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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 24 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EGP EASTGROUP PPTYS INC Real Estate 11,000.0 $2.0M 0.01% +100.0 +0.9% $185.09 +8.0%
462 EVEREST GROUP LTD 6,225.0 $2.0M 0.01% -420.0 -6.3% $326.85
463 EL LAUDER ESTEE COS INC Consumer Defensive 28,220.0 $2.0M 0.01% +2K +6.1% $71.77 +18.2%
464 IEX IDEX CORP Industrials 10,661.0 $2.0M 0.01% -1K -10.2% $189.55 +18.7%
465 LII LENNOX INTL INC Industrials 4,345.0 $2.0M 0.01% -155.0 -3.4% $464.13 +14.7%
466 COOPER COS INC 28,033.0 $2.0M 0.01% $71.50
467 NDSN NORDSON CORP Industrials 7,521.0 $2.0M 0.01% -1K -14.1% $266.06 +11.2%
468 AVY AVERY DENNISON CORP Industrials 11,508.0 $2.0M 0.01% -837.0 -6.8% $172.68 -8.1%
469 AMH AMERICAN HOMES 4 RENT Real Estate 71,100.0 $2.0M 0.01% -5K -6.8% $27.92 +13.6%
470 BBY BEST BUY INC Consumer Cyclical 30,647.0 $2.0M 0.01% +1K +5.0% $64.20 +16.4%
471 PODD INSULET CORP Healthcare 9,290.0 $1.9M 0.01% +582.0 +6.7% $209.84 -30.5%
472 LUV SOUTHWEST AIRLS CO Industrials 50,721.0 $1.9M 0.01% -5K -8.5% $37.57 +27.7%
473 MAS MASCO CORP Industrials 31,529.0 $1.9M 0.01% -2K -4.6% $60.37 +23.2%
474 MRNA MODERNA INC Healthcare 36,850.0 $1.9M 0.01% -21K -36.8% $50.80 +25.9%
475 VTRS VIATRIS INC Healthcare 135,665.0 $1.8M 0.01% -26K -16.0% $13.51 +13.8%
476 BRX BRIXMOR PPTY GROUP INC Real Estate 63,421.0 $1.8M 0.01% +600.0 +1.0% $28.80 +7.3%
477 JKHY HENRY JACK & ASSOC INC Technology 11,297.0 $1.8M 0.01% $158.04 -20.1%
478 MKC MCCORMICK & CO INC Consumer Defensive 35,174.0 $1.8M 0.01% -193.0 -0.6% $50.44 -7.5%
479 TKO TKO GROUP HOLDINGS INC Communication Services 8,794.0 $1.8M 0.01% -443.0 -4.8% $201.65 -1.4%
480 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,940.0 $1.8M 0.01% -57.0 -1.1% $358.79 -12.9%
Page 24 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%