Filed: 8/4/2025ACC: 0001085146-25-004475
📋 What this filing means
UNIVEST FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 266 equity positions with a total reported market value of $1.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
266
Positions
$1.67B
Total AUM (reported)
15.48M
Total Shares
Allocation by class
COM$901.24M54.1%
VG TL INTL STK F$132.85M8.0%
PORTFOLIO S&P500$131.73M7.9%
CL A$77.46M4.6%
PORTFOLIO AGRGTE$75.87M4.6%
CAP STK CL A$51.54M3.1%
CORE TOTAL USD$33.89M2.0%
Portfolio Concentration
Top 3$347.78M20.9%
4–10$399.76M24.0%
11–25$299.56M18.0%
Rest$619.55M37.2%
Top 3 weight
20.9%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 15.48M
Sole
Full voting authority
3.81M
shares
% of voting shares24.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.66M
shares
% of voting shares75.4%
Investment Discretion (by position count)
Sole0
Shared0
Other266
Dominant voting typeNone · 75.4% of voting shares
Institutional Holdings266
Rows:
VANGUARD STAR FDS
DFNDShares1.92M
TypeSH
Market value$132.85M
7.97%
Sole
810.17K
Shared
0.00
None
1.11M
SPDR SERIES TRUST
DFNDShares1.81M
TypeSH
Market value$131.73M
7.90%
Sole
395.35K
Shared
0.00
None
1.42M
MICROSOFT CORP
OTRShares167.24K
TypeSH
Market value$83.19M
4.99%
Sole
41.07K
Shared
0.00
None
126.17K
APPLE INC
DFNDShares381.95K
TypeSH
Market value$78.37M
4.70%
Sole
69.84K
Shared
0.00
None
312.12K
SPDR SERIES TRUST
DFNDShares2.96M
TypeSH
Market value$75.87M
4.55%
Sole
560.73K
Shared
0.00
None
2.40M
AMAZON COM INC
DFNDShares241.81K
TypeSH
Market value$53.05M
3.18%
Sole
62.84K
Shared
0.00
None
178.97K
ALPHABET INC
DFNDShares292.47K
TypeSH
Market value$51.54M
3.09%
Sole
82.10K
Shared
0.00
None
210.37K
NVIDIA CORPORATION
OTRShares321.44K
TypeSH
Market value$50.78M
3.05%
Sole
89.51K
Shared
0.00
None
231.93K
META PLATFORMS INC
DFNDShares63.99K
TypeSH
Market value$47.23M
2.83%
Sole
16.83K
Shared
0.00
None
47.16K
BROADCOM INC
DFNDShares155.70K
TypeSH
Market value$42.92M
2.58%
Sole
43.09K
Shared
0.00
None
112.61K
ISHARES TR
DFNDShares733.11K
TypeSH
Market value$33.89M
2.03%
Sole
4.59K
Shared
0.00
None
728.52K
SELECT SECTOR SPDR TR
DFNDShares307.15K
TypeSH
Market value$26.05M
1.56%
Sole
90.99K
Shared
0.00
None
216.16K
VANGUARD INDEX FDS
DFNDShares43.43K
TypeSH
Market value$24.67M
1.48%
Sole
41.84K
Shared
0.00
None
1.59K
NEXTERA ENERGY INC
DFNDShares349.72K
TypeSH
Market value$24.28M
1.46%
Sole
99.19K
Shared
0.00
None
250.53K
VISA INC
DFNDShares65.31K
TypeSH
Market value$23.19M
1.39%
Sole
15.42K
Shared
0.00
None
49.89K
ELI LILLY & CO
OTRShares27.62K
TypeSH
Market value$21.53M
1.29%
Sole
9.37K
Shared
0.00
None
18.25K
BLACKROCK INC
DFNDShares20.14K
TypeSH
Market value$21.13M
1.27%
Sole
4.44K
Shared
0.00
None
15.70K
S&P GLOBAL INC
DFNDShares37.55K
TypeSH
Market value$19.80M
1.19%
Sole
11.76K
Shared
0.00
None
25.79K
COSTCO WHSL CORP NEW
DFNDShares18.01K
TypeSH
Market value$17.83M
1.07%
Sole
3.97K
Shared
0.00
None
14.04K
APPLIED MATLS INC
DFNDShares85.47K
TypeSH
Market value$15.65M
0.94%
Sole
23.85K
Shared
0.00
None
61.62K
UNIVEST FINANCIAL CORPORATIO
OTRShares503K
TypeSH
Market value$15.11M
0.91%
Sole
321.53K
Shared
0.00
None
181.47K
PHILIP MORRIS INTL INC
OTRShares78.74K
TypeSH
Market value$14.34M
0.86%
Sole
25K
Shared
0.00
None
53.74K
L3HARRIS TECHNOLOGIES INC
OTRShares56.32K
TypeSH
Market value$14.13M
0.85%
Sole
19.11K
Shared
0.00
None
37.21K
ISHARES TR
DFNDShares134.43K
TypeSH
Market value$14.04M
0.84%
Sole
2.26K
Shared
0.00
None
132.17K
SALESFORCE INC
DFNDShares51.08K
TypeSH
Market value$13.93M
0.84%
Sole
15.57K
Shared
0.00
None
35.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSDFND | VG TL INTL STK F | 1.92M | SH | $132.85M 7.97% | 810.17K | 0.00 | 1.11M |
SPDR SERIES TRUSTDFND | PORTFOLIO S&P500 | 1.81M | SH | $131.73M 7.90% | 395.35K | 0.00 | 1.42M |
MICROSOFT CORPOTR | COM | 167.24K | SH | $83.19M 4.99% | 41.07K | 0.00 | 126.17K |
APPLE INCDFND | COM | 381.95K | SH | $78.37M 4.70% | 69.84K | 0.00 | 312.12K |
SPDR SERIES TRUSTDFND | PORTFOLIO AGRGTE | 2.96M | SH | $75.87M 4.55% | 560.73K | 0.00 | 2.40M |
AMAZON COM INCDFND | COM | 241.81K | SH | $53.05M 3.18% | 62.84K | 0.00 | 178.97K |
ALPHABET INCDFND | CAP STK CL A | 292.47K | SH | $51.54M 3.09% | 82.10K | 0.00 | 210.37K |
NVIDIA CORPORATIONOTR | COM | 321.44K | SH | $50.78M 3.05% | 89.51K | 0.00 | 231.93K |
META PLATFORMS INCDFND | CL A | 63.99K | SH | $47.23M 2.83% | 16.83K | 0.00 | 47.16K |
BROADCOM INCDFND | COM | 155.70K | SH | $42.92M 2.58% | 43.09K | 0.00 | 112.61K |
ISHARES TRDFND | CORE TOTAL USD | 733.11K | SH | $33.89M 2.03% | 4.59K | 0.00 | 728.52K |
SELECT SECTOR SPDR TRDFND | ENERGY | 307.15K | SH | $26.05M 1.56% | 90.99K | 0.00 | 216.16K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 43.43K | SH | $24.67M 1.48% | 41.84K | 0.00 | 1.59K |
NEXTERA ENERGY INCDFND | COM | 349.72K | SH | $24.28M 1.46% | 99.19K | 0.00 | 250.53K |
VISA INCDFND | COM CL A | 65.31K | SH | $23.19M 1.39% | 15.42K | 0.00 | 49.89K |
ELI LILLY & COOTR | COM | 27.62K | SH | $21.53M 1.29% | 9.37K | 0.00 | 18.25K |
BLACKROCK INCDFND | COM | 20.14K | SH | $21.13M 1.27% | 4.44K | 0.00 | 15.70K |
S&P GLOBAL INCDFND | COM | 37.55K | SH | $19.80M 1.19% | 11.76K | 0.00 | 25.79K |
COSTCO WHSL CORP NEWDFND | COM | 18.01K | SH | $17.83M 1.07% | 3.97K | 0.00 | 14.04K |
APPLIED MATLS INCDFND | COM | 85.47K | SH | $15.65M 0.94% | 23.85K | 0.00 | 61.62K |
UNIVEST FINANCIAL CORPORATIOOTR | COM | 503K | SH | $15.11M 0.91% | 321.53K | 0.00 | 181.47K |
PHILIP MORRIS INTL INCOTR | COM | 78.74K | SH | $14.34M 0.86% | 25K | 0.00 | 53.74K |
L3HARRIS TECHNOLOGIES INCOTR | COM | 56.32K | SH | $14.13M 0.85% | 19.11K | 0.00 | 37.21K |
ISHARES TRDFND | NATIONAL MUN ETF | 134.43K | SH | $14.04M 0.84% | 2.26K | 0.00 | 132.17K |
SALESFORCE INCDFND | COM | 51.08K | SH | $13.93M 0.84% | 15.57K | 0.00 | 35.50K |
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