Sponsored

The Analysis of United Super Pty Ltd in its capacity as Trustee for the Cons's Holdings

Currently, United Super Pty Ltd in its capacity as Trustee for the Cons holds 177 types of securities in its portfolio with a total value $7.2B. In the most recent quarter, they have increased their positions in MSFT (+1.1M shares, valued at $534.8M), TSLA (+782.4K shares, valued at $351.9M), AMZN (+1.4M shares, valued at $325.5M); decreased their positions in MA (-18.6K shares, valued at $10.6M), V (-23.1K shares, valued at $8.1M), AJG (-29.1K shares, valued at $7.5M); initiated new positions in AMAT (+676.2K shares, valued at $173.8M), GS (+160.0K shares, valued at $140.6M), ASML (+120.8K shares, valued at $129.3M).

Top Holding Treemap

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP1.7M shares188.64%2025-12-312026-02-10

AMZN AMAZON COM INC2.2M shares184.66%2025-12-312026-02-10

TSLA TESLA INC790.1K shares10161.49%2025-12-312026-02-10

NVDA NVIDIA CORPORATION1.7M shares93.81%2025-12-312026-02-10

ALPHABET INC ALPHABET INC921.8K shares17.86%2025-12-312026-02-10

TXN TEXAS INSTRS INC1.3M shares994.66%2025-12-312026-02-10

AAPL APPLE INC793.1K shares135.27%2025-12-312026-02-10

AMAT APPLIED MATLS INC676.2K sharesnew addition2025-12-312026-02-10

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.0M shares132.01%2025-12-312026-02-10

META META PLATFORMS INC242.7K shares12.74%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC160.0K sharesnew addition2025-12-312026-02-10

ASML ASML HOLDING N V120.8K sharesnew addition2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC645.5K shares8622.77%2025-12-312026-02-10

INTC INTEL CORP3.1M sharesnew addition2025-12-312026-02-10

APH AMPHENOL CORP NEW804.1K shares-3.82%2025-12-312026-02-10

V VISA INC250.8K shares-8.45%2025-12-312026-02-10

Sponsored

MA MASTERCARD INCORPORATED147.1K shares-11.22%2025-12-312026-02-10

BROADCOM INC BROADCOM INC231.7K shares67.29%2025-12-312026-02-10

LINDE PLC LINDE PLC182.8K shares0.00%2025-12-312026-02-10

MAR MARRIOTT INTL INC NEW243.8K shares0.00%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC126.6K shares0.00%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC658.9K sharesnew addition2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC586.8K sharesnew addition2025-12-312026-02-10

ABT ABBOTT LABS544.8K shares0.00%2025-12-312026-02-10

Sponsored

CSCO CISCO SYS INC861.4K sharesnew addition2025-12-312026-02-10

LLY ELI LILLY & CO59.4K shares-1.52%2025-12-312026-02-10

ADBE ADOBE INC180.6K shares2129.15%2025-12-312026-02-10

MCO MOODYS CORP119.5K shares37.44%2025-12-312026-02-10

CMCSA COMCAST CORP NEW2.0M sharesnew addition2025-12-312026-02-10

QCOM QUALCOMM INC355.8K shares2679.86%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC376.4K shares10.78%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC102.2K shares8.37%2025-12-312026-02-10

Sponsored

MSCI MSCI INC98.1K shares3.48%2025-12-312026-02-10

GILD GILEAD SCIENCES INC450.1K shares1679.04%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC1.3M sharesnew addition2025-12-312026-02-10

ICE INTERCONTINENTAL EXCHANGE IN321.3K shares0.00%2025-12-312026-02-10

HCA HCA HEALTHCARE INC111.0K shares4010.26%2025-12-312026-02-10

BMY BRISTOL-MYERS SQUIBB CO959.8K sharesnew addition2025-12-312026-02-10

WFC WELLS FARGO CO NEW537.7K shares1.34%2025-12-312026-02-10

AZO AUTOZONE INC14.2K shares15.25%2025-12-312026-02-10

Sponsored

T AT&T INC1.9M sharesnew addition2025-12-312026-02-10

ALPHABET INC ALPHABET INC147.9K shares886.11%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW53.3K shares16.68%2025-12-312026-02-10

RSG REPUBLIC SVCS INC207.3K shares14.03%2025-12-312026-02-10

CRM SALESFORCE INC165.7K shares198.75%2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND156.0K shares1849.76%2025-12-312026-02-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC181.3K shares1386.28%2025-12-312026-02-10

WMT WALMART INC351.5K shares-15.40%2025-12-312026-02-10

Sponsored

UNH UNITEDHEALTH GROUP INC118.1K shares-0.34%2025-12-312026-02-10

EW EDWARDS LIFESCIENCES CORP437.4K shares0.00%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.112.9K shares2113.39%2025-12-312026-02-10

NEM NEWMONT CORP342.4K sharesnew addition2025-12-312026-02-10

THE CIGNA GROUP THE CIGNA GROUP123.9K sharesnew addition2025-12-312026-02-10

ZTS ZOETIS INC263.3K shares19.14%2025-12-312026-02-10

EOG EOG RES INC290.5K sharesnew addition2025-12-312026-02-10

AJG GALLAGHER ARTHUR J & CO117.0K shares-19.93%2025-12-312026-02-10

Sponsored

FDX FEDEX CORP100.3K sharesnew addition2025-12-312026-02-10

PGR PROGRESSIVE CORP126.4K shares13.00%2025-12-312026-02-10

SHW SHERWIN WILLIAMS CO87.0K shares22.04%2025-12-312026-02-10

TGT TARGET CORP281.0K sharesnew addition2025-12-312026-02-10

GM GENERAL MTRS CO323.5K sharesnew addition2025-12-312026-02-10

CTSH COGNIZANT TECHNOLOGY SOLUTIO304.9K sharesnew addition2025-12-312026-02-10

IR INGERSOLL RAND INC315.3K shares38.98%2025-12-312026-02-10

EBAY EBAY INC.283.2K shares904.31%2025-12-312026-02-10

Sponsored

KR KROGER CO388.5K shares8934.21%2025-12-312026-02-10

DELL DELL TECHNOLOGIES INC185.4K sharesnew addition2025-12-312026-02-10

FI FISERV INC343.9K sharesnew addition2025-12-312026-02-10

STT STATE STR CORP176.9K sharesnew addition2025-12-312026-02-10

FICO FAIR ISAAC CORP13.3K shares0.00%2025-12-312026-02-10

NFLX NETFLIX INC235.1K shares1349.12%2025-12-312026-02-10

EXPE EXPEDIA GROUP INC75.6K sharesnew addition2025-12-312026-02-10

AIG AMERICAN INTL GROUP INC250.1K sharesnew addition2025-12-312026-02-10

Sponsored

NRG NRG ENERGY INC133.9K shares1212.95%2025-12-312026-02-10

UBER UBER TECHNOLOGIES INC254.0K shares115.19%2025-12-312026-02-10

SYF SYNCHRONY FINANCIAL235.0K shares1003.22%2025-12-312026-02-10

EME EMCOR GROUP INC31.7K shares779.89%2025-12-312026-02-10

HPE HEWLETT PACKARD ENTERPRISE C802.6K sharesnew addition2025-12-312026-02-10

MLM MARTIN MARIETTA MATLS INC31.0K shares124.39%2025-12-312026-02-10

F FORD MTR CO1.4M sharesnew addition2025-12-312026-02-10

JBL JABIL INC76.0K shares773.29%2025-12-312026-02-10

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN263.6K sharesnew addition2025-12-312026-02-10

LDOS LEIDOS HOLDINGS INC89.6K shares653.20%2025-12-312026-02-10

CFG CITIZENS FINL GROUP INC265.7K sharesnew addition2025-12-312026-02-10

GIS GENERAL MLS INC332.8K sharesnew addition2025-12-312026-02-10

PHM PULTE GROUP INC124.3K sharesnew addition2025-12-312026-02-10

LULU LULULEMON ATHLETICA INC67.3K sharesnew addition2025-12-312026-02-10

WSM WILLIAMS SONOMA INC75.1K shares2488.41%2025-12-312026-02-10

ZM ZOOM COMMUNICATIONS INC154.3K sharesnew addition2025-12-312026-02-10

Sponsored

NTAP NETAPP INC123.9K sharesnew addition2025-12-312026-02-10

UTHR UNITED THERAPEUTICS CORP DEL26.6K sharesnew addition2025-12-312026-02-10

HP INC HP INC580.9K sharesnew addition2025-12-312026-02-10

SSNC SS&C TECHNOLOGIES HLDGS INC141.9K sharesnew addition2025-12-312026-02-10

FOXA FOX CORP169.7K shares2193.22%2025-12-312026-02-10

CVS CVS HEALTH CORP151.5K sharesnew addition2025-12-312026-02-10

GPN GLOBAL PMTS INC151.4K sharesnew addition2025-12-312026-02-10

SNA SNAP ON INC32.5K sharesnew addition2025-12-312026-02-10

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC122.7K sharesnew addition2025-12-312026-02-10

MAS MASCO CORP166.8K shares713.77%2025-12-312026-02-10

GDDY GODADDY INC83.7K sharesnew addition2025-12-312026-02-10

BSX BOSTON SCIENTIFIC CORP107.9K sharesnew addition2025-12-312026-02-10

APTIV PLC APTIV PLC134.7K sharesnew addition2025-12-312026-02-10

HOLX HOLOGIC INC136.1K sharesnew addition2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS33.9K sharesnew addition2025-12-312026-02-10

NXPI NXP SEMICONDUCTORS N V45.9K sharesnew addition2025-12-312026-02-10

Sponsored

CF CF INDS HLDGS INC128.9K shares450.74%2025-12-312026-02-10

OMC OMNICOM GROUP INC119.9K sharesnew addition2025-12-312026-02-10

DECK DECKERS OUTDOOR CORP92.7K shares2161.02%2025-12-312026-02-10

TXT TEXTRON INC109.5K sharesnew addition2025-12-312026-02-10

MCK MCKESSON CORP11.5K shares219.56%2025-12-312026-02-10

RS RELIANCE INC32.1K sharesnew addition2025-12-312026-02-10

GEN DIGITAL INC GEN DIGITAL INC334.2K sharesnew addition2025-12-312026-02-10

FFIV F5 INC35.6K shares1216.93%2025-12-312026-02-10

Sponsored

RPRX ROYALTY PHARMA PLC234.6K sharesnew addition2025-12-312026-02-10

CSL CARLISLE COS INC26.8K sharesnew addition2025-12-312026-02-10

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN375.4K sharesnew addition2025-12-312026-02-10

BBY BEST BUY INC124.2K sharesnew addition2025-12-312026-02-10

MELI MERCADOLIBRE INC4.0K shares0.00%2025-12-312026-02-10

UHS UNIVERSAL HLTH SVCS INC37.0K shares549.05%2025-12-312026-02-10

ON ON SEMICONDUCTOR CORP143.5K sharesnew addition2025-12-312026-02-10

CHKP CHECK POINT SOFTWARE TECH LT39.9K sharesnew addition2025-12-312026-02-10

Sponsored

TPR TAPESTRY INC55.9K shares313.90%2025-12-312026-02-10

BLDR BUILDERS FIRSTSOURCE INC68.8K sharesnew addition2025-12-312026-02-10

DAL DELTA AIR LINES INC DEL101.2K sharesnew addition2025-12-312026-02-10

DOCU DOCUSIGN INC100.8K sharesnew addition2025-12-312026-02-10

JNJ JOHNSON & JOHNSON32.1K shares2192.86%2025-12-312026-02-10

FOX FOX CORP95.0K sharesnew addition2025-12-312026-02-10

UAL UNITED AIRLS HLDGS INC50.5K sharesnew addition2025-12-312026-02-10

CAH CARDINAL HEALTH INC26.1K sharesnew addition2025-12-312026-02-10

Sponsored

CRBG COREBRIDGE FINL INC177.6K sharesnew addition2025-12-312026-02-10

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D2.4K sharesnew addition2025-12-312026-02-10

GEHC GE HEALTHCARE TECHNOLOGIES I62.7K shares0.00%2025-12-312026-02-10

BAH BOOZ ALLEN HAMILTON HLDG COR51.7K shares1624.17%2025-12-312026-02-10

CHTR CHARTER COMMUNICATIONS INC N19.5K sharesnew addition2025-12-312026-02-10

NVR NVR INC547 sharesnew addition2025-12-312026-02-10

KOF COCA-COLA FEMSA SAB DE CV41.9K shares32.67%2025-12-312026-02-10

VIPS VIPSHOP HLDGS LTD199.7K sharesnew addition2025-12-312026-02-10

Sponsored

BKNG BOOKING HOLDINGS INC600 sharesnew addition2025-12-312026-02-10

NDAQ NASDAQ INC30.6K shares4.79%2025-12-312026-02-10

PH PARKER-HANNIFIN CORP3.3K shares-1.21%2025-12-312026-02-10

CME CME GROUP INC10.5K sharesnew addition2025-12-312026-02-10

HWM HOWMET AEROSPACE INC13.2K shares186.96%2025-12-312026-02-10

CBOE CBOE GLOBAL MKTS INC10.5K sharesnew addition2025-12-312026-02-10

EXC EXELON CORP60.4K sharesnew addition2025-12-312026-02-10

BR BROADRIDGE FINL SOLUTIONS IN11.7K shares9.35%2025-12-312026-02-10

Sponsored

ROK ROCKWELL AUTOMATION INC6.7K sharesnew addition2025-12-312026-02-10

MPC MARATHON PETE CORP15.9K shares20.45%2025-12-312026-02-10

AVY AVERY DENNISON CORP14.2K shares184.00%2025-12-312026-02-10

RMD RESMED INC10.4K shares206.47%2025-12-312026-02-10

AMP AMERIPRISE FINL INC4.4K shares81.67%2025-12-312026-02-10

HIG HARTFORD INSURANCE GROUP INC14.3K shares-25.52%2025-12-312026-02-10

NBIS NEBIUS GROUP N.V.21.2K shares-25.60%2025-12-312026-02-10

TSN TYSON FOODS INC28.0K sharesnew addition2025-12-312026-02-10

Sponsored

CNC CENTENE CORP DEL39.3K sharesnew addition2025-12-312026-02-10

APP APPLOVIN CORP2.1K shares-6.96%2025-12-312026-02-10

WAB WABTEC6.6K shares-48.84%2025-12-312026-02-10

CVNA CARVANA CO3.2K sharesnew addition2025-12-312026-02-10

J JACOBS SOLUTIONS INC9.4K shares-1.05%2025-12-312026-02-10

VLO VALERO ENERGY CORP7.6K shares68.89%2025-12-312026-02-10

PNR PENTAIR PLC11.8K sharesnew addition2025-12-312026-02-10

EA ELECTRONIC ARTS INC5.9K shares0.00%2025-12-312026-02-10

Sponsored

QFIN QFIN HOLDINGS INC59.6K sharesnew addition2025-12-312026-02-10

AME AMETEK INC5.0K sharesnew addition2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-2.00%2025-12-312026-02-10

EVRG EVERGY INC9.8K sharesnew addition2025-12-312026-02-10

SPGI S&P GLOBAL INC1.3K sharesnew addition2025-12-312026-02-10

TDY TELEDYNE TECHNOLOGIES INC1.2K sharesnew addition2025-12-312026-02-10

PSTG PURE STORAGE INC7.8K shares-50.00%2025-12-312026-02-10

ADI ANALOG DEVICES INC1.9K sharesnew addition2025-12-312026-02-10

Sponsored

AMD ADVANCED MICRO DEVICES INC2.1K sharesnew addition2025-12-312026-02-10

XOM EXXON MOBIL CORP3.5K shares-12.50%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC1.2K sharesnew addition2025-12-312026-02-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.2K sharesnew addition2025-12-312026-02-10

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.4K sharesnew addition2025-12-312026-02-10

HEI.A HEICO CORP NEW1.3K sharesnew addition2025-12-312026-02-10

ORCL ORACLE CORP1.6K shares-35.00%2025-12-312026-02-10

TRV TRAVELERS COMPANIES INC1.0K shares-71.89%2025-12-312026-02-10

Sponsored

TT TRANE TECHNOLOGIES PLC640 shares-83.59%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available