United Super Pty Ltd In Its Capacity As Trustee For The Cons Top Holdings and 13F Report (2025)

About United Super Pty Ltd In Its Capacity As Trustee For The Cons

Investment Activity

United Super Pty Ltd In Its Capacity As Trustee For The Cons has $2.46 billion in total holdings as of March 31, 2025.
United Super Pty Ltd In Its Capacity As Trustee For The Cons owns shares of 158 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 6.36% of the portfolio was purchased this quarter.
About 7.32% of the portfolio was sold this quarter.
This quarter, United Super Pty Ltd In Its Capacity As Trustee For The Cons has purchased 162 new stocks and bought additional shares in 66 stocks.
United Super Pty Ltd In Its Capacity As Trustee For The Cons sold shares of 44 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Microsoft: $233,932,179
Amazon.com: $156,800,698
Meta Platforms: $134,120,711
Alphabet: $126,184,239
Apple: $112,421,556

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $4,786,829 Holding
571748102 - Marsh & McLennan Companies: $1,073,732 Holding
872590104 - T-Mobile US: $933,485 Holding
89832Q109 - Truist Financial: $851,805 Holding
91913Y100 - Valero Energy: $766,006 Holding

Largest Purchases this Quarter

Blackstone: 112,154 shares (about $15.68M)
Chipotle Mexican Grill: 258,053 shares (about $12.96M)
Progressive: 41,204 shares (about $11.66M)
MSCI: 20,527 shares (about $11.61M)
Amphenol: 158,962 shares (about $10.43M)

Largest Sales this Quarter

S&P Global: 69,952 shares (about $35.54M)
Coca-Cola: 443,455 shares (about $31.76M)
Alphabet: 91,650 shares (about $14.17M)
Arthur J. Gallagher & Co.: 29,319 shares (about $10.12M)
Adobe: 26,247 shares (about $10.07M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$233,932,179	$112,617 ▼	0.0%	623,171	9.5%	Computer and Technology
AMZN Amazon.com	$156,800,698	$627,858 ▼	-0.4%	824,139	6.4%	Retail/Wholesale
META Meta Platforms	$134,120,711	$5,610,865 ▲	4.4%	232,703	5.5%	Computer and Technology
GOOGL Alphabet	$126,184,239	$14,172,757 ▼	-10.1%	815,987	5.1%	Computer and Technology
AAPL Apple	$112,421,556	$177,704 ▼	-0.2%	506,107	4.6%	Computer and Technology
V Visa	$103,992,354	$9,472,584 ▼	-8.3%	296,731	4.2%	Business Services
MA Mastercard	$92,680,521	$4,108,708 ▼	-4.2%	169,088	3.8%	Business Services
LINDE PLC	$88,679,282		0.0%	190,446	3.6%	SHS
NVDA NVIDIA	$83,730,276	$7,163,268 ▲	9.4%	772,562	3.4%	Computer and Technology
ABT Abbott Laboratories	$75,334,328	$8,557,517 ▼	-10.2%	567,918	3.1%	Medical
ICE Intercontinental Exchange	$69,506,810	$5,097,720 ▲	7.9%	402,938	2.8%	Finance
MAR Marriott International	$66,578,096		0.0%	279,505	2.7%	Consumer Discretionary
UNH UnitedHealth Group	$66,575,962	$4,989,243 ▲	8.1%	127,114	2.7%	Medical
APH Amphenol	$63,432,881	$10,426,318 ▲	19.7%	967,112	2.6%	Computer and Technology
MSCI MSCI	$55,779,793	$11,608,019 ▲	26.3%	98,638	2.3%	Finance
TMO Thermo Fisher Scientific	$55,338,100	$3,888,247 ▲	7.6%	111,210	2.3%	Medical
AJG Arthur J. Gallagher & Co.	$52,552,782	$10,122,092 ▼	-16.2%	152,221	2.1%	Finance
BRK.B Berkshire Hathaway	$49,954,410	$106,516 ▲	0.2%	93,797	2.0%	Finance
AZO AutoZone	$49,028,542		0.0%	12,859	2.0%	Retail/Wholesale
COST Costco Wholesale	$46,705,457	$94,578 ▼	-0.2%	49,383	1.9%	Retail/Wholesale
BX Blackstone	$46,456,725	$15,676,887 ▲	50.9%	332,356	1.9%	Finance
RSG Republic Services	$45,859,053		0.0%	189,375	1.9%	Business Services
CRM Salesforce	$41,495,973	$80,508 ▲	0.2%	154,628	1.7%	Computer and Technology
ISRG Intuitive Surgical	$41,151,987	$8,227,426 ▲	25.0%	83,090	1.7%	Medical
MCO Moody's	$39,880,297	$3,730,643 ▲	10.3%	85,637	1.6%	Finance
ZTS Zoetis	$38,669,702		0.0%	234,860	1.6%	Medical
CPRT Copart	$37,308,715	$5,043,641 ▲	15.6%	659,281	1.5%	Business Services
HD Home Depot	$36,030,368	$109,947 ▲	0.3%	98,312	1.5%	Retail/Wholesale
WMT Walmart	$33,449,660	$7,355,134 ▲	28.2%	381,019	1.4%	Retail/Wholesale
LAM RESEARCH CORP	$33,060,399	$7,270 ▲	0.0%	454,751	1.3%	COM NEW
LLY Eli Lilly and Company	$32,738,249		0.0%	39,639	1.3%	Medical
CMG Chipotle Mexican Grill	$28,931,155	$12,956,842 ▲	81.1%	576,203	1.2%	Retail/Wholesale
EW Edwards Lifesciences	$27,116,147		0.0%	374,119	1.1%	Medical
SHW Sherwin-Williams	$25,921,074	$3,210,104 ▲	14.1%	74,232	1.1%	Basic Materials
AVGO Broadcom	$21,445,106	$3,709,077 ▲	20.9%	128,084	0.9%	Computer and Technology
DHR Danaher	$19,431,131	$4,107,995 ▲	26.8%	94,786	0.8%	Medical
PGR Progressive	$12,991,292	$11,661,145 ▲	876.7%	45,904	0.5%	Finance
MELI MercadoLibre	$7,848,348		0.0%	4,023	0.3%	Retail/Wholesale
WFC Wells Fargo & Company	$7,756,551	$7,124,799 ▲	1,127.8%	108,045	0.3%	Finance
KO Coca-Cola	$5,407,595	$31,760,238 ▼	-85.5%	75,504	0.2%	Consumer Staples
UBER Uber Technologies	$4,786,829	$4,786,829 ▲	New Holding	65,699	0.2%	Computer and Technology
GEHC GE HealthCare Technologies	$3,750,028		0.0%	46,463	0.2%	Medical
GOOG Alphabet	$2,359,073	$62,492 ▼	-2.6%	15,100	0.1%	Computer and Technology
KOF Coca-Cola FEMSA	$2,009,566		0.0%	22,013	0.1%	Consumer Staples
TSLA Tesla	$1,969,616	$103,664 ▼	-5.0%	7,600	0.1%	Auto/Tires/Trucks
NFLX Netflix	$1,865,060		0.0%	2,000	0.1%	Consumer Discretionary
ABBV AbbVie	$1,801,872	$146,664 ▼	-7.5%	8,600	0.1%	Medical
JPM JPMorgan Chase & Co.	$1,398,210	$24,530 ▼	-1.7%	5,700	0.1%	Finance
ACN Accenture	$1,279,364	$62,408 ▲	5.1%	4,100	0.1%	Computer and Technology
YNDX Yandex	$1,240,128	$355,577 ▼	-22.3%	58,746	0.1%	Computer and Technology
INTU Intuit	$1,227,980	$122,798 ▲	11.1%	2,000	0.0%	Computer and Technology
TJX TJX Companies	$1,157,100	$48,720 ▲	4.4%	9,500	0.0%	Retail/Wholesale
ADBE Adobe	$1,150,590	$10,066,512 ▼	-89.7%	3,000	0.0%	Computer and Technology
QCOM QUALCOMM	$1,121,353	$46,083 ▲	4.3%	7,300	0.0%	Computer and Technology
SPGI S&P Global	$1,117,820	$35,542,611 ▼	-97.0%	2,200	0.0%	Business Services
GILD Gilead Sciences	$1,098,090	$795,555 ▲	263.0%	9,800	0.0%	Medical
FI Fiserv	$1,082,067	$88,332 ▼	-7.5%	4,900	0.0%	Business Services
BMY Bristol-Myers Squibb	$1,079,523	$85,386 ▼	-7.3%	17,700	0.0%	Medical
MMC Marsh & McLennan Companies	$1,073,732	$1,073,732 ▲	New Holding	4,400	0.0%	Finance
LOW Lowe's Companies	$1,072,858	$326,522 ▲	43.8%	4,600	0.0%	Retail/Wholesale
LMT Lockheed Martin	$982,762	$89,342 ▲	10.0%	2,200	0.0%	Aerospace
XOM Exxon Mobil	$939,547	$47,572 ▲	5.3%	7,900	0.0%	Energy
TMUS T-Mobile US	$933,485	$933,485 ▲	New Holding	3,500	0.0%	Computer and Technology
CTAS Cintas	$924,885		0.0%	4,500	0.0%	Business Services
BKNG Booking	$921,382		0.0%	200	0.0%	Retail/Wholesale
MSI Motorola Solutions	$919,401	$87,562 ▲	10.5%	2,100	0.0%	Computer and Technology
CI The Cigna Group	$888,300	$230,300 ▼	-20.6%	2,700	0.0%	Medical
SPG Simon Property Group	$863,616	$49,824 ▲	6.1%	5,200	0.0%	Finance
HWM Howmet Aerospace	$856,218	$467,028 ▲	120.0%	6,600	0.0%	Aerospace
TFC Truist Financial	$851,805	$851,805 ▲	New Holding	20,700	0.0%	Finance
PH Parker-Hannifin	$850,990	$60,785 ▼	-6.7%	1,400	0.0%	Industrials
MPC Marathon Petroleum	$830,433	$43,707 ▼	-5.0%	5,700	0.0%	Energy
AMAT Applied Materials	$827,184	$14,512 ▼	-1.7%	5,700	0.0%	Computer and Technology
MCK McKesson	$807,588	$201,897 ▼	-20.0%	1,200	0.0%	Medical
HCA HCA Healthcare	$794,765	$172,775 ▼	-17.9%	2,300	0.0%	Medical
DTE DTE Energy	$788,139	$82,962 ▼	-9.5%	5,700	0.0%	Utilities
CMI Cummins	$783,600	$62,688 ▲	8.7%	2,500	0.0%	Auto/Tires/Trucks
BR Broadridge Financial Solutions	$775,872	$48,492 ▼	-5.9%	3,200	0.0%	Business Services
HIG The Hartford Financial Services Group	$767,126	$136,103 ▼	-15.1%	6,200	0.0%	Finance
VLO Valero Energy	$766,006	$766,006 ▲	New Holding	5,800	0.0%	Energy
RJF Raymond James	$764,005	$97,237 ▲	14.6%	5,500	0.0%	Finance
FTNT Fortinet	$760,454	$57,756 ▼	-7.1%	7,900	0.0%	Computer and Technology
EIX Edison International	$760,068	$760,068 ▲	New Holding	12,900	0.0%	Utilities
CNC Centene	$758,875	$437,112 ▲	135.8%	12,500	0.0%	Medical
IDXX IDEXX Laboratories	$755,910	$293,965 ▲	63.6%	1,800	0.0%	Medical
IT Gartner	$755,532	$83,948 ▲	12.5%	1,800	0.0%	Business Services
RF Regions Financial	$751,858	$67,363 ▲	9.8%	34,600	0.0%	Finance
RS Reliance	$750,750	$490,875 ▲	188.9%	2,600	0.0%	Basic Materials
SBAC SBA Communications	$748,034	$66,003 ▼	-8.1%	3,400	0.0%	Finance
KLAC KLA	$747,780	$135,960 ▼	-15.4%	1,100	0.0%	Computer and Technology
SEIC SEI Investments	$745,248	$77,630 ▲	11.6%	9,600	0.0%	Finance
PYPL PayPal	$743,850	$110,925 ▲	17.5%	11,400	0.0%	Computer and Technology
CTSH Cognizant Technology Solutions	$742,050	$742,050 ▲	New Holding	9,700	0.0%	Computer and Technology
SYF Synchrony Financial	$741,160	$127,056 ▲	20.7%	14,000	0.0%	Finance
RMD ResMed	$738,705	$22,385 ▲	3.1%	3,300	0.0%	Medical
FICO Fair Isaac	$737,664		0.0%	400	0.0%	Computer and Technology
CHRW C.H. Robinson Worldwide	$737,280	$40,960 ▲	5.9%	7,200	0.0%	Transportation
FOXA FOX	$730,140	$164,140 ▼	-18.4%	12,900	0.0%	Consumer Discretionary
RPM RPM International	$728,784	$57,840 ▲	8.6%	6,300	0.0%	Construction
LDOS Leidos	$728,676	$94,458 ▲	14.9%	5,400	0.0%	Aerospace

Showing largest 100 holdings. View all holdings.

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United Super Pty Ltd In Its Capacity As Trustee For The Cons Top Holdings and 13F Report (2025)

About United Super Pty Ltd In Its Capacity As Trustee For The Cons

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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United Super Pty Ltd In Its Capacity As Trustee For The Cons Top Holdings and 13F Report (2025)

About United Super Pty Ltd In Its Capacity As Trustee For The Cons

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Super Pty Ltd In Its Capacity As Trustee For The Cons

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools