13F HOLDINGS REPORT
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001730896-25-000042
Total Value
$2.74B
Positions
110
Other Managers
0
Confidential Omitted
No
Holdings (110)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 586,193 | $303.6M | 11.06% |
| 2 | ALPHABET INC | GOOG | 782,185 | $190.1M | 6.93% |
| 3 | AMAZON COM INC | AMZN | 763,724 | $167.7M | 6.11% |
| 4 | NVIDIA CORPORATION | NVDA | 877,177 | $163.7M | 5.96% |
| 5 | META PLATFORMS INC | META | 215,301 | $158.1M | 5.76% |
| 6 | AMPHENOL CORP NEW | 032095101 | 835,996 | $103.5M | 3.77% |
| 7 | MASTERCARD INCORPORATED | MA | 165,647 | $94.2M | 3.43% |
| 8 | VISA INC | V | 273,932 | $93.5M | 3.41% |
| 9 | LINDE PLC | LIN | 182,795 | $86.8M | 3.16% |
| 10 | APPLE INC | AAPL | 337,117 | $85.8M | 3.13% |
| 11 | ABBOTT LABS | ABLZF | 544,814 | $73.0M | 2.66% |
| 12 | MARRIOTT INTL INC NEW | 571903202 | 243,798 | $63.5M | 2.31% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 126,612 | $61.4M | 2.24% |
| 14 | LAM RESEARCH CORP | LRCX | 433,563 | $58.1M | 2.12% |
| 15 | BLACKSTONE INC | BX | 339,753 | $58.0M | 2.12% |
| 16 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 321,306 | $54.1M | 1.97% |
| 17 | MSCI INC | MSCI | 94,835 | $53.8M | 1.96% |
| 18 | AUTOZONE INC | AZO | 12,342 | $53.0M | 1.93% |
| 19 | ELI LILLY & CO | LLY | 60,343 | $46.0M | 1.68% |
| 20 | BROADCOM INC | AVGO | 138,515 | $45.7M | 1.67% |
| 21 | GALLAGHER ARTHUR J & CO | 363576109 | 146,105 | $45.3M | 1.65% |
| 22 | WELLS FARGO CO NEW | 949746101 | 530,615 | $44.5M | 1.62% |
| 23 | WALMART INC | WMT | 415,479 | $42.8M | 1.56% |
| 24 | COSTCO WHSL CORP NEW | 22160K105 | 45,679 | $42.3M | 1.54% |
| 25 | INTUITIVE SURGICAL INC | ISRG | 94,268 | $42.2M | 1.54% |
| 26 | REPUBLIC SVCS INC | 760759100 | 181,767 | $41.7M | 1.52% |
| 27 | MOODYS CORP | MCO | 86,950 | $41.4M | 1.51% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 118,472 | $40.9M | 1.49% |
| 29 | EDWARDS LIFESCIENCES CORP | EW | 437,403 | $34.0M | 1.24% |
| 30 | ZOETIS INC | ZTS | 221,041 | $32.3M | 1.18% |
| 31 | CHIPOTLE MEXICAN GRILL INC | CMG | 712,816 | $27.9M | 1.02% |
| 32 | PROGRESSIVE CORP | 743315103 | 111,836 | $27.6M | 1.01% |
| 33 | SHERWIN WILLIAMS CO | SHW | 71,249 | $24.7M | 0.90% |
| 34 | TEXAS INSTRS INC | 882508104 | 120,219 | $22.1M | 0.80% |
| 35 | FAIR ISAAC CORP | FICO | 13,266 | $19.9M | 0.72% |
| 36 | NETFLIX INC | NFLX | 16,225 | $19.5M | 0.71% |
| 37 | INGERSOLL RAND INC | IR | 226,849 | $18.7M | 0.68% |
| 38 | SALESFORCE INC | CRM | 55,466 | $13.1M | 0.48% |
| 39 | UBER TECHNOLOGIES INC | UBER | 118,032 | $11.6M | 0.42% |
| 40 | MERCADOLIBRE INC | MELI | 4,023 | $9.4M | 0.34% |
| 41 | MARTIN MARIETTA MATLS INC | 573284106 | 13,795 | $8.7M | 0.32% |
| 42 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 62,681 | $4.7M | 0.17% |
| 43 | ALPHABET INC | GOOG | 15,000 | $3.7M | 0.13% |
| 44 | TESLA INC | TSLA | 7,700 | $3.4M | 0.12% |
| 45 | NEBIUS GROUP N.V. | NBIS | 28,491 | $3.2M | 0.12% |
| 46 | INTUIT | INTU | 4,400 | $3.0M | 0.11% |
| 47 | ADOBE INC | ADBE | 8,100 | $2.9M | 0.10% |
| 48 | T-MOBILE US INC | TMUSZ | 11,800 | $2.8M | 0.10% |
| 49 | GILEAD SCIENCES INC | GILD | 25,300 | $2.8M | 0.10% |
| 50 | MCKESSON CORP | MCK | 3,600 | $2.8M | 0.10% |
| 51 | TE CONNECTIVITY PLC | TEL | 12,200 | $2.7M | 0.10% |
| 52 | CENCORA INC | COR | 8,500 | $2.7M | 0.10% |
| 53 | COCA-COLA FEMSA SAB DE CV | COCSF | 31,584 | $2.6M | 0.10% |
| 54 | IDEXX LABS INC | 45168D104 | 4,100 | $2.6M | 0.10% |
| 55 | WABTEC | 929740108 | 12,900 | $2.6M | 0.09% |
| 56 | NASDAQ INC | NDAQ | 29,200 | $2.6M | 0.09% |
| 57 | EBAY INC. | EBAY | 28,200 | $2.6M | 0.09% |
| 58 | HARTFORD INSURANCE GROUP INC | HIG-PG | 19,200 | $2.6M | 0.09% |
| 59 | FERGUSON ENTERPRISES INC | FERG | 11,400 | $2.6M | 0.09% |
| 60 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 10,700 | $2.5M | 0.09% |
| 61 | MARATHON PETE CORP | MARA | 13,200 | $2.5M | 0.09% |
| 62 | AECOM | ACM | 19,300 | $2.5M | 0.09% |
| 63 | PARKER-HANNIFIN CORP | PH | 3,300 | $2.5M | 0.09% |
| 64 | COCA COLA CO | KO | 37,532 | $2.5M | 0.09% |
| 65 | CROWN HLDGS INC | CCK | 25,500 | $2.5M | 0.09% |
| 66 | EMCOR GROUP INC | EME | 3,600 | $2.3M | 0.09% |
| 67 | LEIDOS HOLDINGS INC | LDOS | 11,900 | $2.2M | 0.08% |
| 68 | QUALCOMM INC | QCOM | 12,800 | $2.1M | 0.08% |
| 69 | CF INDS HLDGS INC | 125269100 | 23,400 | $2.1M | 0.08% |
| 70 | EDISON INTL | 281020107 | 36,900 | $2.0M | 0.07% |
| 71 | ACCENTURE PLC IRELAND | ACN | 8,000 | $2.0M | 0.07% |
| 72 | JABIL INC | JBL | 8,700 | $1.9M | 0.07% |
| 73 | APPLOVIN CORP | APP | 2,300 | $1.7M | 0.06% |
| 74 | NRG ENERGY INC | NRG | 10,200 | $1.7M | 0.06% |
| 75 | TRANE TECHNOLOGIES PLC | TT | 3,900 | $1.6M | 0.06% |
| 76 | JPMORGAN CHASE & CO. | VYLD | 5,100 | $1.6M | 0.06% |
| 77 | TAPESTRY INC | TPR | 13,500 | $1.5M | 0.06% |
| 78 | SYNCHRONY FINANCIAL | SYF-PB | 21,300 | $1.5M | 0.06% |
| 79 | MASCO CORP | MAS | 20,500 | $1.4M | 0.05% |
| 80 | JACOBS SOLUTIONS INC | J | 9,500 | $1.4M | 0.05% |
| 81 | PALANTIR TECHNOLOGIES INC | PLTR | 7,400 | $1.3M | 0.05% |
| 82 | PURE STORAGE INC | 74624M102 | 15,600 | $1.3M | 0.05% |
| 83 | LOWES COS INC | 548661107 | 5,200 | $1.3M | 0.05% |
| 84 | ELECTRONIC ARTS INC | EA | 5,900 | $1.2M | 0.04% |
| 85 | AMERIPRISE FINL INC | 03076C106 | 2,400 | $1.2M | 0.04% |
| 86 | UNIVERSAL HLTH SVCS INC | 913903100 | 5,700 | $1.2M | 0.04% |
| 87 | HCA HEALTHCARE INC | HCA | 2,700 | $1.2M | 0.04% |
| 88 | ALLEGION PLC | ALLE | 6,200 | $1.1M | 0.04% |
| 89 | CDW CORP | CDW | 6,700 | $1.1M | 0.04% |
| 90 | TRAVELERS COMPANIES INC | TRV | 3,700 | $1.0M | 0.04% |
| 91 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,000 | $1.0M | 0.04% |
| 92 | PAYPAL HLDGS INC | PYPL | 14,400 | $965,664 | 0.04% |
| 93 | RPM INTL INC | 749685103 | 8,000 | $943,040 | 0.03% |
| 94 | RESMED INC | RSMDF | 3,400 | $930,682 | 0.03% |
| 95 | CONSTELLATION ENERGY CORP | CEG | 2,800 | $921,396 | 0.03% |
| 96 | HOWMET AEROSPACE INC | HWM | 4,600 | $902,658 | 0.03% |
| 97 | F5 INC | FFIV | 2,700 | $872,613 | 0.03% |
| 98 | KLA CORP | KLAC | 800 | $862,880 | 0.03% |
| 99 | AVERY DENNISON CORP | AVY | 5,000 | $810,850 | 0.03% |
| 100 | VALERO ENERGY CORP | VLO | 4,500 | $766,170 | 0.03% |
| 101 | ORACLE CORP | ORCL-PD | 2,400 | $674,976 | 0.02% |
| 102 | WILLIAMS SONOMA INC | WSM | 2,900 | $566,805 | 0.02% |
| 103 | FOX CORP | FOX | 7,400 | $466,644 | 0.02% |
| 104 | EXXON MOBIL CORP | XOM | 4,000 | $451,000 | 0.02% |
| 105 | EVEREST GROUP LTD | EG | 1,200 | $420,276 | 0.02% |
| 106 | DECKERS OUTDOOR CORP | DECK | 4,100 | $415,617 | 0.02% |
| 107 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 3,000 | $299,850 | 0.01% |
| 108 | KROGER CO | KR | 4,300 | $289,863 | 0.01% |
| 109 | JOHNSON & JOHNSON | JNJ | 1,400 | $259,588 | 0.01% |
| 110 | ALBERTSONS COS INC | 013091103 | 11,500 | $201,365 | 0.01% |