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CIK: 0000102212
Total reported value
$2.0B
$2.0B
254 檔
25.9%
During the Q1 2026 filing period, UNIVEST FINANCIAL Corp (CIK: 0000102212) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 254 reported positions.
In Q1 2026, UNIVEST FINANCIAL Corp adopted a defensive or profit-taking posture, trimming 101 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.22% | -0.19% | +1.26% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.77% | +0.14% | +6.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.09% | -0.01% | -4.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.85% | +0.39% | -10.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | -0.30% | +13.30% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.48% | -0.54% | -21.42% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.14% | +8.39% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | +0.07% | +9.07% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.86% | +0.04% | +10.50% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.42% | +0.18% | +4.65% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.01% | -0.25% | +0.47% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.89% | -0.43% | -7.01% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 1.76% | -0.27% | -5.20% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | +0.31% | -2.84% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | -0.09% | +2.36% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | -0.03% | +19.09% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 1.23% | +2.29% | -27.38% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 1.10% | -0.10% | +29.56% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.22% | -0.85% | |
| 20 | UVSP | Univest Financial CORP | Stock-Other | 0.97% | +0.11% | -18.75% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 0.95% | -0.08% | +1.79% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.07% | -0.65% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | -0.09% | -3.33% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.13% | +40.50% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.86% | -0.08% | +4.82% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.84% | -0.26% | -12.33% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.81% | +0.03% | +344.34% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.17% | -4.78% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.79% | +0.55% | -25.79% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.23% | +46.81% | |
| 31 | TEL | TE Connectivity plc | Stock-Tech | 0.74% | -0.15% | -4.78% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | -0.08% | -6.35% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.71% | -0.04% | +1.07% | |
| 34 | FICO | Fair Isaac CORP | Stock-Tech | 0.69% | +0.12% | +148.16% | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 0.68% | +0.04% | +107.55% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | +0.05% | +13.80% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.65% | -0.31% | -62.19% | |
| 38 | URI | United Rentals Inc | Stock-Industrials | 0.65% | +0.17% | +8.62% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.63% | -0.12% | +46.20% | |
| 40 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.62% | -0.22% | -26.77% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.62% | -0.19% | +29.03% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.60% | -0.15% | -19.11% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.01% | -7.15% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.56% | -0.07% | -13.27% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | +5.22% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.52% | -0.10% | +26.33% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.51% | -0.07% | -16.70% | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.46% | -0.08% | — | |
| 49 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.46% | -0.12% | -8.91% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.01% | +6.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.8% | +1.26% | Add |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +344.34% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +6.00% | Add |
| 4 | XLE | Ss Energy Select Sector | +0.5% | -7.01% | Trim |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +10.50% | Add |
| 6 | SNPS | Synopsys Inc | +0.3% | +107.55% | Add |
| 7 | FICO | Fair Isaac CORP | +0.3% | +148.16% | Add |
| 8 | NEE | Nextera Energy Inc | +0.3% | -5.20% | Trim |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +40.50% | Add |
| 10 | AMT | American Tower CORP | +0.2% | +46.20% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +8.39% | Add |
| 12 | JNJ | Johnson & Johnson | +0.2% | -0.65% | Trim |
| 13 | COST | Costco Wholesale CORP | +0.2% | -0.85% | Trim |
| 14 | MDLZ | Mondelez International Inc-a | +0.2% | +26.33% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.2% | +46.81% | Add |
| 16 | ZTS | Zoetis Inc | +0.2% | +72.77% | Add |
| 17 | ADBE | Adobe Inc | +0.2% | +124.09% | Add |
| 18 | VTV | Vanguard Value ETF | +0.1% | +13.80% | Add |
| 19 | EQIX | Equinix Inc | +0.1% | +16.46% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +9.07% | Add |
| 21 | SPGI | S&p Global Inc | +0.1% | +29.56% | Add |
| 22 | V | Visa Inc-class A Shares | +0.1% | +19.09% | Add |
| 23 | CASY | Casey's General Stores Inc | +0.1% | -5.67% | Trim |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -9.92% | Trim |
| 25 | MUB | Ishares National Muni Bond E | +0.1% | +4.82% | Add |
| 26 | DAR | Darling Ingredients Inc | +0.1% | -18.63% | Trim |
| 27 | ACN | Accenture plc | +0.1% | +61.00% | Add |
| 28 | LHX | L3harris Technologies Inc | +0.1% | -12.33% | Trim |
| 29 | EME | Emcor Group Inc | +0.1% | -7.65% | Trim |
| 30 | WMT | Walmart Inc | +0.1% | +0.26% | Add |
| 31 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +17.48% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +2.36% | Add |
| 33 | DT | Dynatrace Inc | 0% | +75.25% | Add |
| 34 | CMCSA | Comcast Corp-class A | 0% | +77.16% | Add |
| 35 | GLW | Corning Inc | 0% | -21.25% | Trim |
| 36 | FTNT | Fortinet Inc | 0% | +9.53% | Add |
| 37 | VOE | Vanguard Mid-cap Value ETF | 0% | +17.35% | Add |
| 38 | BNDX | Vanguard Total Intl Bond ETF | 0% | +17.20% | Add |
| 39 | MBB | Ishares Mbs ETF | 0% | +13.28% | Add |
| 40 | INTU | Intuit Inc | 0% | +82.83% | Add |
| 41 | MCD | Mcdonald's CORP | 0% | +7.73% | Add |
| 42 | ICE | Intercontinental Exchange In | 0% | +8.12% | Add |
| 43 | AMAT | Applied Materials Inc | 0% | -25.79% | Trim |
| 44 | TJX | Tjx Companies Inc | 0% | -4.78% | Trim |
| 45 | COP | Conocophillips | 0% | +2.98% | Add |
| 46 | CAT | Caterpillar Inc | 0% | -2.20% | Trim |
| 47 | VZ | Verizon Communications Inc | 0% | +15.37% | Add |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 0% | +15.84% | Add |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +14.70% | Add |
| 50 | WEC | Wec Energy Group Inc | 0% | +18.41% | Add |
According to official SEC Form 13F filings, UNIVEST FINANCIAL Corp reported a total U.S. public equity portfolio value of $2.0B across 254 disclosed positions in Q1 2026.
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 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BR
市值: $8.2M
Top Position Liquidated / Trimmed
VEU
前期市值: $774.1K
During Q1 2026, UNIVEST FINANCIAL Corp's top holdings by market value included VXUS (9.2%)、SPYM (7.8%)、AAPL (5.1%). The largest single position, VXUS, represented 9.2% of total portfolio value.
In Q1 2026, UNIVEST FINANCIAL Corp made 193 total portfolio adjustments, initiating 8 new buys, adding to 74 positions, trimming 101 holdings, and fully liquidating 10 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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