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 110 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in WFC (+266.4K shares, valued at $22.3M), NFLX (+14.2K shares, valued at $17.1M), TXN (+76.3K shares, valued at $14.0M); decreased their positions in BRK.B (-71.4K shares, valued at $35.9M), CRM (-97.0K shares, valued at $23.0M), APH (-81.8K shares, valued at $10.1M); initiated new positions in MLM (+13.8K shares, valued at $8.7M), TPR (+13.5K shares, valued at $1.5M), AMP (+2.4K shares, valued at $1.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP586.2K shares-2.19%2025-09-302025-11-13history
GOOGL ALPHABET INC782.2K shares-0.24%2025-09-302025-11-13history
AMZN AMAZON COM INC763.7K shares-0.20%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION877.2K shares9.25%2025-09-302025-11-13history
META META PLATFORMS INC215.3K shares-2.96%2025-09-302025-11-13history
APH AMPHENOL CORP NEW836.0K shares-8.92%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED165.6K shares1.97%2025-09-302025-11-13history
V VISA INC273.9K shares-0.76%2025-09-302025-11-13history
Sponsored
LIN LINDE PLC182.8K shares0.00%2025-09-302025-11-13history
AAPL APPLE INC337.1K shares-9.70%2025-09-302025-11-13history
ABT ABBOTT LABS544.8K shares0.00%2025-09-302025-11-13history
MAR MARRIOTT INTL INC NEW243.8K shares-9.12%2025-09-302025-11-13history
TMO THERMO FISHER SCIENTIFIC INC126.6K shares17.05%2025-09-302025-11-13history
LRCX LAM RESEARCH CORP433.6K shares0.67%2025-09-302025-11-13history
BX BLACKSTONE INC339.8K shares6.49%2025-09-302025-11-13history
ICE INTERCONTINENTAL EXCHANGE IN321.3K shares-10.47%2025-09-302025-11-13history
Sponsored
MSCI MSCI INC94.8K shares0.00%2025-09-302025-11-13history
AZO AUTOZONE INC12.3K shares0.00%2025-09-302025-11-13history
LLY ELI LILLY & CO60.3K shares22.96%2025-09-302025-11-13history
AVGO BROADCOM INC138.5K shares12.64%2025-09-302025-11-13history
AJG GALLAGHER ARTHUR J & CO146.1K shares0.00%2025-09-302025-11-13history
WFC WELLS FARGO CO NEW530.6K shares100.82%2025-09-302025-11-13history
WMT WALMART INC415.5K shares13.45%2025-09-302025-11-13history
COST COSTCO WHSL CORP NEW45.7K shares-3.59%2025-09-302025-11-13history
Sponsored
ISRG INTUITIVE SURGICAL INC94.3K shares18.20%2025-09-302025-11-13history
RSG REPUBLIC SVCS INC181.8K shares0.00%2025-09-302025-11-13history
MCO MOODYS CORP87.0K shares0.00%2025-09-302025-11-13history
UNH UNITEDHEALTH GROUP INC118.5K shares-0.50%2025-09-302025-11-13history
EW EDWARDS LIFESCIENCES CORP437.4K shares0.00%2025-09-302025-11-13history
ZTS ZOETIS INC221.0K shares-2.38%2025-09-302025-11-13history
CMG CHIPOTLE MEXICAN GRILL INC712.8K shares28.89%2025-09-302025-11-13history
PGR PROGRESSIVE CORP111.8K shares90.41%2025-09-302025-11-13history
Sponsored
SHW SHERWIN WILLIAMS CO71.2K shares0.00%2025-09-302025-11-13history
TXN TEXAS INSTRS INC120.2K shares174.03%2025-09-302025-11-13history
FICO FAIR ISAAC CORP13.3K shares-2.21%2025-09-302025-11-13history
NFLX NETFLIX INC16.2K shares711.25%2025-09-302025-11-13history
IR INGERSOLL RAND INC226.8K shares125.30%2025-09-302025-11-13history
CRM SALESFORCE INC55.5K shares-63.62%2025-09-302025-11-13history
UBER UBER TECHNOLOGIES INC118.0K shares87.18%2025-09-302025-11-13history
MELI MERCADOLIBRE INC4.0K shares0.00%2025-09-302025-11-13history
Sponsored
MLM MARTIN MARIETTA MATLS INC13.8K sharesnew addition2025-09-302025-11-13history
GEHC GE HEALTHCARE TECHNOLOGIES I62.7K shares10.96%2025-09-302025-11-13history
GOOG ALPHABET INC15.0K shares-0.66%2025-09-302025-11-13history
TSLA TESLA INC7.7K shares-1.28%2025-09-302025-11-13history
NBIS NEBIUS GROUP N.V.28.5K shares0.00%2025-09-302025-11-13history
INTU INTUIT4.4K shares120.00%2025-09-302025-11-13history
ADBE ADOBE INC8.1K shares145.45%2025-09-302025-11-13history
TMUS T-MOBILE US INC11.8K shares156.52%2025-09-302025-11-13history
Sponsored
GILD GILEAD SCIENCES INC25.3K shares132.11%2025-09-302025-11-13history
MCK MCKESSON CORP3.6K shares157.14%2025-09-302025-11-13history
TEL TE CONNECTIVITY PLC12.2K shares121.82%2025-09-302025-11-13history
COR CENCORA INC8.5K shares174.19%2025-09-302025-11-13history
KOF COCA-COLA FEMSA SAB DE CV31.6K shares18.10%2025-09-302025-11-13history
IDXX IDEXX LABS INC4.1K shares127.78%2025-09-302025-11-13history
WAB WABTEC12.9K shares258.33%2025-09-302025-11-13history
NDAQ NASDAQ INC29.2K shares300.00%2025-09-302025-11-13history
Sponsored
EBAY EBAY INC.28.2K shares147.37%2025-09-302025-11-13history
HIG HARTFORD INSURANCE GROUP INC19.2K shares174.29%2025-09-302025-11-13history
FERG FERGUSON ENTERPRISES INC11.4K shares267.74%2025-09-302025-11-13history
BR BROADRIDGE FINL SOLUTIONS IN10.7K shares234.38%2025-09-302025-11-13history
MPC MARATHON PETE CORP13.2K shares131.58%2025-09-302025-11-13history
ACM AECOM19.3K shares147.44%2025-09-302025-11-13history
PH PARKER-HANNIFIN CORP3.3K shares135.71%2025-09-302025-11-13history
KO COCA COLA CO37.5K shares-39.09%2025-09-302025-11-13history
Sponsored
CCK CROWN HLDGS INC25.5K shares235.53%2025-09-302025-11-13history
EME EMCOR GROUP INC3.6K shares100.00%2025-09-302025-11-13history
LDOS LEIDOS HOLDINGS INC11.9K shares120.37%2025-09-302025-11-13history
QCOM QUALCOMM INC12.8K shares68.42%2025-09-302025-11-13history
CF CF INDS HLDGS INC23.4K shares325.45%2025-09-302025-11-13history
EIX EDISON INTL36.9K shares129.19%2025-09-302025-11-13history
ACN ACCENTURE PLC IRELAND8.0K shares95.12%2025-09-302025-11-13history
JBL JABIL INC8.7K shares112.20%2025-09-302025-11-13history
Sponsored
APP APPLOVIN CORP2.3K shares76.92%2025-09-302025-11-13history
NRG NRG ENERGY INC10.2K shares209.09%2025-09-302025-11-13history
TT TRANE TECHNOLOGIES PLC3.9K shares62.50%2025-09-302025-11-13history
JPM JPMORGAN CHASE & CO.5.1K shares-15.00%2025-09-302025-11-13history
TPR TAPESTRY INC13.5K sharesnew addition2025-09-302025-11-13history
SYF SYNCHRONY FINANCIAL21.3K shares52.14%2025-09-302025-11-13history
MAS MASCO CORP20.5K shares115.79%2025-09-302025-11-13history
J JACOBS SOLUTIONS INC9.5K shares55.74%2025-09-302025-11-13history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC7.4K shares34.55%2025-09-302025-11-13history
PSTG PURE STORAGE INC15.6K shares212.00%2025-09-302025-11-13history
LOW LOWES COS INC5.2K shares4.00%2025-09-302025-11-13history
EA ELECTRONIC ARTS INC5.9K shares3.51%2025-09-302025-11-13history
AMP AMERIPRISE FINL INC2.4K sharesnew addition2025-09-302025-11-13history
UHS UNIVERSAL HLTH SVCS INC5.7K shares147.83%2025-09-302025-11-13history
HCA HCA HEALTHCARE INC2.7K shares8.00%2025-09-302025-11-13history
ALLE ALLEGION PLC6.2K shares16.98%2025-09-302025-11-13history
Sponsored
CDW CDW CORP6.7K shares45.65%2025-09-302025-11-13history
TRV TRAVELERS COMPANIES INC3.7K shares5.71%2025-09-302025-11-13history
BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares-97.28%2025-09-302025-11-13history
PYPL PAYPAL HLDGS INC14.4K shares16.13%2025-09-302025-11-13history
RPM RPM INTL INC8.0K shares17.65%2025-09-302025-11-13history
RMD RESMED INC3.4K shares0.00%2025-09-302025-11-13history
CEG CONSTELLATION ENERGY CORP2.8K shares47.37%2025-09-302025-11-13history
HWM HOWMET AEROSPACE INC4.6K shares-24.59%2025-09-302025-11-13history
Sponsored
FFIV F5 INC2.7K shares107.69%2025-09-302025-11-13history
KLAC KLA CORP800 shares-11.11%2025-09-302025-11-13history
AVY AVERY DENNISON CORP5.0K sharesnew addition2025-09-302025-11-13history
VLO VALERO ENERGY CORP4.5K shares-30.77%2025-09-302025-11-13history
ORCL ORACLE CORP2.4K shares4.35%2025-09-302025-11-13history
WSM WILLIAMS SONOMA INC2.9K shares-27.50%2025-09-302025-11-13history
FOXA FOX CORP7.4K shares-49.66%2025-09-302025-11-13history
XOM EXXON MOBIL CORP4.0K shares-36.51%2025-09-302025-11-13history
Sponsored
EG EVEREST GROUP LTD1.2K sharesnew addition2025-09-302025-11-13history
DECK DECKERS OUTDOOR CORP4.1K sharesnew addition2025-09-302025-11-13history
BAH BOOZ ALLEN HAMILTON HLDG COR3.0K sharesnew addition2025-09-302025-11-13history
KR KROGER CO4.3K shares-49.41%2025-09-302025-11-13history
JNJ JOHNSON & JOHNSON1.4K shares-41.67%2025-09-302025-11-13history
ACI ALBERTSONS COS INC11.5K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available