United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 185 stock positions worth $5.3 billion. Its top holding was Nvidia (NVDA) at 6.2% of the portfolio, followed by Amazon.com (AMZN, 5.8%) and Alphabet Class A (GOOGL, 4.9%). Compared with Q4 2025, it opened 34 new positions, sold out of 26, added to 71 and reduced 44. The biggest buy was Citigroup (C, shares +261%) and the biggest sale Microsoft (MSFT, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001730896
- Portfolio Value
- $5.3B (Q1 2026)
- SEC Filing
- 0001730896-26-000004 ↗ filed May 12, 2026
Holdings Value
Holdings 185 stocks · $5.3B
| NVDA Nvidia Corp. | 6.16% | 1,874,768 | $327.0M | Add +10.3% |
| AMZN Amazon.com Inc. | 5.76% | 1,468,802 | $305.9M | Reduce -32.4% |
| GOOGL Alphabet Inc. Class A | 4.86% | 897,830 | $258.2M | Reduce -2.6% |
| C Citigroup Inc. | 4.52% | 2,117,206 | $240.1M | Add +260.8% |
| AAPL Apple Inc. | 4.46% | 933,314 | $236.9M | Add +17.7% |
| MSFT Microsoft Corp. | 4.45% | 637,850 | $236.1M | Reduce -62.3% |
| META Meta Platforms Inc. Class A | 2.63% | 243,890 | $139.5M | Add +0.5% |
| LIN Linde PLC | 1.83% | 196,235 | $97.3M | Add +7.3% |
| AVGO Broadcom Inc. | 1.75% | 299,818 | $92.8M | Add +29.4% |
| MA Mastercard Inc. Class A | 1.55% | 164,587 | $82.2M | Add +11.9% |
| V Visa Inc. Class A | 1.53% | 268,718 | $81.2M | Add +7.2% |
| MAR Marriott International Class A | 1.46% | 237,708 | $77.7M | Reduce -2.5% |
| LRCX Lam Research Corp. | 1.34% | 331,638 | $70.9M | Reduce -67.0% |
| ABT Abbott Laboratories | 1.29% | 665,664 | $68.3M | Add +22.2% |
| CSCO Cisco Systems Inc. | 1.27% | 869,027 | $67.4M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 1.26% | 228,188 | $67.1M | Add +102.2% |
| TMO Thermo Fisher Scientific Inc. | 1.26% | 135,932 | $66.8M | Add +7.4% |
| VZ Verizon Communications Inc. | 1.15% | 1,219,491 | $61.2M | Reduce -7.3% |
| MRK Merck & Co. Inc. | 1.13% | 499,805 | $60.1M | Reduce -24.1% |
| ADBE Adobe Inc. | 1.10% | 240,441 | $58.4M | Add +33.2% |
| LLY Eli Lilly & Co. | 1.10% | 63,464 | $58.4M | Add +6.8% |
| COST Costco Wholesale Corp. | 1.08% | 57,458 | $57.3M | Add +7.8% |
| BMY Bristol-Myers Squibb Co. | 1.08% | 941,009 | $57.1M | Reduce -2.0% |
| CRM Salesforce Inc. | 1.07% | 305,404 | $57.0M | Add +84.3% |
| AZO AutoZone Inc. | 1.07% | 16,863 | $57.0M | Add +18.6% |
| MSCI MSCI Inc. | 1.06% | 104,135 | $56.1M | Add +6.1% |
| MCO Moody's Corp. | 1.05% | 128,307 | $56.0M | Add +7.4% |
| CMCSA Comcast Corp. Class A | 1.05% | 1,935,246 | $55.6M | Reduce -5.2% |
| T AT&T Inc. | 1.04% | 1,902,460 | $55.2M | Add +0.3% |
| APH Amphenol Corp. Class A | 1.02% | 427,338 | $54.0M | Reduce -46.9% |
| HCA HCA Healthcare Inc. | 0.97% | 109,257 | $51.7M | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 0.96% | 365,396 | $50.9M | Reduce -18.8% |
| ISRG Intuitive Surgical Inc. | 0.95% | 109,674 | $50.6M | Add +7.4% |
| RSG Republic Services Inc. | 0.92% | 222,572 | $48.7M | Add +7.4% |
| WMT Walmart Inc. | 0.89% | 377,991 | $47.0M | Add +7.5% |
| QCOM Qualcomm Inc. | 0.88% | 362,622 | $46.7M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.88% | 162,616 | $46.6M | Add +9.9% |
| ACN Accenture PLC Class A | 0.85% | 227,181 | $45.0M | Add +45.6% |
| BX Blackstone Inc. | 0.82% | 376,390 | $43.3M | No change |
| WFC Wells Fargo & Co. | 0.80% | 534,315 | $42.5M | Reduce -0.6% |
| ICE Intercontinental Exchange Inc. | 0.79% | 268,129 | $42.2M | Reduce -16.6% |
| TEL Te Connectivity PLC | 0.74% | 187,226 | $39.1M | Add +3.3% |
| NEM Newmont Corp. | 0.73% | 359,767 | $38.9M | Add +5.1% |
| TXN Texas Instruments Inc. | 0.72% | 196,538 | $38.2M | Reduce -85.1% |
| EW Edwards Lifesciences Corp. | 0.71% | 469,603 | $37.6M | Add +7.4% |
| FDX FedEx Corp. | 0.69% | 102,489 | $36.5M | Add +2.2% |
| SHW The Sherwin-Williams Co. | 0.65% | 107,852 | $34.6M | Add +24.0% |
| EOG EOG Resources Inc. | 0.63% | 232,456 | $33.6M | Reduce -20.0% |
| CI The Cigna Group | 0.62% | 123,888 | $33.0M | No change |
| AMAT Applied Materials Inc. | 0.62% | 96,348 | $32.9M | Reduce -85.8% |
| ZTS Zoetis Inc. | 0.59% | 263,349 | $31.1M | No change |
| BSX Boston Scientific Corp. | 0.58% | 489,571 | $30.7M | Add +353.8% |
| DELL Dell Technologies -C | 0.58% | 186,554 | $30.6M | Add +0.7% |
| IBKR Interactive Brokers Gro Class A | 0.53% | 422,821 | $28.4M | Add +60.4% |
| UBER Uber Technologies Inc. | 0.53% | 388,928 | $28.0M | Add +53.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.51% | 125,585 | $27.2M | Add +7.3% |
| IR Ingersoll-Rand Inc. | 0.51% | 338,464 | $27.1M | Add +7.4% |
| TGT Target Corp. | 0.51% | 222,120 | $26.9M | Reduce -21.0% |
| PGR Progressive Corp. | 0.51% | 135,674 | $26.9M | Add +7.4% |
| GM General Motors Co. | 0.45% | 323,505 | $24.1M | No change |
| EBAY eBay Inc. | 0.44% | 259,415 | $23.6M | Reduce -8.4% |
| GEV GE Vernova Inc. | 0.44% | 26,969 | $23.5M | New |
| MLM Martin Marietta Materials | 0.43% | 39,174 | $23.1M | Add +26.6% |
| FICO Fair Isaac Corp. | 0.43% | 21,422 | $22.9M | Add +61.5% |
| NFLX Netflix Inc. | 0.43% | 235,400 | $22.6M | Add +0.1% |
| STT State Street Corp. | 0.42% | 176,896 | $22.4M | No change |
| JBL Jabil Inc. | 0.38% | 74,976 | $19.9M | Reduce -1.3% |
| FISV Fiserv Inc. | 0.36% | 343,943 | $19.2M | No change |
| CTSH Cognizant Tech Solutions-A | 0.36% | 312,778 | $19.2M | Add +2.6% |
| HPE Hewlett Packard Enterprise | 0.36% | 802,575 | $19.1M | No change |
| EXPE Expedia Group Inc. | 0.33% | 76,602 | $17.7M | Add +1.3% |
| NRG NRG Energy Inc. | 0.33% | 120,921 | $17.7M | Reduce -9.7% |
| RF Regions Financial Corp. | 0.33% | 664,500 | $17.4M | New |
| AIG American International Group | 0.31% | 219,143 | $16.5M | Reduce -12.4% |
| SYF Synchrony Financial | 0.30% | 237,586 | $16.2M | Add +1.1% |
| CFG Citizens Financial Group | 0.30% | 265,671 | $15.9M | No change |
| UTHR United Therapeutics Corp. | 0.30% | 26,583 | $15.8M | No change |
| PHM Pultegroup Inc. | 0.28% | 124,335 | $14.6M | No change |
| CF CF Industries Holdings Inc. | 0.27% | 112,172 | $14.6M | Reduce -13.0% |
| ZM Zoom Communications Inc. | 0.25% | 164,372 | $13.2M | Add +6.5% |
| NTAP Netapp Inc. | 0.25% | 128,324 | $13.1M | Add +3.5% |
| LDOS Leidos Holdings Inc. | 0.24% | 82,131 | $12.8M | Reduce -8.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.24% | 141,400 | $12.7M | New |
| GIS General Mills Inc. | 0.23% | 332,808 | $12.4M | No change |
| PYPL PayPal Holdings Inc. | 0.23% | 266,400 | $12.0M | New |
| SNA Snap-on Inc. | 0.22% | 32,549 | $11.8M | No change |
| WSM Williams-Sonoma Inc. | 0.22% | 63,564 | $11.6M | Reduce -15.3% |
| HPQ HP Inc. | 0.22% | 594,928 | $11.4M | Add +2.4% |
| RPRX Royalty Pharma PLC Class A | 0.21% | 234,551 | $11.3M | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.21% | 122,735 | $11.1M | No change |
| WDAY Workday Inc. Class A | 0.20% | 82,400 | $10.7M | New |
| FOXA Fox Corp. Class A | 0.20% | 182,098 | $10.6M | Add +7.3% |
| TSLA Tesla Inc. | 0.20% | 28,592 | $10.6M | Reduce -96.4% |
| PRU Prudential Financial Inc. | 0.20% | 106,400 | $10.4M | New |
| GPN Global Payments Inc. | 0.20% | 154,270 | $10.4M | Add +1.9% |
| LULU Lululemon Athletica Inc. | 0.19% | 67,316 | $10.3M | No change |
| CVS CVS Health Corp. | 0.19% | 143,486 | $10.3M | Reduce -5.3% |
| FFIV F5 Inc. | 0.19% | 35,557 | $10.3M | No change |
| MAS Masco Corp. | 0.19% | 167,122 | $10.1M | Add +0.2% |
| TXT Textron Inc. | 0.19% | 114,190 | $10.0M | Add +4.3% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -62.3% | 4.45% | −6.92 |
| TSLA Tesla Inc. | Reduce -96.4% | 0.20% | −4.73 |
| TXN Texas Instruments Inc. | Reduce -85.1% | 0.72% | −2.45 |
| GS Goldman Sachs Group Inc. | Reduce -97.4% | 0.07% | −1.89 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −1.80 |
| AMAT Applied Materials Inc. | Reduce -85.8% | 0.62% | −1.79 |
| INTC Intel Corp. | Sold out | 0.00% | −1.59 |
| PLTR Palantir Technologies Inc. Class A | Reduce -99.6% | 0.01% | −1.59 |
| AMZN Amazon.com Inc. | Reduce -32.4% | 5.76% | −1.21 |
| LRCX Lam Research Corp. | Reduce -67.0% | 1.34% | −1.06 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.54 |
| APH Amphenol Corp. Class A | Reduce -46.9% | 1.02% | −0.49 |
| KR Kroger Co. | Reduce -70.7% | 0.15% | −0.18 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.14 |
| RS Reliance Inc. | Sold out | 0.00% | −0.13 |
| F Ford Motor Co. | Reduce -49.2% | 0.15% | −0.10 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.10 |
| EME Emcor Group Inc. | Reduce -58.6% | 0.18% | −0.09 |
| JNJ Johnson & Johnson | Reduce -90.7% | 0.01% | −0.08 |
| MCK McKesson Corp. | Reduce -71.3% | 0.05% | −0.08 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.06 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.04 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.04 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.04 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.04 |
| TPR Tapestry Inc. | Reduce -56.0% | 0.07% | −0.03 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.03 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.03 |
| NVR NVR Inc. | Reduce -47.5% | 0.04% | −0.02 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.02 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -76.1% | 0.02% | −0.02 |
| QFIN Qfin Holdings Inc.-ADR | Sold out | 0.00% | −0.02 |
| AME Ametek Inc. | Sold out | 0.00% | −0.01 |
| AVY Avery Dennison Corp. | Reduce -50.7% | 0.02% | −0.01 |
| EVRG Evergy Inc. | Sold out | 0.00% | −0.01 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.01 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.01 |
| TSN Tyson Foods Inc. Class A | Reduce -55.7% | 0.01% | −0.01 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.01 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.00 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.00 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.00 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.00 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.00 |
| PNR Pentair PLC | Reduce -21.2% | 0.02% | −0.00 |
| AMD Advanced Micro Devices | Reduce -4.8% | 0.01% | +0.00 |
| NBIS Nebius Group NV | Reduce -22.0% | 0.03% | +0.01 |
| UHS Universal Health Services-B | Reduce -3.2% | 0.12% | +0.01 |
| AIG American International Group | Reduce -12.4% | 0.31% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| C Citigroup Inc. | Add +260.8% | 4.52% | +3.57 |
| NVDA Nvidia Corp. | Add +10.3% | 6.16% | +1.76 |
| AAPL Apple Inc. | Add +17.7% | 4.46% | +1.47 |
| JPM JPMorgan Chase & Co. | Add +102.2% | 1.26% | +0.76 |
| LIN Linde PLC | Add +7.3% | 1.83% | +0.75 |
| AVGO Broadcom Inc. | Add +29.4% | 1.75% | +0.63 |
| CRM Salesforce Inc. | Add +84.3% | 1.07% | +0.46 |
| GEV GE Vernova Inc. | New | 0.44% | +0.44 |
| COST Costco Wholesale Corp. | Add +7.8% | 1.08% | +0.44 |
| BSX Boston Scientific Corp. | Add +353.8% | 0.58% | +0.44 |
| META Meta Platforms Inc. Class A | Add +0.5% | 2.63% | +0.40 |
| AZO AutoZone Inc. | Add +18.6% | 1.07% | +0.40 |
| T AT&T Inc. | Add +0.3% | 1.04% | +0.39 |
| MA Mastercard Inc. Class A | Add +11.9% | 1.55% | +0.38 |
| CSCO Cisco Systems Inc. | Add +0.9% | 1.27% | +0.35 |
| WMT Walmart Inc. | Add +7.5% | 0.89% | +0.34 |
| ABT Abbott Laboratories | Add +22.2% | 1.29% | +0.34 |
| RF Regions Financial Corp. | New | 0.33% | +0.33 |
| V Visa Inc. Class A | Add +7.2% | 1.53% | +0.31 |
| RSG Republic Services Inc. | Add +7.4% | 0.92% | +0.31 |
| IBKR Interactive Brokers Gro Class A | Add +60.4% | 0.53% | +0.30 |
| FDX FedEx Corp. | Add +2.2% | 0.69% | +0.29 |
| MSCI MSCI Inc. | Add +6.1% | 1.06% | +0.28 |
| ACN Accenture PLC Class A | Add +45.6% | 0.85% | +0.27 |
| SHW The Sherwin-Williams Co. | Add +24.0% | 0.65% | +0.26 |
| NEM Newmont Corp. | Add +5.1% | 0.73% | +0.26 |
| DELL Dell Technologies -C | Add +0.7% | 0.58% | +0.25 |
| TROW T Rowe Price Group Inc. | New | 0.24% | +0.24 |
| TMO Thermo Fisher Scientific Inc. | Add +7.4% | 1.26% | +0.24 |
| UBER Uber Technologies Inc. | Add +53.1% | 0.53% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +9.9% | 0.88% | +0.23 |
| PYPL PayPal Holdings Inc. | New | 0.23% | +0.23 |
| ADBE Adobe Inc. | Add +33.2% | 1.10% | +0.22 |
| LLY Eli Lilly & Co. | Add +6.8% | 1.10% | +0.21 |
| MCO Moody's Corp. | Add +7.4% | 1.05% | +0.21 |
| WDAY Workday Inc. Class A | New | 0.20% | +0.20 |
| PRU Prudential Financial Inc. | New | 0.20% | +0.20 |
| EW Edwards Lifesciences Corp. | Add +7.4% | 0.71% | +0.19 |
| EG Everest Group Ltd. | New | 0.17% | +0.17 |
| MLM Martin Marietta Materials | Add +26.6% | 0.43% | +0.17 |
| TEL Te Connectivity PLC | Add +3.3% | 0.74% | +0.16 |
| IR Ingersoll-Rand Inc. | Add +7.4% | 0.51% | +0.16 |
| ISRG Intuitive Surgical Inc. | Add +7.4% | 0.95% | +0.15 |
| BAC Bank of America Corp. | New | 0.12% | +0.12 |
| DVN Devon Energy Corp. | New | 0.12% | +0.12 |
| NFLX Netflix Inc. | Add +0.1% | 0.43% | +0.12 |
| FICO Fair Isaac Corp. | Add +61.5% | 0.43% | +0.12 |
| UPS United Parcel Service Class B | New | 0.11% | +0.11 |
| PGR Progressive Corp. | Add +7.4% | 0.51% | +0.11 |
| AJG Arthur J Gallagher & Co. | Add +7.3% | 0.51% | +0.09 |
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 |