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CIK: 0000102212
Total reported value
$2.0B
$2.0B
260 檔
26.8%
In Q3 2025, UNIVEST FINANCIAL Corp's U.S. equity holdings reached a combined market value of $2.0B, distributed across 260 disclosed stock positions.
UNIVEST FINANCIAL Corp executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 5 holdings and trimming 21 positions.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.58% | -0.19% | +8.52% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.71% | +0.14% | -2.89% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.33% | -0.01% | -2.02% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.30% | -6.99% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.46% | -0.54% | +3.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.81% | +0.39% | -4.24% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | +0.07% | +0.20% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | +0.14% | -13.51% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.52% | -0.25% | -4.16% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | +0.18% | -14.48% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.18% | +0.04% | +13.61% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.51% | -0.27% | +2.44% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.49% | -0.43% | -2.93% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.31% | +24.18% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.09% | -7.92% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.03% | +1.70% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.15% | -0.08% | -12.32% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 0.97% | -0.10% | -5.25% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.96% | -0.09% | +12.95% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.22% | +3.15% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | +0.23% | +41.04% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.91% | +2.29% | +10.99% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.86% | -0.26% | -10.94% | |
| 24 | UVSP | Univest Financial CORP | Stock-Other | 0.85% | +0.11% | +0.46% | |
| 25 | TEL | TE Connectivity plc | Stock-Tech | 0.83% | -0.15% | -11.66% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | -0.08% | +2.24% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.79% | -0.04% | -0.32% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.19% | +16.00% | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 0.77% | +0.17% | -6.08% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.77% | -0.17% | +1.83% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | -0.08% | +5.72% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.73% | -0.24% | -1.81% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.07% | -1.36% | |
| 34 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.70% | -0.06% | +0.78% | |
| 35 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.70% | -0.07% | +4.40% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.55% | -30.39% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.01% | -2.04% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | -0.12% | -1.67% | |
| 39 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.64% | -0.22% | -1.09% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | -0.07% | -6.56% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.63% | -0.10% | +0.59% | |
| 42 | POOL | Pool CORP | Stock-Industrials | 0.60% | -0.13% | EXIT | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.58% | -0.10% | +20.21% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.57% | -0.03% | +4.48% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | +0.67% | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.54% | -0.12% | -9.01% | |
| 47 | SNPS | Synopsys Inc | Stock-Tech | 0.53% | +0.04% | +133.85% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.13% | +6.37% | |
| 49 | FDX | Fedex CORP | Stock-Industrials | 0.50% | -0.15% | +10.51% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | +0.05% | +7.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | -4.24% | Add |
| 2 | NVDA | Nvidia CORP | +1% | -13.51% | Add |
| 3 | AVGO | Broadcom Inc | +0.8% | -14.48% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.6% | +8.52% | Add |
| 5 | LLY | Eli Lilly & Co | +0.5% | +24.18% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -6.99% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.4% | +0.20% | Add |
| 8 | SNPS | Synopsys Inc | +0.4% | +133.85% | Add |
| 9 | FISV | Fiserv Inc | +0.3% | +3175.23% | Add |
| 10 | EME | Emcor Group Inc | +0.2% | -14.69% | Add |
| 11 | CASY | Casey's General Stores Inc | +0.2% | +3.78% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -4.16% | Trim |
| 13 | ANET | Arista Networks Inc | +0.2% | -9.54% | Trim |
| 14 | FICO | Fair Isaac CORP | +0.2% | +1728.35% | Add |
| 15 | URI | United Rentals Inc | +0.2% | -6.08% | Trim |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +6.37% | Add |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +13.61% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.39% | Add |
| 19 | TEL | TE Connectivity plc | +0.1% | -11.66% | Trim |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | -1.81% | Add |
| 21 | UBER | Uber Technologies Inc | +0.1% | -8.00% | Add |
| 22 | LHX | L3harris Technologies Inc | +0.1% | -10.94% | Trim |
| 23 | ADBE | Adobe Inc | +0.1% | +20.21% | Add |
| 24 | MA | Mastercard Inc - A | +0.1% | +18.09% | Add |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -2.89% | Trim |
| 26 | AXP | American Express Co | 0% | -0.32% | Trim |
| 27 | PM | Philip Morris International | 0% | +5.72% | Add |
| 28 | ULTA | Ulta Beauty Inc | 0% | -9.01% | Trim |
| 29 | TJX | Tjx Companies Inc | 0% | +1.83% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -2.04% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.67% | Add |
| 32 | NEE | Nextera Energy Inc | -0.1% | +2.44% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -7.92% | Trim |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -40.20% | Trim |
| 35 | ROP | Roper Technologies Inc | -0.2% | +2.74% | Trim |
| 36 | XLV | Ss Health Care Select Sector | -0.3% | +16.37% | Trim |
| 37 | ZTS | Zoetis Inc | -0.3% | -14.84% | Trim |
| 38 | AMT | American Tower CORP | -0.3% | -1.67% | Trim |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | +1.44% | Trim |
| 40 | V | Visa Inc-class A Shares | -0.4% | +1.70% | Trim |
| 41 | AAPL | Apple Inc | -0.4% | -2.02% | Trim |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | -0.5% | +3.95% | Add |
| 43 | BLK | Blackrock Inc | -0.5% | -12.32% | Trim |
| 44 | MU | Micron Technology Inc | — | NEW | New buy |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | — | EXIT | Sold out |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 47 | CRL | Charles River Laboratories | — | EXIT | Sold out |
| 48 | APTV | Aptiv PLC | — | EXIT | Sold out |
| 49 | FSTA | Fidelity Msci Cons Stap Indx | — | EXIT | Sold out |
| 50 | ADSK | Autodesk Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, UNIVEST FINANCIAL Corp reported a total U.S. public equity portfolio value of $2.0B across 260 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, SPYM, AAPL) accounted for 26.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
MU
市值: $16.3M
Top Position Liquidated / Trimmed
SPTL
前期市值: $12.4M
During Q3 2025, UNIVEST FINANCIAL Corp's top holdings by market value included VXUS (8.6%)、SPYM (7.7%)、AAPL (5.3%). The largest single position, VXUS, represented 8.6% of total portfolio value.
In Q3 2025, UNIVEST FINANCIAL Corp made 50 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 21 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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