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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 10 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADI ANALOG DEVICES INC Technology 660.0 $262K 0.01% -5K -89.2% $397.17 -5.9%
182 CAT CATERPILLAR INC Industrials 240.0 $256K 0.01% NEW $1064.90 -23.8%
183 COP CONOCOPHILLIPS Energy 2,400.0 $250K 0.00% NEW $103.96 +26.8%
184 PLTR PALANTIR TECHNOLOGIES INC Technology 1,800.0 $210K 0.00% -700.0 -28.0% $116.67 +48.1%
Page 10 of 10  ·  184 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 38.4%
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%