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

CIK 1730896 · latest 13F filed 6 August 2026 · Read the filing on EDGAR

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 184 US-listed holdings worth $5.59 billion in its 13F for the quarter ended 30 June 2026, filed 6 August 2026. Its largest: NVIDIA Corp. (7.5%), Alphabet Inc. (5.5%) and Apple Inc. (4.9%). Against the quarter before, it opened 23 positions, added to 60, trimmed 49 and sold out of 24.

Reported holdings$5.59B+5.3% on Q1 2026
Positions184-1 on Q1 2026
The largest ten36.4%of its reported holdings
Latest 13FQ2 2026filed 6 August 2026
Where the money is
Added toHeldTrimmed
NVDA7.5%GOOGL5.5%AAPL4.9%MSFT4.2%AMZN4.0%META2.3%AVGO2.3%LRCX2.2%LIN1.8%JPM1.7%V1.6%MA1.4%LLY1.4%170 more57.9%

The 14 largest of its 184 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.50 billion in 46 positions$2.50BQ3 24Q4 2024: $2.57 billion in 162 positions$2.57BQ4 24Q1 2025: $2.46 billion in 158 positions$2.46BQ1 25Q2 2025: $2.59 billion in 167 positions$2.59BQ2 25Q3 2025: $2.74 billion in 110 positions$2.74BQ3 25Q4 2025: $7.20 billion in 177 positions$7.20BQ4 25Q1 2026: $5.31 billion in 185 positions$5.31BQ1 26Q2 2026: $5.59 billion in 184 positions$5.59BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 23Added 60Held 52Trimmed 49Sold out 24
Opened: 23Added: 60Held: 52Trimmed: 49Sold out: 24

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 23

  1. Travelers Companies, Inc. TRV$46.8 million
  2. Becton Dickinson & Co. BDX$28.7 million
  3. Arch Capital Group Ltd. ACGL$22.5 million
  4. Coca-Cola Co. KO$8.2 million
  5. Regeneron Pharmaceuticals, Inc. REGN$7.8 million
  6. Bank of New York Mellon Corp. BNY$7.8 million
  7. Autodesk, Inc. ADSK$6.8 million
  8. Intuit Inc. INTU$4.3 million

and 15 more in the table below

Added to 60

  1. NVIDIA Corp. NVDA+217,166 shares · +12%
  2. Micron Technology Inc. MU+35,920 shares · +704%
  3. Lockheed Martin Corp. LMT+44,560 shares · +1359%
  4. JPMorgan Chase & Co. JPM+55,012 shares · +24%
  5. Vici Properties Inc. VICI+638,100 shares · +711%
  6. Netflix Inc. NFLX+230,294 shares · +98%
  7. Broadcom Inc. AVGO+42,560 shares · +14%
  8. Republic Services, Inc. RSG+37,256 shares · +17%

and 52 more in the table below

Trimmed 49

  1. Citigroup Inc. C-1.6 million shares · -76%
  2. Amazon.com Inc. AMZN-538,519 shares · -37%
  3. Cisco Systems, Inc. CSCO-271,900 shares · -31%
  4. State Street Corp. STT-158,896 shares · -90%
  5. Dell Technologies Inc. DELL-50,800 shares · -27%
  6. Lam Research Corp. LRCX-46,054 shares · -14%
  7. Zoetis Inc. ZTS-251,749 shares · -96%
  8. Marriott International Inc. MAR-46,111 shares · -19%

and 41 more in the table below

Sold out of 24

  1. Target Corp. TGT$26.9 million last quarter
  2. Williams Sonoma Inc. WSM$11.6 million last quarter
  3. Emcor Group, Inc. EME$9.7 million last quarter
  4. GoDaddy Inc. GDDY$7.2 million last quarter
  5. Universal Health Services Inc. UHS$6.4 million last quarter
  6. Builders Firstsource Inc. BLDR$5.7 million last quarter
  7. Pinterest, Inc. PINS$4.2 million last quarter
  8. Goldman Sachs Group Inc. GS$3.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA2,091,934$418.6 million7.49%+217,166
Alphabet Inc. GOOGL860,323$307.5 million5.50%-37,507
Apple Inc. AAPL948,434$274.4 million4.91%+15,120
Microsoft Corp. MSFT634,050$236.5 million4.23%-3,800
Amazon.com Inc. AMZN930,283$221.7 million3.97%-538,519
Meta Platforms, Inc. META230,356$129.8 million2.32%-13,534
Broadcom Inc. AVGO342,378$129.3 million2.31%+42,560
Lam Research Corp. LRCX285,584$123.8 million2.21%-46,054
Linde plc LIN196,235$101.8 million1.82%no change
JPMorgan Chase & Co. JPM283,200$92.7 million1.66%+55,012
Visa Inc. V268,638$92.2 million1.65%-80
Mastercard Inc. MA150,789$77.4 million1.39%-13,798
Eli Lilly & Co. LLY63,544$76.2 million1.36%+80
Marriott International Inc. MAR191,597$71.0 million1.27%-46,111
Amphenol Corp. APH402,208$70.9 million1.27%-25,130
Citigroup Inc. C506,457$70.9 million1.27%-1,610,749
Cisco Systems, Inc. CSCO597,127$70.1 million1.26%-271,900
Applied Materials Inc. AMAT96,308$69.6 million1.25%-40
Thermo Fisher Scientific Inc. TMO135,932$68.2 million1.22%no change
Qualcomm Inc. QCOM345,422$63.8 million1.14%-17,200
Bristol-Myers Squibb Co. BMY1,072,109$61.8 million1.11%+131,100
Abbott Laboratories ABT665,664$60.4 million1.08%no change
MSCI Inc. MSCI105,335$59.0 million1.06%+1,200
Alphabet Inc. GOOG166,216$58.7 million1.05%+3,600
Texas Instruments Inc. TXN196,538$58.6 million1.05%no change
Dell Technologies Inc. DELL135,754$58.6 million1.05%-50,800
Costco Wholesale Corp. COST62,219$58.2 million1.04%+4,761
Moody's Corp. MCO128,307$58.1 million1.04%no change
Republic Services, Inc. RSG259,828$55.4 million0.99%+37,256
Autozone Inc. AZO16,863$53.9 million0.96%no change
Verizon Communications Inc. VZ1,219,491$51.6 million0.92%no change
Merck & Co., Inc. MRK393,305$50.5 million0.90%-106,500
Adobe Inc. ADBE240,921$49.4 million0.88%+480
Salesforce, Inc. CRM310,404$48.6 million0.87%+5,000
Comcast Corp. CMCSA1,935,246$47.5 million0.85%no change
Micron Technology Inc. MU41,020$47.3 million0.85%+35,920
Walmart Inc. WMT417,265$47.3 million0.85%+39,274
Travelers Companies, Inc. TRV141,680$46.8 million0.84%new
Gilead Sciences, Inc. GILD358,396$45.3 million0.81%-7,000
AT&T Inc. T2,151,160$44.5 million0.80%+248,700
Wells Fargo & Company WFC534,315$44.2 million0.79%no change
HCA Healthcare, Inc. HCA112,417$43.8 million0.78%+3,160
Intuitive Surgical Inc. ISRG109,674$43.6 million0.78%no change
Edwards Lifesciences Corp. EW469,603$42.5 million0.76%no change
Newmont Corp. NEM439,967$41.1 million0.74%+80,200
Cigna Group CI139,448$38.4 million0.69%+15,560
TE Connectivity plc TEL187,126$37.7 million0.68%-100
FedEx Corp. FDX118,649$37.2 million0.66%+16,160
Sherwin Williams Co. SHW107,852$37.1 million0.66%no change
Interactive Brokers Group, Inc. IBKR422,821$36.8 million0.66%no change
Hewlett Packard Enterprise Co. HPE776,775$35.0 million0.63%-25,800
EOG Resources Inc. EOG265,056$34.4 million0.62%+32,600
Netflix Inc. NFLX465,694$33.3 million0.59%+230,294
GE Vernova Inc. GEV26,969$31.7 million0.57%no change
Progressive Corp. PGR135,674$29.6 million0.53%no change
Arthur J. Gallagher & Co. AJG125,585$28.8 million0.52%no change
Becton Dickinson & Co. BDX189,900$28.7 million0.51%new
Jabil Inc. JBL73,836$28.5 million0.51%-1,140
Uber Technologies, Inc. UBER388,928$28.1 million0.50%no change
Intercontinental Exchange, Inc. ICE227,377$28.0 million0.50%-40,752
Ingersoll Rand Inc. IR338,464$27.8 million0.50%no change
Accenture plc ACN220,281$27.4 million0.49%-6,900
Blackstone Inc. BX232,766$27.4 million0.49%-143,624
Fair Isaac Corp. FICO21,422$25.6 million0.46%no change
Ebay Inc. EBAY225,215$25.2 million0.45%-34,200
Lockheed Martin Corp. LMT47,840$24.4 million0.44%+44,560
General Motors Co. GM306,705$23.6 million0.42%-16,800
Martin Marietta Materials Inc. MLM39,174$22.6 million0.40%no change
Arch Capital Group Ltd. ACGL231,400$22.5 million0.40%new
Expedia Group, Inc. EXPE84,302$21.6 million0.39%+7,700
Boston Scientific Corp. BSX489,571$20.9 million0.37%no change
Regions Financial Corp. RF664,500$20.1 million0.36%no change
Synchrony Financial SYF263,786$20.1 million0.36%+26,200
NetApp, Inc. NTAP128,324$19.9 million0.36%no change
Vici Properties Inc. VICI727,900$19.3 million0.35%+638,100
American International Group, Inc. AIG257,443$19.2 million0.34%+38,300
PayPal Holdings, Inc. PYPL412,700$17.8 million0.32%+146,300
PulteGroup Inc. PHM124,335$17.1 million0.31%no change
Fiserv Inc. FISV343,943$16.9 million0.30%no change
T. Rowe Price Group, Inc. TROW141,400$16.1 million0.29%no change
Citizens Financial Group Inc. CFG222,871$15.6 million0.28%-42,800
F5, Inc. FFIV35,557$14.8 million0.26%no change
United Therapeutics Corp. UTHR26,223$14.2 million0.25%-360
ON Semiconductor Corp. ON149,485$14.1 million0.25%+6,000
NRG Energy, Inc. NRG95,321$13.9 million0.25%-25,600
Zoom Video Communications in ZM159,472$13.8 million0.25%-4,900
Masco Corp. MAS166,022$13.5 million0.24%-1,100
CF Industries Holdings, Inc. CF121,572$13.2 million0.24%+9,400
Royalty Pharma PLC RPRX234,551$13.2 million0.24%no change
NXP Semiconductors N.V. NXPI46,628$13.1 million0.23%+700
Snap-on Inc. SNA32,549$13.1 million0.23%no change
HP Inc. HPQ594,928$13.1 million0.23%no change
General Mills Inc. GIS355,608$12.4 million0.22%+22,800
Cognizant Technology Solutions Corp. CTSH312,778$12.1 million0.22%no change
Prudential Financial Inc. PRU106,400$11.5 million0.21%no change
Devon Energy Corp. DVN275,600$11.4 million0.20%+146,000
Global Payments Inc. GPN154,270$11.2 million0.20%no change
Annaly Capital Management Inc. NLY478,667$10.7 million0.19%+36,000
Textron Inc. TXT116,390$10.7 million0.19%+2,200
Kroger Co. KR191,771$10.6 million0.19%+78,100
Zimmer Biomet Holdings, Inc. ZBH122,735$10.6 million0.19%no change
Carlisle Companies Inc. CSL28,952$10.5 million0.19%+2,120
Workday, Inc. WDAY82,400$10.1 million0.18%no change
Fox Corp. FOXA188,498$9.8 million0.18%+6,400
Best Buy Co., Inc. BBY128,980$9.8 million0.18%no change
CVS Health Corp. CVS94,286$9.8 million0.17%-49,200
Tesla, Inc. TSLA22,712$9.6 million0.17%-5,880
Everest Group, Ltd. EG26,600$9.5 million0.17%-600
Delta Air Lines, Inc. DAL101,207$9.5 million0.17%no change
Ford Motor Co. F678,439$9.4 million0.17%-13,800
International Business Machines Corp. IBM33,411$9.4 million0.17%-1,200
Gen Digital Inc. GEN373,664$9.3 million0.17%+13,300
Deckers Outdoor Corp. DECK92,702$9.2 million0.16%no change
Ss&c Technologies Hldgs Inc. SSNC142,302$8.8 million0.16%no change
Omnicom Group Inc. OMC119,879$8.7 million0.16%no change
Truist Financial Corp. TFC174,000$8.7 million0.16%+83,600
Leidos Holdings, Inc. LDOS81,131$8.4 million0.15%-1,000
Coca-Cola Co. KO100,526$8.2 million0.15%new
Regeneron Pharmaceuticals, Inc. REGN12,520$7.8 million0.14%new
Bank of New York Mellon Corp. BNY53,620$7.8 million0.14%new
Bank of America Corp. BAC134,200$7.6 million0.14%no change
lululemon athletica Inc. LULU65,616$7.5 million0.13%-1,700
MercadoLibre, Inc. MELI4,079$6.9 million0.12%+56
United Airlines Holdings, Inc. UAL50,500$6.9 million0.12%no change
Check Point Software Technologies Ltd. CHKP52,048$6.8 million0.12%-2,200
Autodesk, Inc. ADSK34,920$6.8 million0.12%new
United Parcel Service Inc. UPS61,500$6.6 million0.12%no change
GE HealthCare Technologies Inc. GEHC99,209$6.4 million0.11%+1,375
Cardinal Health Inc. CAH26,131$6.2 million0.11%no change
Aptiv plc APTV93,464$5.7 million0.10%-41,200
First Citizens BancShares Inc FCNCA2,435$5.1 million0.09%no change
Coca-Cola Femsa Sab De CV KOF42,492$4.5 million0.08%+589
AbbVie Inc. ABBV17,700$4.5 million0.08%+600
Intuit Inc. INTU16,320$4.3 million0.08%new
Fox Corp. FOX89,793$4.2 million0.08%-9,400
Yandex N V NBIS13,147$3.6 million0.06%-3,390
Parker-Hannifin Corp. PH3,580$3.5 million0.06%+320
Corebridge Financial, Inc. CRBG122,088$3.5 million0.06%-55,500
Rockwell Automation, Inc. ROK6,800$3.4 million0.06%-520
Valero Energy Corp. VLO12,800$3.3 million0.06%+2,200
TJX Companies Inc. TJX21,300$3.2 million0.06%new
C. H. Robinson Worldwide, Inc. CHRW16,500$3.1 million0.06%+1,000
State Street Corp. STT18,000$3.1 million0.05%-158,896
ROSS Stores, Inc. ROST14,000$3.0 million0.05%+8,400
Keycorp KEY128,100$3.0 million0.05%+51,000
Charter Communications, Inc. CHTR19,493$2.8 million0.05%no change
Fidelity National Information Services, Inc. FIS71,000$2.8 million0.05%new
Consolidated Edison Inc. ED23,800$2.6 million0.05%+5,800
Nasdaq, Inc. NDAQ33,000$2.6 million0.05%-300
Metlife Inc. MET30,600$2.6 million0.05%no change
Vipshop Hldgs Ltd VIPS184,505$2.4 million0.04%-15,200
Resmed Inc. RMD12,300$2.4 million0.04%+960
Curtiss Wright Corp. CW3,080$2.3 million0.04%-80
Advanced Micro Devices Inc. AMD3,700$2.1 million0.04%+1,700
Broadridge Financial Solutions, Inc. BR14,500$2.0 million0.04%+1,700
Nordson Corp. NDSN6,280$1.9 million0.03%+4,380
Mongodb Inc. MDB5,440$1.8 million0.03%new
Pentair plc PNR23,500$1.8 million0.03%+14,200
AppLovin Corp. APP3,380$1.7 million0.03%+1,080
PDD Holdings Inc. PDD20,200$1.5 million0.03%no change
ExxonMobil Holdings Corp. XOM10,400$1.4 million0.03%+3,700
Public Service Enterprise Group Inc. PEG16,300$1.3 million0.02%+200
Intel Corp. INTC9,100$1.3 million0.02%new
Flex Ltd. FLEX7,800$1.3 million0.02%+1,200
Jacobs Solutions Inc. J10,000$1.3 million0.02%+600
Western Digital Corp. WDC1,880$1.2 million0.02%new
W.W. Grainger, Inc. GWW860$1.2 million0.02%new
Tapestry, Inc. TPR6,500$951,4700.02%-18,076
Berkshire Hathaway Inc. Class B BRKB1,880$940,7330.02%-120
Firstenergy Corp. FE18,800$893,7520.02%new
Graco Inc. GGG11,600$877,0760.02%+1,800
KLA Corp. KLAC2,890$871,9420.02%new
Zoetis Inc. ZTS11,600$833,5760.01%-251,749
Amgen Inc. AMGN2,240$811,1490.01%new
L3Harris Technologies, Inc. LHX2,520$732,2870.01%no change
Johnson & Johnson JNJ2,700$685,7190.01%-300
Okta, Inc. OKTA4,700$641,3150.01%new
PTC Inc. PTC5,400$613,4940.01%new
Quest Diagnostics Inc. DGX2,800$593,4600.01%new
Fortinet, Inc. FTNT2,900$445,4980.01%new
Analog Devices Inc. ADI660$262,1320.00%-5,440
Caterpillar Inc. CAT240$255,5760.00%new
ConocoPhillips COP2,400$249,5040.00%new
Palantir Technologies Inc. PLTR1,800$210,0060.00%-700
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 24 it sold out of are in the box above.