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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 $5.3B AUM 185 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 66 Added 44 Reduced 26 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSN TYSON FOODS INC Consumer Defensive 12,400.0 $794K 0.01% -16K -55.7% $64.07 -10.7%
42 JNJ JOHNSON & JOHNSON Healthcare 3,000.0 $733K 0.01% -29K -90.7% $244.44 -3.8%
43 AMD ADVANCED MICRO DEVICES INC Technology 2,000.0 $407K 0.01% -100.0 -4.8% $203.43 +149.4%
44 PLTR PALANTIR TECHNOLOGIES INC Technology 2,500.0 $366K 0.01% -643K -99.6% $146.28 -8.9%
Page 3 of 3  ·  44 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 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%