United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 110 stock positions worth $2.7 billion. Its top holding was Microsoft (MSFT) at 11.1% of the portfolio, followed by Alphabet Class A (GOOGL, 6.9%) and Amazon.com (AMZN, 6.1%). Compared with Q2 2025, it opened 8 new positions, sold out of 65, added to 63 and reduced 27. The biggest buy was Nvidia (NVDA, shares +9%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001730896
- Portfolio Value
- $2.7B (Q3 2025)
- SEC Filing
- 0001730896-25-000042 ↗ filed Nov 13, 2025
Holdings Value
Holdings 110 stocks · $2.7B
| MSFT Microsoft Corp. | 11.06% | 586,193 | $303.6M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 6.93% | 782,185 | $190.1M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 6.11% | 763,724 | $167.7M | Reduce -0.2% |
| NVDA Nvidia Corp. | 5.96% | 877,177 | $163.7M | Add +9.3% |
| META Meta Platforms Inc. Class A | 5.76% | 215,301 | $158.1M | Reduce -3.0% |
| APH Amphenol Corp. Class A | 3.77% | 835,996 | $103.5M | Reduce -8.9% |
| MA Mastercard Inc. Class A | 3.43% | 165,647 | $94.2M | Add +2.0% |
| V Visa Inc. Class A | 3.41% | 273,932 | $93.5M | Reduce -0.8% |
| LIN Linde PLC | 3.16% | 182,795 | $86.8M | No change |
| AAPL Apple Inc. | 3.13% | 337,117 | $85.8M | Reduce -9.7% |
| ABT Abbott Laboratories | 2.66% | 544,814 | $73.0M | No change |
| MAR Marriott International Class A | 2.31% | 243,798 | $63.5M | Reduce -9.1% |
| TMO Thermo Fisher Scientific Inc. | 2.24% | 126,612 | $61.4M | Add +17.1% |
| LRCX Lam Research Corp. | 2.12% | 433,563 | $58.1M | Add +0.7% |
| BX Blackstone Inc. | 2.12% | 339,753 | $58.0M | Add +6.5% |
| ICE Intercontinental Exchange Inc. | 1.97% | 321,306 | $54.1M | Reduce -10.5% |
| MSCI MSCI Inc. | 1.96% | 94,835 | $53.8M | No change |
| AZO AutoZone Inc. | 1.93% | 12,342 | $53.0M | No change |
| LLY Eli Lilly & Co. | 1.68% | 60,343 | $46.0M | Add +23.0% |
| AVGO Broadcom Inc. | 1.67% | 138,515 | $45.7M | Add +12.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.65% | 146,105 | $45.3M | No change |
| WFC Wells Fargo & Co. | 1.62% | 530,615 | $44.5M | Add +100.8% |
| WMT Walmart Inc. | 1.56% | 415,479 | $42.8M | Add +13.4% |
| COST Costco Wholesale Corp. | 1.54% | 45,679 | $42.3M | Reduce -3.6% |
| ISRG Intuitive Surgical Inc. | 1.54% | 94,268 | $42.2M | Add +18.2% |
| RSG Republic Services Inc. | 1.52% | 181,767 | $41.7M | No change |
| MCO Moody's Corp. | 1.51% | 86,950 | $41.4M | No change |
| UNH Unitedhealth Group Inc. | 1.49% | 118,472 | $40.9M | Reduce -0.5% |
| EW Edwards Lifesciences Corp. | 1.24% | 437,403 | $34.0M | No change |
| ZTS Zoetis Inc. | 1.18% | 221,041 | $32.3M | Reduce -2.4% |
| CMG Chipotle Mexican Grill Inc. | 1.02% | 712,816 | $27.9M | Add +28.9% |
| PGR Progressive Corp. | 1.01% | 111,836 | $27.6M | Add +90.4% |
| SHW The Sherwin-Williams Co. | 0.90% | 71,249 | $24.7M | No change |
| TXN Texas Instruments Inc. | 0.80% | 120,219 | $22.1M | Add +174.0% |
| FICO Fair Isaac Corp. | 0.72% | 13,266 | $19.9M | Reduce -2.2% |
| NFLX Netflix Inc. | 0.71% | 16,225 | $19.5M | Add +711.3% |
| IR Ingersoll-Rand Inc. | 0.68% | 226,849 | $18.7M | Add +125.3% |
| CRM Salesforce Inc. | 0.48% | 55,466 | $13.1M | Reduce -63.6% |
| UBER Uber Technologies Inc. | 0.42% | 118,032 | $11.6M | Add +87.2% |
| MELI MercadoLibre Inc. | 0.34% | 4,023 | $9.4M | No change |
| MLM Martin Marietta Materials | 0.32% | 13,795 | $8.7M | New |
| GEHC GE Healthcare Technology | 0.17% | 62,681 | $4.7M | Add +11.0% |
| GOOG Alphabet Inc. Class C | 0.13% | 15,000 | $3.7M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.12% | 7,700 | $3.4M | Reduce -1.3% |
| NBIS Nebius Group NV | 0.12% | 28,491 | $3.2M | No change |
| INTU Intuit Inc. | 0.11% | 4,400 | $3.0M | Add +120.0% |
| ADBE Adobe Inc. | 0.10% | 8,100 | $2.9M | Add +145.4% |
| TMUS T-Mobile US Inc. | 0.10% | 11,800 | $2.8M | Add +156.5% |
| GILD Gilead Sciences Inc. | 0.10% | 25,300 | $2.8M | Add +132.1% |
| MCK McKesson Corp. | 0.10% | 3,600 | $2.8M | Add +157.1% |
| TEL Te Connectivity PLC | 0.10% | 12,200 | $2.7M | Add +121.8% |
| COR Cencora Inc. | 0.10% | 8,500 | $2.7M | Add +174.2% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.10% | 31,584 | $2.6M | Add +18.1% |
| IDXX Idexx Laboratories Inc. | 0.10% | 4,100 | $2.6M | Add +127.8% |
| WAB Wabtec Corp. | 0.09% | 12,900 | $2.6M | Add +258.3% |
| NDAQ Nasdaq Inc. | 0.09% | 29,200 | $2.6M | Add +300.0% |
| EBAY eBay Inc. | 0.09% | 28,200 | $2.6M | Add +147.4% |
| HIG Hartford Insurance Group Inc. | 0.09% | 19,200 | $2.6M | Add +174.3% |
| FERG Ferguson Enterprises Inc. | 0.09% | 11,400 | $2.6M | Add +267.7% |
| BR Broadridge Financial Solutio | 0.09% | 10,700 | $2.5M | Add +234.4% |
| MPC Marathon Petroleum Corp. | 0.09% | 13,200 | $2.5M | Add +131.6% |
| ACM Aecom | 0.09% | 19,300 | $2.5M | Add +147.4% |
| PH Parker Hannifin Corp. | 0.09% | 3,300 | $2.5M | Add +135.7% |
| KO The Coca-Cola Co. | 0.09% | 37,532 | $2.5M | Reduce -39.1% |
| CCK Crown Holdings Inc. | 0.09% | 25,500 | $2.5M | Add +235.5% |
| EME Emcor Group Inc. | 0.09% | 3,600 | $2.3M | Add +100.0% |
| LDOS Leidos Holdings Inc. | 0.08% | 11,900 | $2.2M | Add +120.4% |
| QCOM Qualcomm Inc. | 0.08% | 12,800 | $2.1M | Add +68.4% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.08% | 23,400 | $2.1M | Add +325.4% |
| EIX Edison International | 0.07% | 36,900 | $2.0M | Add +129.2% |
| ACN Accenture PLC Class A | 0.07% | 8,000 | $2.0M | Add +95.1% |
| JBL Jabil Inc. | 0.07% | 8,700 | $1.9M | Add +112.2% |
| APP AppLovin Corp. Class A | 0.06% | 2,300 | $1.7M | Add +76.9% |
| NRG NRG Energy Inc. | 0.06% | 10,200 | $1.7M | Add +209.1% |
| TT Trane Technologies PLC | 0.06% | 3,900 | $1.6M | Add +62.5% |
| JPM JPMorgan Chase & Co. | 0.06% | 5,100 | $1.6M | Reduce -15.0% |
| TPR Tapestry Inc. | 0.06% | 13,500 | $1.5M | New |
| SYF Synchrony Financial | 0.06% | 21,300 | $1.5M | Add +52.1% |
| MAS Masco Corp. | 0.05% | 20,500 | $1.4M | Add +115.8% |
| J Jacobs Solutions Inc. | 0.05% | 9,500 | $1.4M | Add +55.7% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 7,400 | $1.3M | Add +34.5% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.05% | 15,600 | $1.3M | Add +212.0% |
| LOW Lowe's Cos Inc. | 0.05% | 5,200 | $1.3M | Add +4.0% |
| EA Electronic Arts Inc. | 0.04% | 5,900 | $1.2M | Add +3.5% |
| AMP Ameriprise Financial Inc. | 0.04% | 2,400 | $1.2M | New |
| UHS Universal Health Services-B | 0.04% | 5,700 | $1.2M | Add +147.8% |
| HCA HCA Healthcare Inc. | 0.04% | 2,700 | $1.2M | Add +8.0% |
| ALLE Allegion PLC | 0.04% | 6,200 | $1.1M | Add +17.0% |
| CDW CDW Corp. | 0.04% | 6,700 | $1.1M | Add +45.6% |
| TRV The Travelers Cos Inc. | 0.04% | 3,700 | $1.0M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 2,000 | $1.0M | Reduce -97.3% |
| PYPL PayPal Holdings Inc. | 0.04% | 14,400 | $966K | Add +16.1% |
| RPM RPM International Inc. | 0.03% | 8,000 | $943K | Add +17.6% |
| RMD Resmed Inc. | 0.03% | 3,400 | $931K | No change |
| CEG Constellation Energy | 0.03% | 2,800 | $921K | Add +47.4% |
| HWM Howmet Aerospace Inc. | 0.03% | 4,600 | $903K | Reduce -24.6% |
| FFIV F5 Inc. | 0.03% | 2,700 | $873K | Add +107.7% |
| KLAC KLA Corp. | 0.03% | 800 | $863K | Reduce -11.1% |
| AVY Avery Dennison Corp. | 0.03% | 5,000 | $811K | New |
| VLO Valero Energy Corp. | 0.03% | 4,500 | $766K | Reduce -30.8% |
| ORCL Oracle Corp. | 0.02% | 2,400 | $675K | Add +4.3% |
| WSM Williams-Sonoma Inc. | 0.02% | 2,900 | $567K | Reduce -27.5% |
| FOXA Fox Corp. Class A | 0.02% | 7,400 | $467K | Reduce -49.7% |
| XOM Exxon Mobil Corp. | 0.02% | 4,000 | $451K | Reduce -36.5% |
| EG Everest Group Ltd. | 0.02% | 1,200 | $420K | New |
| DECK Deckers Outdoor Corp. | 0.02% | 4,100 | $416K | New |
| BAH Booz Allen Hamilton Holdings | 0.01% | 3,000 | $300K | New |
| KR Kroger Co. | 0.01% | 4,300 | $290K | Reduce -49.4% |
| JNJ Johnson & Johnson | 0.01% | 1,400 | $260K | Reduce -41.7% |
| ACI Albertsons Cos Inc. Class A | 0.01% | 11,500 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -97.3% | 0.04% | −1.34 |
| CPRT Copart Inc. | Sold out | 0.00% | −1.20 |
| CRM Salesforce Inc. | Reduce -63.6% | 0.48% | −1.13 |
| ICE Intercontinental Exchange Inc. | Reduce -10.5% | 1.97% | −0.57 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 5.76% | −0.56 |
| MAR Marriott International Class A | Reduce -9.1% | 2.31% | −0.52 |
| MSFT Microsoft Corp. | Reduce -2.2% | 11.06% | −0.44 |
| V Visa Inc. Class A | Reduce -0.8% | 3.41% | −0.37 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 6.11% | −0.37 |
| COST Costco Wholesale Corp. | Reduce -3.6% | 1.54% | −0.27 |
| FICO Fair Isaac Corp. | Reduce -2.2% | 0.72% | −0.23 |
| ZTS Zoetis Inc. | Reduce -2.4% | 1.18% | −0.18 |
| KO The Coca-Cola Co. | Reduce -39.1% | 0.09% | −0.08 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.06 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.06 |
| AXP American Express Co. | Sold out | 0.00% | −0.05 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.05 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.05 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.04 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.04 |
| PSA Public Storage | Sold out | 0.00% | −0.04 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.03 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.03 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.03 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.03 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.03 |
| RS Reliance Inc. | Sold out | 0.00% | −0.03 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.03 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.03 |
| IT Gartner Inc. | Sold out | 0.00% | −0.03 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.03 |
| CI The Cigna Group | Sold out | 0.00% | −0.03 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.03 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.03 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.03 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.03 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.02 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.02 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.02 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.02 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +9.3% | 5.96% | +1.07 |
| WFC Wells Fargo & Co. | Add +100.8% | 1.62% | +0.80 |
| NFLX Netflix Inc. | Add +711.3% | 0.71% | +0.61 |
| TMO Thermo Fisher Scientific Inc. | Add +17.1% | 2.24% | +0.55 |
| LRCX Lam Research Corp. | Add +0.7% | 2.12% | +0.50 |
| TXN Texas Instruments Inc. | Add +174.0% | 0.80% | +0.45 |
| PGR Progressive Corp. | Add +90.4% | 1.01% | +0.40 |
| IR Ingersoll-Rand Inc. | Add +125.3% | 0.68% | +0.36 |
| AVGO Broadcom Inc. | Add +12.6% | 1.67% | +0.36 |
| MLM Martin Marietta Materials | New | 0.32% | +0.32 |
| BX Blackstone Inc. | Add +6.5% | 2.12% | +0.27 |
| LLY Eli Lilly & Co. | Add +23.0% | 1.68% | +0.20 |
| UBER Uber Technologies Inc. | Add +87.2% | 0.42% | +0.19 |
| WMT Walmart Inc. | Add +13.4% | 1.56% | +0.18 |
| NDAQ Nasdaq Inc. | Add +300.0% | 0.09% | +0.07 |
| FERG Ferguson Enterprises Inc. | Add +267.7% | 0.09% | +0.07 |
| WAB Wabtec Corp. | Add +258.3% | 0.09% | +0.07 |
| BR Broadridge Financial Solutio | Add +234.4% | 0.09% | +0.06 |
| MCK McKesson Corp. | Add +157.1% | 0.10% | +0.06 |
| TEL Te Connectivity PLC | Add +121.8% | 0.10% | +0.06 |
| COR Cencora Inc. | Add +174.2% | 0.10% | +0.06 |
| EBAY eBay Inc. | Add +147.4% | 0.09% | +0.06 |
| TMUS T-Mobile US Inc. | Add +156.5% | 0.10% | +0.06 |
| CCK Crown Holdings Inc. | Add +235.5% | 0.09% | +0.06 |
| HIG Hartford Insurance Group Inc. | Add +174.3% | 0.09% | +0.06 |
| IDXX Idexx Laboratories Inc. | Add +127.8% | 0.10% | +0.06 |
| ACM Aecom | Add +147.4% | 0.09% | +0.06 |
| CF CF Industries Holdings Inc. | Add +325.4% | 0.08% | +0.06 |
| MPC Marathon Petroleum Corp. | Add +131.6% | 0.09% | +0.06 |
| GILD Gilead Sciences Inc. | Add +132.1% | 0.10% | +0.06 |
| TPR Tapestry Inc. | New | 0.06% | +0.06 |
| ADBE Adobe Inc. | Add +145.4% | 0.10% | +0.05 |
| PH Parker Hannifin Corp. | Add +135.7% | 0.09% | +0.05 |
| LDOS Leidos Holdings Inc. | Add +120.4% | 0.08% | +0.05 |
| INTU Intuit Inc. | Add +120.0% | 0.11% | +0.05 |
| EME Emcor Group Inc. | Add +100.0% | 0.09% | +0.05 |
| AMP Ameriprise Financial Inc. | New | 0.04% | +0.04 |
| APP AppLovin Corp. Class A | Add +76.9% | 0.06% | +0.04 |
| EIX Edison International | Add +129.2% | 0.07% | +0.04 |
| NRG NRG Energy Inc. | Add +209.1% | 0.06% | +0.04 |
| P Everpure Inc. Class A | Add +212.0% | 0.05% | +0.04 |
| JBL Jabil Inc. | Add +112.2% | 0.07% | +0.03 |
| QCOM Qualcomm Inc. | Add +68.4% | 0.08% | +0.03 |
| AVY Avery Dennison Corp. | New | 0.03% | +0.03 |
| MAS Masco Corp. | Add +115.8% | 0.05% | +0.03 |
| UHS Universal Health Services-B | Add +147.8% | 0.04% | +0.03 |
| ACN Accenture PLC Class A | Add +95.1% | 0.07% | +0.02 |
| J Jacobs Solutions Inc. | Add +55.7% | 0.05% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +34.5% | 0.05% | +0.02 |
| TT Trane Technologies PLC | Add +62.5% | 0.06% | +0.02 |
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 |