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 ConsInvestment ActivityUnited Super Pty Ltd In Its Capacity As Trustee For The Cons has $5.59 billion in total holdings as of June 30, 2026.United Super Pty Ltd In Its Capacity As Trustee For The Cons owns shares of 184 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 7.64% of the portfolio was purchased this quarter.About 12.51% of the portfolio was sold this quarter.This quarter, United Super Pty Ltd In Its Capacity As Trustee For The Cons has purchased 185 new stocks and bought additional shares in 60 stocks.United Super Pty Ltd In Its Capacity As Trustee For The Cons sold shares of 52 stocks and completely divested from 24 stocks this quarter.Largest Holdings NVIDIA $418,575,073Alphabet $307,453,630Apple $274,438,861Microsoft $236,513,330Amazon.com $221,723,650 Largest New Holdings this Quarter 89417E109 - Travelers Companies $46,771,401 Holding075887109 - Becton, Dickinson and Company $28,737,567 HoldingG0450A105 - Arch Capital Group $22,459,684 Holding191216100 - CocaCola $8,169,748 Holding75886F107 - Regeneron Pharmaceuticals $7,806,721 Holding Largest Purchases this Quarter Travelers Companies 141,680 shares (about $46.77M)NVIDIA 217,166 shares (about $43.45M)Micron Technology 35,920 shares (about $41.46M)Becton, Dickinson and Company 189,900 shares (about $28.74M)Lockheed Martin 44,560 shares (about $22.70M) Largest Sales this Quarter Citigroup 1,610,749 shares (about $225.44M)Amazon.com 538,519 shares (about $128.35M)Cisco Systems 271,900 shares (about $31.94M)State Street 158,896 shares (about $26.95M)Dell Technologies 50,800 shares (about $21.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Super Pty Ltd In Its Capacity As Trustee For The Cons Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$418,575,073$43,452,745 â–²11.6%2,091,9347.5%TechnologyGOOGLAlphabet$307,453,630$13,403,877 â–¼-4.2%860,3235.5%Communication ServicesAAPLApple$274,438,861$4,375,123 â–²1.6%948,4344.9%TechnologyMSFTMicrosoft$236,513,330$1,417,476 â–¼-0.6%634,0504.2%TechnologyAMZNAmazon.com$221,723,650$128,350,618 â–¼-36.7%930,2834.0%Consumer DiscretionaryMETAMeta Platforms$129,757,231$7,623,567 â–¼-5.5%230,3562.3%Communication ServicesAVGOBroadcom$129,333,289$16,077,040 â–²14.2%342,3782.3%TechnologyLAM RESEARCH CORP$123,752,114$19,956,580 â–¼-13.9%285,5842.2%COM NEWLINDE PLC$101,834,1910.0%196,2351.8%SHSJPMJPMorgan Chase & Co.$92,699,856$18,007,078 â–²24.1%283,2001.7%FinanceVVisa$92,167,011$27,447 â–¼0.0%268,6381.6%FinanceMAMastercard$77,445,230$7,086,653 â–¼-8.4%150,7891.4%FinanceLLYEli Lilly and Company$76,216,580$95,954 â–²0.1%63,5441.4%HealthcareMARMarriott International$71,003,932$17,088,275 â–¼-19.4%191,5971.3%Consumer DiscretionaryAPHAmphenol$70,917,314$4,430,922 â–¼-5.9%402,2081.3%TechnologyCCitigroup$70,883,721$225,440,428 â–¼-76.1%506,4571.3%FinanceCSCOCisco Systems$70,138,537$31,937,374 â–¼-31.3%597,1271.3%TechnologyAMATApplied Materials$69,630,684$28,920 â–¼0.0%96,3081.2%TechnologyTMOThermo Fisher Scientific$68,150,8670.0%135,9321.2%HealthcareQCOMQualcomm$63,830,531$3,178,388 â–¼-4.7%345,4221.1%TechnologyBMYBristol Myers Squibb$61,774,920$7,553,982 â–²13.9%1,072,1091.1%HealthcareABTAbbott Laboratories$60,402,3510.0%665,6641.1%HealthcareMSCIMSCI$58,991,813$672,048 â–²1.2%105,3351.1%FinanceGOOGAlphabet$58,729,099$1,271,988 â–²2.2%166,2161.1%Communication ServicesTXNTexas Instruments$58,582,0820.0%196,5381.0%TechnologyDELLDell Technologies$58,572,421$21,918,168 â–¼-27.2%135,7541.0%TechnologyCOSTCostco Wholesale$58,204,008$4,453,773 â–²8.3%62,2191.0%Consumer StaplesMCOMoody's$58,112,8060.0%128,3071.0%FinanceRSGRepublic Services$55,364,150$7,938,508 â–²16.7%259,8281.0%IndustrialsAZOAutoZone$53,893,1360.0%16,8631.0%Consumer DiscretionaryVZVerizon Communications$51,633,2490.0%1,219,4910.9%Communication ServicesMRKMerck & Co., Inc.$50,539,692$13,685,250 â–¼-21.3%393,3050.9%HealthcareADBEAdobe$49,393,623$98,410 â–²0.2%240,9210.9%TechnologyCRMSalesforce$48,627,890$783,300 â–²1.6%310,4040.9%TechnologyCMCSAComcast$47,510,2890.0%1,935,2460.9%Communication ServicesMUMicron Technology$47,348,976$41,462,097 â–²704.3%41,0200.8%TechnologyWALMART INC$47,259,434$4,448,173 â–²10.4%417,2650.8%COMTRVTravelers Companies$46,771,401$46,771,401 â–²New Holding141,6800.8%FinanceGILDGilead Sciences$45,279,750$884,380 â–¼-1.9%358,3960.8%HealthcareTAT&T$44,529,012$5,148,090 â–²13.1%2,151,1600.8%Communication ServicesWFCWells Fargo & Company$44,155,7910.0%534,3150.8%FinanceHCAHCA Healthcare$43,830,264$1,232,052 â–²2.9%112,4170.8%HealthcareISRGIntuitive Surgical$43,615,1560.0%109,6740.8%HealthcareEWEdwards Lifesciences$42,480,2870.0%469,6030.8%HealthcareNEMNewmont$41,092,918$7,490,680 â–²22.3%439,9670.7%MaterialsCICigna Group$38,443,024$4,289,581 â–²12.6%139,4480.7%HealthcareTE CONNECTIVITY PLC$37,726,473$20,161 â–¼-0.1%187,1260.7%ORD SHSFDXFedEx$37,152,561$5,060,181 â–²15.8%118,6490.7%IndustrialsSHWSherwin-Williams$37,135,6010.0%107,8520.7%MaterialsIBKRInteractive Brokers Group$36,802,3400.0%422,8210.7%FinanceHPEHewlett Packard Enterprise$35,040,320$1,163,838 â–¼-3.2%776,7750.6%TechnologyEOGEOG Resources$34,385,715$4,229,198 â–²14.0%265,0560.6%EnergyNFLXNetflix$33,250,552$16,442,992 â–²97.8%465,6940.6%Communication ServicesGE VERNOVA INC$31,684,7990.0%26,9690.6%COMPGRProgressive$29,637,9850.0%135,6740.5%FinanceAJGArthur J. Gallagher & Co.$28,830,5480.0%125,5850.5%FinanceBDXBecton, Dickinson and Company$28,737,567$28,737,567 â–²New Holding189,9000.5%HealthcareJBLJabil$28,462,301$439,447 â–¼-1.5%73,8360.5%TechnologyUBERUber Technologies$28,065,0440.0%388,9280.5%IndustrialsICEIntercontinental Exchange$27,992,382$5,016,979 â–¼-15.2%227,3770.5%FinanceIRIngersoll Rand$27,750,6630.0%338,4640.5%IndustrialsACNAccenture$27,411,768$858,636 â–¼-3.0%220,2810.5%TechnologyBXBlackstone$27,389,575$16,900,236 â–¼-38.2%232,7660.5%FinanceFICOFair Isaac$25,594,5770.0%21,4220.5%TechnologyEBAYeBay$25,167,776$3,821,850 â–¼-13.2%225,2150.5%Consumer DiscretionaryLMTLockheed Martin$24,372,566$22,701,537 â–²1,358.5%47,8400.4%IndustrialsGMGeneral Motors$23,640,821$1,294,944 â–¼-5.2%306,7050.4%Consumer DiscretionaryMLMMartin Marietta Materials$22,591,6460.0%39,1740.4%MaterialsACGLArch Capital Group$22,459,684$22,459,684 â–²New Holding231,4000.4%FinanceEXPEExpedia Group$21,571,196$1,970,276 â–²10.1%84,3020.4%Consumer DiscretionaryBSXBoston Scientific$20,894,8900.0%489,5710.4%HealthcareRFRegions Financial$20,067,9000.0%664,5000.4%FinanceSYFSynchrony Financial$20,060,925$1,992,510 â–²11.0%263,7860.4%FinanceNTAPNetApp$19,859,4220.0%128,3240.4%TechnologyVICIVICI Properties$19,325,745$16,941,555 â–²710.6%727,9000.3%Real EstateAIGAmerican International Group$19,187,227$2,854,499 â–²17.5%257,4430.3%FinancePYPLPayPal$17,820,386$6,317,234 â–²54.9%412,7000.3%FinancePHMPulteGroup$17,060,0050.0%124,3350.3%Consumer DiscretionaryFISERV INC$16,870,4040.0%343,9430.3%COMTROWT. Rowe Price Group$16,075,7660.0%141,4000.3%FinanceCFGCitizens Financial Group$15,616,571$2,998,996 â–¼-16.1%222,8710.3%FinanceFFIVF5$14,790,2900.0%35,5570.3%TechnologyUTHRUnited Therapeutics$14,208,408$195,059 â–¼-1.4%26,2230.3%HealthcareONonsemi$14,132,312$567,240 â–²4.2%149,4850.3%TechnologyNRGNRG Energy$13,922,585$3,739,136 â–¼-21.2%95,3210.2%UtilitiesZMZoom Communications$13,764,028$422,919 â–¼-3.0%159,4720.2%TechnologyMASMasco$13,509,210$89,507 â–¼-0.7%166,0220.2%IndustrialsCFCF Industries$13,161,385$1,017,644 â–²8.4%121,5720.2%MaterialsRPRXRoyalty Pharma$13,151,2750.0%234,5510.2%HealthcareNXPINXP Semiconductors$13,103,867$196,721 â–²1.5%46,6280.2%TechnologySNASnap-On$13,097,7180.0%32,5490.2%IndustrialsHPQHP$13,052,7200.0%594,9280.2%TechnologyGISGeneral Mills$12,375,158$793,440 â–²6.9%355,6080.2%Consumer StaplesCTSHCognizant Technology Solutions$12,113,8920.0%312,7780.2%TechnologyPRUPrudential Financial$11,483,7520.0%106,4000.2%FinanceDVNDevon Energy$11,387,792$6,032,720 â–²112.7%275,6000.2%EnergyGPNGlobal Payments$11,193,8310.0%154,2700.2%FinanceNLYAnnaly Capital Management$10,702,994$804,960 â–²8.1%478,6670.2%FinanceTXTTextron$10,676,455$201,806 â–²1.9%116,3900.2%IndustrialsKRKroger$10,649,044$4,336,893 â–²68.7%191,7710.2%Consumer StaplesShowing largest 100 holdings. 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