Filed: 5/8/2025ACC: 0001085146-25-002845
📋 What this filing means
UNIVEST FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 275 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
275
Positions
$1.53B
Total AUM (reported)
15.78M
Total Shares
Allocation by class
COM$808.69M52.8%
VG TL INTL STK F$121.81M8.0%
PORTFOLIO S&P500$117.31M7.7%
PORTFOLIO AGRGTE$75.10M4.9%
CL A$65.95M4.3%
CAP STK CL A$38.57M2.5%
CORE TOTAL USD$31.49M2.1%
Portfolio Concentration
Top 3$327.51M21.4%
4–10$312.16M20.4%
11–25$287.72M18.8%
Rest$603.24M39.4%
Top 3 weight
21.4%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 15.78M
Sole
Full voting authority
3.95M
shares
% of voting shares25.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.83M
shares
% of voting shares75.0%
Investment Discretion (by position count)
Sole0
Shared0
Other275
Dominant voting typeNone · 75.0% of voting shares
Institutional Holdings275
Rows:
VANGUARD STAR FDS
DFNDShares1.96M
TypeSH
Market value$121.81M
7.96%
Sole
834.29K
Shared
0.00
None
1.13M
SPDR SER TR
DFNDShares1.78M
TypeSH
Market value$117.31M
7.66%
Sole
395.55K
Shared
0.00
None
1.39M
APPLE INC
OTRShares397.91K
TypeSH
Market value$88.39M
5.77%
Sole
76.25K
Shared
0.00
None
321.66K
SPDR SER TR
DFNDShares2.94M
TypeSH
Market value$75.10M
4.91%
Sole
539.61K
Shared
0.00
None
2.40M
MICROSOFT CORP
DFNDShares166.50K
TypeSH
Market value$62.50M
4.08%
Sole
41.46K
Shared
0.00
None
125.03K
AMAZON COM INC
OTRShares205.51K
TypeSH
Market value$39.10M
2.55%
Sole
55.49K
Shared
0.00
None
150.02K
ALPHABET INC
DFNDShares249.44K
TypeSH
Market value$38.57M
2.52%
Sole
71.80K
Shared
0.00
None
177.64K
META PLATFORMS INC
OTRShares62.05K
TypeSH
Market value$35.76M
2.34%
Sole
16.84K
Shared
0.00
None
45.21K
ISHARES TR
DFNDShares683.40K
TypeSH
Market value$31.49M
2.06%
Sole
4.64K
Shared
0.00
None
678.76K
NVIDIA CORPORATION
DFNDShares273.43K
TypeSH
Market value$29.63M
1.94%
Sole
85.08K
Shared
0.00
None
188.35K
VISA INC
OTRShares74.23K
TypeSH
Market value$26.01M
1.70%
Sole
19.40K
Shared
0.00
None
54.83K
SELECT SECTOR SPDR TR
OTRShares275.54K
TypeSH
Market value$25.75M
1.68%
Sole
78.14K
Shared
0.00
None
197.40K
BROADCOM INC
DFNDShares150.87K
TypeSH
Market value$25.26M
1.65%
Sole
43.69K
Shared
0.00
None
107.19K
BLACKROCK INC
DFNDShares26.44K
TypeSH
Market value$25.03M
1.64%
Sole
6.51K
Shared
0.00
None
19.93K
NEXTERA ENERGY INC
DFNDShares346.40K
TypeSH
Market value$24.56M
1.60%
Sole
98.57K
Shared
0.00
None
247.82K
VANGUARD INDEX FDS
DFNDShares43.75K
TypeSH
Market value$22.49M
1.47%
Sole
42.18K
Shared
0.00
None
1.57K
S&P GLOBAL INC
DFNDShares34K
TypeSH
Market value$17.27M
1.13%
Sole
10.15K
Shared
0.00
None
23.85K
COSTCO WHSL CORP NEW
OTRShares18.24K
TypeSH
Market value$17.25M
1.13%
Sole
4.12K
Shared
0.00
None
14.11K
UNITEDHEALTH GROUP INC
DFNDShares32.87K
TypeSH
Market value$17.22M
1.12%
Sole
9K
Shared
0.00
None
23.87K
THERMO FISHER SCIENTIFIC INC
OTRShares31.34K
TypeSH
Market value$15.59M
1.02%
Sole
8.92K
Shared
0.00
None
22.42K
ELI LILLY & CO
DFNDShares17.94K
TypeSH
Market value$14.82M
0.97%
Sole
7.45K
Shared
0.00
None
10.49K
UNIVEST FINANCIAL CORPORATIO
DFNDShares520.58K
TypeSH
Market value$14.76M
0.96%
Sole
340.08K
Shared
0.00
None
180.50K
AMERICAN TOWER CORP NEW
DFNDShares64.49K
TypeSH
Market value$14.03M
0.92%
Sole
20.41K
Shared
0.00
None
44.08K
SALESFORCE INC
DFNDShares52.14K
TypeSH
Market value$13.99M
0.91%
Sole
15.13K
Shared
0.00
None
37.01K
ISHARES TR
DFNDShares129.90K
TypeSH
Market value$13.70M
0.89%
Sole
2.26K
Shared
0.00
None
127.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSDFND | VG TL INTL STK F | 1.96M | SH | $121.81M 7.96% | 834.29K | 0.00 | 1.13M |
SPDR SER TRDFND | PORTFOLIO S&P500 | 1.78M | SH | $117.31M 7.66% | 395.55K | 0.00 | 1.39M |
APPLE INCOTR | COM | 397.91K | SH | $88.39M 5.77% | 76.25K | 0.00 | 321.66K |
SPDR SER TRDFND | PORTFOLIO AGRGTE | 2.94M | SH | $75.10M 4.91% | 539.61K | 0.00 | 2.40M |
MICROSOFT CORPDFND | COM | 166.50K | SH | $62.50M 4.08% | 41.46K | 0.00 | 125.03K |
AMAZON COM INCOTR | COM | 205.51K | SH | $39.10M 2.55% | 55.49K | 0.00 | 150.02K |
ALPHABET INCDFND | CAP STK CL A | 249.44K | SH | $38.57M 2.52% | 71.80K | 0.00 | 177.64K |
META PLATFORMS INCOTR | CL A | 62.05K | SH | $35.76M 2.34% | 16.84K | 0.00 | 45.21K |
ISHARES TRDFND | CORE TOTAL USD | 683.40K | SH | $31.49M 2.06% | 4.64K | 0.00 | 678.76K |
NVIDIA CORPORATIONDFND | COM | 273.43K | SH | $29.63M 1.94% | 85.08K | 0.00 | 188.35K |
VISA INCOTR | COM CL A | 74.23K | SH | $26.01M 1.70% | 19.40K | 0.00 | 54.83K |
SELECT SECTOR SPDR TROTR | ENERGY | 275.54K | SH | $25.75M 1.68% | 78.14K | 0.00 | 197.40K |
BROADCOM INCDFND | COM | 150.87K | SH | $25.26M 1.65% | 43.69K | 0.00 | 107.19K |
BLACKROCK INCDFND | COM | 26.44K | SH | $25.03M 1.64% | 6.51K | 0.00 | 19.93K |
NEXTERA ENERGY INCDFND | COM | 346.40K | SH | $24.56M 1.60% | 98.57K | 0.00 | 247.82K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 43.75K | SH | $22.49M 1.47% | 42.18K | 0.00 | 1.57K |
S&P GLOBAL INCDFND | COM | 34K | SH | $17.27M 1.13% | 10.15K | 0.00 | 23.85K |
COSTCO WHSL CORP NEWOTR | COM | 18.24K | SH | $17.25M 1.13% | 4.12K | 0.00 | 14.11K |
UNITEDHEALTH GROUP INCDFND | COM | 32.87K | SH | $17.22M 1.12% | 9K | 0.00 | 23.87K |
THERMO FISHER SCIENTIFIC INCOTR | COM | 31.34K | SH | $15.59M 1.02% | 8.92K | 0.00 | 22.42K |
ELI LILLY & CODFND | COM | 17.94K | SH | $14.82M 0.97% | 7.45K | 0.00 | 10.49K |
UNIVEST FINANCIAL CORPORATIODFND | COM | 520.58K | SH | $14.76M 0.96% | 340.08K | 0.00 | 180.50K |
AMERICAN TOWER CORP NEWDFND | COM | 64.49K | SH | $14.03M 0.92% | 20.41K | 0.00 | 44.08K |
SALESFORCE INCDFND | COM | 52.14K | SH | $13.99M 0.91% | 15.13K | 0.00 | 37.01K |
ISHARES TRDFND | NATIONAL MUN ETF | 129.90K | SH | $13.70M 0.89% | 2.26K | 0.00 | 127.64K |
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