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Portfolio (Quarterly) Guide ↗

UniSuper Management Pty Ltd

· CIK 0001989400
13F Portfolio $15.3B AUM 664 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 185 Added 283 Reduced 18 Exited
Page 8 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AHR AMERICAN HEALTHCARE REIT INC Real Estate 36,800.0 $1.7M 0.01% +2K +6.0% $47.16 -1.4%
142 CUBE CUBESMART Real Estate 47,200.0 $1.7M 0.01% +500.0 +1.1% $36.65 +10.8%
143 CTRE CARETRUST REIT INC Real Estate 46,600.0 $1.7M 0.01% +500.0 +1.1% $36.65 +1.1%
144 NNN NNN REIT INC Real Estate 39,500.0 $1.7M 0.01% +900.0 +2.3% $42.03 +7.1%
145 IVZ INVESCO LTD Financial Services 67,714.0 $1.6M 0.01% +926.0 +1.4% $24.29 +15.8%
146 BLDR BUILDERS FIRSTSOURCE INC Industrials 19,497.0 $1.6M 0.01% +1K +5.5% $82.33 -2.1%
147 TTD THE TRADE DESK INC Technology 69,807.0 $1.6M 0.01% +9K +15.7% $22.69 -18.4%
148 RVTY REVVITY INC Healthcare 17,991.0 $1.6M 0.01% +566.0 +3.2% $87.61 +14.1%
149 WYNN WYNN RESORTS LTD Consumer Cyclical 15,315.0 $1.6M 0.01% +1K +10.3% $101.55 +3.9%
150 FDS FACTSET RESH SYS INC Financial Services 7,163.0 $1.6M 0.01% +1K +19.1% $216.99 +2.0%
151 FR FIRST INDL RLTY TR INC Real Estate 26,700.0 $1.5M 0.01% +300.0 +1.1% $57.85 +6.8%
152 ERIE ERIE INDTY CO Financial Services 6,143.0 $1.5M 0.01% +126.0 +2.1% $251.31 -12.0%
153 CRL CHARLES RIV LABS INTL INC Healthcare 8,925.0 $1.5M 0.01% +293.0 +3.4% $172.50 +7.2%
154 FOXA FOX CORP Communication Services 25,791.0 $1.5M 0.01% +1K +5.0% $58.40 -10.6%
155 TECH BIO-TECHNE CORP Healthcare 28,154.0 $1.5M 0.01% +592.0 +2.1% $52.26 +10.9%
156 BROWN FORMAN CORP 54,320.0 $1.4M 0.01% +2K +4.7% $26.44
157 POOL POOL CORP Industrials 7,027.0 $1.4M 0.01% +179.0 +2.6% $202.33 -1.7%
158 STAG STAG INDL INC Real Estate 38,900.0 $1.4M 0.01% +400.0 +1.0% $36.06 +4.8%
159 CPB THE CAMPBELLS COMPANY Consumer Defensive 59,190.0 $1.3M 0.01% +5K +9.1% $22.27 -5.0%
160 TRNO TERRENO RLTY CORP Real Estate 21,200.0 $1.3M 0.01% +300.0 +1.4% $61.42 +4.8%
Page 8 of 10  ·  185 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 36.3%
Financial Services 13.4%
Communication Services 10.1%
Consumer Cyclical 8.2%
Industrials 8.0%
Healthcare 6.8%
Utilities 4.7%
Real Estate 3.7%
Consumer Defensive 3.5%
Energy 3.1%