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United Super Pty Ltd In Its Capacity As Trustee For The Cons Top Holdings and 13F Report (2026)

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 $5.31 billion in total holdings as of March 31, 2026.
  • United Super Pty Ltd In Its Capacity As Trustee For The Cons owns shares of 185 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
  • Approximately 12.85% of the portfolio was purchased this quarter.
  • About 40.42% of the portfolio was sold this quarter.
  • This quarter, United Super Pty Ltd In Its Capacity As Trustee For The Cons has purchased 177 new stocks and bought additional shares in 71 stocks.
  • United Super Pty Ltd In Its Capacity As Trustee For The Cons sold shares of 44 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

NVIDIA
$326,959,540
Amazon.com
$305,907,393
Alphabet
$258,179,995
Citigroup
$240,112,333
Apple
$236,865,761

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC
$23,541,240 Holding
7591EP100 - Regions Financial
$17,356,740 Holding
74144T108 - T. Rowe Price Group
$12,745,796 Holding
70450Y103 - PayPal
$12,049,272 Holding
98138H101 - Workday
$10,705,408 Holding

Largest Purchases this Quarter

Citigroup
1,530,449 shares (about $173.57M)
Apple
140,191 shares (about $35.58M)
JPMorgan Chase & Co.
115,305 shares (about $33.92M)
NVIDIA
174,696 shares (about $30.47M)
Salesforce
139,700 shares (about $26.08M)

Largest Sales this Quarter

Microsoft
1,054,116 shares (about $390.20M)
Tesla
761,543 shares (about $283.10M)
Texas Instruments
1,119,454 shares (about $217.33M)
Applied Materials
579,897 shares (about $198.20M)
Amazon.com
705,194 shares (about $146.87M)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$326,959,540$30,466,982 â–²10.3%1,874,7686.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$305,907,393$146,870,755 â–¼-32.4%1,468,8025.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$258,179,995$6,906,616 â–¼-2.6%897,8304.9%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$240,112,333$173,568,221 â–²260.8%2,117,2064.5%Financial Services
Apple Inc. stock logo
AAPL
Apple
$236,865,761$35,579,074 â–²17.7%933,3144.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$236,112,935$390,202,121 â–¼-62.3%637,8504.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$139,536,786$663,671 â–²0.5%243,8902.6%Computer and Technology
LINDE PLC
$97,285,463$6,663,014 â–²7.4%196,2351.8%SHS
Broadcom Inc. stock logo
AVGO
Broadcom
$92,796,669$21,078,250 â–²29.4%299,8181.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$82,237,540$8,754,043 â–²11.9%164,5871.5%Business Services
Visa Inc. stock logo
V
Visa
$81,217,328$5,416,141 â–²7.1%268,7181.5%Business Services
Marriott International, Inc. stock logo
MAR
Marriott International
$77,747,155$1,991,856 â–¼-2.5%237,7081.5%Consumer Discretionary
LAM RESEARCH CORP
$70,857,775$144,068,588 â–¼-67.0%331,6381.3%COM NEW
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$68,343,723$12,407,670 â–²22.2%665,6641.3%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$67,427,805$589,684 â–²0.9%869,0271.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$67,123,782$33,918,119 â–²102.1%228,1881.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$66,814,656$4,581,060 â–²7.4%135,9321.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$61,218,448$4,789,080 â–¼-7.3%1,219,4911.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$60,121,544$19,138,139 â–¼-24.1%499,8051.1%Medical
Adobe Inc. stock logo
ADBE
Adobe
$58,446,399$14,555,631 â–²33.2%240,4411.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$58,372,283$3,715,871 â–²6.8%63,4641.1%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$57,252,875$4,145,149 â–²7.8%57,4581.1%Retail/Wholesale
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$57,072,196$1,140,220 â–¼-2.0%941,0091.1%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$57,009,765$26,077,799 â–²84.3%305,4041.1%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$56,959,504$8,913,961 â–²18.6%16,8631.1%Retail/Wholesale
MSCI Inc stock logo
MSCI
MSCI
$56,129,806$3,234,060 â–²6.1%104,1351.1%Finance
Moody's Corporation stock logo
MCO
Moody's
$55,973,929$3,839,000 â–²7.4%128,3071.1%Finance
Comcast Corporation stock logo
CMCSA
Comcast
$55,560,913$3,023,163 â–¼-5.2%1,935,2461.0%Consumer Discretionary
AT&T Inc. stock logo
T
AT&T
$55,152,316$188,435 â–²0.3%1,902,4601.0%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$53,994,156$47,604,005 â–¼-46.9%427,3381.0%Computer and Technology
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$51,704,783$813,973 â–¼-1.5%109,2571.0%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$50,925,241$11,804,639 â–¼-18.8%365,3961.0%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$50,558,617$3,466,645 â–²7.4%109,6741.0%Medical
Republic Services, Inc. stock logo
RSG
Republic Services
$48,747,719$3,351,006 â–²7.4%222,5720.9%Business Services
WALMART INC
$46,976,721$3,293,420 â–²7.5%377,9910.9%COM
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$46,698,461$875,704 â–²1.9%362,6220.9%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$46,648,026$4,216,842 â–²9.9%162,6160.9%Computer and Technology
Accenture PLC stock logo
ACN
Accenture
$45,047,721$14,118,248 â–²45.6%227,1810.8%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$43,281,0860.0%376,3900.8%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$42,536,817$270,674 â–¼-0.6%534,3150.8%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$42,171,329$8,363,679 â–¼-16.6%268,1290.8%Finance
TE CONNECTIVITY PLC
$39,133,979$1,233,218 â–²3.3%187,2260.7%ORD SHS
Newmont Corporation stock logo
NEM
Newmont
$38,944,778$1,883,550 â–²5.1%359,7670.7%Basic Materials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$38,155,887$217,330,798 â–¼-85.1%196,5380.7%Computer and Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$37,605,808$2,578,576 â–²7.4%469,6030.7%Medical
FedEx Corporation stock logo
FDX
FedEx
$36,504,532$783,596 â–²2.2%102,4890.7%Transportation
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$34,571,959$6,699,816 â–²24.0%107,8520.7%Basic Materials
EOG Resources, Inc. stock logo
EOG
EOG Resources
$33,606,164$8,385,060 â–¼-20.0%232,4560.6%Energy
Cigna Group stock logo
CI
Cigna Group
$33,047,1240.0%123,8880.6%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$32,930,783$198,202,996 â–¼-85.8%96,3480.6%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$31,130,4850.0%263,3490.6%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$30,720,580$23,950,608 â–²353.8%489,5710.6%Medical
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$30,619,108$196,956 â–²0.6%186,5540.6%Computer and Technology
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$28,358,604$10,680,227 â–²60.4%422,8210.5%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$27,975,591$9,705,875 â–²53.1%388,9280.5%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$27,199,199$1,862,588 â–²7.4%125,5850.5%Finance
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$27,117,736$1,858,784 â–²7.4%338,4640.5%Industrials
Target Corporation stock logo
TGT
Target
$26,920,944$7,138,680 â–¼-21.0%222,1200.5%Retail/Wholesale
The Progressive Corporation stock logo
PGR
Progressive
$26,896,014$1,843,632 â–²7.4%135,6740.5%Finance
General Motors Company stock logo
GM
General Motors
$24,101,1230.0%323,5050.5%Auto/Tires/Trucks
eBay Inc. stock logo
EBAY
eBay
$23,611,953$2,166,276 â–¼-8.4%259,4150.4%Retail/Wholesale
GE VERNOVA INC
$23,541,240$23,541,240 â–²New Holding26,9690.4%COM
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$23,060,950$4,838,950 â–²26.6%39,1740.4%Construction
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$22,868,842$8,706,856 â–²61.5%21,4220.4%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$22,633,710$26,922 â–²0.1%235,4000.4%Consumer Discretionary
State Street Corporation stock logo
STT
State Street
$22,387,9580.0%176,8960.4%Finance
Jabil, Inc. stock logo
JBL
Jabil
$19,915,875$265,630 â–¼-1.3%74,9760.4%Computer and Technology
FISERV INC
$19,192,0190.0%343,9430.4%COM
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$19,188,930$484,665 â–²2.6%312,7780.4%Computer and Technology
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$19,109,3110.0%802,5750.4%Computer and Technology
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$17,686,636$230,890 â–²1.3%76,6020.3%Retail/Wholesale
NRG Energy, Inc. stock logo
NRG
NRG Energy
$17,671,395$1,899,820 â–¼-9.7%120,9210.3%Utilities
Regions Financial Corporation stock logo
RF
Regions Financial
$17,356,740$17,356,740 â–²New Holding664,5000.3%Finance
American International Group, Inc. stock logo
AIG
American International Group
$16,490,511$2,332,750 â–¼-12.4%219,1430.3%Finance
Synchrony Financial stock logo
SYF
Synchrony Financial
$16,160,600$176,852 â–²1.1%237,5860.3%Finance
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$15,932,2900.0%265,6710.3%Finance
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$15,763,1870.0%26,5830.3%Medical
PulteGroup, Inc. stock logo
PHM
PulteGroup
$14,623,0390.0%124,3350.3%Construction
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$14,564,413$2,168,328 â–¼-13.0%112,1720.3%Basic Materials
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$13,213,865$811,939 â–²6.5%164,3720.2%Computer and Technology
NetApp, Inc. stock logo
NTAP
NetApp
$13,139,094$450,516 â–²3.6%128,3240.2%Computer and Technology
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$12,773,013$1,166,400 â–¼-8.4%82,1310.2%Computer and Technology
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$12,745,796$12,745,796 â–²New Holding141,4000.2%Finance
General Mills, Inc. stock logo
GIS
General Mills
$12,387,1140.0%332,8080.2%Consumer Staples
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$12,049,272$12,049,272 â–²New Holding266,4000.2%Business Services
Snap-On Incorporated stock logo
SNA
Snap-On
$11,822,4480.0%32,5490.2%Consumer Discretionary
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$11,589,624$2,096,795 â–¼-15.3%63,5640.2%Retail/Wholesale
HP Inc. stock logo
HPQ
HP
$11,428,567$268,940 â–²2.4%594,9280.2%Computer and Technology
Royalty Pharma PLC stock logo
RPRX
Royalty Pharma
$11,251,4120.0%234,5510.2%Medical
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$11,097,6990.0%122,7350.2%Medical
Workday, Inc. stock logo
WDAY
Workday
$10,705,408$10,705,408 â–²New Holding82,4000.2%Computer and Technology
Fox Corporation stock logo
FOXA
FOX
$10,634,523$724,160 â–²7.3%182,0980.2%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$10,629,076$283,103,610 â–¼-96.4%28,5920.2%Auto/Tires/Trucks
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$10,394,216$10,394,216 â–²New Holding106,4000.2%Finance
Global Payments Inc. stock logo
GPN
Global Payments
$10,382,371$195,170 â–²1.9%154,2700.2%Business Services
lululemon athletica inc. stock logo
LULU
lululemon athletica
$10,306,0800.0%67,3160.2%Consumer Discretionary
CVS Health Corporation stock logo
CVS
CVS Health
$10,305,165$574,560 â–¼-5.3%143,4860.2%Medical
F5, Inc. stock logo
FFIV
F5
$10,287,7070.0%35,5570.2%Computer and Technology
Masco Corporation stock logo
MAS
Masco
$10,089,155$18,111 â–²0.2%167,1220.2%Construction
Textron Inc. stock logo
TXT
Textron
$9,998,476$411,532 â–²4.3%114,1900.2%Aerospace

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