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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 17 of 34  ·  672 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BLOCK INC 56,956.0 $3.7M 0.02% NEW $65.09
322 VMC VULCAN MATLS CO Basic Materials 12,983.0 $3.7M 0.02% NEW $285.22 +6.3%
323 WAB WABTEC Industrials 17,311.0 $3.7M 0.02% NEW $213.45 +22.8%
324 ACGL ARCH CAP GROUP LTD Financial Services 38,453.0 $3.7M 0.02% NEW $95.92 +6.5%
325 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,902.0 $3.7M 0.02% NEW $622.66 -3.7%
326 SYY SYSCO CORP Consumer Defensive 49,545.0 $3.7M 0.02% NEW $73.69 +15.1%
327 ED CONSOLIDATED EDISON INC Utilities 36,681.0 $3.6M 0.02% NEW $99.32 +14.8%
328 STT STATE STR CORP Financial Services 28,188.0 $3.6M 0.02% NEW $129.01 +32.3%
329 CCL CARNIVAL CORP Consumer Cyclical 117,887.0 $3.6M 0.02% NEW $30.54 -8.6%
330 CPRT COPART INC Industrials 91,585.0 $3.6M 0.02% NEW $39.15 -23.3%
331 DAL DELTA AIR LINES INC DEL Industrials 51,572.0 $3.6M 0.02% NEW $69.40 +33.6%
332 FIS FIDELITY NATL INFORMATION SV Technology 53,481.0 $3.6M 0.02% NEW $66.46 -37.1%
333 SMCI SUPER MICRO COMPUTER INC Technology 121,240.0 $3.5M 0.02% NEW $29.27 -7.0%
334 WEC WEC ENERGY GROUP INC Utilities 33,475.0 $3.5M 0.02% NEW $105.46 +12.7%
335 EXPE EXPEDIA GROUP INC Consumer Cyclical 12,417.0 $3.5M 0.02% NEW $283.31 -5.2%
336 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 71,744.0 $3.5M 0.02% NEW $48.94 +7.4%
337 KVUE KENVUE INC Consumer Defensive 201,169.0 $3.5M 0.02% NEW $17.25 +15.0%
338 ARES ARES MANAGEMENT CORPORATION Financial Services 21,183.0 $3.4M 0.02% NEW $161.63 -27.7%
339 FRT FEDERAL RLTY INVT TR NEW Real Estate 33,858.0 $3.4M 0.02% NEW $100.80 +20.7%
340 VRSK VERISK ANALYTICS INC Industrials 15,245.0 $3.4M 0.02% NEW $223.69 -15.8%
Page 17 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%