UNIVEST FINANCIAL Corp
13F Reported Value
ⓘ$2.0B
Holdings
275
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$AAPL
$GOOG
$MU
$MA
$NFLXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD STAR FDS - VG TL INTL STK F
—Quality
$184.0M2,151,995 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$161.1M1,833,570 sh- 76.4#84
Quality
$103.4M357,455 sh - 78.2
Quality
$86.3M241,488 sh - 86.2
Quality
$71.8M62,206 sh - 79.8
Quality
$68.4M183,288 sh - 85.9
Quality
$66.1M330,307 sh - 68.7
Quality
$64.2M269,380 sh SPDR SERIES TRUST - ST STR AGGRE ETF
—Quality
$60.0M2,350,569 shISHARES TR - CORE UNIVRSL USD
—Quality
$59.0M1,278,847 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD STAR FDS - VG TL INTL STK F | — | $184.0M | 2,151,995 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $161.1M | 1,833,570 |
| Apple Inc.$AAPL | 76.4#84 | $103.4M | 357,455 |
| Alphabet Inc.$GOOG | 78.2 | $86.3M | 241,488 |
| MICRON TECHNOLOGY INC$MU | 86.2 | $71.8M | 62,206 |
 MICROSOFT CORP$MSFT | 79.8 | $68.4M | 183,288 |
 NVIDIA CORP$NVDA | 85.9 | $66.1M | 330,307 |
 AMAZON COM INC$AMZN | 68.7 | $64.2M | 269,380 |
| SPDR SERIES TRUST - ST STR AGGRE ETF | — | $60.0M | 2,350,569 |
| ISHARES TR - CORE UNIVRSL USD | — | $59.0M | 1,278,847 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of UNIVEST FINANCIAL Corp's 275 positions.
Showing top 10 of 275 holdings.
Sector Allocation
Other
$696.2M
Technology
$669.5M
Financials
$181.9M
Consumer Discretionary
$141.9M
Healthcare
$120.9M
Industrials
$92.1M
Consumer Staples
$44.1M
Utilities
$40.9M
Top Holdings — UNIVEST FINANCIAL Corp (Q2 2026)
Top 150 of 275 disclosed positions (by reported value) 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 - VG TL INTL STK F | $184.0M | 9.0% | +1% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500ETF | $161.1M | 7.9% | +1% | — |
| 3 | $AAPL | Apple Inc. | $103.4M | 5.1% | +0% | 76.4 |
| 4 | $GOOG | Alphabet Inc. | $86.3M | 4.2% | +1% | 78.2 |
| 5 | $MU | MICRON TECHNOLOGY INC | $71.8M | 3.5% | -4% | 86.2 |
| 6 | $MSFT | MICROSOFT CORP | $68.4M | 3.4% | +4% | 79.8 |
| 7 | $NVDA | NVIDIA CORP | $66.1M | 3.2% | +4% | 85.9 |
| 8 | $AMZN | AMAZON COM INC | $64.2M | 3.1% | +2% | 68.7 |
| 9 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $60.0M | 2.9% | -3% | — |
| 10 | — | ISHARES TR - CORE UNIVRSL USD | $59.0M | 2.9% | +16% | — |
| 11 |  $AVGO | Broadcom Inc. | $53.0M | 2.6% | +1% | 84.5 |
| 12 |  $LLY | ELI LILLY & Co | $40.6M | 2.0% | +4% | 87.5 |
| 13 |  $META | Meta Platforms, Inc. | $35.9M | 1.8% | +2% | 79.6 |
| 14 |  $NEE | NEXTERA ENERGY INC | $30.3M | 1.5% | +2% | 64.6 |
| 15 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $29.8M | 1.5% | +2% | — |
| 16 |  $AMAT | APPLIED MATERIALS INC /DE | $27.2M | 1.3% | -8% | 72.3 |
| 17 |  $V | VISA INC. | $26.4M | 1.3% | -2% | 82.9 |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $25.9M | 1.3% | -7% | — |
| 19 |  $UVSP | UNIVEST FINANCIAL Corp | $22.0M | 1.1% | +0% | 55.3 |
| 20 | — | SPDR SERIES TRUST - ST STR P500GRW | $20.5M | 1.0% | +8% | — |
| 21 |  $SPGI | S&P Global Inc. | $20.5M | 1.0% | +9% | 76.1 |
| 22 |  $UNH | UNITEDHEALTH GROUP INC | $20.0M | 1.0% | -3% | 62.7 |
| 23 |  $BLK | BlackRock, Inc. | $17.8M | 0.9% | +5% | 70 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $17.7M | 0.9% | +1% | 69 |
| 25 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $17.2M | 0.8% | +397% | — |
| 26 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $17.0M | 0.8% | +2% | 65.1 |
| 27 |  $URI | UNITED RENTALS, INC. | $16.7M | 0.8% | -7% | 63.9 |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $16.5M | 0.8% | -4% | 66.2 |
| 29 |  $FICO | FAIR ISAAC CORP | $16.5M | 0.8% | +19% | 77.7 |
| 30 | — | ISHARES TR - NATIONAL MUN ETF | $16.0M | 0.8% | +3% | — |
| 31 | — | VANGUARD INDEX FDS - VALUE ETF | $14.9M | 0.7% | +11% | — |
| 32 |  $SNPS | SYNOPSYS INC | $14.7M | 0.7% | +8% | 67.9 |
| 33 |  $AXP | AMERICAN EXPRESS CO | $13.7M | 0.7% | -3% | 69.4 |
| 34 |  $PM | Philip Morris International Inc. | $12.9M | 0.6% | -7% | 75.9 |
| 35 |  $TJX | TJX COMPANIES INC /DE/ | $12.8M | 0.6% | -5% | 68.7 |
| 36 |  $TEL | TE Connectivity plc | $12.1M | 0.6% | -5% | — |
| 37 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $11.8M | 0.6% | -6% | 64.4 |
| 38 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $11.4M | 0.6% | +2% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $11.3M | 0.6% | +1% | 70.7 |
| 40 |  $FTNT | Fortinet, Inc. | $11.0M | 0.5% | +21% | 80.1 |
| 41 |  $ANET | Arista Networks, Inc. | $10.7M | 0.5% | +9% | 81.9 |
| 42 |  $AMT | AMERICAN TOWER CORP /MA/ | $10.3M | 0.5% | -3% | 66.3 |
| 43 |  $SHW | SHERWIN WILLIAMS CO | $10.0M | 0.5% | -6% | 61.3 |
| 44 |  $GOOGL | Alphabet Inc. | $9.3M | 0.5% | +2% | 78.2 |
| 45 |  $FDX | FEDEX CORP | $9.1M | 0.5% | -3% | 60.3 |
| 46 |  $SCHW | SCHWAB CHARLES CORP | $9.0M | 0.4% | +1% | 79.4 |
| 47 |  $BAC | BANK OF AMERICA CORP /DE/ | $8.9M | 0.4% | -3% | 67.6 |
| 48 |  $CRM | Salesforce, Inc. | $8.7M | 0.4% | -5% | 77 |
| 49 |  $MDLZ | Mondelez International, Inc. | $8.6M | 0.4% | -7% | 56.4 |
| 50 |  $EME | EMCOR Group, Inc. | $8.6M | 0.4% | +17% | 69.3 |
| 51 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $8.2M | 0.4% | -8% | 71 |
| 52 |  $CASY | CASEYS GENERAL STORES INC | $7.8M | 0.4% | +13% | 65.1 |
| 53 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $7.7M | 0.4% | +11% | 66.5 |
| 54 | $MA | Mastercard Inc | $7.6M | 0.4% | +16% | 85.1 |
| 55 |  $MNST | Monster Beverage Corp | $7.4M | 0.4% | +23% | 71.3 |
| 56 |  $TD | TORONTO DOMINION BANK | $7.4M | 0.4% | +0% | 80.5 |
| 57 |  $ECL | ECOLAB INC. | $7.1M | 0.3% | +20% | 63.3 |
| 58 |  $ULTA | Ulta Beauty, Inc. | $6.9M | 0.3% | -2% | 67.3 |
| 59 |  $STT | STATE STREET CORP | $6.8M | 0.3% | -50% | 71.5 |
| 60 |  $UBER | Uber Technologies, Inc | $6.7M | 0.3% | +27% | 73.5 |
| 61 |  $EQIX | EQUINIX INC | $6.7M | 0.3% | +9% | 59 |
| 62 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $6.3M | 0.3% | +1% | — |
| 63 |  $PH | Parker-Hannifin Corp | $6.2M | 0.3% | +21% | 65.8 |
| 64 |  $TDG | TransDigm Group INC | $5.7M | 0.3% | +22% | 68 |
| 65 |  $HD | HOME DEPOT, INC. | $5.6M | 0.3% | -7% | 60.3 |
| 66 |  $ICE | Intercontinental Exchange, Inc. | $5.6M | 0.3% | +24% | 73.7 |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $5.6M | 0.3% | +3% | 70.3 |
| 68 |  $ADBE | ADOBE INC. | $5.4M | 0.3% | -2% | 77.6 |
| 69 |  $GLW | CORNING INC /NY | $5.3M | 0.3% | -7% | 73.7 |
| 70 |  $WMT | Walmart Inc. | $5.2M | 0.3% | +1% | 60.2 |
| 71 | — | ISHARES TR - CORE S&P500 ETF | $5.1M | 0.3% | +71% | — |
| 72 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $4.9M | 0.2% | +14% | — |
| 73 | — | ISHARES TR - MBS ETF | $4.8M | 0.2% | +18% | — |
| 74 |  $XOM.R34088 | EXXON MOBIL CORP | $4.5M | 0.2% | +3% | 57.9 |
| 75 |  $AMGN | AMGEN INC | $4.5M | 0.2% | -0% | 79.2 |
| 76 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4.5M | 0.2% | +28% | 75.4 |
| 77 |  $ISRG | INTUITIVE SURGICAL INC | $4.5M | 0.2% | +23% | 79.9 |
| 78 |  $LMT | LOCKHEED MARTIN CORP | $4.4M | 0.2% | +2% | 65.6 |
| 79 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $4.4M | 0.2% | +2% | — |
| 80 |  $EXLS | ExlService Holdings, Inc. | $4.3M | 0.2% | +33% | 65.3 |
| 81 |  $IDXX | IDEXX LABORATORIES INC /DE | $4.3M | 0.2% | +23% | 73.8 |
| 82 |  $CAT | CATERPILLAR INC | $4.2M | 0.2% | -3% | 66.5 |
| 83 |  $SPY | SPDR S&P 500 ETF TRUST | $4.2M | 0.2% | -2% | — |
| 84 |  $ABNB | Airbnb, Inc. | $4.2M | 0.2% | +28% | 71 |
| 85 |  $MCD | MCDONALDS CORP | $4.0M | 0.2% | +3% | 69 |
| 86 |  $NOW | ServiceNow, Inc. | $3.9M | 0.2% | +41% | 72.9 |
| 87 |  $PEP | PEPSICO INC | $3.8M | 0.2% | -1% | 63.4 |
| 88 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $3.8M | 0.2% | +10% | — |
| 89 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.8M | 0.2% | +13% | — |
| 90 |  $ZTS | Zoetis Inc. | $3.7M | 0.2% | -1% | 68.6 |
| 91 |  $ACN | Accenture plc | $3.7M | 0.2% | -1% | — |
| 92 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $3.6M | 0.2% | +19% | — |
| 93 |  $BX | Blackstone Inc. | $3.6M | 0.2% | +17% | 74.4 |
| 94 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $3.6M | 0.2% | +10% | — |
| 95 |  $PG | PROCTER & GAMBLE Co | $3.5M | 0.2% | +4% | 64.6 |
| 96 | — | SPDR SERIES TRUST - ST STR SP600SM C | $3.5M | 0.2% | +15% | — |
| 97 |  $UNP | UNION PACIFIC CORP | $3.4M | 0.2% | -1% | 69.7 |
| 98 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.4M | 0.2% | +481% | — |
| 99 |  $DAR | DARLING INGREDIENTS INC. | $3.4M | 0.2% | -4% | 63.5 |
| 100 |  $MRK | Merck & Co., Inc. | $3.2M | 0.2% | -2% | 59.9 |
| 101 |  $WM | WASTE MANAGEMENT INC | $3.0M | 0.1% | +3% | 67.6 |
| 102 |  $ADI | ANALOG DEVICES INC | $3.0M | 0.1% | +1% | 79.2 |
| 103 |  $DT | Dynatrace, Inc. | $3.0M | 0.1% | +38% | 64.4 |
| 104 | — | ISHARES TR - CORE S&P MCP ETF | $3.0M | 0.1% | -5% | — |
| 105 |  $TSLA | Tesla, Inc. | $2.9M | 0.1% | +3% | 53.9 |
| 106 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $2.9M | 0.1% | -2% | 66.2 |
| 107 | — | ISHARES TR - CORE S&P SCP ETF | $2.8M | 0.1% | -11% | — |
| 108 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.1% | +1% | 73.8 |
| 109 |  $ABT | ABBOTT LABORATORIES | $2.7M | 0.1% | -1% | 65.5 |
| 110 |  $MET | METLIFE INC | $2.5M | 0.1% | +3% | 56.2 |
| 111 |  $RMD | RESMED INC | $2.5M | 0.1% | +29% | 74.3 |
| 112 |  $INTU | INTUIT INC. | $2.4M | 0.1% | +55% | 79.3 |
| 113 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $2.3M | 0.1% | +8% | — |
| 114 |  $CRH | CRH PUBLIC LTD CO | $2.3M | 0.1% | +5% | — |
| 115 |  $PLD | Prologis, Inc. | $2.1M | 0.1% | +3% | 68.3 |
| 116 | $NFLX | NETFLIX INC | $2.0M | 0.1% | +2% | 78.8 |
| 117 | — | ISHARES TR - EAFE VALUE ETF | $2.0M | 0.1% | +0% | — |
| 118 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.0M | 0.1% | -0% | 70.4 |
| 119 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.1% | -20% | — |
| 120 |  $WSO | WATSCO INC | $1.9M | 0.1% | +1% | 51.5 |
| 121 |  $CME | CME GROUP INC. | $1.8M | 0.1% | -5% | 69.5 |
| 122 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $1.8M | 0.1% | -11% | — |
| 123 |  $ABBV | AbbVie Inc. | $1.7M | 0.1% | -1% | 72.6 |
| 124 |  $INTC | INTEL CORP | $1.7M | 0.1% | +27% | 45.6 |
| 125 |  $ETR | ENTERGY CORP /DE/ | $1.7M | 0.1% | +0% | 59.5 |
| 126 |  $WEC | WEC ENERGY GROUP, INC. | $1.6M | 0.1% | +1% | 60.1 |
| 127 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.6M | 0.1% | -2% | — |
| 128 |  $SNA | Snap-on Inc | $1.5M | 0.1% | +4% | 63 |
| 129 |  $PWR | QUANTA SERVICES, INC. | $1.5M | 0.1% | +0% | 72.1 |
| 130 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 131 |  $ROST | ROSS STORES, INC. | $1.5M | 0.1% | +33% | 70.4 |
| 132 |  $CVX | CHEVRON CORP | $1.5M | 0.1% | +9% | 62.8 |
| 133 | — | ISHARES TR - CORE MSCI EAFE | $1.5M | 0.1% | -0% | — |
| 134 |  $NSC | NORFOLK SOUTHERN CORP | $1.5M | 0.1% | +1% | 63.2 |
| 135 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.4M | 0.1% | +11% | — |
| 136 |  $MCO | MOODYS CORP /DE/ | $1.4M | 0.1% | +8% | 79.1 |
| 137 |  $ETN | Eaton Corp plc | $1.4M | 0.1% | +0% | — |
| 138 |  $CINF | CINCINNATI FINANCIAL CORP | $1.4M | 0.1% | -5% | 84.3 |
| 139 |  $COP | CONOCOPHILLIPS | $1.3M | 0.1% | +2% | 70.2 |
| 140 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.1% | +79% | 79.8 |
| 141 |  $INGR | Ingredion Inc | $1.3M | 0.1% | +7% | 50.4 |
| 142 |  $FAST | FASTENAL CO | $1.3M | 0.1% | -1% | 66.9 |
| 143 |  $FDXF | FedEx Freight Holding Company, Inc. | $1.3M | 0.1% | NEW | — |
| 144 |  $RTX | RTX Corp | $1.3M | 0.1% | +30% | 73.2 |
| 145 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.2M | 0.1% | -16% | — |
| 146 | — | ISHARES TR - U.S. TECH ETF | $1.2M | 0.1% | +0% | — |
| 147 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.2M | 0.1% | +1% | — |
| 148 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.2M | 0.1% | -13% | — |
| 149 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.1% | +51% | 79.4 |
| 150 |  $KMI | KINDER MORGAN, INC. | $1.1M | 0.1% | +3% | 71.3 |
New Positions (25)
$FDXF FedEx Freight Holding Company, Inc.$1.3M
$CRWD CrowdStrike Holdings, Inc.$425,069
$MRVL Marvell Technology, Inc.$406,620
$HONA Honeywell Aerospace Inc.$353,728
$STX Seagate Technology Holdings plc$331,960
$CMI CUMMINS INC$315,952
$KLAC KLA CORP$304,727
$TXN TEXAS INSTRUMENTS INC$285,157
$C CITIGROUP INC$243,539
$FE FIRSTENERGY CORP$229,333
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