United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 184 positions worth $5.59B for the quarter ended Jun 30, 2026, up 5.3% on the prior quarter. It opened 23 new positions, added to 60, trimmed 52 and exited 23. Its largest holding is Nvidia Corp at 7.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TRV Travelers Companies, Inc. | +141.7K | – | $46.77M | 0.837% |
| NVDA Nvidia Corp | +217.2K | +11.6% | $43.45M | 7.49% |
| MU Micron Technology Inc | +35.9K | +704.3% | $41.46M | 0.847% |
| BDX Becton Dickinson & Co | +189.9K | – | $28.74M | 0.514% |
| LMT Lockheed Martin Corp | +44.6K | +1,358.5% | $22.70M | 0.436% |
| ACGL Arch Capital Group Ltd. | +231.4K | – | $22.46M | 0.402% |
| JPM Jpmorgan Chase & Co | +55.0K | +24.1% | $18.01M | 1.66% |
| VICI Vici Properties Inc. | +638.1K | +710.6% | $16.94M | 0.346% |
| NFLX Netflix Inc | +230.3K | +97.8% | $16.44M | 0.595% |
| AVGO Broadcom Inc. | +42.6K | +14.2% | $16.08M | 2.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| C Citigroup Inc | -1.61M | -76.1% | $225.44M | 1.27% |
| AMZN Amazon Com Inc | -538.5K | -36.7% | $128.35M | 3.97% |
| CSCO Cisco Systems, Inc. | -271.9K | -31.3% | $31.94M | 1.26% |
| STT State Street Corp | -158.9K | -89.8% | $26.95M | 0.055% |
| TGT Target Corp | -222.1K | -100.0% | $26.92M | Exited |
| DELL Dell Technologies Inc. | -50.8K | -27.2% | $21.92M | 1.05% |
| LRCX Lam Research Corp | -46.1K | -13.9% | $19.96M | 2.21% |
| ZTS Zoetis Inc. | -251.7K | -95.6% | $18.09M | 0.015% |
| MAR Marriott International Inc | -46.1K | -19.4% | $17.09M | 1.27% |
| BX Blackstone Inc. | -143.6K | -38.2% | $16.90M | 0.49% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TRV Travelers Companies, Inc. | +141.7K | $46.77M | 0.837% |
| BDX Becton Dickinson & Co | +189.9K | $28.74M | 0.514% |
| ACGL Arch Capital Group Ltd. | +231.4K | $22.46M | 0.402% |
| KO Coca Cola Co | +100.5K | $8.17M | 0.146% |
| REGN Regeneron Pharmaceuticals, Inc. | +12.5K | $7.81M | 0.14% |
| BNY Bank of New York Mellon Corp | +53.6K | $7.75M | 0.139% |
| ADSK Autodesk, Inc. | +34.9K | $6.79M | 0.121% |
| INTU Intuit Inc. | +16.3K | $4.26M | 0.076% |
| TJX Tjx Companies Inc | +21.3K | $3.23M | 0.058% |
| FIS Fidelity National Information Services, Inc. | +71.0K | $2.76M | 0.049% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TGT Target Corp | -222.1K | $26.92M | 0.507% |
| WSM Williams Sonoma Inc | -63.6K | $11.59M | 0.218% |
| EME EMCOR Group, Inc. | -13.1K | $9.68M | 0.183% |
| GDDY GoDaddy Inc. | -87.6K | $7.24M | 0.136% |
| UHS Universal Health Services Inc | -35.8K | $6.41M | 0.121% |
| BLDR Builders FirstSource, Inc. | -68.8K | $5.67M | 0.107% |
| PINS Pinterest, Inc. | -226.6K | $4.16M | 0.078% |
| GS Goldman Sachs Group Inc | -4,120 | $3.49M | 0.066% |
| IT Gartner Inc | -18.7K | $2.96M | 0.056% |
| EXC Exelon Corp | -59.2K | $2.90M | 0.055% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 2.09M | $418.58M | 7.49% | +217.2K | +11.6% | Added | 0.01% |
| 2 | GOOGL Alphabet Inc. | Technology | 860.3K | $307.45M | 5.5% | -37.5K | -4.2% | Reduced | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 948.4K | $274.44M | 4.91% | +15.1K | +1.6% | Added | 0.01% |
| 4 | MSFT Microsoft Corp | Technology | 634.1K | $236.51M | 4.23% | -3,800 | -0.6% | Reduced | 0.01% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 930.3K | $221.72M | 3.97% | -538.5K | -36.7% | Reduced | 0.01% |
| 6 | META Meta Platforms, Inc. | Technology | 230.4K | $129.76M | 2.32% | -13.5K | -5.5% | Reduced | 0.01% |
| 7 | AVGO Broadcom Inc. | Technology | 342.4K | $129.33M | 2.31% | +42.6K | +14.2% | Added | 0.01% |
| 8 | LRCX Lam Research Corp | Technology | 285.6K | $123.75M | 2.21% | -46.1K | -13.9% | Reduced | 0.02% |
| 9 | LIN Linde Plc | Basic Materials | 196.2K | $101.83M | 1.82% | 0 | 0.0% | Unchanged | 0.04% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 283.2K | $92.70M | 1.66% | +55.0K | +24.1% | Added | 0.01% |
| 11 | V Visa Inc. | Financial Services | 268.6K | $92.17M | 1.65% | -80 | 0.0% | Reduced | 0.02% |
| 12 | MA Mastercard Inc | Financial Services | 150.8K | $77.45M | 1.39% | -13.8K | -8.4% | Reduced | 0.02% |
| 13 | LLY ELI LILLY & Co | Healthcare | 63.5K | $76.22M | 1.36% | +80 | +0.1% | Added | 0.01% |
| 14 | MAR Marriott International Inc | Consumer Discretionary | 191.6K | $71.00M | 1.27% | -46.1K | -19.4% | Reduced | 0.07% |
| 15 | APH Amphenol Corp | Industrials | 804.4K | $70.92M | 1.27% | -50.3K | -5.9% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund.
As of its Q2 2026 13F filing, United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s five largest positions were Nvidia Corp (NVDA) at 7.5%, Alphabet Inc. (GOOGL) at 5.5%, Apple Inc. (AAPL) at 4.9%, Microsoft Corp (MSFT) at 4.2%, Amazon Com Inc (AMZN) at 4.0% of the reported portfolio.
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported a 13F portfolio worth $5.59B across 184 positions for Q2 2026. That is up 5.3% from the previous quarter.
Its largest purchases by value were Travelers Companies, Inc. ($46.77M), Nvidia Corp ($43.45M), Micron Technology Inc ($41.46M). It opened 23 new positions.
Its largest sales by value were Citigroup Inc ($225.44M), Amazon Com Inc ($128.35M), Cisco Systems, Inc. ($31.94M). It exited 23 positions entirely.
From the Form 13F-HR reports United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.