EdgeMarket › What Univest Financial Corp reported owning
What Univest Financial Corp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
254Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VXUS Vanguard Total International Stock ETF | 164.2M | 9.2% | 2.1M | 87.71 | +22.7% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 138.4M | 7.8% | 1.8M | 90.13 | +20.1% |
| AAPL Apple Inc. | 90.6M | 5.1% | 357.0K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 68.5M | 3.8% | 238.1K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 65.2M | 3.7% | 176.0K | 483.24 | -4.4% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 61.9M | 3.5% | 2.4M | 25.09 | -1.8% |
| NVDA NVIDIA CORP | 55.1M | 3.1% | 316.2K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 54.9M | 3.1% | 263.5K | 258.63 | +15.6% |
| IUSB iShares Core Universal USD Bond ETF | 50.9M | 2.9% | 1.1M | 45.43 | -1.7% |
| AVGO Broadcom Inc. | 43.2M | 2.4% | 139.5K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 35.7M | 2.0% | 62.4K | 549.90 | -26.5% |
| XLE State Street Energy Select Sector SPDR ETF | 33.7M | 1.9% | 549.7K | 63.64 | +48.3% |
| NEE NEXTERA ENERGY INC | 31.3M | 1.8% | 337.4K | 83.65 | +9.8% |
| LLY ELI LILLY & Co | 29.8M | 1.7% | 32.4K | 1,255.40 | +78.0% |
| VOO Vanguard S&P 500 ETF | 24.2M | 1.4% | 40.5K | 703.71 | +20.0% |
| V VISA INC. | 23.6M | 1.3% | 78.2K | 371.04 | +7.9% |
| MU MICRON TECHNOLOGY INC | 22.0M | 1.2% | 65.1K | 966.78 | +724.8% |
| SPGI S&P Global Inc. | 19.6M | 1.1% | 46.1K | 431.29 | -22.6% |
| COST COSTCO WHOLESALE CORP /NEW | 18.3M | 1.0% | 18.4K | 947.74 | -4.7% |
| UVSP UNIVEST FINANCIAL Corp | 17.2M | 1.0% | 501.8K | 41.62 | +38.3% |
| BLK BlackRock, Inc. | 16.9M | 1.0% | 17.6K | 1,156.55 | +2.5% |
| JNJ JOHNSON & JOHNSON | 16.7M | 0.9% | 68.5K | 270.24 | +51.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 16.3M | 0.9% | 33.3K | 629.27 | +27.2% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 15.6M | 0.9% | 159.3K | 120.21 | +22.2% |
| MUB iShares National Muni Bond ETF | 15.3M | 0.9% | 143.7K | 105.34 | +1.2% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 14.9M | 0.8% | 43.2K | 266.73 | -3.4% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 14.4M | 0.8% | 39.3K | 88.95 | +17.2% |
| TJX TJX COMPANIES INC /DE/ | 14.2M | 0.8% | 88.8K | 140.53 | +1.6% |
| AMAT APPLIED MATERIALS INC /DE | 14.0M | 0.8% | 41.0K | 492.32 | +205.9% |
| UNH UNITEDHEALTH GROUP INC | 13.4M | 0.8% | 49.7K | 390.11 | +30.1% |
| TEL TE Connectivity plc | 13.1M | 0.7% | 62.9K | 203.52 | +1.0% |
| PM Philip Morris International Inc. | 12.7M | 0.7% | 76.9K | 188.23 | +8.9% |
| AXP AMERICAN EXPRESS CO | 12.6M | 0.7% | 41.7K | 336.00 | +8.9% |
| FICO FAIR ISAAC CORP | 12.3M | 0.7% | 11.6K | 1,172.67 | -12.8% |
| SNPS SYNOPSYS INC | 12.1M | 0.7% | 30.6K | 397.87 | -33.8% |
| VTV Vanguard Morningstar Value ETF | 12.1M | 0.7% | 61.5K | 226.40 | +24.6% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 11.6M | 0.7% | 121.3K | 110.20 | +24.2% |
| URI UNITED RENTALS, INC. | 11.5M | 0.6% | 15.8K | 1,098.51 | +21.8% |
| AMT AMERICAN TOWER CORP /MA/ | 11.2M | 0.6% | 65.1K | 175.80 | -16.1% |
| REGN REGENERON PHARMACEUTICALS, INC. | 11.0M | 0.6% | 14.2K | 834.04 | +41.1% |
| CRM Salesforce, Inc. | 11.0M | 0.6% | 58.7K | 209.17 | -15.1% |
| FDX FEDEX CORP | 10.6M | 0.6% | 29.8K | 325.08 | +43.1% |
| JPM JPMORGAN CHASE & CO | 10.0M | 0.6% | 34.1K | 351.58 | +20.3% |
| SHW SHERWIN WILLIAMS CO | 9.9M | 0.6% | 30.9K | 346.59 | -5.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 9.7M | 0.5% | 30.4K | 378.24 | +20.5% |
| MDLZ Mondelez International, Inc. | 9.2M | 0.5% | 159.5K | 64.45 | +2.0% |
| SCHW SCHWAB CHARLES CORP | 9.1M | 0.5% | 97.3K | 112.30 | +17.6% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 8.2M | 0.5% | 50.6K | 182.18 | -30.4% |
| ULTA Ulta Beauty, Inc. | 8.2M | 0.5% | 15.6K | 521.46 | +0.9% |
| BAC BANK OF AMERICA CORP /DE/ | 7.8M | 0.4% | 159.6K | 61.69 | +27.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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