Free Trial

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 $2.57 billion in total holdings as of December 31, 2024.
  • United Super Pty Ltd In Its Capacity As Trustee For The Cons owns shares of 162 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 13.96% of the portfolio was purchased this quarter.
  • About 13.28% of the portfolio was sold this quarter.
  • This quarter, United Super Pty Ltd In Its Capacity As Trustee For The Cons has purchased 46 new stocks and bought additional shares in 21 stocks.
  • United Super Pty Ltd In Its Capacity As Trustee For The Cons sold shares of 13 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Microsoft
$262,793,013
Amazon.com
$181,531,833
Alphabet
$171,815,675
Meta Platforms
$130,549,987
Apple
$126,939,644

Largest New Holdings this Quarter

Republic Services
$38,098,460 Holding
LAM RESEARCH CORP
$32,839,440 Holding
Eli Lilly and Company
$30,601,306 Holding
Broadcom
$24,559,042 Holding
Tesla
$3,230,720 Holding

Largest Purchases this Quarter

NVIDIA
303,021 shares (about $40.69M)
Republic Services
189,375 shares (about $38.10M)
LAM RESEARCH CORP
454,651 shares (about $32.84M)
Eli Lilly and Company
39,639 shares (about $30.60M)
Broadcom
105,931 shares (about $24.56M)

Largest Sales this Quarter

S&P Global
59,201 shares (about $29.48M)
Coca-Cola
383,957 shares (about $23.91M)
Adobe
52,203 shares (about $23.21M)
Gartner
34,457 shares (about $16.69M)
Abbott Laboratories
84,829 shares (about $9.60M)

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 Co. stock logo
MSFT
Microsoft
$262,793,013$14,655,133 5.9%623,47110.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$181,531,833$6,296,493 3.6%827,4397.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$171,815,675$5,160,886 -2.9%907,6376.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$130,549,987$4,566,978 3.6%222,9685.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$126,939,644$1,706,362 -1.3%506,9074.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$102,321,105$2,307,092 2.3%323,7604.0%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$94,871,583$40,692,688 75.1%706,4683.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$92,983,832$2,053,623 2.3%176,5843.6%Business Services
LINDE PLC
$79,734,0230.0%190,4463.1%SHS
Marriott International, Inc. stock logo
MAR
Marriott International
$77,965,121$4,983,821 -6.0%279,5053.0%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$71,534,154$9,595,008 -11.8%632,4302.8%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$59,483,063$17,836,117 42.8%117,5882.3%Medical
Amphenol Co. stock logo
APH
Amphenol
$56,126,015$423,645 0.8%808,1502.2%Computer and Technology
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$55,638,2450.0%373,3862.2%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$53,789,698$6,529,406 13.8%103,3962.1%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$51,596,478$4,370,696 -7.8%154,3282.0%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$51,530,126$10,156,720 24.5%181,5402.0%Finance
MSCI Inc. stock logo
MSCI
MSCI
$46,867,379$14,189,636 43.4%78,1111.8%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$45,339,786$1,924,167 4.4%49,4831.8%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$42,425,646$1,133,200 2.7%93,5971.7%Finance
AutoZone, Inc. stock logo
AZO
AutoZone
$41,174,516$8,209,928 24.9%12,8591.6%Retail/Wholesale
Zoetis Inc. stock logo
ZTS
Zoetis
$38,265,738$879,822 2.4%234,8601.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$38,125,686$1,828,253 5.0%98,0121.5%Retail/Wholesale
Republic Services, Inc. stock logo
RSG
Republic Services
$38,098,460$38,098,460 New Holding189,3751.5%Business Services
Blackstone Inc. stock logo
BX
Blackstone
$37,967,227$6,463,508 20.5%220,2021.5%Finance
Moody's Co. stock logo
MCO
Moody's
$36,745,818$3,592,878 10.8%77,6261.4%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$35,933,859$29,483,873 -45.1%72,1521.4%Business Services
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$35,285,9980.0%600,0001.4%Basic Materials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$34,698,8550.0%66,4781.4%Medical
LAM RESEARCH CORP
$32,839,440$32,839,440 New Holding454,6511.3%COM NEW
Copart, Inc. stock logo
CPRT
Copart
$32,721,1940.0%570,1551.3%Business Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$32,310,386$23,905,162 -42.5%518,9591.3%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$30,601,306$30,601,306 New Holding39,6391.2%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$27,696,028$5,634,719 -16.9%374,1191.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$26,855,452$5,941,416 28.4%297,2381.0%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$24,559,042$24,559,042 New Holding105,9311.0%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$22,108,7060.0%65,0390.9%Basic Materials
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$19,184,4440.0%318,1500.7%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$17,158,173$9,510,026 -35.7%74,7470.7%Medical
Adobe Inc. stock logo
ADBE
Adobe
$13,005,555$23,213,628 -64.1%29,2470.5%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$6,840,870$448,916 -6.2%4,0230.3%Retail/Wholesale
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$3,632,477$716,598 24.6%46,4630.1%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$3,230,720$3,230,720 New Holding8,0000.1%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$2,951,820$2,951,820 New Holding15,5000.1%Computer and Technology
Yandex stock logo
YNDX
Yandex
$2,093,843$2,046,144 -49.4%75,5900.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,782,640$1,782,640 New Holding2,0000.1%Consumer Discretionary
Coca-Cola FEMSA, S.A.B. de C.V. stock logo
KOF
Coca-Cola FEMSA
$1,714,593$163,803 10.6%22,0130.1%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$1,652,610$1,652,610 New Holding9,3000.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,390,318$1,390,318 New Holding5,8000.1%Finance
Accenture plc stock logo
ACN
Accenture
$1,371,981$1,371,981 New Holding3,9000.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,233,384$1,233,384 New Holding3,4000.0%Industrial Products
Intuit Inc. stock logo
INTU
Intuit
$1,131,300$1,131,300 New Holding1,8000.0%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$1,126,167$1,126,167 New Holding4,7000.0%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,099,371$1,099,371 New Holding9,1000.0%Retail/Wholesale
Fiserv, Inc. stock logo
FI
Fiserv
$1,088,726$1,088,726 New Holding5,3000.0%Business Services
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,080,296$1,080,296 New Holding19,1000.0%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,075,340$1,075,340 New Holding7,0000.0%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$993,684$993,684 New Holding2000.0%Retail/Wholesale
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$971,880$971,880 New Holding2,0000.0%Aerospace
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$954,045$954,045 New Holding1,5000.0%Industrial Products
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$943,254$943,254 New Holding5,8000.0%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$938,876$938,876 New Holding3,4000.0%Medical
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$881,827$881,827 New Holding9,7000.0%Consumer Staples
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$878,237$878,237 New Holding1,9000.0%Computer and Technology
The Allstate Co. stock logo
ALL
Allstate
$867,555$867,555 New Holding4,5000.0%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$867,204$867,204 New Holding3,6000.0%Finance
McKesson Co. stock logo
MCK
McKesson
$854,865$854,865 New Holding1,5000.0%Medical
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$843,829$843,829 New Holding4,9000.0%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$840,420$840,420 New Holding2,8000.0%Medical
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$837,000$837,000 New Holding6,0000.0%Oils/Energy
CRH PLC
$832,680$832,680 New Holding9,0000.0%ORD
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$827,895$827,895 New Holding9,7000.0%Computer and Technology
Cintas Co. stock logo
CTAS
Cintas
$822,150$822,150 New Holding4,5000.0%Business Services
KLA Co. stock logo
KLAC
KLA
$819,156$819,156 New Holding1,3000.0%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$806,775$806,775 New Holding7,5000.0%Oils/Energy
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$806,040$806,040 New Holding6,0000.0%Medical
Fortinet, Inc. stock logo
FTNT
Fortinet
$803,080$803,080 New Holding8,5000.0%Computer and Technology
Cummins Inc. stock logo
CMI
Cummins
$801,780$801,780 New Holding2,3000.0%Auto/Tires/Trucks
The Hartford Financial Services Group, Inc. stock logo
HIG
The Hartford Financial Services Group
$798,620$798,620 New Holding7,3000.0%Finance
Fair Isaac Co. stock logo
FICO
Fair Isaac
$796,372$796,372 New Holding4000.0%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$789,760$789,760 New Holding3,2000.0%Retail/Wholesale
Gartner, Inc. stock logo
IT
Gartner
$775,152$16,693,383 -95.6%1,6000.0%Business Services
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$768,706$768,706 New Holding3,4000.0%Business Services
Fox Co. stock logo
FOXA
FOX
$767,564$767,564 New Holding15,8000.0%Consumer Discretionary
DTE Energy stock logo
DTE
DTE Energy
$760,725$760,725 New Holding6,3000.0%Utilities
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$760,032$760,032 New Holding5,8000.0%Consumer Staples
TE CONNECTIVITY PLC
$757,741$757,741 New Holding5,3000.0%ORD SHS
SBA Communications Co. stock logo
SBAC
SBA Communications
$754,060$754,060 New Holding3,7000.0%Finance
Synchrony Financial stock logo
SYF
Synchrony Financial
$754,000$754,000 New Holding11,6000.0%Finance
Raymond James stock logo
RJF
Raymond James
$745,584$745,584 New Holding4,8000.0%Finance
Regions Financial Co. stock logo
RF
Regions Financial
$740,880$740,880 New Holding31,5000.0%Finance
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$738,898$738,898 New Holding4,6000.0%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$737,835$737,835 New Holding7000.0%Industrial Products
AECOM stock logo
ACM
AECOM
$737,058$737,058 New Holding6,9000.0%Construction
NVR, Inc. stock logo
NVR
NVR
$736,101$736,101 New Holding900.0%Construction
ResMed Inc. stock logo
RMD
ResMed
$731,808$731,808 New Holding3,2000.0%Medical
PulteGroup, Inc. stock logo
PHM
PulteGroup
$729,630$729,630 New Holding6,7000.0%Construction
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$726,240$726,240 New Holding1,6000.0%Construction
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$723,776$723,776 New Holding6,4000.0%Finance
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$720,420$720,420 New Holding1,5000.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data