin Corp. Class A 0.01% 1,000 $324K New
CNC Centene Corp. 0.01% 5,300 $321K New
INCY Incyte Corp. 0.01% 4,600 $318K New
VST Vistra Corp. 0.01% 2,300 $317K New
EXPD Expeditors Intl Wash Inc. 0.01% 2,800 $310K New
VLTO Veralto Corp. 0.01% 2,800 $285K New
NKE Nike Inc. Class B 0.01% 3,700 $280K New
AOS Smith (a.o.) Corp. 0.01% 4,100 $280K New
P Everpure Inc. Class A filed as PURE STORAGE INC 0.01% 4,500 $276K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.01% 6,200 $272K New
GILD Gilead Sciences Inc. 0.01% 2,700 $249K New
CAH Cardinal Health Inc. 0.01% 2,100 $248K New
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.01% 13,300 $245K New
MTD Mettler-Toledo International 0.01% 200 $245K New
RS Reliance Inc. 0.01% 900 $242K New
ULTA Ulta Beauty Inc. 0.01% 500 $217K New
DELL Dell Technologies -C 0.01% 1,800 $207K New
BAH Booz Allen Hamilton Holdings 0.01% 1,600 $206K New
HST Host Hotels & Resorts Inc. 0.01% 11,400 $200K New

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