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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 13 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TDG TRANSDIGM GROUP INC Industrials 4,757.0 $5.5M 0.04% +31.0 +0.7% $1158.96 +14.6%
242 TDY TELEDYNE TECHNOLOGIES INC Technology 9,098.0 $5.5M 0.04% +4K +64.0% $605.01 +2.4%
243 NSC NORFOLK SOUTHN CORP Industrials 19,172.0 $5.5M 0.04% -224.0 -1.1% $287.00 +4.6%
244 LHX L3HARRIS TECHNOLOGIES INC Industrials 15,857.0 $5.5M 0.04% -1K -6.4% $345.15 -14.6%
245 TRV TRAVELERS COMPANIES INC Financial Services 18,650.0 $5.4M 0.04% -1K -5.3% $291.68 +5.5%
246 KKR KKR & CO INC Financial Services 58,656.0 $5.4M 0.04% +5K +10.1% $92.50 +4.9%
247 BOX BOX INC Technology 228,425.0 $5.4M 0.04% $23.64 +5.1%
248 NKE NIKE INC Consumer Cyclical 101,323.0 $5.4M 0.04% +3K +3.2% $52.82 -14.4%
249 ESS ESSEX PPTY TR INC Real Estate 21,940.0 $5.3M 0.04% -194.0 -0.9% $242.00 +13.1%
250 BKR BAKER HUGHES COMPANY Energy 86,942.0 $5.3M 0.04% -6K -6.0% $61.05 -4.3%
251 PCAR PACCAR INC Industrials 45,759.0 $5.3M 0.04% -567.0 -1.2% $115.50 +3.0%
252 IDCC INTERDIGITAL INC Technology 17,425.0 $5.3M 0.03% $302.00 -2.0%
253 CBOE CBOE GLOBAL MKTS INC Financial Services 18,545.0 $5.2M 0.03% +7K +55.7% $281.07 -11.4%
254 WY WEYERHAEUSER CO MTN BE Real Estate 213,325.0 $5.2M 0.03% -5K -2.4% $24.43 -0.5%
255 KIM KIMCO RLTY CORP Real Estate 231,839.0 $5.2M 0.03% -11K -4.6% $22.47 +8.5%
256 INVH INVITATION HOMES INC Real Estate 208,386.0 $5.2M 0.03% -2K -0.7% $24.85 +14.3%
257 IDXX IDEXX LABS INC Healthcare 9,191.0 $5.2M 0.03% +2K +27.3% $561.89 +0.0%
258 FICO FAIR ISAAC CORP Technology 4,823.0 $5.1M 0.03% $1067.54 +2.7%
259 ON ON SEMICONDUCTOR CORP Technology 82,553.0 $5.1M 0.03% -10K -10.6% $61.92 +96.4%
260 IP INTERNATIONAL PAPER CO Consumer Cyclical 142,553.0 $5.1M 0.03% -2K -1.4% $35.70 +3.1%
Page 13 of 34  ·  664 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%