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Portfolio (Quarterly) Guide ↗

AustralianSuper Pty Ltd

· CIK 0001694164
13F Portfolio $23.1B AUM 288 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 288 New
Page 12 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CORPAY INC 9,899.0 $3.3M 0.01% NEW $333.27
222 MSI MOTOROLA SOLUTIONS INC Technology 7,932.0 $3.3M 0.01% NEW $415.29 +15.7%
223 DIS DISNEY WALT CO Communication Services 29,647.0 $2.9M 0.01% NEW $96.25 +12.0%
224 ACN ACCENTURE PLC IRELAND Technology 22,412.0 $2.8M 0.01% NEW $124.44 +48.9%
225 CRM SALESFORCE INC Technology 16,400.0 $2.6M 0.01% NEW $156.66 +33.5%
226 PEP PEPSICO INC Consumer Defensive 17,643.0 $2.4M 0.01% NEW $135.40 +6.0%
227 AXP AMERICAN EXPRESS CO Financial Services 7,005.0 $2.4M 0.01% NEW $338.25 -0.7%
228 WMT WALMART INC Consumer Defensive 20,637.0 $2.3M 0.01% NEW $113.26 -8.4%
229 SCHW SCHWAB CHARLES CORP Financial Services 25,052.0 $2.3M 0.01% NEW $92.27 +21.7%
230 UNP UNION PAC CORP Industrials 8,214.0 $2.2M 0.01% NEW $272.00 +13.3%
231 CB CHUBB LIMITED Financial Services 6,336.0 $2.2M 0.01% NEW $340.74 +0.1%
232 PAYSAFE LIMITED 287,420.0 $2.1M 0.01% NEW $7.47
233 VTR VENTAS INC Real Estate 24,108.0 $2.1M 0.01% NEW $88.80 +4.8%
234 AME AMETEK INC Industrials 8,676.0 $2.1M 0.01% NEW $241.94 -1.0%
235 RKLB ROCKET LAB CORP Industrials 19,799.0 $2.0M 0.01% NEW $101.65 -28.6%
236 YUM YUM BRANDS INC Consumer Cyclical 12,440.0 $2.0M 0.01% NEW $159.86 -4.3%
237 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,078.0 $1.9M 0.01% NEW $459.13 +16.2%
238 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,626.0 $1.9M 0.01% NEW $216.60 -4.7%
239 TT TRANE TECHNOLOGIES PLC Industrials 3,765.0 $1.8M 0.01% NEW $491.16 -7.7%
240 MELI MERCADOLIBRE INC Consumer Cyclical 1,078.0 $1.8M 0.01% NEW $1697.39 +13.3%
Page 12 of 15  ·  288 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.8%
Financial Services 14.1%
Healthcare 10.9%
Communication Services 9.2%
Consumer Cyclical 9.0%
Industrials 7.8%
Consumer Defensive 4.0%
Energy 3.3%
Basic Materials 2.3%
Utilities 0.3%