Latest United Super Pty Ltd in its capacity as Trustee fo Stock Portfolio
United Super Pty Ltd in its capacity as Trustee fo Performance:
2025 Q3: 4.78%YTD: 10.94%2024: 15.53%
Performance for 2025 Q3 is 4.78%, and YTD is 10.94%, and 2024 is 15.53%.
About United Super Pty Ltd in its capacity as Trustee fo and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuatio reported an equity portfolio of $2.7 Billions as of 30 Sep, 2025.
The top stock holdings of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuatio are MSFT, GOOG, AMZN. The fund has invested 11.1% of it's portfolio in MICROSOFT CORP and 6.9% of portfolio in ALPHABET INC.
The fund managers got completely rid off COPART INC (CPRT), GOLDMAN SACHS GROUP INC (GS) and ABBVIE INC (ABBV) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, SALESFORCE INC (CRM) and FOX CORP (FOX). United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuatio opened new stock positions in MARTIN MARIETTA MATLS INC (MLM), TAPESTRY INC (TPR) and AMERIPRISE FINL INC (AMP). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), CF INDS HLDGS INC (CF) and NASDAQ INC (NDAQ).
The top stock holdings of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuatio are MSFT, GOOG, AMZN. The fund has invested 11.1% of it's portfolio in MICROSOFT CORP and 6.9% of portfolio in ALPHABET INC.
The fund managers got completely rid off COPART INC (CPRT), GOLDMAN SACHS GROUP INC (GS) and ABBVIE INC (ABBV) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, SALESFORCE INC (CRM) and FOX CORP (FOX). United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuatio opened new stock positions in MARTIN MARIETTA MATLS INC (MLM), TAPESTRY INC (TPR) and AMERIPRISE FINL INC (AMP). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), CF INDS HLDGS INC (CF) and NASDAQ INC (NDAQ).
United Super Pty Ltd in its capacity as Trustee fo Annual Return Estimates Vs S&P 500
Our best estimate is that United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund made a return of 4.78% in the last quarter. In trailing 12 months, it's portfolio return was 13.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| martin marietta matls inc | 8,694,710 |
| tapestry inc | 1,528,470 |
| ameriprise finl inc | 1,179,000 |
| avery dennison corp | 810,850 |
| everest group ltd | 420,276 |
| deckers outdoor corp | 415,617 |
| booz allen hamilton hldg cor | 299,850 |
| albertsons cos inc | 201,365 |
New stocks bought by United Super Pty Ltd in its capacity as Trustee fo
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 711 |
| cf inds hldgs inc | 325 |
| nasdaq inc | 300 |
| ferguson enterprises inc | 267 |
| wabtec | 258 |
| crown hldgs inc | 235 |
| broadridge finl solutions in | 234 |
| pure storage inc | 212 |
Additions to existing portfolio by United Super Pty Ltd in its capacity as Trustee fo
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -97.28 |
| salesforce inc | -63.62 |
| fox corp | -49.66 |
| kroger co | -49.41 |
| johnson & johnson | -41.67 |
| coca cola co | -39.09 |
| exxon mobil corp | -36.51 |
| valero energy corp | -30.77 |
United Super Pty Ltd in its capacity as Trustee fo reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| copart inc | -31,051,300 |
| weyerhaeuser co mtn be | -788,683 |
| gen digital inc | -764,400 |
| exelon corp | -894,452 |
| bristol-myers squibb co | -819,333 |
| regions financial corp new | -397,488 |
| monster beverage corp new | -739,152 |
| cognizant technology solutio | -756,891 |
United Super Pty Ltd in its capacity as Trustee fo got rid off the above stocks
Sector Distribution
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund has about 31% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31 |
| Financial Services | 19.1 |
| Communication Services | 13.7 |
| Healthcare | 12.4 |
| Consumer Cyclical | 12.2 |
| Basic Materials | 4.5 |
| Consumer Defensive | 3.2 |
| Industrials | 2.8 |
Market Cap. Distribution
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund has about 99.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 61.1 |
| LARGE-CAP | 38.2 |
Stocks belong to which Index?
About 97.9% of the stocks held by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 97.9 |
| Others | 2.1 |
United Super Pty Ltd in its capacity as Trustee fo Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of United Super Pty Ltd in its capacity as Trustee fo
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund has 110 stocks in it's portfolio. About 52.7% of the portfolio is in top 10 stocks. CMG proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.13 | 337,117 | 85,840,100 | reduced | -9.7 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABC | cencora inc | 0.10 | 8,500 | 2,656,500 | added | 174 | ||
| ABT | abbott labs | 2.66 | 544,814 | 72,972,400 | unchanged | 0.00 | ||
| ACI | albertsons cos inc | 0.01 | 11,500 | 201,365 | new | |||
| ACM | aecom | 0.09 | 19,300 | 2,518,070 | added | 147 | ||
| ACN | accenture plc ireland | 0.07 | 8,000 | 1,972,800 | added | 95.12 | ||
| ADBE | adobe inc | 0.10 | 8,100 | 2,857,280 | added | 145 | ||
| ADSK | autodesk inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AIG | american intl group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AJG | gallagher arthur j & co | 1.65 | 146,105 | 45,254,600 | unchanged | 0.00 | ||
| ALL | allstate corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALLE | allegion plc | 0.04 | 6,200 | 1,099,570 | added | 16.98 | ||
| AMAT | applied matls inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMD | advanced micro devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMP | ameriprise finl inc | 0.04 | 2,400 | 1,179,000 | new | |||
| AMZN | amazon com inc | 6.11 | 763,724 | 167,691,000 | reduced | -0.2 | ||
| APH | amphenol corp new | 3.77 | 835,996 | 103,455,000 | reduced | -8.92 | ||
| APP | applovin corp | 0.06 | 2,300 | 1,652,640 | added | 76.92 | ||
| AVGO | broadcom inc | 1.67 | 138,515 | 45,697,500 | added | 12.64 | ||