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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

  • United Super Pty Ltd In Its Capacity As Trustee For The Cons has $2.59 billion in total holdings as of June 30, 2025.
  • United Super Pty Ltd In Its Capacity As Trustee For The Cons owns shares of 167 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 4.12% of the portfolio was purchased this quarter.
  • About 8.36% of the portfolio was sold this quarter.
  • This quarter, United Super Pty Ltd In Its Capacity As Trustee For The Cons has purchased 158 new stocks and bought additional shares in 43 stocks.
  • United Super Pty Ltd In Its Capacity As Trustee For The Cons sold shares of 51 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

Microsoft
$298,111,255
Amazon.com
$167,882,500
Meta Platforms
$163,751,916
Alphabet
$138,179,305
NVIDIA
$126,851,440

Largest New Holdings this Quarter

882508104 - Texas Instruments
$9,108,290 Holding
45687V106 - Ingersoll Rand
$8,375,062 Holding
38141G104 - The Goldman Sachs Group
$1,557,050 Holding
025816109 - American Express
$1,339,716 Holding
89417E109 - Travelers Companies
$936,390 Holding

Largest Purchases this Quarter

Fair Isaac
13,166 shares (about $24.07M)
Wells Fargo & Company
156,174 shares (about $12.51M)
Texas Instruments
43,870 shares (about $9.11M)
Ingersoll Rand
100,686 shares (about $8.38M)
Eli Lilly and Company
9,438 shares (about $7.36M)

Largest Sales this Quarter

Home Depot
97,312 shares (about $35.68M)
Apple
132,767 shares (about $27.24M)
Amazon.com
58,915 shares (about $12.93M)
Microsoft
23,844 shares (about $11.86M)
Berkshire Hathaway
20,358 shares (about $9.89M)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$298,111,255$11,860,245 -3.8%599,32711.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$167,882,500$12,925,362 -7.1%765,2246.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$163,751,916$8,003,848 -4.7%221,8596.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$138,179,305$5,622,090 -3.9%784,0855.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$126,851,440$4,794,365 3.9%802,9084.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$98,005,166$7,349,180 -7.0%276,0323.8%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$91,285,471$3,731,844 -3.9%162,4473.5%Business Services
Amphenol Corporation stock logo
APH
Amphenol
$90,636,111$4,866,203 -5.1%917,8343.5%Computer and Technology
LINDE PLC
$85,763,762$3,589,696 -4.0%182,7953.3%SHS
Apple Inc. stock logo
AAPL
Apple
$76,598,171$27,239,807 -26.2%373,3403.0%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$74,100,155$3,142,375 -4.1%544,8142.9%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$73,295,689$3,067,875 -4.0%268,2762.8%Consumer Discretionary
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$65,841,698$8,085,340 -10.9%358,8692.5%Finance
MSCI Inc stock logo
MSCI
MSCI
$54,695,140$2,193,342 -3.9%94,8352.1%Finance
Blackstone Inc. stock logo
BX
Blackstone
$47,724,997$1,988,816 -4.0%319,0601.8%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$46,902,369$1,983,840 -4.1%47,3791.8%Retail/Wholesale
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$46,771,135$1,957,854 -4.0%146,1051.8%Finance
AutoZone, Inc. stock logo
AZO
AutoZone
$45,816,345$1,919,223 -4.0%12,3421.8%Retail/Wholesale
Republic Services, Inc. stock logo
RSG
Republic Services
$44,825,562$1,876,209 -4.0%181,7671.7%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$43,856,583$1,234,626 -2.7%108,1651.7%Medical
Moody's Corporation stock logo
MCO
Moody's
$43,613,252$658,588 1.5%86,9501.7%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$43,337,493$1,814,446 -4.0%79,7511.7%Medical
LAM RESEARCH CORP
$41,921,129$2,344,337 -5.3%430,6671.6%COM NEW
Salesforce Inc. stock logo
CRM
Salesforce
$41,579,773$585,738 -1.4%152,4801.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$38,256,995$7,357,204 23.8%49,0771.5%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$37,146,893$2,508,863 -6.3%119,0721.4%Medical
Walmart Inc. stock logo
WMT
Walmart
$35,810,655$1,445,384 -3.9%366,2371.4%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$35,674,464$9,889,306 -21.7%73,4391.4%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$35,313,475$1,312,943 -3.6%226,4411.4%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$34,209,290$4,949,442 16.9%437,4031.3%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$33,898,336$1,408,020 -4.0%122,9761.3%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$31,053,983$1,299,816 -4.0%553,0541.2%Retail/Wholesale
Copart, Inc. stock logo
CPRT
Copart
$31,051,252$1,299,668 -4.0%632,7951.2%Business Services
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$24,798,106$24,066,922 3,291.5%13,5661.0%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$24,464,058$1,024,243 -4.0%71,2490.9%Basic Materials
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$21,169,227$12,512,661 144.5%264,2190.8%Finance
The Progressive Corporation stock logo
PGR
Progressive
$15,673,756$3,423,814 27.9%58,7340.6%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$10,514,6360.0%4,0230.4%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$9,108,290$9,108,290 New Holding43,8700.4%Computer and Technology
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$8,375,062$8,375,062 New Holding100,6860.3%Industrials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,883,405$246,312 -4.0%63,0590.2%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$4,359,758$982,152 -18.4%61,6220.2%Consumer Staples
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$4,184,067$742,552 21.6%56,4880.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$2,678,5890.0%15,1000.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,678,2600.0%2,0000.1%Consumer Discretionary
Coca Cola Femsa S.A.B. de C.V. stock logo
KOF
Coca Cola Femsa
$2,586,851$457,533 21.5%26,7430.1%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$2,477,748$63,532 2.6%7,8000.1%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,739,460$86,973 5.3%6,0000.1%Finance
Yandex stock logo
YNDX
Yandex
$1,576,407$1,674,009 -51.5%28,4910.1%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$1,575,2600.0%2,0000.1%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,557,050$1,557,050 New Holding2,2000.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$1,447,836$148,496 -9.3%7,8000.1%Medical
American Express Company stock logo
AXP
American Express
$1,339,716$1,339,716 New Holding4,2000.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$1,276,704$116,064 10.0%3,3000.0%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$1,265,496$105,458 9.1%2,4000.0%Finance
Accenture PLC stock logo
ACN
Accenture
$1,225,4490.0%4,1000.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,210,376$47,778 4.1%7,6000.0%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,208,483$121,957 11.2%10,9000.0%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,173,1550.0%9,5000.0%Retail/Wholesale
Booking Holdings Inc. stock logo
BKNG
Booking
$1,157,8480.0%2000.0%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$1,135,393$93,065 -7.6%6,1000.0%Aerospace
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,109,350$88,748 8.7%5,0000.0%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,095,996$262,086 31.4%4,6000.0%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$1,051,701$206,892 24.5%6,1000.0%Business Services
Trane Technologies plc stock logo
TT
Trane Technologies
$1,049,784$131,223 14.3%2,4000.0%Construction
McKesson Corporation stock logo
MCK
McKesson
$1,025,892$146,556 16.7%1,4000.0%Medical
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,018,9080.0%2,2000.0%Aerospace
Cintas Corporation stock logo
CTAS
Cintas
$1,002,9150.0%4,5000.0%Business Services
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$977,8580.0%1,4000.0%Industrials
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$965,4120.0%1,8000.0%Medical
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$962,8020.0%1,8000.0%Construction
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$957,750$76,620 8.7%2,5000.0%Medical
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$946,8270.0%5,7000.0%Energy
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$936,390$936,390 New Holding3,5000.0%Finance
Synchrony Financial stock logo
SYF
Synchrony Financial
$934,3600.0%14,0000.0%Finance
Cencora, Inc. stock logo
COR
Cencora
$929,535$509,745 121.4%3,1000.0%Medical
TE CONNECTIVITY PLC
$927,685$84,335 10.0%5,5000.0%ORD SHS
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$921,568$74,320 8.8%12,4000.0%Business Services
Electronic Arts Inc. stock logo
EA
Electronic Arts
$910,290$910,290 New Holding5,7000.0%Consumer Discretionary
Public Storage stock logo
PSA
Public Storage
$909,602$909,602 New Holding3,1000.0%Finance
Exelon Corporation stock logo
EXC
Exelon
$894,452$894,452 New Holding20,6000.0%Utilities
Jabil, Inc. stock logo
JBL
Jabil
$894,210$43,620 -4.7%4,1000.0%Computer and Technology
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$888,090$101,496 12.9%7,0000.0%Finance
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$882,9660.0%2,1000.0%Computer and Technology
AECOM stock logo
ACM
AECOM
$880,3080.0%7,8000.0%Construction
ResMed Inc. stock logo
RMD
ResMed
$877,200$25,800 3.0%3,4000.0%Medical
Valero Energy Corporation stock logo
VLO
Valero Energy
$873,730$94,094 12.1%6,5000.0%Energy
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$851,9040.0%5,4000.0%Computer and Technology
eBay Inc. stock logo
EBAY
eBay
$848,844$848,844 New Holding11,4000.0%Retail/Wholesale
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$835,9520.0%5,2000.0%Finance
Edison International stock logo
EIX
Edison International
$830,760$165,120 24.8%16,1000.0%Utilities
Fox Corporation stock logo
FOXA
FOX
$823,788$100,872 14.0%14,7000.0%Consumer Discretionary
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$822,304$117,472 16.7%7000.0%Medical
CDW Corporation stock logo
CDW
CDW
$821,514$267,885 48.4%4,6000.0%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$819,468$819,468 New Holding5,2000.0%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$819,3330.0%17,7000.0%Medical
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$816,912$242,048 42.1%5,4000.0%Consumer Discretionary
Reliance, Inc. stock logo
RS
Reliance
$816,1400.0%2,6000.0%Basic Materials
KLA Corporation stock logo
KLAC
KLA
$806,166$179,148 -18.2%9000.0%Computer and Technology
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$801,845$801,845 New Holding6,1000.0%Business Services

Showing largest 100 holdings. View all holdings.
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