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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 6 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCHP MICROCHIP TECHNOLOGY INC. Technology 104,567.0 $6.8M 0.04% -7K -6.2% $64.61 +57.7%
102 REGN REGENERON PHARMACEUTICALS Healthcare 8,577.0 $6.6M 0.04% -62.0 -0.7% $772.64 -21.1%
103 EOG EOG RES INC Energy 45,743.0 $6.6M 0.04% -2K -4.4% $144.57 -8.6%
104 SLB SCHLUMBERGER LTD Energy 126,045.0 $6.5M 0.04% -6K -4.7% $51.39 -7.5%
105 VLO VALERO ENERGY CORP Energy 26,022.0 $6.4M 0.04% -2K -7.6% $247.08 -2.1%
106 MMM 3M CO Industrials 43,725.0 $6.4M 0.04% -368.0 -0.8% $145.23 +12.0%
107 PSX PHILLIPS 66 Energy 34,447.0 $6.3M 0.04% -2K -4.6% $182.18 -7.4%
108 MDLZ MONDELEZ INTL INC Consumer Defensive 108,788.0 $6.3M 0.04% -1K -1.1% $57.64 +4.4%
109 CLX CLOROX CO DEL Consumer Defensive 60,267.0 $6.2M 0.04% -17K -22.0% $103.63 -10.3%
110 CMI CUMMINS INC Industrials 11,562.0 $6.2M 0.04% -133.0 -1.1% $538.02 +34.9%
111 MPC MARATHON PETE CORP Energy 25,316.0 $6.2M 0.04% -2K -7.4% $244.18 +1.2%
112 EMR EMERSON ELEC CO Industrials 46,513.0 $6.1M 0.04% -316.0 -0.7% $131.02 +15.2%
113 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 19,780.0 $6.0M 0.04% -601.0 -3.0% $304.08 +13.0%
114 ROST ROSS STORES INC Consumer Cyclical 27,634.0 $6.0M 0.04% -1K -4.5% $216.63 +9.8%
115 AEP AMERICAN ELEC PWR CO INC Utilities 45,221.0 $5.9M 0.04% -2K -4.0% $131.08 -1.1%
116 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 95,581.0 $5.9M 0.04% -4K -3.9% $61.35 -32.0%
117 ITW ILLINOIS TOOL WKS INC Industrials 22,480.0 $5.9M 0.04% -572.0 -2.5% $260.29 +2.1%
118 GM GENERAL MTRS CO Consumer Cyclical 77,697.0 $5.8M 0.04% -993.0 -1.3% $74.50 +10.2%
119 KMI KINDER MORGAN INC DEL Energy 169,054.0 $5.7M 0.04% -9K -5.0% $33.53 -4.3%
120 JBL JABIL INC Technology 21,271.0 $5.7M 0.04% -3K -10.6% $265.63 +40.0%
Page 6 of 15  ·  283 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%