United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 158 stock positions worth $2.5 billion. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Amazon.com (AMZN, 6.4%) and Meta Platforms Class A (META, 5.5%). Compared with Q4 2024, it opened 28 new positions, sold out of 32, added to 66 and reduced 44. The biggest buy was Intercontinental Exchange (ICE, shares +8%) and the biggest sale Alphabet Class A (GOOGL, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001730896
- Portfolio Value
- $2.5B (Q1 2025)
- SEC Filing
- 0001730896-25-000030 ↗ filed May 9, 2025
Holdings Value
Holdings 158 stocks · $2.5B
| MSFT Microsoft Corp. | 9.52% | 623,171 | $233.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 6.38% | 824,139 | $156.8M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 5.46% | 232,703 | $134.1M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 5.13% | 815,987 | $126.2M | Reduce -10.1% |
| AAPL Apple Inc. | 4.57% | 506,107 | $112.4M | Reduce -0.2% |
| V Visa Inc. Class A | 4.23% | 296,731 | $104.0M | Reduce -8.3% |
| MA Mastercard Inc. Class A | 3.77% | 169,088 | $92.7M | Reduce -4.3% |
| LIN Linde PLC | 3.61% | 190,446 | $88.7M | No change |
| NVDA Nvidia Corp. | 3.41% | 772,562 | $83.7M | Add +9.4% |
| ABT Abbott Laboratories | 3.06% | 567,918 | $75.3M | Reduce -10.2% |
| ICE Intercontinental Exchange Inc. | 2.83% | 402,938 | $69.5M | Add +7.9% |
| MAR Marriott International Class A | 2.71% | 279,505 | $66.6M | No change |
| UNH Unitedhealth Group Inc. | 2.71% | 127,114 | $66.6M | Add +8.1% |
| APH Amphenol Corp. Class A | 2.58% | 967,112 | $63.4M | Add +19.7% |
| MSCI MSCI Inc. | 2.27% | 98,638 | $55.8M | Add +26.3% |
| TMO Thermo Fisher Scientific Inc. | 2.25% | 111,210 | $55.3M | Add +7.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.14% | 152,221 | $52.6M | Reduce -16.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.03% | 93,797 | $50.0M | Add +0.2% |
| AZO AutoZone Inc. | 1.99% | 12,859 | $49.0M | No change |
| COST Costco Wholesale Corp. | 1.90% | 49,383 | $46.7M | Reduce -0.2% |
| BX Blackstone Inc. | 1.89% | 332,356 | $46.5M | Add +50.9% |
| RSG Republic Services Inc. | 1.87% | 189,375 | $45.9M | No change |
| CRM Salesforce Inc. | 1.69% | 154,628 | $41.5M | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 1.67% | 83,090 | $41.2M | Add +25.0% |
| MCO Moody's Corp. | 1.62% | 85,637 | $39.9M | Add +10.3% |
| ZTS Zoetis Inc. | 1.57% | 234,860 | $38.7M | No change |
| CPRT Copart Inc. | 1.52% | 659,281 | $37.3M | Add +15.6% |
| HD Home Depot Inc. | 1.47% | 98,312 | $36.0M | Add +0.3% |
| WMT Walmart Inc. | 1.36% | 381,019 | $33.4M | Add +28.2% |
| LRCX Lam Research Corp. | 1.34% | 454,751 | $33.1M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.33% | 39,639 | $32.7M | No change |
| CMG Chipotle Mexican Grill Inc. | 1.18% | 576,203 | $28.9M | Add +81.1% |
| EW Edwards Lifesciences Corp. | 1.10% | 374,119 | $27.1M | No change |
| SHW The Sherwin-Williams Co. | 1.05% | 74,232 | $25.9M | Add +14.1% |
| AVGO Broadcom Inc. | 0.87% | 128,084 | $21.4M | Add +20.9% |
| DHR Danaher Corp. | 0.79% | 94,786 | $19.4M | Add +26.8% |
| PGR Progressive Corp. | 0.53% | 45,904 | $13.0M | Add +876.7% |
| MELI MercadoLibre Inc. | 0.32% | 4,023 | $7.8M | No change |
| WFC Wells Fargo & Co. | 0.32% | 108,045 | $7.8M | Add +1127.8% |
| KO The Coca-Cola Co. | 0.22% | 75,504 | $5.4M | Reduce -85.5% |
| UBER Uber Technologies Inc. | 0.19% | 65,699 | $4.8M | New |
| GEHC GE Healthcare Technology | 0.15% | 46,463 | $3.8M | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 15,100 | $2.4M | Reduce -2.6% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.08% | 22,013 | $2.0M | No change |
| TSLA Tesla Inc. | 0.08% | 7,600 | $2.0M | Reduce -5.0% |
| NFLX Netflix Inc. | 0.08% | 2,000 | $1.9M | No change |
| ABBV Abbvie Inc. | 0.07% | 8,600 | $1.8M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.06% | 5,700 | $1.4M | Reduce -1.7% |
| ACN Accenture PLC Class A | 0.05% | 4,100 | $1.3M | Add +5.1% |
| NBIS Nebius Group NV | 0.05% | 58,746 | $1.2M | Reduce -22.3% |
| INTU Intuit Inc. | 0.05% | 2,000 | $1.2M | Add +11.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 9,500 | $1.2M | Add +4.4% |
| ADBE Adobe Inc. | 0.05% | 3,000 | $1.2M | Reduce -89.7% |
| QCOM Qualcomm Inc. | 0.05% | 7,300 | $1.1M | Add +4.3% |
| SPGI S&P Global Inc. | 0.05% | 2,200 | $1.1M | Reduce -97.0% |
| GILD Gilead Sciences Inc. | 0.04% | 9,800 | $1.1M | Add +263.0% |
| FISV Fiserv Inc. | 0.04% | 4,900 | $1.1M | Reduce -7.5% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 17,700 | $1.1M | Reduce -7.3% |
| MRSH Marsh & McLennan Cos | 0.04% | 4,400 | $1.1M | New |
| LOW Lowe's Cos Inc. | 0.04% | 4,600 | $1.1M | Add +43.8% |
| LMT Lockheed Martin Corp. | 0.04% | 2,200 | $983K | Add +10.0% |
| XOM Exxon Mobil Corp. | 0.04% | 7,900 | $940K | Add +5.3% |
| TMUS T-Mobile US Inc. | 0.04% | 3,500 | $933K | New |
| CTAS Cintas Corp. | 0.04% | 4,500 | $925K | No change |
| BKNG Booking Holdings Inc. | 0.04% | 200 | $921K | No change |
| MSI Motorola Solutions Inc. | 0.04% | 2,100 | $919K | Add +10.5% |
| CI The Cigna Group | 0.04% | 2,700 | $888K | Reduce -20.6% |
| SPG Simon Property Group Inc. | 0.04% | 5,200 | $864K | Add +6.1% |
| HWM Howmet Aerospace Inc. | 0.03% | 6,600 | $856K | Add +120.0% |
| TFC Truist Financial Corp. | 0.03% | 20,700 | $852K | New |
| PH Parker Hannifin Corp. | 0.03% | 1,400 | $851K | Reduce -6.7% |
| MPC Marathon Petroleum Corp. | 0.03% | 5,700 | $830K | Reduce -5.0% |
| AMAT Applied Materials Inc. | 0.03% | 5,700 | $827K | Reduce -1.7% |
| MCK McKesson Corp. | 0.03% | 1,200 | $808K | Reduce -20.0% |
| HCA HCA Healthcare Inc. | 0.03% | 2,300 | $795K | Reduce -17.9% |
| DTE DTE Energy Company | 0.03% | 5,700 | $788K | Reduce -9.5% |
| CMI Cummins Inc. | 0.03% | 2,500 | $784K | Add +8.7% |
| BR Broadridge Financial Solutio | 0.03% | 3,200 | $776K | Reduce -5.9% |
| HIG Hartford Insurance Group Inc. | 0.03% | 6,200 | $767K | Reduce -15.1% |
| VLO Valero Energy Corp. | 0.03% | 5,800 | $766K | New |
| RJF Raymond James Financial Inc. | 0.03% | 5,500 | $764K | Add +14.6% |
| FTNT Fortinet Inc. | 0.03% | 7,900 | $760K | Reduce -7.1% |
| EIX Edison International | 0.03% | 12,900 | $760K | New |
| CNC Centene Corp. | 0.03% | 12,500 | $759K | Add +135.8% |
| IDXX Idexx Laboratories Inc. | 0.03% | 1,800 | $756K | Add +63.6% |
| IT Gartner Inc. | 0.03% | 1,800 | $756K | Add +12.5% |
| RF Regions Financial Corp. | 0.03% | 34,600 | $752K | Add +9.8% |
| RS Reliance Inc. | 0.03% | 2,600 | $751K | Add +188.9% |
| SBAC SBA Communications Corp. | 0.03% | 3,400 | $748K | Reduce -8.1% |
| KLAC KLA Corp. | 0.03% | 1,100 | $748K | Reduce -15.4% |
| SEIC Sei Investments Company | 0.03% | 9,600 | $745K | Add +11.6% |
| PYPL PayPal Holdings Inc. | 0.03% | 11,400 | $744K | Add +17.5% |
| CTSH Cognizant Tech Solutions-A | 0.03% | 9,700 | $742K | New |
| SYF Synchrony Financial | 0.03% | 14,000 | $741K | Add +20.7% |
| RMD Resmed Inc. | 0.03% | 3,300 | $739K | Add +3.1% |
| FICO Fair Isaac Corp. | 0.03% | 400 | $738K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.03% | 7,200 | $737K | Add +5.9% |
| FOXA Fox Corp. Class A | 0.03% | 12,900 | $730K | Reduce -18.4% |
| RPM RPM International Inc. | 0.03% | 6,300 | $729K | Add +8.6% |
| LDOS Leidos Holdings Inc. | 0.03% | 5,400 | $729K | Add +14.9% |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -10.1% | 5.13% | −1.56 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −1.37 |
| SPGI S&P Global Inc. | Reduce -97.0% | 0.05% | −1.35 |
| KO The Coca-Cola Co. | Reduce -85.5% | 0.22% | −1.04 |
| MSFT Microsoft Corp. | Reduce -0.1% | 9.52% | −0.72 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 6.38% | −0.69 |
| ADBE Adobe Inc. | Reduce -89.7% | 0.05% | −0.46 |
| AAPL Apple Inc. | Reduce -0.2% | 4.57% | −0.37 |
| TSLA Tesla Inc. | Reduce -5.0% | 0.08% | −0.05 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.03 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.03 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.03 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.03 |
| NBIS Nebius Group NV | Reduce -22.3% | 0.05% | −0.03 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.03 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.03 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.03 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.03 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -52.9% | 0.02% | −0.03 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.02 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.02 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.02 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.02 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 0.10% | −0.02 |
| MANH Manhattan Associates Inc. | Reduce -50.0% | 0.01% | −0.02 |
| DVA Davita Inc. | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.02 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.02 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.02 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.02 |
| FDS Factset Research Systems Inc. | Reduce -53.3% | 0.01% | −0.02 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.01 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.01 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.01 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.01 |
| XYZ Block Inc. | Sold out | 0.00% | −0.01 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.01 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.01 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.01 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.01 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.01 |
| NVR NVR Inc. | Reduce -22.2% | 0.02% | −0.01 |
| CRH CRH PLC | Reduce -18.9% | 0.03% | −0.01 |
| STLD Steel Dynamics Inc. | Reduce -32.7% | 0.02% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -25.0% | 0.01% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -1.7% | 0.03% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| ICE Intercontinental Exchange Inc. | Add +7.9% | 2.83% | +0.66 |
| PGR Progressive Corp. | Add +876.7% | 0.53% | +0.48 |
| MSCI MSCI Inc. | Add +26.3% | 2.27% | +0.44 |
| CMG Chipotle Mexican Grill Inc. | Add +81.1% | 1.18% | +0.43 |
| BX Blackstone Inc. | Add +50.9% | 1.89% | +0.41 |
| APH Amphenol Corp. Class A | Add +19.7% | 2.58% | +0.39 |
| UNH Unitedhealth Group Inc. | Add +8.1% | 2.71% | +0.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 2.03% | +0.38 |
| META Meta Platforms Inc. Class A | Add +4.4% | 5.46% | +0.37 |
| ISRG Intuitive Surgical Inc. | Add +25.0% | 1.67% | +0.32 |
| WMT Walmart Inc. | Add +28.2% | 1.36% | +0.31 |
| WFC Wells Fargo & Co. | Add +1127.8% | 0.32% | +0.29 |
| CPRT Copart Inc. | Add +15.6% | 1.52% | +0.24 |
| UBER Uber Technologies Inc. | New | 0.19% | +0.19 |
| SHW The Sherwin-Williams Co. | Add +14.1% | 1.05% | +0.19 |
| MCO Moody's Corp. | Add +10.3% | 1.62% | +0.19 |
| TMO Thermo Fisher Scientific Inc. | Add +7.6% | 2.25% | +0.16 |
| DHR Danaher Corp. | Add +26.8% | 0.79% | +0.12 |
| LRCX Lam Research Corp. | Add +0.0% | 1.34% | +0.07 |
| MRSH Marsh & McLennan Cos | New | 0.04% | +0.04 |
| TMUS T-Mobile US Inc. | New | 0.04% | +0.04 |
| GILD Gilead Sciences Inc. | Add +263.0% | 0.04% | +0.04 |
| TFC Truist Financial Corp. | New | 0.03% | +0.03 |
| VLO Valero Energy Corp. | New | 0.03% | +0.03 |
| EIX Edison International | New | 0.03% | +0.03 |
| CTSH Cognizant Tech Solutions-A | New | 0.03% | +0.03 |
| BG Bunge Global SA | New | 0.02% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +120.0% | 0.03% | +0.02 |
| NUE Nucor Corp. | New | 0.02% | +0.02 |
| RS Reliance Inc. | Add +188.9% | 0.03% | +0.02 |
| CDW CDW Corp. | New | 0.02% | +0.02 |
| HST Host Hotels & Resorts Inc. | Add +323.7% | 0.03% | +0.02 |
| MTD Mettler-Toledo International | Add +200.0% | 0.03% | +0.02 |
| CNC Centene Corp. | Add +135.8% | 0.03% | +0.02 |
| PINS Pinterest Inc. Class A | New | 0.02% | +0.02 |
| BKR Baker Hughes Co. | New | 0.02% | +0.02 |
| EXPD Expeditors Intl Wash Inc. | Add +114.3% | 0.03% | +0.02 |
| EXPE Expedia Group Inc. | New | 0.02% | +0.02 |
| TPL Texas Pacific Land Corp. | New | 0.02% | +0.02 |
| COR Cencora Inc. | New | 0.02% | +0.02 |
| LPLA LPL Financial Holdings Inc. | Add +110.0% | 0.03% | +0.02 |
| MRK Merck & Co. Inc. | New | 0.01% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +63.6% | 0.03% | +0.01 |
| LOW Lowe's Cos Inc. | Add +43.8% | 0.04% | +0.01 |
| POOL Pool Corp. | New | 0.01% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| WY Weyerhaeuser Co. | Add +53.1% | 0.03% | +0.01 |
| ADM Archer-Daniels-Midland Co. | New | 0.01% | +0.01 |
| WRB WR Berkley Corp. | New | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | 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 |