Univest Financial Corp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.78B
Q ending 2026-03-31
Prior quarter
$1.89B
Q ending 2025-12-31
Change
-5.6% QoQ · +16.3% YoY
Positions
254
reported holdings
Largest positions
Top 100 of 254 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Star Fds | VXUS | Shares | $164.2M | 2.1M |
| Spdr Series Trust | SPYM | Shares | $138.4M | 1.8M |
| Apple Inc | AAPL | Shares | $90.6M | 357K |
| Alphabet Inc | GOOGL | Shares | $68.5M | 238K |
| Microsoft Corp | MSFT | Shares | $65.2M | 176K |
| Spdr Series Trust | SPAB | Shares | $61.9M | 2.4M |
| Nvidia Corporation | NVDA | Shares | $55.1M | 316K |
| Amazon Com Inc | AMZN | Shares | $54.9M | 263K |
| Ishares Tr | IUSB | Shares | $50.9M | 1.1M |
| Broadcom Inc | AVGO | Shares | $43.2M | 139K |
| Meta Platforms Inc | META | Shares | $35.7M | 62K |
| Select Sector Spdr Tr | XLE | Shares | $33.7M | 550K |
| Nextera Energy Inc | NEE | Shares | $31.3M | 337K |
| Eli Lilly & Co | LLY | Shares | $29.8M | 32K |
| Vanguard Index Fds | VOO | Shares | $24.2M | 41K |
| Visa Inc | V | Shares | $23.6M | 78K |
| Micron Technology Inc | MU | Shares | $22.0M | 65K |
| S&P Global Inc | SPGI | Shares | $19.6M | 46K |
| Costco Wholesale Corporation | COST | Shares | $18.3M | 18K |
| Univest Financial Corporatio | UVSP | Shares | $17.2M | 502K |
| Blackrock Inc | BLK | Shares | $16.9M | 18K |
| Johnson & Johnson | JNJ | Shares | $16.7M | 69K |
| Thermo Fisher Scientific Inc | TMO | Shares | $16.3M | 33K |
| Spdr Series Trust | SPYG | Shares | $15.6M | 159K |
| Ishares Tr | MUB | Shares | $15.3M | 144K |
| L3Harris Technologies Inc | LHX | Shares | $14.9M | 43K |
| Vanguard World Fd | MGK | Shares | $14.4M | 39K |
| Tjx Cos Inc New | TJX | Shares | $14.2M | 89K |
| Applied Matls Inc | AMAT | Shares | $14.0M | 41K |
| Unitedhealth Group Inc | UNH | Shares | $13.4M | 50K |
| Te Connectivity Plc | Shares | $13.1M | 63K | |
| Philip Morris Intl Inc | PM | Shares | $12.7M | 77K |
| American Express Co | AXP | Shares | $12.6M | 42K |
| Fair Isaac Corp | FICO | Shares | $12.3M | 12K |
| Synopsys Inc | SNPS | Shares | $12.1M | 31K |
| Vanguard Index Fds | VTV | Shares | $12.1M | 61K |
| Spdr Series Trust | MDYG | Shares | $11.6M | 121K |
| United Rentals Inc | URI | Shares | $11.5M | 16K |
| American Tower Corp | AMT | Shares | $11.2M | 65K |
| Regeneron Pharmaceuticals | REGN | Shares | $11.0M | 14K |
| Salesforce Inc | CRM | Shares | $11.0M | 59K |
| Fedex Corp | FDX | Shares | $10.6M | 30K |
| Jpmorgan Chase & Co | JPM | Shares | $10.0M | 34K |
| Sherwin Williams Co | SHW | Shares | $9.9M | 31K |
| Vanguard Index Fds | VTI | Shares | $9.7M | 30K |
| Mondelez Intl Inc | MDLZ | Shares | $9.2M | 160K |
| Schwab Charles Corp | SCHW | Shares | $9.1M | 97K |
| Broadridge Finl Solutions In | BR | Shares | $8.2M | 51K |
| Ulta Beauty Inc | ULTA | Shares | $8.2M | 16K |
| Bank America Corp | BAC | Shares | $7.8M | 160K |
| Alphabet Inc | GOOG | Shares | $7.5M | 26K |
| Arista Networks Inc | ANET | Shares | $7.0M | 57K |
| Emcor Group Inc | EME | Shares | $6.6M | 9K |
| Adobe Inc | ADBE | Shares | $6.5M | 27K |
| Mastercard Incorporated | MA | Shares | $6.4M | 13K |
| Caseys Gen Stores Inc | CASY | Shares | $6.4M | 9K |
| Zoetis Inc | ZTS | Shares | $6.2M | 52K |
| Accenture Plc Ireland | Shares | $6.0M | 30K | |
| Equinix Inc | EQIX | Shares | $5.8M | 6K |
| Intercontinental Exchange In | ICE | Shares | $5.8M | 37K |
| Toronto Dominion Bk Ont | TD | Shares | $5.7M | 61K |
| Home Depot Inc | HD | Shares | $5.6M | 17K |
| Walmart Inc | WMT | Shares | $5.6M | 45K |
| Ecolab Inc | ECL | Shares | $5.6M | 21K |
| Exxon Mobil Corp | XOM | Shares | $5.5M | 32K |
| Uber Technologies Inc | UBER | Shares | $5.3M | 74K |
| Lockheed Martin Corp | LMT | Shares | $5.1M | 8K |
| Spdr Series Trust | SPSM | Shares | $5.0M | 103K |
| Fortinet Inc | FTNT | Shares | $4.8M | 59K |
| Parker-Hannifin Corp | PH | Shares | $4.7M | 5K |
| Monster Beverage Corp New | MNST | Shares | $4.5M | 63K |
| Mcdonalds Corp | MCD | Shares | $4.4M | 14K |
| Pepsico Inc | PEP | Shares | $4.4M | 29K |
| Amgen Inc | AMGN | Shares | $4.4M | 13K |
| Select Sector Spdr Tr | XLK | Shares | $4.3M | 33K |
| Spdr Series Trust | JNK | Shares | $4.2M | 44K |
| Intuitive Surgical Inc | ISRG | Shares | $4.2M | 9K |
| Ishares Tr | MBB | Shares | $4.1M | 43K |
| Transdigm Group Inc | TDG | Shares | $4.1M | 4K |
| Darling Ingredients Inc | DAR | Shares | $4.0M | 64K |
| Spdr Index Shs Fds | SPDW | Shares | $3.9M | 85K |
| Exlservice Hldgs Inc | EXLS | Shares | $3.8M | 126K |
| Idexx Labs Inc | IDXX | Shares | $3.7M | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.7M | 6K |
| Cisco Sys Inc | CSCO | Shares | $3.6M | 46K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.4M | 69K |
| Procter & Gamble Co | PG | Shares | $3.3M | 23K |
| Vanguard Charlotte Fds | BNDX | Shares | $3.3M | 69K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $3.2M | 7K |
| Union Pac Corp | UNP | Shares | $3.1M | 13K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $3.1M | 18K |
| Corning Inc | GLW | Shares | $3.0M | 22K |
| Abbott Laboratories | ABT | Shares | $3.0M | 29K |
| Vanguard Index Fds | VOE | Shares | $3.0M | 16K |
| Waste Mgmt Inc Del | WM | Shares | $3.0M | 13K |
| Merck & Co Inc | MRK | Shares | $3.0M | 25K |
| Blackstone Inc | BX | Shares | $3.0M | 26K |
| Vanguard Index Fds | VUG | Shares | $3.0M | 7K |
| Airbnb Inc | ABNB | Shares | $2.9M | 23K |
| Servicenow Inc | NOW | Shares | $2.9M | 27K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.