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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 21 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BMO BANK MONTREAL QUE Financial Services 13,900.0 $2.6M 0.02% $188.42 -9.3%
402 PHM PULTE GROUP INC Consumer Cyclical 22,114.0 $2.6M 0.02% -562.0 -2.5% $117.61 +7.9%
403 VLTO VERALTO CORP Industrials 29,336.0 $2.6M 0.02% $88.42 -5.0%
404 CF CF INDS HLDGS INC Basic Materials 19,960.0 $2.6M 0.02% -7K -25.4% $129.84 -20.7%
405 NI NISOURCE INC Utilities 55,275.0 $2.6M 0.02% -4K -7.2% $46.66 +1.3%
406 DRI DARDEN RESTAURANTS INC Consumer Cyclical 13,106.0 $2.6M 0.02% -1K -9.4% $196.04 +8.9%
407 HUM HUMANA INC Healthcare 14,796.0 $2.6M 0.02% +2K +14.5% $173.39 +108.0%
408 EFX EQUIFAX INC Industrials 14,241.0 $2.6M 0.02% +111.0 +0.8% $180.07 -14.5%
409 WSM WILLIAMS SONOMA INC Consumer Cyclical 14,029.0 $2.6M 0.02% -459.0 -3.2% $182.33 +24.5%
410 STZ CONSTELLATION BRANDS INC Consumer Defensive 16,935.0 $2.5M 0.02% -1K -8.1% $150.00 -5.9%
411 CHD CHURCH & DWIGHT CO INC Consumer Defensive 27,133.0 $2.5M 0.02% -4K -11.5% $93.32 +2.5%
412 DGX QUEST DIAGNOSTICS INC Healthcare 12,886.0 $2.5M 0.02% -945.0 -6.8% $195.98 -0.5%
413 DLTR DOLLAR TREE INC Consumer Defensive 22,818.0 $2.5M 0.02% $109.51 +2.0%
414 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 40,000.0 $2.5M 0.02% -3K -6.5% $62.42 -0.4%
415 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 33,627.0 $2.4M 0.02% -1K -4.1% $72.55 +5.7%
416 CORPAY INC 8,346.0 $2.4M 0.02% -312.0 -3.6% $290.99
417 TROW PRICE T ROWE GROUP INC Financial Services 26,819.0 $2.4M 0.02% +612.0 +2.3% $90.14 +19.4%
418 EXPD EXPEDITORS INTL WASH INC Industrials 16,820.0 $2.4M 0.02% -197.0 -1.2% $143.23 +12.6%
419 MIR MIRION TECHNOLOGIES INC Industrials 129,502.0 $2.4M 0.02% $18.59 +0.1%
420 TSN TYSON FOODS INC Consumer Defensive 37,542.0 $2.4M 0.02% -2K -6.2% $64.07 -13.4%
Page 21 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%