Filed: 5/1/2026ACC: 0000102212-26-000029
📋 What this filing means
UNIVEST FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 254 equity positions with a total reported market value of $1.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
254
Positions
$1.78B
Total AUM (reported)
15.49M
Total Shares
Allocation by class
COM$931.29M52.3%
STATE STREET SPD$248.83M14.0%
VG TL INTL STK F$164.18M9.2%
CAP STK CL A$68.48M3.8%
CL A$61.23M3.4%
CORE UNIVRSL USD$50.87M2.9%
STATE STREET ENE$33.68M1.9%
Portfolio Concentration
Top 3$393.17M22.1%
4–10$399.61M22.4%
11–25$336.36M18.9%
Rest$651.60M36.6%
Top 3 weight
22.1%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 15.49M
Sole
Full voting authority
3.52M
shares
% of voting shares22.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.97M
shares
% of voting shares77.3%
Investment Discretion (by position count)
Sole0
Shared0
Other254
Dominant voting typeNone · 77.3% of voting shares
Institutional Holdings254
Rows:
VANGUARD STAR FDS
DFNDShares2.13M
TypeSH
Market value$164.18M
9.22%
Sole
772.21K
Shared
0.00
None
1.36M
SPDR SERIES TRUST
DFNDShares1.81M
TypeSH
Market value$138.38M
7.77%
Sole
376.51K
Shared
0.00
None
1.43M
APPLE INC
DFNDShares357K
TypeSH
Market value$90.60M
5.09%
Sole
63.20K
Shared
0.00
None
293.80K
ALPHABET INC
DFNDShares238.13K
TypeSH
Market value$68.48M
3.85%
Sole
67.75K
Shared
0.00
None
170.38K
MICROSOFT CORP
OTRShares176.05K
TypeSH
Market value$65.17M
3.66%
Sole
44.60K
Shared
0.00
None
131.45K
SPDR SERIES TRUST
DFNDShares2.42M
TypeSH
Market value$61.90M
3.48%
Sole
444.69K
Shared
0.00
None
1.97M
NVIDIA CORPORATION
DFNDShares316.21K
TypeSH
Market value$55.15M
3.10%
Sole
83.67K
Shared
0.00
None
232.55K
AMAZON COM INC
DFNDShares263.50K
TypeSH
Market value$54.88M
3.08%
Sole
69.64K
Shared
0.00
None
193.86K
ISHARES TR
DFNDShares1.10M
TypeSH
Market value$50.87M
2.86%
Sole
7.17K
Shared
0.00
None
1.09M
BROADCOM INC
DFNDShares139.48K
TypeSH
Market value$43.17M
2.42%
Sole
37.88K
Shared
0.00
None
101.60K
META PLATFORMS INC
DFNDShares62.41K
TypeSH
Market value$35.71M
2.01%
Sole
16.64K
Shared
0.00
None
45.77K
SELECT SECTOR SPDR TR
OTRShares549.72K
TypeSH
Market value$33.68M
1.89%
Sole
153.75K
Shared
0.00
None
395.97K
NEXTERA ENERGY INC
OTRShares337.40K
TypeSH
Market value$31.34M
1.76%
Sole
90.53K
Shared
0.00
None
246.88K
ELI LILLY & CO
DFNDShares32.45K
TypeSH
Market value$29.84M
1.68%
Sole
9.65K
Shared
0.00
None
22.79K
VANGUARD INDEX FDS
DFNDShares40.53K
TypeSH
Market value$24.22M
1.36%
Sole
38.07K
Shared
0.00
None
2.45K
VISA INC
OTRShares78.16K
TypeSH
Market value$23.62M
1.33%
Sole
20.92K
Shared
0.00
None
57.23K
MICRON TECHNOLOGY INC
DFNDShares65.08K
TypeSH
Market value$21.99M
1.23%
Sole
18.58K
Shared
0.00
None
46.50K
S&P GLOBAL INC
OTRShares46.13K
TypeSH
Market value$19.62M
1.10%
Sole
14.59K
Shared
0.00
None
31.54K
COSTCO WHOLESALE CORPORATION
OTRShares18.35K
TypeSH
Market value$18.28M
1.03%
Sole
4.24K
Shared
0.00
None
14.11K
UNIVEST FINANCIAL CORPORATIO
DFNDShares501.75K
TypeSH
Market value$17.19M
0.97%
Sole
199.88K
Shared
0.00
None
301.88K
BLACKROCK INC
OTRShares17.61K
TypeSH
Market value$16.93M
0.95%
Sole
4.19K
Shared
0.00
None
13.41K
JOHNSON & JOHNSON
DFNDShares68.51K
TypeSH
Market value$16.75M
0.94%
Sole
50.62K
Shared
0.00
None
17.89K
THERMO FISHER SCIENTIFIC INC
DFNDShares33.26K
TypeSH
Market value$16.35M
0.92%
Sole
10.10K
Shared
0.00
None
23.16K
SPDR SERIES TRUST
OTRShares159.31K
TypeSH
Market value$15.60M
0.88%
Sole
46.04K
Shared
0.00
None
113.27K
ISHARES TR
DFNDShares143.75K
TypeSH
Market value$15.26M
0.86%
Sole
2.44K
Shared
0.00
None
141.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSDFND | VG TL INTL STK F | 2.13M | SH | $164.18M 9.22% | 772.21K | 0.00 | 1.36M |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 1.81M | SH | $138.38M 7.77% | 376.51K | 0.00 | 1.43M |
APPLE INCDFND | COM | 357K | SH | $90.60M 5.09% | 63.20K | 0.00 | 293.80K |
ALPHABET INCDFND | CAP STK CL A | 238.13K | SH | $68.48M 3.85% | 67.75K | 0.00 | 170.38K |
MICROSOFT CORPOTR | COM | 176.05K | SH | $65.17M 3.66% | 44.60K | 0.00 | 131.45K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 2.42M | SH | $61.90M 3.48% | 444.69K | 0.00 | 1.97M |
NVIDIA CORPORATIONDFND | COM | 316.21K | SH | $55.15M 3.10% | 83.67K | 0.00 | 232.55K |
AMAZON COM INCDFND | COM | 263.50K | SH | $54.88M 3.08% | 69.64K | 0.00 | 193.86K |
ISHARES TRDFND | CORE UNIVRSL USD | 1.10M | SH | $50.87M 2.86% | 7.17K | 0.00 | 1.09M |
BROADCOM INCDFND | COM | 139.48K | SH | $43.17M 2.42% | 37.88K | 0.00 | 101.60K |
META PLATFORMS INCDFND | CL A | 62.41K | SH | $35.71M 2.01% | 16.64K | 0.00 | 45.77K |
SELECT SECTOR SPDR TROTR | STATE STREET ENE | 549.72K | SH | $33.68M 1.89% | 153.75K | 0.00 | 395.97K |
NEXTERA ENERGY INCOTR | COM | 337.40K | SH | $31.34M 1.76% | 90.53K | 0.00 | 246.88K |
ELI LILLY & CODFND | COM | 32.45K | SH | $29.84M 1.68% | 9.65K | 0.00 | 22.79K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 40.53K | SH | $24.22M 1.36% | 38.07K | 0.00 | 2.45K |
VISA INCOTR | COM CL A | 78.16K | SH | $23.62M 1.33% | 20.92K | 0.00 | 57.23K |
MICRON TECHNOLOGY INCDFND | COM | 65.08K | SH | $21.99M 1.23% | 18.58K | 0.00 | 46.50K |
S&P GLOBAL INCOTR | COM | 46.13K | SH | $19.62M 1.10% | 14.59K | 0.00 | 31.54K |
COSTCO WHOLESALE CORPORATIONOTR | COM | 18.35K | SH | $18.28M 1.03% | 4.24K | 0.00 | 14.11K |
UNIVEST FINANCIAL CORPORATIODFND | COM | 501.75K | SH | $17.19M 0.97% | 199.88K | 0.00 | 301.88K |
BLACKROCK INCOTR | COM | 17.61K | SH | $16.93M 0.95% | 4.19K | 0.00 | 13.41K |
JOHNSON & JOHNSONDFND | COM | 68.51K | SH | $16.75M 0.94% | 50.62K | 0.00 | 17.89K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 33.26K | SH | $16.35M 0.92% | 10.10K | 0.00 | 23.16K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 159.31K | SH | $15.60M 0.88% | 46.04K | 0.00 | 113.27K |
ISHARES TRDFND | NATIONAL MUN ETF | 143.75K | SH | $15.26M 0.86% | 2.44K | 0.00 | 141.30K |
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