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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 11 of 34  ·  672 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GD GENERAL DYNAMICS CORP Industrials 20,209.0 $6.8M 0.04% NEW $336.66 +11.0%
202 HOOD ROBINHOOD MKTS INC Financial Services 60,063.0 $6.8M 0.04% NEW $113.10 -0.3%
203 KKR KKR & CO INC Financial Services 53,258.0 $6.8M 0.04% NEW $127.48 -26.4%
204 BK BANK NEW YORK MELLON CORP Financial Services 57,756.0 $6.7M 0.04% NEW $116.09 +22.2%
205 REGN REGENERON PHARMACEUTICALS Healthcare 8,639.0 $6.7M 0.04% NEW $771.87 -15.2%
206 ELV ELEVANCE HEALTH INC Healthcare 18,829.0 $6.6M 0.04% NEW $350.55 +19.2%
207 CLH CLEAN HARBORS INC Industrials 27,954.0 $6.6M 0.04% NEW $234.48 +24.2%
208 REX REX AMERICAN RES CORP Basic Materials 202,664.0 $6.6M 0.04% NEW $32.32 +39.2%
209 NOC NORTHROP GRUMMAN CORP Industrials 11,368.0 $6.5M 0.04% NEW $570.21 -3.7%
210 TER TERADYNE INC Technology 33,208.0 $6.4M 0.04% NEW $193.56 +90.7%
211 GM GENERAL MTRS CO Consumer Cyclical 78,690.0 $6.4M 0.04% NEW $81.32 -6.5%
212 TDG TRANSDIGM GROUP INC Industrials 4,726.0 $6.3M 0.04% NEW $1329.85 +1.4%
213 SANDISK CORP 26,391.0 $6.3M 0.04% NEW $237.38
214 NKE NIKE INC Consumer Cyclical 98,193.0 $6.3M 0.04% NEW $63.71 -30.8%
215 CI THE CIGNA GROUP Healthcare 22,689.0 $6.2M 0.04% NEW $275.23 +4.6%
216 EMR EMERSON ELEC CO Industrials 46,829.0 $6.2M 0.04% NEW $132.72 +4.8%
217 WMB WILLIAMS COS INC Energy 102,561.0 $6.2M 0.04% NEW $60.11 +21.7%
218 UPS UNITED PARCEL SERVICE INC Industrials 61,882.0 $6.1M 0.04% NEW $99.19 +11.6%
219 MAR MARRIOTT INTL INC NEW Consumer Cyclical 19,700.0 $6.1M 0.04% NEW $310.24 +20.2%
220 CMI CUMMINS INC Industrials 11,695.0 $6.0M 0.04% NEW $510.45 +29.6%
Page 11 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%