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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 9 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WAT WATERS CORP Healthcare 41,141.0 $15.4M 0.07% NEW $375.04 +9.5%
162 CMI CUMMINS INC Industrials 21,508.0 $15.3M 0.07% NEW $713.21 -17.6%
163 UBER UBER TECHNOLOGIES INC Technology 211,110.0 $15.2M 0.07% NEW $72.16 +9.2%
164 DPZ DOMINOS PIZZA INC Consumer Cyclical 51,359.0 $15.2M 0.07% NEW $296.04 +15.5%
165 CMCSA COMCAST CORP NEW Communication Services 618,050.0 $15.2M 0.07% NEW $24.55 +9.4%
166 FANG DIAMONDBACK ENERGY INC Energy 84,094.0 $14.8M 0.06% NEW $175.78 +19.9%
167 PWR QUANTA SVCS INC Industrials 20,450.0 $14.7M 0.06% NEW $720.04 -11.2%
168 SYK STRYKER CORPORATION Healthcare 46,176.0 $14.5M 0.06% NEW $314.84 +4.6%
169 D DOMINION ENERGY INC Utilities 205,518.0 $14.0M 0.06% NEW $68.29 -2.5%
170 AEM AGNICO EAGLE MINES LTD Basic Materials 90,372.0 $14.0M 0.06% NEW $155.22 +39.2%
171 SHOP SHOPIFY INC Technology 117,934.0 $13.5M 0.06% NEW $114.29 +30.6%
172 JLL JONES LANG LASALLE INC Real Estate 43,123.0 $13.4M 0.06% NEW $309.95 +25.0%
173 L LOEWS CORP Financial Services 116,697.0 $13.2M 0.06% NEW $113.21 -3.0%
174 SPXC SPX TECHNOLOGIES INC Industrials 53,488.0 $13.1M 0.06% NEW $245.17 -15.5%
175 CDW CDW CORP Technology 91,731.0 $12.9M 0.06% NEW $140.64 -2.4%
176 SPACE EXPLORATION TECHN CORP 73,503.0 $12.6M 0.05% NEW $170.86
177 MPWR MONOLITHIC PWR SYS INC Technology 8,742.0 $12.1M 0.05% NEW $1382.36 -4.8%
178 CNQ CANADIAN NAT RES LTD MED TER Energy 305,387.0 $12.1M 0.05% NEW $39.53 +30.0%
179 USB US BANCORP Financial Services 189,215.0 $11.4M 0.05% NEW $60.40 +2.7%
180 MOD MODINE MFG CO Consumer Cyclical 42,458.0 $11.3M 0.05% NEW $267.02 -26.0%
Page 9 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%