UNIVEST FINANCIAL Corp
Institutional InvestorSimilar funds →SEC EDGAR: CIK 102212
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.8B
Holdings
254
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
UNIVEST FINANCIAL Corp disclosed 254 positions worth $1.8B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 5 new positions and exited 5 — including a new stake in $BR. The portfolio is most concentrated in Other (35.1% of disclosed assets). All figures are sourced directly from UNIVEST FINANCIAL Corp’s Form 13F-HR filing with the SEC under CIK 102212.
AI Fund Analysis
StableVANGUARD STAR FDS
9.2% weight
Held 9 quarters
SPDR SERIES TRUST
7.8% weight
Held 7 quarters
$AAPL5.1% weight
Held 9 quarters
$GOOG3.9% weight
Held 9 quarters
$MSFT3.7% weight
Held 9 quarters
SPDR SERIES TRUST
6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
ISHARES TR
6 quarters accumulating
$MA5 quarters accumulating
$NFLX5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD STAR FDS
—Quality
$164.2M2,129,230 shSPDR SERIES TRUST
—Quality
$138.4M1,807,986 sh- 76.1#112
Quality
$90.6M356,996 sh - 80.2
Quality
$68.5M238,130 sh - 83.7
Quality
$65.2M176,049 sh SPDR SERIES TRUST
—Quality
$61.9M2,415,915 sh- 90.2
Quality
$55.1M316,215 sh - 74.6
Quality
$54.9M263,495 sh ISHARES TR
—Quality
$50.9M1,101,390 sh- 86.4
Quality
$43.2M139,483 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD STAR FDS | — | $164.2M | 2,129,230 |
| SPDR SERIES TRUST | — | $138.4M | 1,807,986 |
| Apple Inc.$AAPL | 76.1#112 | $90.6M | 356,996 |
| Alphabet Inc.$GOOG | 80.2 | $68.5M | 238,130 |
| MICROSOFT CORP$MSFT | 83.7 | $65.2M | 176,049 |
| SPDR SERIES TRUST | — | $61.9M | 2,415,915 |
 NVIDIA CORP$NVDA | 90.2 | $55.1M | 316,215 |
 AMAZON COM INC$AMZN | 74.6 | $54.9M | 263,495 |
| ISHARES TR | — | $50.9M | 1,101,390 |
 Broadcom Inc.$AVGO | 86.4 | $43.2M | 139,483 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of UNIVEST FINANCIAL Corp's 254 positions.
Showing top 10 of 254 holdings.
Sector Allocation
Other
$625.6M
Technology
$530.3M
Financials
$169.9M
Consumer Discretionary
$137.8M
Healthcare
$105.7M
Industrials
$79.9M
Consumer Staples
$42.8M
Utilities
$40.8M
Full Holdings — UNIVEST FINANCIAL Corp (Q1 2026)
All 254 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD STAR FDS | $164.2M | 9.2% | +1% | — |
| 2 | — | SPDR SERIES TRUST | $138.4M | 7.8% | +6% | — |
| 3 | $AAPL | Apple Inc. | $90.6M | 5.1% | -4% | 76.1 |
| 4 | $GOOG | Alphabet Inc. | $68.5M | 3.9% | -11% | 80.2 |
| 5 | $MSFT | MICROSOFT CORP | $65.2M | 3.7% | +13% | 83.7 |
| 6 | — | SPDR SERIES TRUST | $61.9M | 3.5% | -21% | — |
| 7 | $NVDA | NVIDIA CORP | $55.1M | 3.1% | +8% | 90.2 |
| 8 | $AMZN | AMAZON COM INC | $54.9M | 3.1% | +9% | 74.6 |
| 9 | — | ISHARES TR | $50.9M | 2.9% | +10% | — |
| 10 | $AVGO | Broadcom Inc. | $43.2M | 2.4% | +5% | 86.4 |
| 11 |  $META | Meta Platforms, Inc. | $35.7M | 2.0% | +0% | 80.9 |
| 12 | — | SELECT SECTOR SPDR TR | $33.7M | 1.9% | -7% | — |
| 13 |  $NEE | NEXTERA ENERGY INC | $31.3M | 1.8% | -5% | 71.7 |
| 14 |  $LLY | ELI LILLY & Co | $29.8M | 1.7% | -3% | 89.3 |
| 15 | — | VANGUARD INDEX FDS | $24.2M | 1.4% | +2% | — |
| 16 |  $V | VISA INC. | $23.6M | 1.3% | +19% | 83.5 |
| 17 |  $MU | MICRON TECHNOLOGY INC | $22.0M | 1.2% | -27% | 88.4 |
| 18 |  $SPGI | S&P Global Inc. | $19.6M | 1.1% | +30% | 79.4 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $18.3M | 1.0% | -1% | 67 |
| 20 |  $UVSP | UNIVEST FINANCIAL Corp | $17.2M | 1.0% | -19% | 66.2 |
| 21 |  $BLK | BlackRock, Inc. | $16.9M | 0.9% | +2% | 70.3 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $16.7M | 0.9% | -1% | 72.8 |
| 23 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $16.3M | 0.9% | -3% | 63.7 |
| 24 | — | SPDR SERIES TRUST | $15.6M | 0.9% | +41% | — |
| 25 | — | ISHARES TR | $15.3M | 0.9% | +5% | — |
| 26 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $14.9M | 0.8% | -12% | 66.5 |
| 27 | — | VANGUARD WORLD FD | $14.4M | 0.8% | +344% | — |
| 28 |  $TJX | TJX COMPANIES INC /DE/ | $14.2M | 0.8% | -5% | 70.7 |
| 29 |  $AMAT | APPLIED MATERIALS INC /DE | $14.0M | 0.8% | -26% | 74.8 |
| 30 |  $UNH | UNITEDHEALTH GROUP INC | $13.4M | 0.8% | +47% | 66.8 |
| 31 |  $TEL | TE Connectivity plc | $13.1M | 0.7% | -5% | — |
| 32 |  $PM | Philip Morris International Inc. | $12.7M | 0.7% | -6% | 80.5 |
| 33 |  $AXP | AMERICAN EXPRESS CO | $12.6M | 0.7% | +1% | 73.2 |
| 34 |  $FICO | FAIR ISAAC CORP | $12.3M | 0.7% | +148% | 75.6 |
| 35 |  $SNPS | SYNOPSYS INC | $12.1M | 0.7% | +108% | 63.1 |
| 36 | — | VANGUARD INDEX FDS | $12.1M | 0.7% | +14% | — |
| 37 |  $STT | STATE STREET CORP | $11.6M | 0.7% | -62% | 61.5 |
| 38 |  $URI | UNITED RENTALS, INC. | $11.5M | 0.7% | +9% | 70.7 |
| 39 |  $AMT | AMERICAN TOWER CORP /MA/ | $11.2M | 0.6% | +46% | 69.8 |
| 40 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $11.0M | 0.6% | -27% | 75.1 |
| 41 |  $CRM | Salesforce, Inc. | $11.0M | 0.6% | +29% | 75.2 |
| 42 |  $FDX | FEDEX CORP | $10.6M | 0.6% | -19% | 60.3 |
| 43 |  $JPM | JPMORGAN CHASE & CO | $10.0M | 0.6% | -7% | 35.6 |
| 44 |  $SHW | SHERWIN WILLIAMS CO | $9.9M | 0.6% | -13% | 65.3 |
| 45 | — | VANGUARD INDEX FDS | $9.7M | 0.6% | +5% | — |
| 46 |  $MDLZ | Mondelez International, Inc. | $9.2M | 0.5% | +26% | 53.9 |
| 47 |  $SCHW | SCHWAB CHARLES CORP | $9.1M | 0.5% | -17% | 77.2 |
| 48 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $8.2M | 0.5% | NEW | 77.6 |
| 49 |  $ULTA | Ulta Beauty, Inc. | $8.2M | 0.5% | -9% | 66.6 |
| 50 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.8M | 0.4% | +7% | 68.4 |
| 51 |  $GOOGL | Alphabet Inc. | $7.5M | 0.4% | -2% | 80.2 |
| 52 |  $ANET | Arista Networks, Inc. | $7.0M | 0.4% | -2% | 86 |
| 53 |  $EME | EMCOR Group, Inc. | $6.6M | 0.4% | -8% | 71.7 |
| 54 |  $ADBE | ADOBE INC. | $6.5M | 0.4% | +124% | 80.4 |
| 55 | $MA | Mastercard Inc | $6.4M | 0.4% | +13% | 81.7 |
| 56 |  $CASY | CASEYS GENERAL STORES INC | $6.4M | 0.4% | -6% | 59.9 |
| 57 |  $ZTS | Zoetis Inc. | $6.2M | 0.3% | +73% | 72.6 |
| 58 |  $ACN | Accenture plc | $6.0M | 0.3% | +61% | — |
| 59 |  $EQIX | EQUINIX INC | $5.8M | 0.3% | +16% | 61.4 |
| 60 |  $ICE | Intercontinental Exchange, Inc. | $5.8M | 0.3% | +8% | 73.8 |
| 61 |  $TD | TORONTO DOMINION BANK | $5.7M | 0.3% | -0% | — |
| 62 |  $HD | HOME DEPOT, INC. | $5.6M | 0.3% | -6% | 69.2 |
| 63 |  $WMT | Walmart Inc. | $5.6M | 0.3% | +0% | 63.2 |
| 64 |  $ECL | ECOLAB INC. | $5.6M | 0.3% | -0% | 64.3 |
| 65 |  $XOM | EXXON MOBIL CORP | $5.5M | 0.3% | -10% | 61.8 |
| 66 |  $UBER | Uber Technologies, Inc | $5.3M | 0.3% | +15% | 79.3 |
| 67 |  $LMT | LOCKHEED MARTIN CORP | $5.1M | 0.3% | -16% | 65 |
| 68 | — | SPDR SERIES TRUST | $5.0M | 0.3% | -62% | — |
| 69 |  $FTNT | Fortinet, Inc. | $4.8M | 0.3% | +10% | 78.1 |
| 70 |  $PH | Parker-Hannifin Corp | $4.7M | 0.3% | -10% | 73.8 |
| 71 |  $MNST | Monster Beverage Corp | $4.5M | 0.3% | -9% | 77 |
| 72 |  $MCD | MCDONALDS CORP | $4.4M | 0.3% | +8% | 73.9 |
| 73 |  $PEP | PEPSICO INC | $4.4M | 0.3% | -4% | 62.7 |
| 74 |  $AMGN | AMGEN INC | $4.4M | 0.3% | -5% | 79.5 |
| 75 | — | SELECT SECTOR SPDR TR | $4.3M | 0.2% | -70% | — |
| 76 | — | SPDR SERIES TRUST | $4.2M | 0.2% | +17% | — |
| 77 |  $ISRG | INTUITIVE SURGICAL INC | $4.2M | 0.2% | +7% | 81.4 |
| 78 | — | ISHARES TR | $4.1M | 0.2% | +13% | — |
| 79 |  $TDG | TransDigm Group INC | $4.1M | 0.2% | +4% | 75.4 |
| 80 |  $DAR | DARLING INGREDIENTS INC. | $4.0M | 0.2% | -19% | 46.6 |
| 81 | — | SPDR INDEX SHS FDS | $3.9M | 0.2% | +6% | — |
| 82 |  $EXLS | ExlService Holdings, Inc. | $3.8M | 0.2% | +27% | 68.2 |
| 83 |  $IDXX | IDEXX LABORATORIES INC /DE | $3.7M | 0.2% | +2% | 73.6 |
| 84 |  $SPY | SPDR S&P 500 ETF TRUST | $3.7M | 0.2% | -6% | — |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $3.6M | 0.2% | -1% | 72.3 |
| 86 | — | VANGUARD MUN BD FDS | $3.4M | 0.2% | -19% | — |
| 87 |  $PG | PROCTER & GAMBLE Co | $3.3M | 0.2% | -3% | 72.9 |
| 88 | — | VANGUARD CHARLOTTE FDS | $3.3M | 0.2% | +17% | — |
| 89 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.2M | 0.2% | +16% | 76.6 |
| 90 |  $UNP | UNION PACIFIC CORP | $3.1M | 0.2% | -8% | 74 |
| 91 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3.1M | 0.2% | +21% | 71.5 |
| 92 |  $GLW | CORNING INC /NY | $3.0M | 0.2% | -21% | 72.7 |
| 93 |  $ABT | ABBOTT LABORATORIES | $3.0M | 0.2% | +25% | 67 |
| 94 | — | VANGUARD INDEX FDS | $3.0M | 0.2% | +17% | — |
| 95 |  $WM | WASTE MANAGEMENT INC | $3.0M | 0.2% | -4% | 70.7 |
| 96 |  $MRK | Merck & Co., Inc. | $3.0M | 0.2% | -5% | 70.9 |
| 97 |  $BX | Blackstone Inc. | $3.0M | 0.2% | +9% | 68 |
| 98 | — | VANGUARD INDEX FDS | $3.0M | 0.2% | +1% | — |
| 99 |  $ABNB | Airbnb, Inc. | $2.9M | 0.2% | +12% | 70.1 |
| 100 |  $NOW | ServiceNow, Inc. | $2.9M | 0.2% | +38% | 76 |
| 101 |  $CAT | CATERPILLAR INC | $2.9M | 0.2% | -2% | 67.8 |
| 102 | — | ISHARES TR | $2.7M | 0.1% | -1% | — |
| 103 | — | ISHARES TR | $2.7M | 0.1% | -0% | — |
| 104 | $NFLX | NETFLIX INC | $2.6M | 0.1% | +0% | 86.7 |
| 105 | — | SPDR SERIES TRUST | $2.6M | 0.1% | -3% | — |
| 106 | — | ISHARES TR | $2.6M | 0.1% | -9% | — |
| 107 |  $INTU | INTUIT INC. | $2.6M | 0.1% | +83% | 82 |
| 108 |  $CME | CME GROUP INC. | $2.6M | 0.1% | +0% | 74.5 |
| 109 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.6M | 0.1% | -1% | 64.5 |
| 110 |  $TSLA | Tesla, Inc. | $2.5M | 0.1% | +3% | 50.1 |
| 111 | — | SPDR SERIES TRUST | $2.5M | 0.1% | +15% | — |
| 112 |  $ADI | ANALOG DEVICES INC | $2.4M | 0.1% | -11% | 76.2 |
| 113 |  $POOL | POOL CORP | $2.4M | 0.1% | -44% | 56.3 |
| 114 |  $RMD | RESMED INC | $2.2M | 0.1% | +10% | 79.8 |
| 115 |  $CRH | CRH PUBLIC LTD CO | $2.1M | 0.1% | -13% | — |
| 116 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.1M | 0.1% | +0% | 70.1 |
| 117 |  $MET | METLIFE INC | $2.0M | 0.1% | -4% | 73.9 |
| 118 | — | SELECT SECTOR SPDR TR | $2.0M | 0.1% | -77% | — |
| 119 |  $PLD | Prologis, Inc. | $2.0M | 0.1% | -10% | 67.5 |
| 120 | — | SELECT SECTOR SPDR TR | $2.0M | 0.1% | -69% | — |
| 121 | — | ISHARES TR | $1.9M | 0.1% | -0% | — |
| 122 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.1% | -14% | — |
| 123 |  $SSNC | SS&C Technologies Holdings Inc | $1.9M | 0.1% | -80% | 67.2 |
| 124 |  $DT | Dynatrace, Inc. | $1.8M | 0.1% | +75% | 77.6 |
| 125 |  $COP | CONOCOPHILLIPS | $1.7M | 0.1% | +3% | 74.8 |
| 126 |  $CVX | CHEVRON CORP | $1.7M | 0.1% | -1% | 54.7 |
| 127 |  $WSO | WATSCO INC | $1.7M | 0.1% | +4% | 58.9 |
| 128 |  $ETR | ENTERGY CORP /DE/ | $1.6M | 0.1% | -2% | 65.1 |
| 129 |  $WEC | WEC ENERGY GROUP, INC. | $1.6M | 0.1% | +18% | 67 |
| 130 |  $ABBV | AbbVie Inc. | $1.5M | 0.1% | -3% | 59.3 |
| 131 | — | SPDR SERIES TRUST | $1.5M | 0.1% | -85% | — |
| 132 |  $INGR | Ingredion Inc | $1.5M | 0.1% | +26% | 58.3 |
| 133 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +0% | 64.5 |
| 134 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.1% | -3% | — |
| 135 | — | SELECT SECTOR SPDR TR | $1.4M | 0.1% | -40% | — |
| 136 | — | ISHARES TR | $1.4M | 0.1% | -14% | — |
| 137 | — | SELECT SECTOR SPDR TR | $1.4M | 0.1% | -42% | — |
| 138 |  $CCZ | COMCAST CORP | $1.4M | 0.1% | +77% | 70.4 |
| 139 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.1% | +15% | 71.6 |
| 140 |  $SNA | Snap-on Inc | $1.3M | 0.1% | +4% | 69.3 |
| 141 |  $NSC | NORFOLK SOUTHERN CORP | $1.3M | 0.1% | +2% | 70.8 |
| 142 | — | VANGUARD INDEX FDS | $1.3M | 0.1% | -69% | — |
| 143 | — | SELECT SECTOR SPDR TR | $1.3M | 0.1% | -73% | — |
| 144 |  $FAST | FASTENAL CO | $1.2M | 0.1% | -1% | 73.5 |
| 145 |  $MCO | MOODYS CORP /DE/ | $1.2M | 0.1% | NEW | 81.3 |
| 146 |  $CINF | CINCINNATI FINANCIAL CORP | $1.2M | 0.1% | -17% | 77 |
| 147 |  $ETN | Eaton Corp plc | $1.2M | 0.1% | +0% | — |
| 148 |  $KMI | KINDER MORGAN, INC. | $1.2M | 0.1% | -2% | 74.6 |
| 149 |  $PWR | QUANTA SERVICES, INC. | $1.1M | 0.1% | +0% | 62.6 |
| 150 | — | SPDR INDEX SHS FDS | $1.1M | 0.1% | +29% | — |
| 151 |  $ROP | ROPER TECHNOLOGIES INC | $1.1M | 0.1% | -73% | 72.2 |
| 152 |  $ROST | ROSS STORES, INC. | $1.1M | 0.1% | +0% | 71.5 |
| 153 | — | VANGUARD TAX-MANAGED FDS | $1.1M | 0.1% | +9% | — |
| 154 |  $LOW | LOWES COMPANIES INC | $1.0M | 0.1% | -0% | 63.5 |
| 155 |  $RTX | RTX Corp | $982,400 | 0.1% | +5% | 70 |
| 156 |  $ORCL | ORACLE CORP | $960,339 | 0.1% | -3% | 67.2 |
| 157 |  $EFX | EQUIFAX INC | $945,368 | 0.1% | +0% | 69.4 |
| 158 |  $XYL | Xylem Inc. | $908,320 | 0.1% | NEW | 65.6 |
| 159 | — | ISHARES TR | $895,126 | 0.1% | -5% | — |
| 160 |  $CEG | Constellation Energy Corp | $851,154 | 0.1% | +0% | 62.5 |
| 161 | — | ISHARES TR | $809,812 | 0.1% | +5% | — |
| 162 |  $A | AGILENT TECHNOLOGIES, INC. | $803,818 | 0.1% | -24% | 64.6 |
| 163 |  $HON | HONEYWELL INTERNATIONAL INC | $783,111 | 0.0% | -5% | 65.7 |
| 164 |  $GE | GENERAL ELECTRIC CO | $768,733 | 0.0% | -1% | 74.8 |
| 165 |  $WSFS | WSFS FINANCIAL CORP | $760,383 | 0.0% | +0% | — |
| 166 |  $PPL | PPL Corp | $751,877 | 0.0% | -0% | 70.3 |
| 167 | — | VANGUARD SCOTTSDALE FDS | $747,146 | 0.0% | +17% | — |
| 168 | — | ISHARES TR | $737,881 | 0.0% | +9% | — |
| 169 |  $KO | COCA COLA CO | $725,371 | 0.0% | -39% | 74 |
| 170 |  $LIN | LINDE PLC | $719,348 | 0.0% | -1% | — |
| 171 | — | ISHARES TR | $712,874 | 0.0% | -28% | — |
| 172 | — | VANGUARD WORLD FD | $691,441 | 0.0% | +0% | — |
| 173 |  $MO | ALTRIA GROUP, INC. | $672,057 | 0.0% | -2% | 72.1 |
| 174 | — | ISHARES TR | $649,718 | 0.0% | +0% | — |
| 175 |  $DHI | HORTON D R INC /DE/ | $642,028 | 0.0% | -9% | 54.6 |
| 176 |  $CTAS | CINTAS CORP | $637,524 | 0.0% | -0% | 76.3 |
| 177 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $634,395 | 0.0% | -11% | 70.9 |
| 178 | — | VANGUARD WORLD FD | $633,326 | 0.0% | -29% | — |
| 179 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $620,346 | 0.0% | -2% | 66.7 |
| 180 |  $DIS | Walt Disney Co | $613,991 | 0.0% | -3% | 68.9 |
| 181 |  $SYK | STRYKER CORP | $606,826 | 0.0% | -1% | 69.8 |
| 182 | — | ISHARES TR | $584,168 | 0.0% | -12% | — |
| 183 |  $SBUX | STARBUCKS CORP | $580,586 | 0.0% | -2% | 54.6 |
| 184 |  $GEV | GE Vernova Inc. | $580,479 | 0.0% | +6% | 70.1 |
| 185 | — | VANGUARD INDEX FDS | $572,481 | 0.0% | -0% | — |
| 186 |  $HSY | HERSHEY CO | $558,393 | 0.0% | -1% | 59.4 |
| 187 |  $ORLY | O REILLY AUTOMOTIVE INC | $552,937 | 0.0% | -5% | 72.7 |
| 188 | — | ISHARES TR | $539,810 | 0.0% | -14% | — |
| 189 |  $PSX | Phillips 66 | $538,386 | 0.0% | -4% | 47.6 |
| 190 |  $GLD | SPDR GOLD TRUST | $535,281 | 0.0% | -32% | — |
| 191 |  $MCK | MCKESSON CORP | $527,870 | 0.0% | +0% | 63.7 |
| 192 |  $VEEV | VEEVA SYSTEMS INC | $526,980 | 0.0% | -71% | 77.8 |
| 193 | — | ISHARES TR | $509,822 | 0.0% | +0% | — |
| 194 | — | SPDR SERIES TRUST | $504,259 | 0.0% | -75% | — |
| 195 | — | ISHARES TR | $503,927 | 0.0% | -0% | — |
| 196 | — | SELECT SECTOR SPDR TR | $477,318 | 0.0% | -72% | — |
| 197 |  $CB | Chubb Ltd | $473,576 | 0.0% | +0% | — |
| 198 |  $T | AT&T INC. | $468,057 | 0.0% | -2% | 71.9 |
| 199 |  $EXC | EXELON CORP | $451,425 | 0.0% | +90% | 63.9 |
| 200 | — | VANGUARD INDEX FDS | $450,323 | 0.0% | -16% | — |
| 201 |  $CAH | CARDINAL HEALTH INC | $445,653 | 0.0% | -22% | 58.6 |
| 202 |  $COF | CAPITAL ONE FINANCIAL CORP | $440,386 | 0.0% | +2% | 71 |
| 203 |  $GD | GENERAL DYNAMICS CORP | $438,292 | 0.0% | +0% | 73 |
| 204 | — | DIMENSIONAL ETF TRUST | $437,209 | 0.0% | +0% | — |
| 205 |  $TRV | TRAVELERS COMPANIES, INC. | $428,931 | 0.0% | -6% | 71.5 |
| 206 | — | VANGUARD INDEX FDS | $428,205 | 0.0% | +0% | — |
| 207 |  $INTC | INTEL CORP | $420,918 | 0.0% | +8% | 41.5 |
| 208 |  $BA | BOEING CO | $417,671 | 0.0% | -6% | 51.8 |
| 209 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $409,492 | 0.0% | -6% | 65.9 |
| 210 |  $ITW | ILLINOIS TOOL WORKS INC | $407,094 | 0.0% | +0% | 71.2 |
| 211 | — | VANGUARD INDEX FDS | $405,172 | 0.0% | +20% | — |
| 212 |  $MS | MORGAN STANLEY | $403,842 | 0.0% | -1% | — |
| 213 |  $WFC | WELLS FARGO & COMPANY/MN | $403,065 | 0.0% | -11% | — |
| 214 |  $SO | SOUTHERN CO | $402,006 | 0.0% | +0% | 65.1 |
| 215 |  $LRCX | LAM RESEARCH CORP | $373,264 | 0.0% | +0% | 82.4 |
| 216 | — | SCHWAB STRATEGIC TR | $367,242 | 0.0% | +14% | — |
| 217 |  $IAU | ISHARES GOLD TRUST | $361,632 | 0.0% | +0% | — |
| 218 |  $DE | DEERE & CO | $353,752 | 0.0% | +0% | 57.4 |
| 219 | — | VANGUARD SPECIALIZED FUNDS | $346,892 | 0.0% | -13% | — |
| 220 |  $NUE | NUCOR CORP | $344,305 | 0.0% | +0% | 58.9 |
| 221 |  $DUK | Duke Energy CORP | $340,968 | 0.0% | +0% | 64 |
| 222 |  $ALL | ALLSTATE CORP | $326,277 | 0.0% | +4% | 76.6 |
| 223 | — | AMERICAN CENTY ETF TR | $325,997 | 0.0% | +0% | — |
| 224 |  $EMR | EMERSON ELECTRIC CO | $314,055 | 0.0% | +0% | 65.9 |
| 225 |  $PLTR | Palantir Technologies Inc. | $303,970 | 0.0% | +37% | 85.8 |
| 226 |  $TT | Trane Technologies plc | $301,097 | 0.0% | +0% | — |
| 227 | — | VANGUARD SCOTTSDALE FDS | $291,734 | 0.0% | -76% | — |
| 228 | — | ISHARES TR | $275,455 | 0.0% | -31% | — |
| 229 | — | VANGUARD SCOTTSDALE FDS | $273,541 | 0.0% | -35% | — |
| 230 |  $AMD | ADVANCED MICRO DEVICES INC | $261,408 | 0.0% | -0% | 78.8 |
| 231 |  $GS | GOLDMAN SACHS GROUP INC | $259,719 | 0.0% | +7% | — |
| 232 | — | DIMENSIONAL ETF TRUST | $256,664 | 0.0% | +0% | — |
| 233 |  $SHOP | SHOPIFY INC. | $255,033 | 0.0% | +0% | — |
| 234 |  $AZO | AUTOZONE INC | $253,333 | 0.0% | +0% | 66.5 |
| 235 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $252,240 | 0.0% | -1% | 74.6 |
| 236 | — | VANGUARD INDEX FDS | $251,931 | 0.0% | -30% | — |
| 237 |  $COR | Cencora, Inc. | $244,401 | 0.0% | +0% | 59.6 |
| 238 |  $CACI | CACI INTERNATIONAL INC /DE/ | $236,583 | 0.0% | +0% | 66.7 |
| 239 |  $BDX | BECTON DICKINSON & CO | $232,543 | 0.0% | -0% | 50.7 |
| 240 |  $QCOM | QUALCOMM INC/DE | $224,657 | 0.0% | -11% | 81.9 |
| 241 | — | VANGUARD BD INDEX FDS | $223,497 | 0.0% | -69% | — |
| 242 |  $MMM | 3M CO | $223,091 | 0.0% | -9% | 60.7 |
| 243 | — | ISHARES TR | $222,724 | 0.0% | +4% | — |
| 244 |  $YUM | YUM BRANDS INC | $219,538 | 0.0% | -0% | 71.7 |
| 245 |  $GWW | W.W. GRAINGER, INC. | $215,980 | 0.0% | NEW | 69.5 |
| 246 | — | VANGUARD SCOTTSDALE FDS | $212,758 | 0.0% | -79% | — |
| 247 |  $IVZ | Invesco Ltd. | $210,694 | 0.0% | -46% | — |
| 248 |  $WTRG | Essential Utilities, Inc. | $208,558 | 0.0% | NEW | 70.9 |
| 249 | — | ISHARES TR | $205,185 | 0.0% | -76% | — |
| 250 | — | VANGUARD WORLD FD | $203,510 | 0.0% | -73% | — |
| 251 |  $MTUS | Metallus Inc. | $163,400 | 0.0% | +0% | 36.7 |
| 252 |  $LNKB | LINKBANCORP, Inc. | $91,824 | 0.0% | -42% | 48.3 |
| 253 |  $EU | enCore Energy Corp. | $27,367 | 0.0% | +0% | 27.4 |
| 254 |  $HYPR | Hyperfine, Inc. | $11,612 | 0.0% | +0% | — |
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