United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

13F filer, CIK 1730896, MELBOURNE, Australia

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported $2,458,438,590 across 158 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09. Its ten largest share positions make up 49.13% of the portfolio.

Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001730896-25-000030

Period: 2025-03-31
Reported value: $2.46B
Holdings: 158
Top 10 weight: 49.13%
New: 28
Sold out: 32

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BXadded	+112,154	$15.7M
CMGadded	+258,053	$13M
PGRadded	+41,204	$11.7M
MSCIadded	+20,527	$11.6M
APHadded	+158,962	$10.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPGIreduced	-69,952	-$35.5M
RIOexited	-600,000	-$35.3M
KOreduced	-443,455	-$31.8M
GOOGLreduced	-91,650	-$14.2M
AJGreduced	-29,319	-$10.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001730896-25-000030, largest first. % of portfolio is the value over $2,458,438,590, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	623,171	$234M	9.52%	-300	Timeline
AMZNAMAZON COM INC	824,139	$157M	6.38%	-3,300	Timeline
METAMETA PLATFORMS INC	232,703	$134M	5.46%	+9,735	Timeline
GOOGLALPHABET INC	815,987	$126M	5.13%	-91,650	Timeline
AAPLAPPLE INC	506,107	$112M	4.57%	-800	Timeline
VVISA INC	296,731	$104M	4.23%	-27,029	Timeline
MAMASTERCARD INCORPORATED	169,088	$92.7M	3.77%	-7,496	Timeline
LINLINDE PLC	190,446	$88.7M	3.61%	0	Timeline
NVDANVIDIA CORPORATION	772,562	$83.7M	3.41%	+66,094	Timeline
ABTABBOTT LABORATORIES	567,918	$75.3M	3.06%	-64,512	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	402,938	$69.5M	2.83%	+29,552	Timeline
MARMARRIOTT INTL INC NEW	279,505	$66.6M	2.71%	0	Timeline
UNHUNITEDHEALTH GROUP INC	127,114	$66.6M	2.71%	+9,526	Timeline
APHAMPHENOL CORP	967,112	$63.4M	2.58%	+158,962	Timeline
MSCIMSCI INC	98,638	$55.8M	2.27%	+20,527	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	111,210	$55.3M	2.25%	+7,814	Timeline
AJGGALLAGHER ARTHUR J & CO	152,221	$52.6M	2.14%	-29,319	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	93,797	$50M	2.03%	+200	Timeline
AZOAUTOZONE INC	12,859	$49M	1.99%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	49,383	$46.7M	1.9%	-100	Timeline
BXBLACKSTONE INC	332,356	$46.5M	1.89%	+112,154	Timeline
RSGREPUBLIC SVCS INC	189,375	$45.9M	1.87%	0	Timeline
CRMSALESFORCE INC	154,628	$41.5M	1.69%	+300	Timeline
ISRGINTUITIVE SURGICAL INC	83,090	$41.2M	1.67%	+16,612	Timeline
MCOMOODYS CORP	85,637	$39.9M	1.62%	+8,011	Timeline
ZTSZOETIS INC	234,860	$38.7M	1.57%	0	Timeline
CPRTCOPART INC	659,281	$37.3M	1.52%	+89,126	Timeline
HDHOME DEPOT INC	98,312	$36M	1.47%	+300	Timeline
WMTWALMART INC	381,019	$33.4M	1.36%	+83,781	Timeline
LRCXLAM RESEARCH CORP	454,751	$33.1M	1.34%	+100	Timeline
LLYELI LILLY & CO	39,639	$32.7M	1.33%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	576,203	$28.9M	1.18%	+258,053	Timeline
EWEDWARDS LIFESCIENCES CORP	374,119	$27.1M	1.1%	0	Timeline
SHWSHERWIN WILLIAMS CO	74,232	$25.9M	1.05%	+9,193	Timeline
AVGOBROADCOM INC	128,084	$21.4M	0.87%	+22,153	Timeline
DHRDANAHER CORP DEL	94,786	$19.4M	0.79%	+20,039	Timeline
PGRPROGRESSIVE CORP	45,904	$13M	0.53%	+41,204	Timeline
MELIMERCADOLIBRE INC	4,023	$7.85M	0.32%	0	Timeline
WFCWELLS FARGO & CO	108,045	$7.76M	0.32%	+99,245	Timeline
KOCOCA COLA CO	75,504	$5.41M	0.22%	-443,455	Timeline
UBERUBER TECHNOLOGIES INC	65,699	$4.79M	0.19%	new	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	46,463	$3.75M	0.15%	0	Timeline
GOOGALPHABET INC	15,100	$2.36M	0.1%	-400	Timeline
KOFCOCA-COLA FEMSA SAB DE CV	22,013	$2.01M	0.08%	0	Timeline
TSLATESLA INC	7,600	$1.97M	0.08%	-400	Timeline
NFLXNETFLIX INC.	2,000	$1.87M	0.08%	0	Timeline
ABBVABBVIE INC	8,600	$1.8M	0.07%	-700	Timeline
JPMJPMORGAN CHASE & CO	5,700	$1.4M	0.06%	-100	Timeline
ACNACCENTURE PLC IRELAND	4,100	$1.28M	0.05%	+200	Timeline
NBISNEBIUS GROUP N.V.	58,746	$1.24M	0.05%	-16,844	Timeline
INTUINTUIT	2,000	$1.23M	0.05%	+200	Timeline
TJXTJX COS INC NEW	9,500	$1.16M	0.05%	+400	Timeline
ADBEADOBE INC	3,000	$1.15M	0.05%	-26,247	Timeline
QCOMQUALCOMM INC	7,300	$1.12M	0.05%	+300	Timeline
SPGIS&P GLOBAL INC	2,200	$1.12M	0.05%	-69,952	Timeline
GILDGILEAD SCIENCES INC	9,800	$1.1M	0.04%	+7,100	Timeline
FISVFISERV INC	4,900	$1.08M	0.04%	-400	Timeline
BMYBRISTOL-MYERS SQUIBB CO	17,700	$1.08M	0.04%	-1,400	Timeline
MRSHMARSH & MCLENNAN COS INC	4,400	$1.07M	0.04%	new	Timeline
LOWLOWES COS INC	4,600	$1.07M	0.04%	+1,400	Timeline
LMTLOCKHEED MARTIN CORP	2,200	$983K	0.04%	+200	Timeline
XOMEXXON MOBIL CORP	7,900	$940K	0.04%	+400	Timeline
TMUST-MOBILE US INC	3,500	$933K	0.04%	new	Timeline
CTASCINTAS CORP	4,500	$925K	0.04%	0	Timeline
BKNGBOOKING HOLDINGS INC	200	$921K	0.04%	0	Timeline
MSIMOTOROLA SOLUTIONS INC	2,100	$919K	0.04%	+200	Timeline
CITHE CIGNA GROUP	2,700	$888K	0.04%	-700	Timeline
SPGSIMON PPTY GROUP INC NEW	5,200	$864K	0.04%	+300	Timeline
HWMHOWMET AEROSPACE INC	6,600	$856K	0.03%	+3,600	Timeline
TFCTRUIST FINL CORP	20,700	$852K	0.03%	new	Timeline
PHPARKER-HANNIFIN CORP	1,400	$851K	0.03%	-100	Timeline
MPCMARATHON PETE CORP	5,700	$830K	0.03%	-300	Timeline
AMATAPPLIED MATLS INC	5,700	$827K	0.03%	-100	Timeline
MCKMCKESSON CORP	1,200	$808K	0.03%	-300	Timeline
HCAHCA HEALTHCARE INC	2,300	$795K	0.03%	-500	Timeline
DTEDTE ENERGY CO	5,700	$788K	0.03%	-600	Timeline
CMICUMMINS INC	2,500	$784K	0.03%	+200	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	3,200	$776K	0.03%	-200	Timeline
HIGHARTFORD INSURANCE GROUP INC	6,200	$767K	0.03%	-1,100	Timeline
VLOVALERO ENERGY CORP	5,800	$766K	0.03%	new	Timeline
RJFRAYMOND JAMES FINL INC	5,500	$764K	0.03%	+700	Timeline
FTNTFORTINET INC	7,900	$760K	0.03%	-600	Timeline
EIXEDISON INTL	12,900	$760K	0.03%	new	Timeline
CNCCENTENE CORP DEL	12,500	$759K	0.03%	+7,200	Timeline
IDXXIDEXX LABS INC	1,800	$756K	0.03%	+700	Timeline
ITGARTNER INC	1,800	$756K	0.03%	+200	Timeline
RFREGIONS FINANCIAL CORP NEW	34,600	$752K	0.03%	+3,100	Timeline
RSRELIANCE INC	2,600	$751K	0.03%	+1,700	Timeline
SBACSBA COMMUNICATIONS CORP	3,400	$748K	0.03%	-300	Timeline
KLACKLA CORP	1,100	$748K	0.03%	-200	Timeline
SEICSEI INVTS CO	9,600	$745K	0.03%	+1,000	Timeline
PYPLPAYPAL HLDGS INC	11,400	$744K	0.03%	+1,700	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	9,700	$742K	0.03%	new	Timeline
SYFSYNCHRONY FINANCIAL	14,000	$741K	0.03%	+2,400	Timeline
RMDRESMED INC	3,300	$739K	0.03%	+100	Timeline
FICOFAIR ISAAC CORP	400	$738K	0.03%	0	Timeline
CHRWC H ROBINSON WORLDWIDE IN	7,200	$737K	0.03%	+400	Timeline
FOXAFOX CORP	12,900	$730K	0.03%	-2,900	Timeline
RPMRPM INTL INC	6,300	$729K	0.03%	+500	Timeline
LDOSLEIDOS HOLDINGS INC	5,400	$729K	0.03%	+700	Timeline
WYWEYERHAEUSER CO	24,800	$726K	0.03%	+8,600	Timeline
ACMAECOM	7,800	$723K	0.03%	+900	Timeline
EXPDEXPEDITORS INTL WASH INC	6,000	$722K	0.03%	+3,200	Timeline
CSLCARLISLE COS INC	2,100	$715K	0.03%	+200	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	600	$709K	0.03%	+400	Timeline
TTTRANE TECHNOLOGIES PLC	2,100	$708K	0.03%	+700	Timeline
TELTE CONNECTIVITY PLC	5,000	$707K	0.03%	-300	Timeline
PHMPULTE GROUP INC	6,700	$689K	0.03%	0	Timeline
LPLALPL FINL HLDGS INC	2,100	$687K	0.03%	+1,100	Timeline
HSTHOST HOTELS & RESORTS INC	48,300	$686K	0.03%	+36,900	Timeline
EMEEMCOR GROUP INC	1,800	$665K	0.03%	+200	Timeline
MASMASCO CORP	9,500	$661K	0.03%	0	Timeline
OCOWENS CORNING NEW	4,600	$657K	0.03%	+600	Timeline
CRHCRH PLC	7,300	$642K	0.03%	-1,700	Timeline
HOLXHOLOGIC INC	10,100	$624K	0.03%	+400	Timeline
FASTFASTENAL CO	8,000	$620K	0.03%	-600	Timeline
BGBUNGE GLOBAL SA	8,000	$611K	0.02%	new	Timeline
JBLJABIL INC	4,300	$585K	0.02%	+1,200	Timeline
NUENUCOR CORP	4,500	$542K	0.02%	new	Timeline
JNJJOHNSON & JOHNSON	3,200	$531K	0.02%	+700	Timeline
DOCUDOCUSIGN INC	6,500	$529K	0.02%	+300	Timeline
PGPROCTER & GAMBLE CO	3,100	$528K	0.02%	+100	Timeline
CATCATERPILLAR INC	1,600	$528K	0.02%	-1,800	Timeline
NVRNVR INC	70	$507K	0.02%	-20	Timeline
WSMWILLIAMS SONOMA INC	3,200	$506K	0.02%	+200	Timeline
CDWCDW CORP	3,100	$497K	0.02%	new	Timeline
LYVLIVE NATION ENTERTAINMENT IN	3,800	$496K	0.02%	-100	Timeline
BLDRBUILDERS FIRSTSOURCE INC	3,700	$462K	0.02%	-200	Timeline
VSTVISTRA CORP	3,800	$446K	0.02%	+1,500	Timeline
STLDSTEEL DYNAMICS INC	3,500	$438K	0.02%	-1,700	Timeline
PINSPINTEREST INC	14,100	$437K	0.02%	new	Timeline
BKRBAKER HUGHES COMPANY	9,800	$431K	0.02%	new	Timeline
MPWRMONOLITHIC PWR SYS INC	700	$406K	0.02%	-100	Timeline
EXPEEXPEDIA GROUP INC	2,400	$403K	0.02%	new	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	300	$397K	0.02%	new	Timeline
CORCENCORA INC	1,400	$389K	0.02%	new	Timeline
APPAPPLOVIN CORP	1,300	$344K	0.01%	+300	Timeline
MRKMERCK & CO INC	3,800	$341K	0.01%	new	Timeline
DECKDECKERS OUTDOOR CORP	2,900	$324K	0.01%	0	Timeline
POOLPOOL CORP	1,000	$318K	0.01%	new	Timeline
FDSFACTSET RESH SYS INC	700	$318K	0.01%	-800	Timeline
CCITIGROUP INC	4,100	$291K	0.01%	new	Timeline
AMPAMERIPRISE FINL INC	600	$290K	0.01%	-200	Timeline
ADMARCHER DANIELS MIDLAND CO	6,000	$288K	0.01%	new	Timeline
INCYINCYTE CORP	4,600	$279K	0.01%	0	Timeline
WRBBERKLEY W R CORP	3,900	$278K	0.01%	new	Timeline
AOSSMITH A O CORP	4,100	$268K	0.01%	0	Timeline
BEKEKE HLDGS INC	13,300	$267K	0.01%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,100	$262K	0.01%	new	Timeline
LULULULULEMON ATHLETICA INC	900	$255K	0.01%	new	Timeline
AONAON PLC	600	$239K	0.01%	new	Timeline
CVXCHEVRON CORPORATION	1,400	$234K	0.01%	new	Timeline
CDNSCADENCE DESIGN SYSTEM INC	900	$229K	0.01%	new	Timeline
MANHMANHATTAN ASSOCIATES INC	1,300	$225K	0.01%	-1,300	Timeline
NTNXNUTANIX INC	3,200	$223K	0.01%	new	Timeline
GEGE AEROSPACE	1,100	$220K	0.01%	new	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	2,000	$209K	0.01%	+400	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	900	$205K	0.01%	new	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
RIORIO TINTO PLC	600,000	$35.3M	shares
CLCOLGATE PALMOLIVE CO	9,700	$882K	shares
ALLALLSTATE CORP	4,500	$868K	shares
TRVTRAVELERS COMPANIES INC	3,600	$867K	shares
AAGILENT TECHNOLOGIES INC	6,000	$806K	shares
KMBKIMBERLY-CLARK CORP	5,800	$760K	shares
KEYSKEYSIGHT TECHNOLOGIES INC	4,600	$739K	shares
GWWWW GRAINGER INC	700	$738K	shares
TROWPRICE T ROWE GROUP INC	6,400	$724K	shares
JKHYHENRY JACK & ASSOC INC	4,100	$719K	shares
VRSNVERISIGN INC	2,900	$600K	shares
SNASNAP ON INC	1,600	$543K	shares
PPGPPG INDS INC	4,500	$538K	shares
ROSTROSS STORES INC	3,400	$514K	shares
FDXFEDEX CORP	1,800	$506K	shares
DVADAVITA INC	3,000	$449K	shares
ADSKAUTODESK INC	1,500	$443K	shares
DKSDICKS SPORTING GOODS INC	1,900	$435K	shares
EAELECTRONIC ARTS INC	2,800	$410K	shares
SWSMURFIT WESTROCK PLC	7,600	$409K	shares
WIXWIX COM LTD	1,800	$386K	shares
AVYAVERY DENNISON CORP	2,000	$374K	shares
BBYBEST BUY INC	4,100	$352K	shares
CBRECBRE GROUP INC	2,600	$341K	shares
XYZBLOCK INC	3,900	$331K	shares
VLTOVERALTO CORP	2,800	$285K	shares
NKENIKE INC	3,700	$280K	shares
PEVERPURE INC	4,500	$276K	shares
BACBANK OF AMER CORP	6,200	$272K	shares
CAHCARDINAL HEALTH INC	2,100	$248K	shares
ULTAULTA BEAUTY INC	500	$217K	shares
DELLDELL TECHNOLOGIES INC	1,800	$207K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001730896-25-000030	base		2025-05-09	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC