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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MPC MARATHON PETE CORP Energy 3,800 $928K 0.02% SOLD
22 TSN TYSON FOODS INC Consumer Defensive 12,400 $794K 0.01% SOLD
23 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,160 $416K 0.01% SOLD
24 RJF RAYMOND JAMES FINL INC Financial Services 2,400 $347K 0.01% SOLD
Page 2 of 2  ·  24 positions
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%