UNIVEST FINANCIAL Corp
Sector Allocation
- Other34.2%$696.2M
- Technology32.2%$655.4M
- Financials8.9%$181.9M
- Healthcare6.8%$138.8M
- Consumer Discretionary5.5%$111.8M
- Industrials4.3%$86.7M
- Consumer Staples3.2%$65.8M
- Utilities2.0%$40.9M
- Materials1.3%$26.1M
- Real Estate0.9%$19.1M
AUM History
13fpro.ai/research/fund/univest-financial-corp-102212
Conviction and streaks
Stable · top 10 = 45.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$184.0M
- SPDR$161.1M
AAPL
$103.4MGOOGL
$86.3MMU
$71.8MMSFT
$68.4MNVDA
$66.1MAMZN
$64.2M- SPDR$60.0M
- ISHARES$59.0M
AVGO
$53.0MLLY
$40.6MMETA
$35.9MNEE
$30.3M- SELECT$29.8M
AMAT
$27.2MV
$26.4M- VANGUARD$25.9M
UVSP
$22.0M- SPDR$20.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/univest-financial-corp-102212
UNIVEST FINANCIAL Corp 13F holdings — Q2 2026
$2.0B portfolio (+14.4% QoQ) · 275 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
VANGUARD STAR FDS - VG TL INTL STK F
$184.0M
9.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500ETF
$161.1M
7.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $103.4M
5.1% of stocks
+0.1%This quarter+9.8%Since filed10+ qtrsHeld$86.3M
4.2% of stocks
+1%This quarter-11.1%Since filed10+ qtrsHeld$71.8M
3.5% of stocks
-4%This quarter+3.0%Since filed5 qtrsHeld$68.4M
3.4% of stocks
+4%This quarter+6.5%Since filed10+ qtrsHeld$66.1M
3.2% of stocks
+4%This quarter-3.5%Since filed9 qtrsHeld$64.2M
3.1% of stocks
+2%This quarter-9.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 9
SPDR SERIES TRUST - ST STR AGGRE ETF
$60.0M
2.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE UNIVRSL USD
$59.0M
2.9% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD STAR FDS - VG TL INTL STK F | $184.0M | 9.0% | +1% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $161.1M | 7.9% | +1% | — | — | — | — | |
| 3 | $103.4M | 5.1% | +0.1% | +9.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $86.3M | 4.2% | +1% | -11.1% | 10+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $71.8M | 3.5% | -4% | +3.0% | 5 qtrsTrimmed 3 qtrs in a row | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $68.4M | 3.4% | +4% | +6.5% | 10+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $66.1M | 3.2% | +4% | -3.5% | 9 qtrsAdded 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $64.2M | 3.1% | +2% | -9.3% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SPDR SERIES TRUST - ST STR AGGRE ETF | $60.0M | 2.9% | -3% | — | — | — | — | |
| 10 | ISHARES TR - CORE UNIVRSL USD | $59.0M | 2.9% | +16% | — | — | — | — |
All holdings — UNIVEST FINANCIAL Corp (Q2 2026)
275 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $53.0M | 2.6% | 140K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ELI LILLY & Co | Healthcare | $40.6M | 2.0% | 34K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Meta Platforms, Inc. | Technology | $35.9M | 1.8% | 64K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NEXTERA ENERGY INC | Utilities | $30.3M | 1.5% | 345K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $29.8M | 1.5% | 560K | +2% | — | — | 13F |
| 16 | APPLIED MATERIALS INC /DE | Technology | $27.2M | 1.3% | 38K | -8% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $26.4M | 1.3% | 77K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $25.9M | 1.3% | 38K | -7% | — | — | 13F |
| 19 | UNIVEST FINANCIAL Corp | Financials | $22.0M | 1.1% | 503K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $20.5M | 1.0% | 173K | +8% | — | — | 13F |
| 21 | S&P Global Inc. | Financials | $20.5M | 1.0% | 50K | +9% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | UNITEDHEALTH GROUP INC | Healthcare | $20.0M | 1.0% | 48K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BlackRock, Inc. | Financials | $17.8M | 0.9% | 19K | +5% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $17.7M | 0.9% | 69K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD WORLD FD - MEGA GRWTH INDetf/fund | — | $17.2M | 0.8% | 196K | +397% | — | — | 13F |
| 26 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $17.0M | 0.8% | 34K | +2% | |||
| 27 | $URI | UNITED RENTALS, INC. | Industrials | $16.7M | 0.8% | 15K | -7% | |||
| 28 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $16.5M | 0.8% | 18K | -4% | |||
| 29 | $FICO | FAIR ISAAC CORP | Technology | $16.5M | 0.8% | 14K | +19% | |||
| 30 | — | ISHARES TR - NATIONAL MUN ETF | — | $16.0M | 0.8% | 148K | +3% | |||
| 31 | — | VANGUARD INDEX FDS - VALUE ETF | — | $14.9M | 0.7% | 68K | +11% | |||
| 32 | $SNPS | SYNOPSYS INC | Technology | $14.7M | 0.7% | 33K | +8% | |||
| 33 | $AXP | AMERICAN EXPRESS CO | Financials | $13.7M | 0.7% | 41K | -3% | |||
| 34 | $PM | Philip Morris International Inc. | Consumer Staples | $12.9M | 0.6% | 71K | -7% | |||
| 35 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $12.8M | 0.6% | 85K | -5% | |||
| 36 | $TEL | TE Connectivity plc | Technology | $12.1M | 0.6% | 60K | -5% | |||
| 37 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $11.8M | 0.6% | 41K | -6% | |||
| 38 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $11.4M | 0.6% | 31K | +2% | |||
| 39 | $JPM | JPMORGAN CHASE & CO | Financials | $11.3M | 0.6% | 34K | +0.8% | |||
| 40 | $FTNT | Fortinet, Inc. | Technology | $11.0M | 0.5% | 72K | +21% | |||
| 41 | $ANET | Arista Networks, Inc. | Technology | $10.7M | 0.5% | 63K | +9% | |||
| 42 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $10.3M | 0.5% | 63K | -3% | |||
| 43 | $SHW | SHERWIN WILLIAMS CO | Materials | $10.0M | 0.5% | 29K | -6% | |||
| 44 | $GOOG | Alphabet Inc. | Technology | $9.3M | 0.5% | 26K | +2% | |||
| 45 | $FDX | FEDEX CORP | Industrials | $9.1M | 0.5% | 29K | -3% | |||
| 46 | $SCHW | SCHWAB CHARLES CORP | Financials | $9.0M | 0.4% | 98K | +0.8% | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $8.9M | 0.4% | 155K | -3% | |||
| 48 | $CRM | Salesforce, Inc. | Technology | $8.7M | 0.4% | 56K | -5% | |||
| 49 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $8.6M | 0.4% | 149K | -7% | |||
| 50 | $EME | EMCOR Group, Inc. | Industrials | $8.6M | 0.4% | 10K | +17% | |||
| 51 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $8.2M | 0.4% | 13K | -8% | |||
| 52 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $7.8M | 0.4% | 9,834 | +13% | |||
| 53 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $7.7M | 0.4% | 56K | +11% | |||
| 54 | $MA | Mastercard Inc | Financials | $7.6M | 0.4% | 15K | +16% | |||
| 55 | $MNST | Monster Beverage Corp | Consumer Staples | $7.4M | 0.4% | 77K | +23% | |||
| 56 | $TD | TORONTO DOMINION BANK | Financials | $7.4M | 0.4% | 61K | — | |||
| 57 | $ECL | ECOLAB INC. | Materials | $7.1M | 0.3% | 25K | +20% | |||
| 58 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $6.9M | 0.3% | 15K | -2% | |||
| 59 | $STT | STATE STREET CORP | Financials | $6.8M | 0.3% | 61K | -50% | |||
| 60 | $UBER | Uber Technologies, Inc | Technology | $6.7M | 0.3% | 93K | +27% | |||
| 61 | $EQIX | EQUINIX INC | Real Estate | $6.7M | 0.3% | 6,431 | +9% | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $6.3M | 0.3% | 33K | +1% | |||
| 63 | $PH | Parker-Hannifin Corp | Industrials | $6.2M | 0.3% | 6,359 | +21% | |||
| 64 | $TDG | TransDigm Group INC | Industrials | $5.7M | 0.3% | 4,263 | +22% | |||
| 65 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.6M | 0.3% | 16K | -7% | |||
| 66 | $ICE | Intercontinental Exchange, Inc. | Financials | $5.6M | 0.3% | 46K | +24% | |||
| 67 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.6M | 0.3% | 48K | +3% | |||
| 68 | $ADBE | ADOBE INC. | Technology | $5.4M | 0.3% | 26K | -2% | |||
| 69 | $GLW | CORNING INC /NY | Materials | $5.3M | 0.3% | 21K | -7% | |||
| 70 | $WMT | Walmart Inc. | Consumer Staples | $5.2M | 0.3% | 46K | +0.8% | |||
| 71 | — | ISHARES TR - CORE S&P500 ETF | — | $5.1M | 0.3% | 6,769 | +71% | |||
| 72 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $4.9M | 0.2% | 51K | +14% | |||
| 73 | — | ISHARES TR - MBS ETF | — | $4.8M | 0.2% | 51K | +18% | |||
| 74 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.5M | 0.2% | 33K | +3% | |||
| 75 | $AMGN | AMGEN INC | Healthcare | $4.5M | 0.2% | 13K | -0.3% | |||
| 76 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $4.5M | 0.2% | 9,049 | +28% | |||
| 77 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.5M | 0.2% | 11K | +23% | |||
| 78 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.4M | 0.2% | 8,606 | +2% | |||
| 79 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $4.4M | 0.2% | 86K | +2% | |||
| 80 | $EXLS | ExlService Holdings, Inc. | Industrials | $4.3M | 0.2% | 168K | +33% | |||
| 81 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $4.3M | 0.2% | 8,076 | +23% | |||
| 82 | $CAT | CATERPILLAR INC | Industrials | $4.2M | 0.2% | 3,939 | -3% | |||
| 83 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.2M | 0.2% | 5,565 | -2% | |||
| 84 | $ABNB | Airbnb, Inc. | Technology | $4.2M | 0.2% | 29K | +28% | |||
| 85 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.0M | 0.2% | 15K | +3% | |||
| 86 | $NOW | ServiceNow, Inc. | Technology | $3.9M | 0.2% | 39K | +41% | |||
| 87 | $PEP | PEPSICO INC | Consumer Staples | $3.8M | 0.2% | 28K | -1% | |||
| 88 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $3.8M | 0.2% | 76K | +10% | |||
| 89 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $3.8M | 0.2% | 78K | +13% | |||
| 90 | $ZTS | Zoetis Inc. | Healthcare | $3.7M | 0.2% | 52K | -1% | |||
| 91 | $ACN | Accenture plc | Technology | $3.7M | 0.2% | 30K | -0.9% | |||
| 92 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $3.6M | 0.2% | 30K | +19% | |||
| 93 | $BX | Blackstone Inc. | Financials | $3.6M | 0.2% | 30K | +17% | |||
| 94 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $3.6M | 0.2% | 18K | +10% | |||
| 95 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.5M | 0.2% | 24K | +4% | |||
| 96 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $3.5M | 0.2% | 32K | +15% | |||
| 97 | $UNP | UNION PACIFIC CORP | Industrials | $3.4M | 0.2% | 13K | -0.6% | |||
| 98 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $3.4M | 0.2% | 40K | +481% | |||
| 99 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $3.4M | 0.2% | 61K | -4% | |||
| 100 | $MRK | Merck & Co., Inc. | Healthcare | $3.2M | 0.2% | 25K | -2% | |||
| 101 | $WM | WASTE MANAGEMENT INC | Utilities | $3.0M | 0.1% | 14K | +3% | |||
| 102 | $ADI | ANALOG DEVICES INC | Technology | $3.0M | 0.1% | 7,573 | +1% | |||
| 103 | $DT | Dynatrace, Inc. | Technology | $3.0M | 0.1% | 68K | +38% | |||
| 104 | — | ISHARES TR - CORE S&P MCP ETF | — | $3.0M | 0.1% | 39K | -5% | |||
| 105 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.9M | 0.1% | 6,908 | +3% | |||
| 106 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $2.9M | 0.1% | 17K | -2% | |||
| 107 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.8M | 0.1% | 19K | -11% | |||
| 108 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.7M | 0.1% | 5,401 | +1% | |||
| 109 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.7M | 0.1% | 29K | -0.5% | |||
| 110 | $MET | METLIFE INC | Financials | $2.5M | 0.1% | 30K | +3% | |||
| 111 | $RMD | RESMED INC | Healthcare | $2.5M | 0.1% | 13K | +29% | |||
| 112 | $INTU | INTUIT INC. | Technology | $2.4M | 0.1% | 9,247 | +55% | |||
| 113 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $2.3M | 0.1% | 15K | +8% | |||
| 114 | $CRH | CRH PUBLIC LTD CO | Materials | $2.3M | 0.1% | 21K | +5% | |||
| 115 | $PLD | Prologis, Inc. | Real Estate | $2.1M | 0.1% | 16K | +3% | |||
| 116 | $NFLX | NETFLIX INC | Communication Services | $2.0M | 0.1% | 28K | +2% | |||
| 117 | — | ISHARES TR - EAFE VALUE ETF | — | $2.0M | 0.1% | 26K | +0.3% | |||
| 118 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.0M | 0.1% | 34K | -0.1% | |||
| 119 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.9M | 0.1% | 2,605 | -20% | |||
| 120 | $WSO | WATSCO INC | Consumer Discretionary | $1.9M | 0.1% | 4,601 | +1% | |||
| 121 | $CME | CME GROUP INC. | Financials | $1.8M | 0.1% | 8,264 | -5% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $1.8M | 0.1% | 21K | -11% | |||
| 123 | $ABBV | AbbVie Inc. | Healthcare | $1.7M | 0.1% | 6,866 | -1% | |||
| 124 | $INTC | INTEL CORP | Technology | $1.7M | 0.1% | 12K | +27% | |||
| 125 | $ETR | ENTERGY CORP /DE/ | Utilities | $1.7M | 0.1% | 15K | +0.5% | |||
| 126 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.6M | 0.1% | 14K | +1% | |||
| 127 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.6M | 0.1% | 35K | -2% | |||
| 128 | $SNA | Snap-on Inc | Industrials | $1.5M | 0.1% | 3,832 | +4% | |||
| 129 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.5M | 0.1% | 2,090 | — | |||
| 130 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.1% | 2 | — | |||
| 131 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.5M | 0.1% | 6,942 | +33% | |||
| 132 | $CVX | CHEVRON CORP | Energy | $1.5M | 0.1% | 8,864 | +9% | |||
| 133 | — | ISHARES TR - CORE MSCI EAFE | — | $1.5M | 0.1% | 15K | -0.3% | |||
| 134 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.5M | 0.1% | 4,633 | +1% | |||
| 135 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.4M | 0.1% | 27K | +11% | |||
| 136 | $MCO | MOODYS CORP /DE/ | Financials | $1.4M | 0.1% | 3,079 | +8% | |||
| 137 | $ETN | Eaton Corp plc | Industrials | $1.4M | 0.1% | 3,265 | +0.1% | |||
| 138 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $1.4M | 0.1% | 7,425 | -5% | |||
| 139 | $COP | CONOCOPHILLIPS | Energy | $1.3M | 0.1% | 13K | +2% | |||
| 140 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.3M | 0.1% | 2,304 | +79% | |||
| 141 | $INGR | Ingredion Inc | Consumer Staples | $1.3M | 0.1% | 14K | +7% | |||
| 142 | $FAST | FASTENAL CO | Industrials | $1.3M | 0.1% | 27K | -0.9% | |||
| 143 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $1.3M | 0.1% | 8,421 | New | |||
| 144 | $RTX | RTX Corp | Industrials | $1.3M | 0.1% | 6,596 | +30% | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.2M | 0.1% | 23K | -16% | |||
| 146 | — | ISHARES TR - U.S. TECH ETF | — | $1.2M | 0.1% | 4,934 | — | |||
| 147 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.2M | 0.1% | 17K | +1% | |||
| 148 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.2M | 0.1% | 12K | -13% | |||
| 149 | $LRCX | LAM RESEARCH CORP | Technology | $1.1M | 0.1% | 2,631 | +51% | |||
| 150 | $KMI | KINDER MORGAN, INC. | Energy | $1.1M | 0.1% | 35K | +3% |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 141 added to, 85 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
$FDXFFedEx Freight Holding Company, Inc.$1.3M
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$425K
first bought this quarter
- ISHARES TR - MSCI EAFE ETF$420K
first bought this quarter
$MRVLMarvell Technology, Inc.$407K
first bought this quarter
$HONAHoneywell Aerospace Inc.$354K
first bought this quarter
$STXSeagate Technology Holdings plc$332K
first bought this quarter
+19 more in the Excel export
Added to (141)
- VANGUARD WORLD FD - MEGA GRWTH IND+397%
now $17.2M
- ISHARES TR - CORE UNIVRSL USD+16%
now $59.0M
- VANGUARD INDEX FDS - GROWTH ETF+481%
now $3.4M
now $66.1M · held 9 qtrs, 3 adds in a row
now $68.4M · held 10+ qtrs, 2 adds in a row
$FICOFAIR ISAAC CORP+19%
now $16.5M · held 6 qtrs, 4 adds in a row
+135 more in the Excel export
Trimmed (85)
$STTSTATE STREET CORP-50%
now $6.8M · held 8 qtrs, 2 trims in a row
- SPDR SERIES TRUST - ST STR SP600 SML-86%
now $843K
now $71.8M · held 5 qtrs, 3 trims in a row
now $27.2M · held 10+ qtrs, 6 trims in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS-7%
now $25.9M
- SPDR SERIES TRUST - ST STR AGGRE ETF-3%
now $60.0M
+79 more in the Excel export
Holdings by quarter
Every 13F UNIVEST FINANCIAL Corp has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of UNIVEST FINANCIAL's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 17% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
UNIVEST FINANCIAL Corp disclosed 275 positions worth $2.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 25 new positions and exited 5 — including a new stake in $FDXF and a full exit from $POOL. The portfolio is most concentrated in Other (34.2% of disclosed assets). All figures are sourced directly from UNIVEST FINANCIAL Corp’s Form 13F-HR filing with the SEC under CIK 102212.
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AI-Powered Hedge Fund Analysis: UNIVEST FINANCIAL Corp
13F Pro is an AI hedge fund tracker and stock research platform. For UNIVEST FINANCIAL Corp (SEC CIK: 102212), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in UNIVEST FINANCIAL Corp's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.