Filed: 10/30/2025ACC: 0000102212-25-000029
📋 What this filing means
UNIVEST FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 260 equity positions with a total reported market value of $1.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
260
Positions
$1.79B
Total AUM (reported)
15.71M
Total Shares
Allocation by class
COM$960.03M53.7%
VG TL INTL STK F$153.29M8.6%
PORTFOLIO S&P500$137.87M7.7%
PORTFOLIO AGRGTE$79.64M4.5%
CL A$73.61M4.1%
CAP STK CL A$68.09M3.8%
CORE TOTAL USD$38.91M2.2%
Portfolio Concentration
Top 3$386.46M21.6%
4–10$422.33M23.6%
11–25$316.58M17.7%
Rest$661.79M37.0%
Top 3 weight
21.6%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 15.71M
Sole
Full voting authority
3.83M
shares
% of voting shares24.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.88M
shares
% of voting shares75.6%
Investment Discretion (by position count)
Sole0
Shared0
Other260
Dominant voting typeNone · 75.6% of voting shares
Institutional Holdings260
Rows:
VANGUARD STAR FDS
DFNDShares2.09M
TypeSH
Market value$153.29M
8.58%
Sole
828.32K
Shared
0.00
None
1.26M
SPDR SERIES TRUST
DFNDShares1.76M
TypeSH
Market value$137.87M
7.71%
Sole
388.10K
Shared
0.00
None
1.37M
APPLE INC
OTRShares374.22K
TypeSH
Market value$95.29M
5.33%
Sole
69.75K
Shared
0.00
None
304.48K
MICROSOFT CORP
OTRShares155.55K
TypeSH
Market value$80.57M
4.51%
Sole
37.14K
Shared
0.00
None
118.41K
SPDR SERIES TRUST
DFNDShares3.08M
TypeSH
Market value$79.64M
4.46%
Sole
578.97K
Shared
0.00
None
2.50M
ALPHABET INC
DFNDShares280.07K
TypeSH
Market value$68.09M
3.81%
Sole
81.37K
Shared
0.00
None
198.70K
AMAZON COM INC
OTRShares242.30K
TypeSH
Market value$53.20M
2.98%
Sole
63.49K
Shared
0.00
None
178.81K
NVIDIA CORPORATION
DFNDShares278.01K
TypeSH
Market value$51.87M
2.90%
Sole
72.13K
Shared
0.00
None
205.88K
META PLATFORMS INC
DFNDShares61.32K
TypeSH
Market value$45.03M
2.52%
Sole
16.08K
Shared
0.00
None
45.25K
BROADCOM INC
DFNDShares133.15K
TypeSH
Market value$43.93M
2.46%
Sole
35.89K
Shared
0.00
None
97.26K
ISHARES TR
DFNDShares832.92K
TypeSH
Market value$38.91M
2.18%
Sole
5.72K
Shared
0.00
None
827.20K
NEXTERA ENERGY INC
DFNDShares358.26K
TypeSH
Market value$27.04M
1.51%
Sole
100K
Shared
0.00
None
258.26K
SELECT SECTOR SPDR TR
DFNDShares298.16K
TypeSH
Market value$26.64M
1.49%
Sole
85.48K
Shared
0.00
None
212.68K
ELI LILLY & CO
DFNDShares34.30K
TypeSH
Market value$26.17M
1.46%
Sole
10.74K
Shared
0.00
None
23.55K
VANGUARD INDEX FDS
DFNDShares39.99K
TypeSH
Market value$24.49M
1.37%
Sole
38.35K
Shared
0.00
None
1.64K
VISA INC
DFNDShares66.42K
TypeSH
Market value$22.67M
1.27%
Sole
16.25K
Shared
0.00
None
50.17K
BLACKROCK INC
OTRShares17.66K
TypeSH
Market value$20.59M
1.15%
Sole
3.92K
Shared
0.00
None
13.73K
S&P GLOBAL INC
DFNDShares35.58K
TypeSH
Market value$17.32M
0.97%
Sole
10.48K
Shared
0.00
None
25.10K
THERMO FISHER SCIENTIFIC INC
OTRShares35.52K
TypeSH
Market value$17.23M
0.96%
Sole
10.92K
Shared
0.00
None
24.59K
COSTCO WHSL CORP NEW
DFNDShares18.58K
TypeSH
Market value$17.19M
0.96%
Sole
4.22K
Shared
0.00
None
14.35K
UNITEDHEALTH GROUP INC
OTRShares48.25K
TypeSH
Market value$16.66M
0.93%
Sole
14.99K
Shared
0.00
None
33.26K
MICRON TECHNOLOGY INC
OTRShares97.45K
TypeSH
Market value$16.31M
0.91%
Sole
30.68K
Shared
0.00
None
66.77K
L3HARRIS TECHNOLOGIES INC
DFNDShares50.16K
TypeSH
Market value$15.32M
0.86%
Sole
16.10K
Shared
0.00
None
34.05K
UNIVEST FINANCIAL CORPORATIO
OTRShares505.32K
TypeSH
Market value$15.17M
0.85%
Sole
324.64K
Shared
0.00
None
180.68K
TE CONNECTIVITY PLC
DFNDShares67.81K
TypeSH
Market value$14.89M
0.83%
Sole
21.64K
Shared
0.00
None
46.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSDFND | VG TL INTL STK F | 2.09M | SH | $153.29M 8.58% | 828.32K | 0.00 | 1.26M |
SPDR SERIES TRUSTDFND | PORTFOLIO S&P500 | 1.76M | SH | $137.87M 7.71% | 388.10K | 0.00 | 1.37M |
APPLE INCOTR | COM | 374.22K | SH | $95.29M 5.33% | 69.75K | 0.00 | 304.48K |
MICROSOFT CORPOTR | COM | 155.55K | SH | $80.57M 4.51% | 37.14K | 0.00 | 118.41K |
SPDR SERIES TRUSTDFND | PORTFOLIO AGRGTE | 3.08M | SH | $79.64M 4.46% | 578.97K | 0.00 | 2.50M |
ALPHABET INCDFND | CAP STK CL A | 280.07K | SH | $68.09M 3.81% | 81.37K | 0.00 | 198.70K |
AMAZON COM INCOTR | COM | 242.30K | SH | $53.20M 2.98% | 63.49K | 0.00 | 178.81K |
NVIDIA CORPORATIONDFND | COM | 278.01K | SH | $51.87M 2.90% | 72.13K | 0.00 | 205.88K |
META PLATFORMS INCDFND | CL A | 61.32K | SH | $45.03M 2.52% | 16.08K | 0.00 | 45.25K |
BROADCOM INCDFND | COM | 133.15K | SH | $43.93M 2.46% | 35.89K | 0.00 | 97.26K |
ISHARES TRDFND | CORE TOTAL USD | 832.92K | SH | $38.91M 2.18% | 5.72K | 0.00 | 827.20K |
NEXTERA ENERGY INCDFND | COM | 358.26K | SH | $27.04M 1.51% | 100K | 0.00 | 258.26K |
SELECT SECTOR SPDR TRDFND | ENERGY | 298.16K | SH | $26.64M 1.49% | 85.48K | 0.00 | 212.68K |
ELI LILLY & CODFND | COM | 34.30K | SH | $26.17M 1.46% | 10.74K | 0.00 | 23.55K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 39.99K | SH | $24.49M 1.37% | 38.35K | 0.00 | 1.64K |
VISA INCDFND | COM CL A | 66.42K | SH | $22.67M 1.27% | 16.25K | 0.00 | 50.17K |
BLACKROCK INCOTR | COM | 17.66K | SH | $20.59M 1.15% | 3.92K | 0.00 | 13.73K |
S&P GLOBAL INCDFND | COM | 35.58K | SH | $17.32M 0.97% | 10.48K | 0.00 | 25.10K |
THERMO FISHER SCIENTIFIC INCOTR | COM | 35.52K | SH | $17.23M 0.96% | 10.92K | 0.00 | 24.59K |
COSTCO WHSL CORP NEWDFND | COM | 18.58K | SH | $17.19M 0.96% | 4.22K | 0.00 | 14.35K |
UNITEDHEALTH GROUP INCOTR | COM | 48.25K | SH | $16.66M 0.93% | 14.99K | 0.00 | 33.26K |
MICRON TECHNOLOGY INCOTR | COM | 97.45K | SH | $16.31M 0.91% | 30.68K | 0.00 | 66.77K |
L3HARRIS TECHNOLOGIES INCDFND | COM | 50.16K | SH | $15.32M 0.86% | 16.10K | 0.00 | 34.05K |
UNIVEST FINANCIAL CORPORATIOOTR | COM | 505.32K | SH | $15.17M 0.85% | 324.64K | 0.00 | 180.68K |
TE CONNECTIVITY PLCDFND | ORD SHS | 67.81K | SH | $14.89M 0.83% | 21.64K | 0.00 | 46.17K |
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