Portfolio (Quarterly) Guide ↗

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

· CIK 0001730896

13F Portfolio $5.3B AUM 185 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 34 New 66 Added 44 Reduced 26 Exited

Page 1 of 2 · 26 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ASML	ASML HOLDING N V	Technology	120,834	$129.3M	1.79%	SOLD
2	INTC	INTEL CORP	Technology	3,100,000	$114.4M	1.59%	SOLD
3	UNH	UNITEDHEALTH GROUP INC	Healthcare	118,072	$39.0M	0.54%	SOLD
4	—	HOLOGIC INC	—	136,057	$10.1M	0.14%	SOLD
5	RS	RELIANCE INC	Basic Materials	32,150	$9.3M	0.13%	SOLD
6	DOCU	DOCUSIGN INC	Technology	100,837	$6.9M	0.10%	SOLD
7	BAH	BOOZ ALLEN HAMILTON HLDG COR	Industrials	51,725	$4.4M	0.06%	SOLD
8	BKNG	BOOKING HOLDINGS INC	Consumer Cyclical	600	$3.2M	0.04%	SOLD
9	CME	CME GROUP INC	Financial Services	10,480	$2.9M	0.04%	SOLD
10	HWM	HOWMET AEROSPACE INC	Industrials	13,200	$2.7M	0.04%	SOLD
11	CBOE	CBOE GLOBAL MKTS INC	Financial Services	10,500	$2.6M	0.04%	SOLD
12	AMP	AMERIPRISE FINL INC	Financial Services	4,360	$2.1M	0.03%	SOLD
13	HIG	HARTFORD INSURANCE GROUP INC	Financial Services	14,300	$2.0M	0.03%	SOLD
14	WAB	WABTEC	Industrials	6,600	$1.4M	0.02%	SOLD
15	CVNA	CARVANA CO	Consumer Cyclical	3,160	$1.3M	0.02%	SOLD
16	QFIN	QFIN HOLDINGS INC	Financial Services	59,641	$1.1M	0.02%	SOLD
17	AME	AMETEK INC	Industrials	5,000	$1.0M	0.01%	SOLD
18	EVRG	EVERGY INC	Utilities	9,800	$710K	0.01%	SOLD
19	SPGI	S&P GLOBAL INC	Financial Services	1,280	$669K	0.01%	SOLD
20	TDY	TELEDYNE TECHNOLOGIES INC	Technology	1,200	$613K	0.01%	SOLD

Page 1 of 2 · 26 positions

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Sector Allocation

Technology 32.3%

Financial Services 18.1%

Communication Services 12.9%

Healthcare 12.9%

Consumer Cyclical 11.5%

Basic Materials 4.0%

Industrials 3.6%

Consumer Defensive 3.0%

Utilities 0.9%

Energy 0.9%