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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 167 stock positions worth $2.6 billion. Its top holding was Microsoft (MSFT) at 11.5% of the portfolio, followed by Amazon.com (AMZN, 6.5%) and Meta Platforms Class A (META, 6.3%). Compared with Q1 2025, it opened 45 new positions, sold out of 36, added to 43 and reduced 51. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Apple (AAPL, shares −26%).

Most Recent 13F
Q2 2026
Location
MELBOURNE, C3
CIK
0001730896
Portfolio Value
$2.6B (Q2 2025)
SEC Filing
0001730896-25-000038 ↗ filed Aug 13, 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 Q4 2024 Q1 2025: $2.5B Q1 2025 Q2 2025: $2.6B $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 167 stocks · $2.6B
MSFT Microsoft Corp. 11.51% 599,327 $298.1M Reduce -3.8%
AMZN Amazon.com Inc. 6.48% 765,224 $167.9M Reduce -7.2%
META Meta Platforms Inc. Class A 6.32% 221,859 $163.8M Reduce -4.7%
GOOGL Alphabet Inc. Class A 5.33% 784,085 $138.2M Reduce -3.9%
NVDA Nvidia Corp. 4.90% 802,908 $126.9M Add +3.9%
V Visa Inc. Class A 3.78% 276,032 $98.0M Reduce -7.0%
MA Mastercard Inc. Class A 3.52% 162,447 $91.3M Reduce -3.9%
APH Amphenol Corp. Class A 3.50% 917,834 $90.6M Reduce -5.1%
LIN Linde PLC 3.31% 182,795 $85.8M Reduce -4.0%
AAPL Apple Inc. 2.96% 373,340 $76.6M Reduce -26.2%
ABT Abbott Laboratories 2.86% 544,814 $74.1M Reduce -4.1%
MAR Marriott International Class A 2.83% 268,276 $73.3M Reduce -4.0%
ICE Intercontinental Exchange Inc. 2.54% 358,869 $65.8M Reduce -10.9%
MSCI MSCI Inc. 2.11% 94,835 $54.7M Reduce -3.9%
BX Blackstone Inc. 1.84% 319,060 $47.7M Reduce -4.0%
COST Costco Wholesale Corp. 1.81% 47,379 $46.9M Reduce -4.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.81% 146,105 $46.8M Reduce -4.0%
AZO AutoZone Inc. 1.77% 12,342 $45.8M Reduce -4.0%
RSG Republic Services Inc. 1.73% 181,767 $44.8M Reduce -4.0%
TMO Thermo Fisher Scientific Inc. 1.69% 108,165 $43.9M Reduce -2.7%
MCO Moody's Corp. 1.68% 86,950 $43.6M Add +1.5%
ISRG Intuitive Surgical Inc. 1.67% 79,751 $43.3M Reduce -4.0%
LRCX Lam Research Corp. 1.62% 430,667 $41.9M Reduce -5.3%
CRM Salesforce Inc. 1.60% 152,480 $41.6M Reduce -1.4%
LLY Eli Lilly & Co. 1.48% 49,077 $38.3M Add +23.8%
UNH Unitedhealth Group Inc. 1.43% 119,072 $37.1M Reduce -6.3%
WMT Walmart Inc. 1.38% 366,237 $35.8M Reduce -3.9%
BRK.B Berkshire Hathaway Inc. Class B 1.38% 73,439 $35.7M Reduce -21.7%
ZTS Zoetis Inc. 1.36% 226,441 $35.3M Reduce -3.6%
EW Edwards Lifesciences Corp. 1.32% 437,403 $34.2M Add +16.9%
AVGO Broadcom Inc. 1.31% 122,976 $33.9M Reduce -4.0%
CMG Chipotle Mexican Grill Inc. 1.20% 553,054 $31.1M Reduce -4.0%
CPRT Copart Inc. 1.20% 632,795 $31.1M Reduce -4.0%
FICO Fair Isaac Corp. 0.96% 13,566 $24.8M Add +3291.5%
SHW The Sherwin-Williams Co. 0.94% 71,249 $24.5M Reduce -4.0%
WFC Wells Fargo & Co. 0.82% 264,219 $21.2M Add +144.6%
PGR Progressive Corp. 0.60% 58,734 $15.7M Add +27.9%
MELI MercadoLibre Inc. 0.41% 4,023 $10.5M No change
TXN Texas Instruments Inc. 0.35% 43,870 $9.1M New
IR Ingersoll-Rand Inc. 0.32% 100,686 $8.4M New
UBER Uber Technologies Inc. 0.23% 63,059 $5.9M Reduce -4.0%
KO The Coca-Cola Co. 0.17% 61,622 $4.4M Reduce -18.4%
GEHC GE Healthcare Technology 0.16% 56,488 $4.2M Add +21.6%
GOOG Alphabet Inc. Class C 0.10% 15,100 $2.7M No change
NFLX Netflix Inc. 0.10% 2,000 $2.7M No change
KOF Coca-Cola Femsa Sab-SP ADR 0.10% 26,743 $2.6M Add +21.5%
TSLA Tesla Inc. 0.10% 7,800 $2.5M Add +2.6%
JPM JPMorgan Chase & Co. 0.07% 6,000 $1.7M Add +5.3%
NBIS Nebius Group NV 0.06% 28,491 $1.6M Reduce -51.5%
INTU Intuit Inc. 0.06% 2,000 $1.6M No change
GS Goldman Sachs Group Inc. 0.06% 2,200 $1.6M New
ABBV Abbvie Inc. 0.06% 7,800 $1.4M Reduce -9.3%
AXP American Express Co. 0.05% 4,200 $1.3M New
ADBE Adobe Inc. 0.05% 3,300 $1.3M Add +10.0%
SPGI S&P Global Inc. 0.05% 2,400 $1.3M Add +9.1%
ACN Accenture PLC Class A 0.05% 4,100 $1.2M No change
QCOM Qualcomm Inc. 0.05% 7,600 $1.2M Add +4.1%
GILD Gilead Sciences Inc. 0.05% 10,900 $1.2M Add +11.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 9,500 $1.2M No change
BKNG Booking Holdings Inc. 0.04% 200 $1.2M No change
HWM Howmet Aerospace Inc. 0.04% 6,100 $1.1M Reduce -7.6%
LOW Lowe's Cos Inc. 0.04% 5,000 $1.1M Add +8.7%
TMUS T-Mobile US Inc. 0.04% 4,600 $1.1M Add +31.4%
FISV Fiserv Inc. 0.04% 6,100 $1.1M Add +24.5%
TT Trane Technologies PLC 0.04% 2,400 $1.0M Add +14.3%
MCK McKesson Corp. 0.04% 1,400 $1.0M Add +16.7%
LMT Lockheed Martin Corp. 0.04% 2,200 $1.0M No change
CTAS Cintas Corp. 0.04% 4,500 $1.0M No change
PH Parker Hannifin Corp. 0.04% 1,400 $978K No change
IDXX Idexx Laboratories Inc. 0.04% 1,800 $965K No change
EME Emcor Group Inc. 0.04% 1,800 $963K No change
HCA HCA Healthcare Inc. 0.04% 2,500 $958K Add +8.7%
MPC Marathon Petroleum Corp. 0.04% 5,700 $947K No change
TRV The Travelers Cos Inc. 0.04% 3,500 $936K New
SYF Synchrony Financial 0.04% 14,000 $934K No change
COR Cencora Inc. 0.04% 3,100 $930K Add +121.4%
TEL Te Connectivity PLC 0.04% 5,500 $928K Add +10.0%
PYPL PayPal Holdings Inc. 0.04% 12,400 $922K Add +8.8%
EA Electronic Arts Inc. 0.04% 5,700 $910K New
PSA Public Storage 0.04% 3,100 $910K New
EXC Exelon Corp. 0.03% 20,600 $894K New
JBL Jabil Inc. 0.03% 4,100 $894K Reduce -4.7%
HIG Hartford Insurance Group Inc. 0.03% 7,000 $888K Add +12.9%
MSI Motorola Solutions Inc. 0.03% 2,100 $883K No change
ACM Aecom 0.03% 7,800 $880K No change
RMD Resmed Inc. 0.03% 3,400 $877K Add +3.0%
VLO Valero Energy Corp. 0.03% 6,500 $874K Add +12.1%
LDOS Leidos Holdings Inc. 0.03% 5,400 $852K No change
EBAY eBay Inc. 0.03% 11,400 $849K New
SPG Simon Property Group Inc. 0.03% 5,200 $836K No change
EIX Edison International 0.03% 16,100 $831K Add +24.8%
FOXA Fox Corp. Class A 0.03% 14,700 $824K Add +13.9%
MTD Mettler-Toledo International 0.03% 700 $822K Add +16.7%
CDW CDW Corp. 0.03% 4,600 $822K Add +48.4%
IQV Iqvia Holdings Inc. 0.03% 5,200 $819K New
BMY Bristol-Myers Squibb Co. 0.03% 17,700 $819K No change
LYV Live Nation Entertainment Inc. 0.03% 5,400 $817K Add +42.1%
RS Reliance Inc. 0.03% 2,600 $816K No change
KLAC KLA Corp. 0.03% 900 $806K Reduce -18.2%
J Jacobs Solutions Inc. 0.03% 6,100 $802K New

Show all 167 holdings

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -26.2% 2.96% −1.62
HD Home Depot Inc. Reduce -99.0% 0.01% −1.45
UNH Unitedhealth Group Inc. Reduce -6.3% 1.43% −1.27
DHR Danaher Corp. Sold out 0.00% −0.79
BRK.B Berkshire Hathaway Inc. Class B Reduce -21.7% 1.38% −0.66
TMO Thermo Fisher Scientific Inc. Reduce -2.7% 1.69% −0.56
V Visa Inc. Class A Reduce -7.0% 3.78% −0.45
AJG Arthur J Gallagher & Co. Reduce -4.0% 1.81% −0.33
CPRT Copart Inc. Reduce -4.0% 1.20% −0.32
LIN Linde PLC Reduce -4.0% 3.31% −0.30
ICE Intercontinental Exchange Inc. Reduce -10.9% 2.54% −0.29
MA Mastercard Inc. Class A Reduce -3.9% 3.52% −0.25
AZO AutoZone Inc. Reduce -4.0% 1.77% −0.23
ZTS Zoetis Inc. Reduce -3.6% 1.36% −0.21
ABT Abbott Laboratories Reduce -4.1% 2.86% −0.20
MSCI MSCI Inc. Reduce -3.9% 2.11% −0.16
RSG Republic Services Inc. Reduce -4.0% 1.73% −0.14
SHW The Sherwin-Williams Co. Reduce -4.0% 0.94% −0.11
COST Costco Wholesale Corp. Reduce -4.1% 1.81% −0.09
CRM Salesforce Inc. Reduce -1.4% 1.60% −0.08
KO The Coca-Cola Co. Reduce -18.4% 0.17% −0.05
BX Blackstone Inc. Reduce -4.0% 1.84% −0.05
TFC Truist Financial Corp. Sold out 0.00% −0.03
DTE DTE Energy Company Sold out 0.00% −0.03
CMI Cummins Inc. Sold out 0.00% −0.03
RJF Raymond James Financial Inc. Sold out 0.00% −0.03
CNC Centene Corp. Sold out 0.00% −0.03
FTNT Fortinet Inc. Sold out 0.00% −0.03
SBAC SBA Communications Corp. Sold out 0.00% −0.03
SEIC Sei Investments Company Sold out 0.00% −0.03
EXPD Expeditors Intl Wash Inc. Sold out 0.00% −0.03
HST Host Hotels & Resorts Inc. Sold out 0.00% −0.03
LPLA LPL Financial Holdings Inc. Sold out 0.00% −0.03
OC Owens Corning Sold out 0.00% −0.03
CRH CRH PLC Sold out 0.00% −0.03
HOLX Hologic Inc. Sold out 0.00% −0.03
FAST Fastenal Co. Sold out 0.00% −0.03
BG Bunge Global SA Sold out 0.00% −0.02
MRSH Marsh & McLennan Cos Reduce -45.5% 0.02% −0.02
NUE Nucor Corp. Sold out 0.00% −0.02
DOCU Docusign Inc. Sold out 0.00% −0.02
NVR NVR Inc. Sold out 0.00% −0.02
BLDR Builders Firstsource Inc. Sold out 0.00% −0.02
ABBV Abbvie Inc. Reduce -9.3% 0.06% −0.02
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.02
CHRW C.H. Robinson Worldwide Inc. Reduce -45.8% 0.01% −0.02
RF Regions Financial Corp. Reduce -51.2% 0.02% −0.02
DECK Deckers Outdoor Corp. Sold out 0.00% −0.01
FDS Factset Research Systems Inc. Sold out 0.00% −0.01
POOL Pool Corp. Sold out 0.00% −0.01

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +3.9% 4.90% +1.49
FICO Fair Isaac Corp. Add +3291.5% 0.96% +0.93
WFC Wells Fargo & Co. Add +144.6% 0.82% +0.50
TXN Texas Instruments Inc. New 0.35% +0.35
IR Ingersoll-Rand Inc. New 0.32% +0.32
EW Edwards Lifesciences Corp. Add +16.9% 1.32% +0.22
LLY Eli Lilly & Co. Add +23.8% 1.48% +0.14
PGR Progressive Corp. Add +27.9% 0.60% +0.08
MCO Moody's Corp. Add +1.5% 1.68% +0.06
GS Goldman Sachs Group Inc. New 0.06% +0.06
AXP American Express Co. New 0.05% +0.05
TRV The Travelers Cos Inc. New 0.04% +0.04
EA Electronic Arts Inc. New 0.04% +0.04
PSA Public Storage New 0.04% +0.04
EXC Exelon Corp. New 0.03% +0.03
EBAY eBay Inc. New 0.03% +0.03
IQV Iqvia Holdings Inc. New 0.03% +0.03
J Jacobs Solutions Inc. New 0.03% +0.03
CCK Crown Holdings Inc. New 0.03% +0.03
GEN Gen Digital Inc. New 0.03% +0.03
ALLE Allegion PLC New 0.03% +0.03
WAB Wabtec Corp. New 0.03% +0.03
MNST Monster Beverage Corp. New 0.03% +0.03
FERG Ferguson Enterprises Inc. New 0.03% +0.03
VRSN Verisign Inc. New 0.03% +0.03
NDAQ Nasdaq Inc. New 0.03% +0.03
DELL Dell Technologies -C New 0.03% +0.03
CEG Constellation Energy New 0.02% +0.02
KR Kroger Co. New 0.02% +0.02
ALL Allstate Corp. New 0.02% +0.02
ADSK Autodesk Inc. New 0.02% +0.02
NRG NRG Energy Inc. New 0.02% +0.02
COR Cencora Inc. Add +121.4% 0.04% +0.02
CF CF Industries Holdings Inc. New 0.02% +0.02
ORCL Oracle Corp. New 0.02% +0.02
PLTR Palantir Technologies Inc. Class A Add +77.4% 0.03% +0.02
KOF Coca-Cola Femsa Sab-SP ADR Add +21.5% 0.10% +0.02
CVX Chevron Corp. Add +250.0% 0.03% +0.02
HUBB Hubbell Inc. New 0.02% +0.02
AIG American International Group New 0.02% +0.02
UHS Universal Health Services-B New 0.02% +0.02
TSLA Tesla Inc. Add +2.6% 0.10% +0.02
VRT Vertiv Holdings Co. Class A New 0.02% +0.02
FFIV F5 Inc. New 0.01% +0.01
PNR Pentair PLC New 0.01% +0.01
DPZ Domino's Pizza Inc. New 0.01% +0.01
WIX Wix.com Ltd. New 0.01% +0.01
GEV GE Vernova Inc. New 0.01% +0.01
TT Trane Technologies PLC Add +14.3% 0.04% +0.01
CDW CDW Corp. Add +48.4% 0.03% +0.01

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