United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MICROSOFT CORP | 586,193 | 1,691,966 | +1,105,773 | 303,618,663 | 818,268,536 | +514,649,873 |
| TESLA INC | 7,700 | 790,135 | +782,435 | 3,424,344 | 355,339,465 | +351,915,121 |
| AMAZON COM INC | 763,724 | 2,173,996 | +1,410,272 | 167,690,878 | 501,801,719 | +334,110,841 |
| TEXAS INSTRS INC | 120,219 | 1,315,992 | +1,195,773 | 22,087,837 | 228,311,423 | +206,223,586 |
| APPLIED MATLS INC | 0 | 676,245 | +676,245 | 0 | 173,788,184 | +173,788,184 |
| NVIDIA CORPORATION | 877,177 | 1,700,072 | +822,895 | 163,663,684 | 317,063,429 | +153,399,745 |
| GOLDMAN SACHS GROUP INC | 0 | 160,000 | +160,000 | 0 | 140,639,980 | +140,639,980 |
| APPLE INC | 337,117 | 793,123 | +456,006 | 85,840,101 | 215,618,419 | +129,778,318 |
| ASML HOLDING N V | 0 | 120,834 | +120,834 | 0 | 129,275,445 | +129,275,445 |
| INTEL CORP | 0 | 3,100,000 | +3,100,000 | 0 | 114,389,984 | +114,389,984 |
| LAM RESEARCH CORP | 433,563 | 1,005,927 | +572,364 | 58,054,085 | 172,194,570 | +114,140,485 |
| PALANTIR TECHNOLOGIES INC | 7,400 | 645,485 | +638,085 | 1,349,908 | 114,734,943 | +113,385,035 |
| ALPHABET INC | 782,185 | 921,848 | +139,663 | 190,149,172 | 288,538,425 | +98,389,253 |
| MERCK & CO INC | 0 | 658,905 | +658,905 | 0 | 69,356,340 | +69,356,340 |
| CITIGROUP INC | 0 | 586,757 | +586,757 | 0 | 68,468,674 | +68,468,674 |
| CISCO SYS INC | 0 | 861,427 | +861,427 | 0 | 66,355,722 | +66,355,722 |
| COMCAST CORP NEW | 0 | 2,040,546 | +2,040,546 | 0 | 60,991,920 | +60,991,920 |
| ADOBE INC | 8,100 | 180,561 | +172,461 | 2,857,275 | 63,194,544 | +60,337,269 |
| QUALCOMM INC | 12,800 | 355,822 | +343,022 | 2,129,408 | 60,863,353 | +58,733,945 |
| VERIZON COMMUNICATIONS INC | 0 | 1,314,891 | +1,314,891 | 0 | 53,555,510 | +53,555,510 |
| GILEAD SCIENCES INC | 25,300 | 450,096 | +424,796 | 2,808,300 | 55,244,783 | +52,436,483 |
| BRISTOL-MYERS SQUIBB CO | 0 | 959,809 | +959,809 | 0 | 51,772,097 | +51,772,097 |
| HCA HEALTHCARE INC | 2,700 | 110,977 | +108,277 | 1,150,740 | 51,810,722 | +50,659,982 |
| AT&T INC | 0 | 1,895,960 | +1,895,960 | 0 | 47,095,646 | +47,095,646 |
| ALPHABET INC | 15,000 | 147,916 | +132,916 | 3,653,250 | 46,416,041 | +42,762,791 |
| ACCENTURE PLC IRELAND | 8,000 | 155,981 | +147,981 | 1,972,800 | 41,849,702 | +39,876,902 |
| TE CONNECTIVITY PLC | 12,200 | 181,326 | +169,126 | 2,678,266 | 41,253,478 | +38,575,212 |
| JPMORGAN CHASE & CO. | 5,100 | 112,883 | +107,783 | 1,608,693 | 36,373,160 | +34,764,467 |
| BROADCOM INC | 138,515 | 231,716 | +93,201 | 45,697,483 | 80,196,908 | +34,499,425 |
| NEWMONT CORP | 0 | 342,367 | +342,367 | 0 | 34,185,345 | +34,185,345 |
| THE CIGNA GROUP | 0 | 123,888 | +123,888 | 0 | 34,097,694 | +34,097,694 |
| SALESFORCE INC | 55,466 | 165,704 | +110,238 | 13,145,442 | 43,896,647 | +30,751,205 |
| EOG RES INC | 0 | 290,456 | +290,456 | 0 | 30,500,785 | +30,500,785 |
| FEDEX CORP | 0 | 100,289 | +100,289 | 0 | 28,969,481 | +28,969,481 |
| TARGET CORP | 0 | 281,020 | +281,020 | 0 | 27,469,705 | +27,469,705 |
| GENERAL MTRS CO | 0 | 323,505 | +323,505 | 0 | 26,307,427 | +26,307,427 |
| COGNIZANT TECHNOLOGY SOLUTIO | 0 | 304,878 | +304,878 | 0 | 25,304,874 | +25,304,874 |
| KROGER CO | 4,300 | 388,471 | +384,171 | 289,863 | 24,271,668 | +23,981,805 |
| DELL TECHNOLOGIES INC | 0 | 185,354 | +185,354 | 0 | 23,332,362 | +23,332,362 |
| FISERV INC | 0 | 343,943 | +343,943 | 0 | 23,102,651 | +23,102,651 |
| STATE STR CORP | 0 | 176,896 | +176,896 | 0 | 22,821,353 | +22,821,353 |
| EBAY INC. | 28,200 | 283,215 | +255,015 | 2,564,790 | 24,668,026 | +22,103,236 |
| EXPEDIA GROUP INC | 0 | 75,602 | +75,602 | 0 | 21,418,803 | +21,418,803 |
| AMERICAN INTL GROUP INC | 0 | 250,143 | +250,143 | 0 | 21,399,734 | +21,399,734 |
| NRG ENERGY INC | 10,200 | 133,921 | +123,721 | 1,651,890 | 21,325,580 | +19,673,690 |
| MOODYS CORP | 86,950 | 119,507 | +32,557 | 41,429,936 | 61,050,151 | +19,620,215 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 802,575 | +802,575 | 0 | 19,277,851 | +19,277,851 |
| SYNCHRONY FINANCIAL | 21,300 | 234,986 | +213,686 | 1,513,365 | 19,604,882 | +18,091,517 |
| FORD MTR CO | 0 | 1,363,539 | +1,363,539 | 0 | 17,889,632 | +17,889,632 |
| ELI LILLY & CO | 60,343 | 59,424 | -919 | 46,041,709 | 63,861,785 | +17,820,076 |
| EMCOR GROUP INC | 3,600 | 31,676 | +28,076 | 2,338,344 | 19,379,060 | +17,040,716 |
| INTERACTIVE BROKERS GROUP IN | 0 | 263,581 | +263,581 | 0 | 16,950,894 | +16,950,894 |
| INTUITIVE SURGICAL INC | 94,268 | 102,154 | +7,886 | 42,159,477 | 57,855,940 | +15,696,463 |
| CITIZENS FINL GROUP INC | 0 | 265,671 | +265,671 | 0 | 15,517,843 | +15,517,843 |
| GENERAL MLS INC | 0 | 332,808 | +332,808 | 0 | 15,475,572 | +15,475,572 |
| JABIL INC | 8,700 | 75,976 | +67,276 | 1,889,379 | 17,324,048 | +15,434,669 |
| PULTE GROUP INC | 0 | 124,335 | +124,335 | 0 | 14,579,522 | +14,579,522 |
| LULULEMON ATHLETICA INC | 0 | 67,316 | +67,316 | 0 | 13,988,938 | +13,988,938 |
| LEIDOS HOLDINGS INC | 11,900 | 89,631 | +77,731 | 2,248,624 | 16,169,432 | +13,920,808 |
| ZOOM COMMUNICATIONS INC | 0 | 154,272 | +154,272 | 0 | 13,312,131 | +13,312,131 |
| NETAPP INC | 0 | 123,924 | +123,924 | 0 | 13,271,021 | +13,271,021 |
| UNITED THERAPEUTICS CORP DEL | 0 | 26,583 | +26,583 | 0 | 12,952,567 | +12,952,567 |
| HP INC | 0 | 580,928 | +580,928 | 0 | 12,943,076 | +12,943,076 |
| WILLIAMS SONOMA INC | 2,900 | 75,064 | +72,164 | 566,805 | 13,405,680 | +12,838,875 |
| SS&C TECHNOLOGIES HLDGS INC | 0 | 141,902 | +141,902 | 0 | 12,405,073 | +12,405,073 |
| MARRIOTT INTL INC NEW | 243,798 | 243,798 | 0 | 63,494,751 | 75,635,892 | +12,141,141 |
| CVS HEALTH CORP | 0 | 151,486 | +151,486 | 0 | 12,021,929 | +12,021,929 |
| THERMO FISHER SCIENTIFIC INC | 126,612 | 126,612 | 0 | 61,409,352 | 73,365,324 | +11,955,972 |
| FOX CORP | 7,400 | 169,698 | +162,298 | 466,644 | 12,399,833 | +11,933,189 |
| GLOBAL PMTS INC | 0 | 151,370 | +151,370 | 0 | 11,716,038 | +11,716,038 |
| SNAP ON INC | 0 | 32,549 | +32,549 | 0 | 11,216,385 | +11,216,385 |
| ZIMMER BIOMET HOLDINGS INC | 0 | 122,735 | +122,735 | 0 | 11,036,331 | +11,036,331 |
| MARTIN MARIETTA MATLS INC | 13,795 | 30,954 | +17,159 | 8,694,713 | 19,273,818 | +10,579,105 |
| GODADDY INC | 0 | 83,684 | +83,684 | 0 | 10,383,511 | +10,383,511 |
| BOSTON SCIENTIFIC CORP | 0 | 107,888 | +107,888 | 0 | 10,287,121 | +10,287,121 |
| APTIV PLC | 0 | 134,664 | +134,664 | 0 | 10,246,584 | +10,246,584 |
| HOLOGIC INC | 0 | 136,057 | +136,057 | 0 | 10,134,886 | +10,134,886 |
| INTERNATIONAL BUSINESS MACHS | 0 | 33,891 | +33,891 | 0 | 10,038,853 | +10,038,853 |
| NXP SEMICONDUCTORS N V | 0 | 45,928 | +45,928 | 0 | 9,969,132 | +9,969,132 |
| OMNICOM GROUP INC | 0 | 119,879 | +119,879 | 0 | 9,680,229 | +9,680,229 |
| TEXTRON INC | 0 | 109,490 | +109,490 | 0 | 9,544,243 | +9,544,243 |
| RELIANCE INC | 0 | 32,150 | +32,150 | 0 | 9,287,170 | +9,287,170 |
| DECKERS OUTDOOR CORP | 4,100 | 92,702 | +88,602 | 415,617 | 9,610,416 | +9,194,799 |
| UBER TECHNOLOGIES INC | 118,032 | 253,993 | +135,961 | 11,563,595 | 20,753,768 | +9,190,173 |
| MASCO CORP | 20,500 | 166,822 | +146,322 | 1,442,995 | 10,586,524 | +9,143,529 |
| GEN DIGITAL INC | 0 | 334,164 | +334,164 | 0 | 9,085,919 | +9,085,919 |
| ROYALTY PHARMA PLC | 0 | 234,551 | +234,551 | 0 | 9,063,051 | +9,063,051 |
| CARLISLE COS INC | 0 | 26,832 | +26,832 | 0 | 8,582,484 | +8,582,484 |
| ANNALY CAPITAL MANAGEMENT IN | 0 | 375,367 | +375,367 | 0 | 8,393,206 | +8,393,206 |
| BEST BUY INC | 0 | 124,180 | +124,180 | 0 | 8,311,367 | +8,311,367 |
| F5 INC | 2,700 | 35,557 | +32,857 | 872,613 | 9,076,280 | +8,203,667 |
| CF INDS HLDGS INC | 23,400 | 128,872 | +105,472 | 2,098,980 | 9,966,960 | +7,867,980 |
| ON SEMICONDUCTOR CORP | 0 | 143,485 | +143,485 | 0 | 7,769,713 | +7,769,713 |
| CHECK POINT SOFTWARE TECH LT | 0 | 39,948 | +39,948 | 0 | 7,412,751 | +7,412,751 |
| BUILDERS FIRSTSOURCE INC | 0 | 68,839 | +68,839 | 0 | 7,082,845 | +7,082,845 |
| DELTA AIR LINES INC DEL | 0 | 101,207 | +101,207 | 0 | 7,023,766 | +7,023,766 |
| UNIVERSAL HLTH SVCS INC | 5,700 | 36,996 | +31,296 | 1,165,308 | 8,065,868 | +6,900,560 |
| DOCUSIGN INC | 0 | 100,837 | +100,837 | 0 | 6,897,251 | +6,897,251 |
| MCKESSON CORP | 3,600 | 11,504 | +7,904 | 2,781,144 | 9,436,616 | +6,655,472 |
| JOHNSON & JOHNSON | 1,400 | 32,100 | +30,700 | 259,588 | 6,643,094 | +6,383,506 |