United Super Pty Ltd in its capacity as Trustee for the Cons holds a diversified book of 183 stocks worth $5.3B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened GE VERNOVA INC and trimmed AMAZON COM INC. Their largest long position is NVIDIA CORPORATION at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730896/holdings"
Use Arkolith to show United Super Pty Ltd in its capacity as Trustee for the Cons's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $327.0M | 1.87M | 6.2% | ▲+10% Added · +175K sh | |
| 2 | Amazon Com Inc COM | $305.9M | 1.47M | 5.8% | ▼−32% Reduced · −705K sh | |
| 3 | Alphabet Inc CAP STK CL A | $258.2M | 897.8K | 4.9% | ▼−2.6% Reduced · −24K sh | |
| 4 | Citigroup Inc COM NEW | $240.1M | 2.12M | 4.5% | ▲+261% Added · +1.5M sh | |
| 5 | Apple Inc COM | $236.9M | 933.3K | 4.5% | ▲+18% Added · +140K sh | |
| 6 | Microsoft Corp COM | $236.1M | 637.9K | 4.4% | ▼−62% Reduced · −1.1M sh | |
| 7 | Meta Platforms Inc CL A | $139.5M | 243.9K | 2.6% | ▲+0.5% Added · +1K sh | |
| 8 | Linde PLC SHS | $97.3M | 196.2K | 1.8% | ▲+7.3% Added · +13K sh | |
| 9 | Broadcom Inc COM | $92.8M | 299.8K | 1.7% | ▲+29% Added · +68K sh | |
| 10 | Mastercard Incorporated CL A | $82.2M | 164.6K | 1.5% | ▲+12% Added · +18K sh | |
| 11 | Visa Inc COM CL A | $81.2M | 268.7K | 1.5% | ▲+7.1% Added · +18K sh | |
| 12 | Marriott Intl Inc New CL A | $77.7M | 237.7K | 1.5% | ▼−2.5% Reduced · −6K sh | |
| 13 | Lam Research Corp COM NEW | $70.9M | 331.6K | 1.3% | ▼−67% Reduced · −674K sh | |
| 14 | Abbott Laboratories COM | $68.3M | 665.7K | 1.3% | ▲+22% Added · +121K sh | |
| 15 | Cisco Sys Inc COM | $67.4M | 869.0K | 1.3% | ▲+0.9% Added · +8K sh | |
| 16 | JPMorgan Chase & Co COM | $67.1M | 228.2K | 1.3% | ▲+102% Added · +115K sh | |
| 17 | Thermo Fisher Scientific Inc COM | $66.8M | 135.9K | 1.3% | ▲+7.4% Added · +9K sh | |
| 18 | Verizon Communications Inc COM | $61.2M | 1.22M | 1.2% | ▼−7.3% Reduced · −95K sh | |
| 19 | Merck & Co Inc COM | $60.1M | 499.8K | 1.1% | ▼−24% Reduced · −159K sh | |
| 20 | Adobe Inc COM | $58.4M | 240.4K | 1.1% | ▲+33% Added · +60K sh | |
| 21 | Eli Lilly & Co COM | $58.4M | 63.5K | 1.1% | ▲+6.8% Added · +4K sh | |
| 22 | Costco Wholesale Corporation COM | $57.3M | 57.5K | 1.1% | ▲+7.8% Added · +4K sh | |
| 23 | Bristol-Myers Squibb Co COM | $57.1M | 941.0K | 1.1% | ▼−1.9% Reduced · −19K sh | |
| 24 | Salesforce Inc COM | $57.0M | 305.4K | 1.1% | ▲+84% Added · +140K sh | |
| 25 | Autozone Inc COM | $57.0M | 16.9K | 1.1% | ▲+19% Added · +3K sh | |
| 26 | Msci Inc COM | $56.1M | 104.1K | 1.1% | ▲+6.1% Added · +6K sh | |
| 27 | Moodys Corp COM | $56.0M | 128.3K | 1.1% | ▲+7.4% Added · +9K sh | |
| 28 | Comcast Corp New CL A | $55.6M | 1.94M | 1.0% | ▼−5.2% Reduced · −105K sh | |
| 29 | AT&T Inc COM | $55.2M | 1.90M | 1.0% | ▲+0.3% Added · +7K sh | |
| 30 | Amphenol Corp CL A | $54.0M | 427.3K | 1.0% | ▼−47% Reduced · −377K sh | |
| 31 | Hca Healthcare Inc COM | $51.7M | 109.3K | 1.0% | ▼−1.5% Reduced · −2K sh | |
| 32 | Gilead Sciences Inc COM | $50.9M | 365.4K | 1.0% | ▼−19% Reduced · −85K sh | |
| 33 | Intuitive Surgical Inc COM NEW | $50.6M | 109.7K | 1.0% | ▲+7.4% Added · +8K sh | |
| 34 | Republic Svcs Inc COM | $48.7M | 222.6K | 0.9% | ▲+7.4% Added · +15K sh | |
| 35 | Walmart Inc COM | $47.0M | 378.0K | 0.9% | ▲+7.5% Added · +27K sh | |
| 36 | Qualcomm Inc COM | $46.7M | 362.6K | 0.9% | ▲+1.9% Added · +7K sh | |
| 37 | Alphabet Inc CAP STK CL C | $46.6M | 162.6K | 0.9% | ▲+9.9% Added · +15K sh | |
| 38 | Accenture PLC Ireland SHS CLASS A | $45.0M | 227.2K | 0.8% | ▲+46% Added · +71K sh | |
| 39 | Blackstone Inc COM | $43.3M | 376.4K | 0.8% | —Held | |
| 40 | Wells Fargo & Co COM | $42.5M | 534.3K | 0.8% | ▼−0.6% Reduced · −3K sh | |
| 41 | Intercontinental Exchange In COM | $42.2M | 268.1K | 0.8% | ▼−17% Reduced · −53K sh | |
| 42 | Te Connectivity PLC ORD SHS | $39.1M | 187.2K | 0.7% | ▲+3.3% Added · +6K sh | |
| 43 | Newmont Corp COM | $38.9M | 359.8K | 0.7% | ▲+5.1% Added · +17K sh | |
| 44 | Texas Instrs Inc COM | $38.2M | 196.5K | 0.7% | ▼−85% Reduced · −1.1M sh | |
| 45 | Edwards Lifesciences Corp COM | $37.6M | 469.6K | 0.7% | ▲+7.4% Added · +32K sh | |
| 46 | Fedex Corp COM | $36.5M | 102.5K | 0.7% | ▲+2.2% Added · +2K sh | |
| 47 | Sherwin Williams Co COM | $34.6M | 107.9K | 0.7% | ▲+24% Added · +21K sh | |
| 48 | Eog Res Inc COM | $33.6M | 232.5K | 0.6% | ▼−20% Reduced · −58K sh | |
| 49 | The Cigna Group COM | $33.0M | 123.9K | 0.6% | —Held | |
| 50 | Applied Matls Inc COM | $32.9M | 96.3K | 0.6% | ▼−86% Reduced · −580K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 185 | $5.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 177 | $7.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 110 | $2.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 167 | $2.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 158 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 162 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 46 | $2.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 44 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 8, 2024 | 42 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 31, 2024 | 41 | $2.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 39 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 38 | $2.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 35 | $2.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 33 | $1.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 33 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 33 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 32 | $2.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 32 | $2.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 4, 2021 | 32 | $2.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 35 | $1.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 4, 2021 | 34 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 1, 2021 | 32 | $1.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 30, 2020 | 33 | $1.2B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 6, 2020 | 33 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.