Portfolio (Quarterly) Guide ↗

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

· CIK 0001730896

13F Portfolio $5.6B AUM 184 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 23 New 58 Added 49 Reduced 24 Exited

Page 1 of 2 · 24 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TGT	TARGET CORP	Consumer Defensive	222,120	$26.9M	0.51%	SOLD
2	WSM	WILLIAMS SONOMA INC	Consumer Cyclical	63,564	$11.6M	0.22%	SOLD
3	EME	EMCOR GROUP INC	Industrials	13,116	$9.7M	0.18%	SOLD
4	GDDY	GODADDY INC	Technology	87,584	$7.2M	0.14%	SOLD
5	UHS	UNIVERSAL HLTH SVCS INC	Healthcare	35,796	$6.4M	0.12%	SOLD
6	BLDR	BUILDERS FIRSTSOURCE INC	Industrials	68,839	$5.7M	0.11%	SOLD
7	PINS	PINTEREST INC	Communication Services	226,600	$4.2M	0.08%	SOLD
8	GS	GOLDMAN SACHS GROUP INC	Financial Services	4,120	$3.5M	0.07%	SOLD
9	IT	GARTNER INC	Technology	18,680	$3.0M	0.06%	SOLD
10	EXC	EXELON CORP	Utilities	59,200	$2.9M	0.06%	SOLD
11	MCK	MCKESSON CORP	Healthcare	3,300	$2.9M	0.05%	SOLD
12	STE	STERIS PLC	Healthcare	12,000	$2.7M	0.05%	SOLD
13	ABNB	AIRBNB INC	Consumer Cyclical	16,200	$2.0M	0.04%	SOLD
14	NVR	NVR INC	Consumer Cyclical	287	$1.9M	0.04%	SOLD
15	ZBRA	ZEBRA TECHNOLOGIES CORPORATI	Technology	8,200	$1.7M	0.03%	SOLD
16	PFG	PRINCIPAL FINANCIAL GROUP IN	Financial Services	16,500	$1.5M	0.03%	SOLD
17	CNC	CENTENE CORP DEL	Healthcare	39,283	$1.3M	0.02%	SOLD
18	AVY	AVERY DENNISON CORP	Industrials	7,000	$1.2M	0.02%	SOLD
19	EA	ELECTRONIC ARTS INC	Communication Services	5,900	$1.2M	0.02%	SOLD
20	Q	QNITY ELECTRONICS INC	Technology	9,300	$1.1M	0.02%	SOLD

Page 1 of 2 · 24 positions

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Sector Allocation

Technology 38.4%

Financial Services 16.0%

Healthcare 12.1%

Communication Services 11.6%

Consumer Cyclical 9.1%

Basic Materials 4.0%

Industrials 4.0%

Consumer Defensive 2.6%

Energy 0.9%

Utilities 0.9%