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CIK: 0000102212
Total reported value
$2.0B
$2.0B
256 檔
27.5%
At the close of Q4 2025, UNIVEST FINANCIAL Corp disclosed equity holdings valued at approximately $2.0B, spread across 256 reported holdings.
In Q4 2025, UNIVEST FINANCIAL Corp adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, SPYM, AAPL) accounted for 27.5% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.41% | -0.19% | +0.76% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.25% | +0.14% | -3.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.37% | -0.01% | -0.40% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.42% | +0.39% | -4.93% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.20% | -0.54% | -0.20% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.30% | -0.10% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | +0.07% | -0.29% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.14% | +4.93% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.46% | +0.04% | +19.67% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.45% | +0.18% | +0.10% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.17% | -0.25% | +1.30% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.90% | +0.31% | -2.63% | |
| 13 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.57% | -0.31% | +1102.70% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.51% | -0.27% | -0.66% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.40% | -0.43% | +98.27% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.36% | +2.29% | -8.04% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.09% | -1.00% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | -0.03% | -1.20% | |
| 19 | UVSP | Univest Financial CORP | Stock-Other | 1.07% | +0.11% | +22.20% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.06% | -0.09% | -3.13% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 0.99% | -0.10% | +0.07% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 0.98% | -0.08% | -2.04% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.22% | -0.37% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.84% | +0.07% | +1338.05% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.81% | -0.04% | -2.43% | |
| 26 | TEL | TE Connectivity plc | Stock-Tech | 0.80% | -0.15% | -2.63% | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.79% | -0.22% | -4.54% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.08% | -0.22% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.77% | -0.26% | -1.77% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.17% | -2.01% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.07% | -1.09% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | +0.55% | -7.25% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.70% | -0.08% | -1.34% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.67% | -0.24% | -4.18% | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.65% | -0.06% | -0.35% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.13% | +32.45% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.19% | -23.24% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.01% | -1.74% | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.63% | +0.17% | +0.82% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.62% | -0.07% | -1.64% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | -0.07% | -0.68% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.23% | -29.88% | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.56% | -0.15% | -2.01% | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.55% | -0.12% | -3.17% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.05% | +14.42% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.54% | -0.03% | +0.15% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.01% | -6.19% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.48% | — | +543.07% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.04% | -3.98% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.01% | -0.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +1.4% | +1102.70% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.7% | +1338.05% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -4.93% | Trim |
| 4 | MU | Micron Technology Inc | +0.5% | -8.04% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.4% | -2.63% | Trim |
| 6 | XLV | Ss Health Care Select Sector | +0.4% | +543.07% | Add |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +19.67% | Add |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.3% | +2592.83% | Add |
| 9 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +399.25% | Add |
| 10 | FICO | Fair Isaac CORP | +0.2% | +100.56% | Add |
| 11 | UVSP | Univest Financial CORP | +0.2% | +22.20% | Add |
| 12 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +1582.51% | Add |
| 13 | REGN | Regeneron Pharmaceuticals | +0.2% | -4.54% | Trim |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +32.45% | Add |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | -3.13% | Trim |
| 16 | XLF | Ss Financial Select Sector | +0.1% | +133.37% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | -7.25% | Trim |
| 18 | XLI | Ss Industrial Select Sector | +0.1% | +423.76% | Add |
| 19 | FDX | Fedex CORP | +0.1% | -2.01% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.98% | Trim |
| 21 | VTV | Vanguard Value ETF | +0.1% | +14.42% | Add |
| 22 | AAPL | Apple Inc | 0% | -0.40% | Trim |
| 23 | JNJ | Johnson & Johnson | 0% | -1.09% | Trim |
| 24 | SPGI | S&p Global Inc | 0% | +0.07% | Add |
| 25 | AXP | American Express Co | 0% | -2.43% | Trim |
| 26 | NEE | Nextera Energy Inc | — | -0.66% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | +0.10% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | -0.29% | Trim |
| 29 | NVDA | Nvidia CORP | 0% | +4.93% | Add |
| 30 | ROP | Roper Technologies Inc | -0.1% | -9.09% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | -3.11% | Trim |
| 32 | ACN | Accenture plc | -0.1% | -32.04% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.1% | -0.37% | Trim |
| 34 | URI | United Rentals Inc | -0.1% | +0.82% | Add |
| 35 | CRM | Salesforce Inc | -0.2% | -23.24% | Trim |
| 36 | SNPS | Synopsys Inc | -0.2% | -23.75% | Trim |
| 37 | VXUS | Vanguard Total Intl Stock | -0.2% | +0.76% | Add |
| 38 | BLK | Blackrock Inc | -0.2% | -2.04% | Trim |
| 39 | ZTS | Zoetis Inc | -0.2% | -37.04% | Trim |
| 40 | AMT | American Tower CORP | -0.2% | -25.68% | Trim |
| 41 | MDLZ | Mondelez International Inc-a | -0.3% | -29.41% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.3% | -29.88% | Trim |
| 43 | POOL | Pool CORP | -0.4% | -39.94% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.4% | +1.30% | Add |
| 45 | ADBE | Adobe Inc | -0.4% | -58.96% | Trim |
| 46 | MSFT | Microsoft CORP | -0.5% | -0.10% | Trim |
| 47 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 48 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 49 | IT | Gartner Inc | — | EXIT | Sold out |
| 50 | LNTH | Lantheus Holdings 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 256 disclosed positions in Q4 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.
Top New Position Initiated
VNQ
市值: $4.1M
Top Position Liquidated / Trimmed
FISV
前期市值: $5.8M
During Q4 2025, UNIVEST FINANCIAL Corp's top holdings by market value included VXUS (8.4%)、SPYM (7.3%)、AAPL (5.4%). The largest single position, VXUS, represented 8.4% of total portfolio value.
In Q4 2025, UNIVEST FINANCIAL Corp made 50 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 27 holdings, and fully liquidating 3 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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