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Portfolio (Quarterly) Guide ↗

UniSuper Management Pty Ltd

· CIK 0001989400
13F Portfolio $16.7B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 672 New
Page 13 of 34  ·  672 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CENCORA INC 15,541.0 $5.2M 0.03% NEW $337.75
242 ROST ROSS STORES INC Consumer Cyclical 28,937.0 $5.2M 0.03% NEW $180.14 +18.5%
243 WY WEYERHAEUSER CO MTN BE Real Estate 218,617.0 $5.2M 0.03% NEW $23.69 +0.4%
244 TWLO TWILIO INC Communication Services 36,395.0 $5.2M 0.03% NEW $142.24 +47.2%
245 SHOP SHOPIFY INC Technology 23,300.0 $5.1M 0.03% NEW $221.00 -45.9%
246 SRE SEMPRA Utilities 57,842.0 $5.1M 0.03% NEW $88.29 +5.4%
247 SLB SCHLUMBERGER LTD Energy 132,287.0 $5.1M 0.03% NEW $38.38 +17.6%
248 PCAR PACCAR INC Industrials 46,326.0 $5.1M 0.03% NEW $109.51 +9.1%
249 EOG EOG RES INC Energy 47,827.0 $5.0M 0.03% NEW $105.01 +24.5%
250 NTNX NUTANIX INC Technology 96,871.0 $5.0M 0.03% NEW $51.69 -0.8%
251 ON ON SEMICONDUCTOR CORP Technology 92,298.0 $5.0M 0.03% NEW $54.15 +68.5%
252 APD AIR PRODS & CHEMS INC Basic Materials 20,201.0 $5.0M 0.03% NEW $247.02 +27.2%
253 BDX BECTON DICKINSON & CO Healthcare 25,712.0 $5.0M 0.03% NEW $194.07 -18.5%
254 LHX L3HARRIS TECHNOLOGIES INC Industrials 16,947.0 $5.0M 0.03% NEW $293.57 +2.9%
255 ALL ALLSTATE CORP Financial Services 23,854.0 $5.0M 0.03% NEW $208.15 +20.3%
256 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 64,645.0 $5.0M 0.03% NEW $76.67 +27.3%
257 KIM KIMCO RLTY CORP Real Estate 243,025.0 $4.9M 0.03% NEW $20.27 +24.9%
258 AZO AUTOZONE INC Consumer Cyclical 1,452.0 $4.9M 0.03% NEW $3391.50 -6.8%
259 KMI KINDER MORGAN INC DEL Energy 178,023.0 $4.9M 0.03% NEW $27.49 +16.6%
260 IDXX IDEXX LABS INC Healthcare 7,219.0 $4.9M 0.03% NEW $676.53 -17.5%
Page 13 of 34  ·  672 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 39.0%
Financial Services 13.7%
Communication Services 10.6%
Consumer Cyclical 9.4%
Industrials 7.0%
Healthcare 6.5%
Utilities 3.6%
Real Estate 3.5%
Consumer Defensive 2.9%
Energy 2.2%