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

13F filer · CIK 0001730896

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$5.59BU.S. long equity reported on 13F

Positions18423 new · 25 closed

Net flow last quarter-$289MBuys minus sells

Top 10 positions weight36.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026184 positions
NVDANvidia Corp	$419M	7.49%	0.01%	+11.6%	Q2 2024
GOOGLAlphabet Inc.	$307M	5.50%	0.01%	-4.2%	Q4 2017
AAPLApple Inc.	$274M	4.91%	0.01%	+1.6%	Q4 2017
MSFTMicrosoft Corp	$237M	4.23%	0.01%	-0.6%	Q4 2017
AMZNAmazon Com Inc	$222M	3.97%	0.01%	-36.7%	Q4 2017
METAMeta Platforms, Inc.	$130M	2.32%	Not reported	-5.6%	Q4 2017
AVGOBroadcom Inc.	$129M	2.31%	0.01%	+14.2%	Q4 2024
LRCXLam Research Corp	$124M	2.21%	0.02%	-13.9%	Q1 2024
LINLinde PLC	$102M	1.82%	0.04%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$92.7M	1.66%	0.01%	+24.1%	Q4 2024
VVisa Inc.	$92.2M	1.65%	0.01%	0.0%	Q4 2017
MAMastercard Inc	$77.4M	1.39%	0.01%	-8.4%	Q4 2017
LLYELI LILLY & Co	$76.2M	1.36%	0.01%	+0.1%	Q4 2024
MARMarriott International Inc	$71M	1.27%	0.07%	-19.4%	Q3 2020
APHAmphenol Corp	$70.9M	1.27%	0.03%	-5.9%	Q4 2022
CCitigroup Inc	$70.9M	1.27%	0.03%	-76.1%	Q1 2025
CSCOCisco Systems, Inc.	$70.1M	1.26%	0.02%	-31.3%	Q4 2025
AMATApplied Materials Inc	$69.6M	1.25%	0.01%	0.0%	Q4 2024
TMOThermo Fisher Scientific Inc.	$68.2M	1.22%	0.04%	Not reported	Q4 2017
QCOMQualcomm Inc	$63.8M	1.14%	0.03%	-4.7%	Q4 2024
BMYBristol Myers Squibb Co	$61.8M	1.11%	0.05%	+13.9%	Q4 2024
ABTAbbott Laboratories	$60.4M	1.08%	0.04%	Not reported	Q4 2017
MSCIMSCI Inc.	$59M	1.06%	0.14%	+1.2%	Q1 2024
GOOGAlphabet Inc.	$58.7M	1.05%	Not reported	+2.2%	Q4 2024
TXNTexas Instruments Inc	$58.6M	1.05%	0.02%	Not reported	Q4 2022
DELLDell Technologies Inc.	$58.6M	1.05%	0.02%	-27.2%	Q4 2024
COSTCostco Wholesale Corp	$58.2M	1.04%	0.01%	+8.3%	Q3 2022
MCOMoodys Corp	$58.1M	1.04%	0.07%	Not reported	Q4 2017
RSGRepublic Services, Inc.	$55.4M	0.99%	0.08%	+16.7%	Q4 2024
AZOAutozone Inc	$53.9M	0.96%	0.10%	Not reported	Q4 2023
VZVerizon Communications Inc	$51.6M	0.92%	0.03%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$50.5M	0.90%	0.02%	-21.3%	Q1 2025
ADBEAdobe Inc.	$49.4M	0.88%	0.06%	+0.2%	Q2 2021
CRMSalesforce, Inc.	$48.6M	0.87%	0.04%	+1.6%	Q4 2018
CMCSAComcast Corp	$47.5M	0.85%	0.05%	Not reported	Q4 2017
MUMicron Technology Inc	$47.3M	0.85%	0.00%	+704.3%	Q4 2025
WMTWalmart Inc.	$47.3M	0.85%	0.01%	+10.4%	Q3 2024
TRVTravelers Companies, Inc.	$46.8M	0.84%	0.07%	Not reported	Q4 2024
GILDGilead Sciences, Inc.	$45.3M	0.81%	0.03%	-1.9%	Q4 2024
TAt&T Inc.	$44.5M	0.80%	0.03%	+13.1%	Q4 2025
WFCWells Fargo & Company	$44.2M	0.79%	0.02%	Not reported	Q4 2024
HCAHCA Healthcare, Inc.	$43.8M	0.78%	0.05%	+2.9%	Q4 2024
ISRGIntuitive Surgical Inc	$43.6M	0.78%	0.03%	Not reported	Q3 2022
EWEdwards Lifesciences Corp	$42.5M	0.76%	0.08%	Not reported	Q2 2024
NEMNEWMONT Corp	$41.1M	0.74%	0.04%	+22.3%	Q4 2025
CICigna Group	$38.4M	0.69%	0.05%	+12.6%	Q4 2024
TELTE Connectivity plc	$37.7M	0.68%	0.06%	-0.1%	Q1 2023
FDXFedex Corp	$37.2M	0.66%	0.05%	+15.8%	Q4 2024
SHWSherwin Williams Co	$37.1M	0.66%	0.04%	Not reported	Q2 2024
IBKRInteractive Brokers Group, Inc.	$36.8M	0.66%	0.17%	Not reported	Q4 2025

Q1 2026Reported May 12, 2026185 positions
NVDANvidia Corp	$327M	6.16%	0.01%	+10.3%	Q2 2024
AMZNAmazon Com Inc	$306M	5.76%	0.01%	-32.4%	Q4 2017
GOOGLAlphabet Inc.	$258M	4.86%	0.01%	-2.6%	Q4 2017
CCitigroup Inc	$240M	4.52%	0.12%	+260.8%	Q1 2025
AAPLApple Inc.	$237M	4.46%	0.01%	+17.7%	Q4 2017
MSFTMicrosoft Corp	$236M	4.45%	0.01%	-62.3%	Q4 2017
METAMeta Platforms, Inc.	$140M	2.63%	Not reported	+0.5%	Q4 2017
LINLinde PLC	$97.3M	1.83%	0.04%	+7.4%	Q4 2018
AVGOBroadcom Inc.	$92.8M	1.75%	0.01%	+29.4%	Q4 2024
MAMastercard Inc	$82.2M	1.55%	0.01%	+11.9%	Q4 2017
VVisa Inc.	$81.2M	1.53%	0.01%	+7.2%	Q4 2017
MARMarriott International Inc	$77.7M	1.46%	0.09%	-2.5%	Q3 2020
LRCXLam Research Corp	$70.9M	1.34%	0.03%	-67.0%	Q1 2024
ABTAbbott Laboratories	$68.3M	1.29%	0.04%	+22.2%	Q4 2017
CSCOCisco Systems, Inc.	$67.4M	1.27%	0.02%	+0.9%	Q4 2025
JPMJPMorgan Chase & Co	$67.1M	1.26%	0.01%	+102.2%	Q4 2024
TMOThermo Fisher Scientific Inc.	$66.8M	1.26%	0.04%	+7.4%	Q4 2017
VZVerizon Communications Inc	$61.2M	1.15%	0.03%	-7.3%	Q4 2025
MRKMerck & Co., Inc.	$60.1M	1.13%	0.02%	-24.2%	Q1 2025
ADBEAdobe Inc.	$58.4M	1.10%	0.06%	+33.2%	Q2 2021
LLYELI LILLY & Co	$58.4M	1.10%	0.01%	+6.8%	Q4 2024
COSTCostco Wholesale Corp	$57.3M	1.08%	0.01%	+7.8%	Q3 2022
BMYBristol Myers Squibb Co	$57.1M	1.08%	0.05%	-2.0%	Q4 2024
CRMSalesforce, Inc.	$57M	1.07%	0.03%	+84.3%	Q4 2018
AZOAutozone Inc	$57M	1.07%	0.10%	+18.6%	Q4 2023
MSCIMSCI Inc.	$56.1M	1.06%	0.14%	+6.1%	Q1 2024
MCOMoodys Corp	$56M	1.05%	0.07%	+7.4%	Q4 2017
CMCSAComcast Corp	$55.6M	1.05%	0.05%	-5.2%	Q4 2017
TAt&T Inc.	$55.2M	1.04%	0.03%	+0.3%	Q4 2025
APHAmphenol Corp	$54M	1.02%	0.03%	-46.9%	Q4 2022
HCAHCA Healthcare, Inc.	$51.7M	0.97%	0.05%	-1.6%	Q4 2024
GILDGilead Sciences, Inc.	$50.9M	0.96%	0.03%	-18.8%	Q4 2024
ISRGIntuitive Surgical Inc	$50.6M	0.95%	0.03%	+7.4%	Q3 2022
RSGRepublic Services, Inc.	$48.7M	0.92%	0.07%	+7.4%	Q4 2024
WMTWalmart Inc.	$47M	0.89%	0.00%	+7.5%	Q3 2024
QCOMQualcomm Inc	$46.7M	0.88%	0.03%	+1.9%	Q4 2024
GOOGAlphabet Inc.	$46.6M	0.88%	Not reported	+9.9%	Q4 2024
ACNAccenture plc	$45M	0.85%	0.04%	+45.7%	Q4 2024
BXBlackstone Inc.	$43.3M	0.82%	0.05%	Not reported	Q3 2024
WFCWells Fargo & Company	$42.5M	0.80%	0.02%	-0.6%	Q4 2024
ICEIntercontinental Exchange, Inc.	$42.2M	0.79%	0.05%	-16.6%	Q4 2017
TELTE Connectivity plc	$39.1M	0.74%	0.06%	+3.3%	Q1 2023
NEMNEWMONT Corp	$38.9M	0.73%	0.03%	+5.1%	Q4 2025
TXNTexas Instruments Inc	$38.2M	0.72%	0.02%	-85.1%	Q4 2022
EWEdwards Lifesciences Corp	$37.6M	0.71%	0.08%	+7.4%	Q2 2024
FDXFedex Corp	$36.5M	0.69%	0.04%	+2.2%	Q4 2024
SHWSherwin Williams Co	$34.6M	0.65%	0.04%	+24.0%	Q2 2024
EOGEog Resources Inc	$33.6M	0.63%	0.04%	-20.0%	Q4 2025
CICigna Group	$33M	0.62%	0.05%	Not reported	Q4 2024
AMATApplied Materials Inc	$32.9M	0.62%	0.01%	-85.8%	Q4 2024

Q4 2025Reported Feb 10, 2026177 positions
MSFTMicrosoft Corp	$818M	11.36%	0.02%	+188.6%	Q4 2017
AMZNAmazon Com Inc	$502M	6.97%	0.02%	+184.7%	Q4 2017
TSLATesla, Inc.	$355M	4.94%	0.02%	+10161.5%	Q4 2024
NVDANvidia Corp	$317M	4.40%	0.01%	+93.8%	Q2 2024
GOOGLAlphabet Inc.	$289M	4.01%	0.01%	+17.9%	Q4 2017
TXNTexas Instruments Inc	$228M	3.17%	0.14%	+994.7%	Q4 2022
AAPLApple Inc.	$216M	2.99%	0.01%	+135.3%	Q4 2017
AMATApplied Materials Inc	$174M	2.41%	0.09%	Not reported	Q4 2024
LRCXLam Research Corp	$172M	2.39%	0.08%	+132.0%	Q1 2024
METAMeta Platforms, Inc.	$160M	2.23%	Not reported	+12.7%	Q4 2017
GSGoldman Sachs Group Inc	$141M	1.95%	0.05%	Not reported	Q2 2025
ASMLAsml Holding NV	$129M	1.80%	0.03%	New	Q4 2025
PLTRPalantir Technologies Inc.	$115M	1.59%	0.03%	+8622.8%	Q1 2025
INTCIntel Corp	$114M	1.59%	0.06%	New	Q4 2025
APHAmphenol Corp	$109M	1.51%	0.07%	-3.8%	Q4 2022
VVisa Inc.	$88M	1.22%	0.01%	-8.5%	Q4 2017
MAMastercard Inc	$84M	1.17%	0.01%	-11.2%	Q4 2017
AVGOBroadcom Inc.	$80.2M	1.11%	0.00%	+67.3%	Q4 2024
LINLinde PLC	$77.9M	1.08%	0.04%	Not reported	Q4 2018
MARMarriott International Inc	$75.6M	1.05%	0.09%	Not reported	Q3 2020
TMOThermo Fisher Scientific Inc.	$73.4M	1.02%	0.03%	Not reported	Q4 2017
MRKMerck & Co., Inc.	$69.4M	0.96%	0.03%	Not reported	Q1 2025
CCitigroup Inc	$68.5M	0.95%	0.03%	Not reported	Q1 2025
ABTAbbott Laboratories	$68.3M	0.95%	0.03%	Not reported	Q4 2017
CSCOCisco Systems, Inc.	$66.4M	0.92%	0.02%	New	Q4 2025
LLYELI LILLY & Co	$63.9M	0.89%	0.01%	-1.5%	Q4 2024
ADBEAdobe Inc.	$63.2M	0.88%	0.04%	+2129.2%	Q2 2021
MCOMoodys Corp	$61.1M	0.85%	0.07%	+37.4%	Q4 2017
CMCSAComcast Corp	$61M	0.85%	0.05%	Not reported	Q4 2017
QCOMQualcomm Inc	$60.9M	0.85%	0.03%	+2679.9%	Q4 2024
BXBlackstone Inc.	$58M	0.81%	0.05%	+10.8%	Q3 2024
ISRGIntuitive Surgical Inc	$57.9M	0.80%	0.03%	+8.4%	Q3 2022
MSCIMSCI Inc.	$56.3M	0.78%	0.13%	+3.5%	Q1 2024
GILDGilead Sciences, Inc.	$55.2M	0.77%	0.04%	+1679.0%	Q4 2024
VZVerizon Communications Inc	$53.6M	0.74%	0.03%	New	Q4 2025
ICEIntercontinental Exchange, Inc.	$52M	0.72%	0.06%	Not reported	Q4 2017
HCAHCA Healthcare, Inc.	$51.8M	0.72%	0.05%	+4010.3%	Q4 2024
BMYBristol Myers Squibb Co	$51.8M	0.72%	0.05%	Not reported	Q4 2024
WFCWells Fargo & Company	$50.1M	0.70%	0.02%	+1.3%	Q4 2024
AZOAutozone Inc	$48.2M	0.67%	0.09%	+15.3%	Q4 2023
TAt&T Inc.	$47.1M	0.65%	0.03%	New	Q4 2025
GOOGAlphabet Inc.	$46.4M	0.64%	Not reported	+886.1%	Q4 2024
COSTCostco Wholesale Corp	$46M	0.64%	0.01%	+16.7%	Q3 2022
RSGRepublic Services, Inc.	$43.9M	0.61%	0.07%	+14.0%	Q4 2024
CRMSalesforce, Inc.	$43.9M	0.61%	0.02%	+198.8%	Q4 2018
ACNAccenture plc	$41.8M	0.58%	0.02%	+1849.8%	Q4 2024
TELTE Connectivity plc	$41.3M	0.57%	0.06%	+1386.3%	Q1 2023
WMTWalmart Inc.	$39.2M	0.54%	0.00%	-15.4%	Q3 2024
UNHUnitedhealth Group Inc	$39M	0.54%	0.01%	-0.3%	Q1 2024
EWEdwards Lifesciences Corp	$37.3M	0.52%	0.08%	Not reported	Q2 2024

Q3 2025Reported Nov 13, 2025110 positions
MSFTMicrosoft Corp	$304M	11.06%	0.01%	-2.2%	Q4 2017
GOOGLAlphabet Inc.	$190M	6.93%	0.01%	-0.2%	Q4 2017
AMZNAmazon Com Inc	$168M	6.11%	0.01%	-0.2%	Q4 2017
NVDANvidia Corp	$164M	5.96%	0.00%	+9.3%	Q2 2024
METAMeta Platforms, Inc.	$158M	5.76%	Not reported	-3.0%	Q4 2017
APHAmphenol Corp	$103M	3.77%	0.07%	-8.9%	Q4 2022
MAMastercard Inc	$94.2M	3.43%	0.01%	+2.0%	Q4 2017
VVisa Inc.	$93.5M	3.41%	0.01%	-0.8%	Q4 2017
LINLinde PLC	$86.8M	3.16%	0.04%	Not reported	Q4 2018
AAPLApple Inc.	$85.8M	3.13%	0.00%	-9.7%	Q4 2017
ABTAbbott Laboratories	$73M	2.66%	0.03%	Not reported	Q4 2017
MARMarriott International Inc	$63.5M	2.31%	0.09%	-9.1%	Q3 2020
TMOThermo Fisher Scientific Inc.	$61.4M	2.24%	0.03%	+17.1%	Q4 2017
LRCXLam Research Corp	$58.1M	2.12%	0.03%	+0.7%	Q1 2024
BXBlackstone Inc.	$58M	2.12%	0.05%	+6.5%	Q3 2024
ICEIntercontinental Exchange, Inc.	$54.1M	1.97%	0.06%	-10.5%	Q4 2017
MSCIMSCI Inc.	$53.8M	1.96%	0.13%	Not reported	Q1 2024
AZOAutozone Inc	$53M	1.93%	0.07%	Not reported	Q4 2023
LLYELI LILLY & Co	$46M	1.68%	0.01%	+23.0%	Q4 2024
AVGOBroadcom Inc.	$45.7M	1.67%	0.00%	+12.6%	Q4 2024
AJGArthur J. Gallagher & Co.	$45.3M	1.65%	0.06%	Not reported	Q4 2023
WFCWells Fargo & Company	$44.5M	1.62%	0.02%	+100.8%	Q4 2024
WMTWalmart Inc.	$42.8M	1.56%	0.01%	+13.5%	Q3 2024
COSTCostco Wholesale Corp	$42.3M	1.54%	0.01%	-3.6%	Q3 2022
ISRGIntuitive Surgical Inc	$42.2M	1.54%	0.03%	+18.2%	Q3 2022
RSGRepublic Services, Inc.	$41.7M	1.52%	0.06%	Not reported	Q4 2024
MCOMoodys Corp	$41.4M	1.51%	0.05%	Not reported	Q4 2017
UNHUnitedhealth Group Inc	$40.9M	1.49%	0.01%	-0.5%	Q1 2024
EWEdwards Lifesciences Corp	$34M	1.24%	0.08%	Not reported	Q2 2024
ZTSZoetis Inc.	$32.3M	1.18%	0.05%	-2.4%	Q4 2022
CMGChipotle Mexican Grill Inc	$27.9M	1.02%	0.05%	+28.9%	Q1 2023
PGRProgressive Corp	$27.6M	1.01%	0.02%	+90.4%	Q4 2024
SHWSherwin Williams Co	$24.7M	0.90%	0.03%	Not reported	Q2 2024
TXNTexas Instruments Inc	$22.1M	0.80%	0.01%	+174.0%	Q4 2022
FICOFair Isaac Corp	$19.9M	0.72%	0.06%	-2.2%	Q4 2024
NFLXNetflix Inc	$19.5M	0.71%	0.00%	+711.3%	Q1 2021
IRIngersoll Rand Inc.	$18.7M	0.68%	0.06%	+125.3%	Q2 2025
CRMSalesforce, Inc.	$13.1M	0.48%	0.01%	-63.6%	Q4 2018
UBERUber Technologies, Inc	$11.6M	0.42%	0.01%	+87.2%	Q1 2025
MELIMercadolibre Inc	$9.4M	0.34%	0.01%	Not reported	Q3 2019
MLMMartin Marietta Materials Inc	$8.69M	0.32%	0.02%	New	Q3 2025
GEHCGE HealthCare Technologies Inc.	$4.71M	0.17%	0.01%	+11.0%	Q2 2024
GOOGAlphabet Inc.	$3.65M	0.13%	Not reported	-0.7%	Q4 2024
TSLATesla, Inc.	$3.42M	0.12%	0.00%	-1.3%	Q4 2024
NBISNebius Group N.V.	$3.2M	0.12%	0.01%	Not reported	Q3 2019
INTUIntuit Inc.	$3M	0.11%	0.00%	+120.0%	Q4 2024
ADBEAdobe Inc.	$2.86M	0.10%	0.00%	+145.5%	Q2 2021
TMUST-Mobile US, Inc.	$2.82M	0.10%	0.00%	+156.5%	Q1 2025
GILDGilead Sciences, Inc.	$2.81M	0.10%	0.00%	+132.1%	Q4 2024
MCKMckesson Corp	$2.78M	0.10%	0.00%	+157.1%	Q4 2024

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