UNIVEST FINANCIAL Corp

CIK: 0000102212SEC EDGAR →

Portfolio Value

$1.9B

Holdings

256

As of

Q4 2025

New Positions

256

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VXUS VANGUARD STAR FDS	2,102,710	$158.6M	8.41%
2	SPYM SPDR SERIES TRUST	1,705,726	$136.8M	7.25%
3	AAPL APPLE INC	372,716	$101.3M	5.37%
4	GOOGL ALPHABET INC	266,266	$83.3M	4.42%
5	SPAB SPDR SERIES TRUST	3,074,608	$79.2M	4.20%
6	MSFT MICROSOFT CORP	155,389	$75.1M	3.98%
7	AMZN AMAZON COM INC	241,584	$55.8M	2.96%
8	NVDA NVIDIA CORPORATION	291,726	$54.4M	2.88%
9	IUSB ISHARES TR	996,771	$46.4M	2.46%
10	AVGO BROADCOM INC	133,283	$46.1M	2.45%

Quarterly Changes

Top Buys

VXUSNEW

$158.6M

SPYMNEW

$136.8M

AAPLNEW

$101.3M

GOOGLNEW

$83.3M

SPABNEW

$79.2M

Top Sells

No sells this quarter

New Positions (256)

VXUS

$158.6M · 2.1M shares

SPYM

$136.8M · 1.7M shares

AAPL

$101.3M · 373K shares

$83.3M · 266K shares

$79.2M · 3.1M shares

$75.1M · 155K shares

$55.8M · 242K shares

$54.4M · 292K shares

$46.4M · 997K shares

$46.1M · 133K shares

$41.0M · 62K shares

$35.9M · 33K shares

$29.7M · 321K shares

$28.6M · 356K shares

$26.4M · 591K shares

$25.6M · 90K shares

VOO

$24.8M · 40K shares

$23.0M · 66K shares

$20.2M · 618K shares

$19.9M · 34K shares

$18.6M · 36K shares

$18.5M · 17K shares

$16.0M · 19K shares

$15.8M · 109K shares

$15.3M · 41K shares

$15.0M · 66K shares

$15.0M · 19K shares

$14.7M · 137K shares

$14.5M · 49K shares

$14.3M · 93K shares

$14.3M · 69K shares

$14.2M · 55K shares

$13.2M · 82K shares

$12.6M · 269K shares

$12.2M · 140K shares

$12.1M · 113K shares

$12.0M · 45K shares

$11.8M · 37K shares

$11.8M · 15K shares

$11.7M · 117K shares

$11.6M · 36K shares

$11.2M · 34K shares

$10.6M · 37K shares

$10.4M · 17K shares

$10.3M · 54K shares

$10.2M · 111K shares

$9.7M · 29K shares

$9.0M · 58K shares

$8.3M · 27K shares

$8.2M · 149K shares

$7.9M · 5K shares

$7.8M · 45K shares

$7.7M · 58K shares

$6.9M · 15K shares

$6.8M · 126K shares

$6.4M · 11K shares

$6.3M · 18K shares

XLFI

$6.0M · 77K shares

EME

$5.9M · 10K shares

$5.7M · 61K shares

$5.6M · 21K shares

$5.5M · 34K shares

$5.4M · 12K shares

$5.3M · 69K shares

$5.2M · 64K shares

$5.2M · 43K shares

$5.1M · 9K shares

$5.1M · 6K shares

$5.0M · 45K shares

$5.0M · 19K shares

$4.8M · 9K shares

$4.8M · 10K shares

$4.7M · 21K shares

$4.5M · 3K shares

$4.4M · 6K shares

$4.3M · 36K shares

$4.3M · 13K shares

$4.3M · 54K shares

$4.3M · 85K shares

$4.3M · 30K shares

$4.2M · 99K shares

$4.2M · 12K shares

$4.1M · 6K shares

$4.1M · 46K shares

$4.0M · 13K shares

$3.9M · 5K shares

$3.8M · 30K shares

$3.7M · 24K shares

$3.7M · 38K shares

$3.7M · 9K shares

$3.6M · 38K shares

$3.6M · 46K shares

$3.5M · 80K shares

$3.4M · 24K shares

VUG

$3.3M · 7K shares

UNP

$3.2M · 14K shares

NOW

$3.1M · 20K shares

$3.0M · 14K shares

IVV

$3.0M · 4K shares

ABT

$2.9M · 24K shares

TSLA

$2.9M · 7K shares

$2.9M · 23K shares

$2.8M · 79K shares

$2.8M · 59K shares

$2.8M · 26K shares

$2.8M · 6K shares

$2.7M · 20K shares

$2.7M · 15K shares

$2.7M · 41K shares

$2.7M · 5K shares

$2.6M · 48K shares

$2.6M · 22K shares

$2.6M · 28K shares

$2.5M · 27K shares

$2.5M · 28K shares

$2.5M · 14K shares

$2.5M · 21K shares

$2.4M · 30K shares

$2.4M · 4K shares

$2.4M · 9K shares

$2.3M · 4K shares

$2.3M · 8K shares

$2.3M · 10K shares

$2.2M · 9K shares

$2.2M · 3K shares

$2.1M · 17K shares

$2.1M · 22K shares

$2.0M · 34K shares

$1.9M · 26K shares

$1.8M · 34K shares

$1.6M · 11K shares

$1.6M · 7K shares

$1.6M · 18K shares

$1.5M · 9K shares

$1.5M · 2 shares

$1.5M · 4K shares

$1.5M · 37K shares

$1.4M · 15K shares

$1.3M · 7K shares

$1.3M · 4K shares

$1.3M · 9K shares

$1.2M · 8K shares

$1.2M · 4K shares

$1.2M · 28K shares

$1.2M · 11K shares

$1.2M · 12K shares

$1.1M · 10K shares

$1.1M · 5K shares

$1.1M · 16K shares

$1.1M · 27K shares

$1.1M · 3K shares

$1.0M · 3K shares

$1.0M · 5K shares

$1.0M · 4K shares

$983K · 10K shares

$971K · 16K shares

$966K · 35K shares

$947K · 23K shares

$941K · 5K shares

$890K · 5K shares

$884K · 19K shares

$884K · 11K shares

$881K · 2K shares

$845K · 3K shares

$796K · 27K shares

$774K · 11K shares

$772K · 3K shares

$761K · 11K shares

$746K · 991 shares

$745K · 7K shares

$740K · 5K shares

$733K · 2K shares

$726K · 2K shares

$725K · 10K shares

$716K · 3K shares

$709K · 4K shares

$708K · 4K shares

$694K · 5K shares

$693K · 6K shares

$690K · 20K shares

$652K · 2K shares

$651K · 4K shares

$649K · 5K shares

$641K · 12K shares

$638K · 11K shares

$627K · 1K shares

$596K · 10K shares

$574K · 6K shares

$572K · 2K shares

$559K · 3K shares

$558K · 7K shares

$556K · 3K shares

$531K · 6K shares

$528K · 2K shares

$521K · 2K shares

$500K · 610 shares

$496K · 6K shares

$495K · 3K shares

$485K · 2K shares

VOT

$463K · 2K shares

SCHZ

$458K · 20K shares

TRV

$455K · 2K shares

$453K · 1K shares

DWD

$441K · 2K shares

IVW

$435K · 4K shares

$429K · 1K shares

VCIT

$429K · 5K shares

DFAI

$427K · 11K shares

MAR

$412K · 1K shares

$410K · 17K shares

$409K · 2K shares

$408K · 625 shares

$404K · 8K shares

$396K · 3K shares

$388K · 6K shares

$384K · 2K shares

$378K · 1K shares

SPHD

$377K · 8K shares

$362K · 4K shares

PPG

$357K · 3K shares

SHOP

$346K · 2K shares

$340K · 1K shares

$336K · 2K shares

$334K · 8K shares

$332K · 4K shares

$332K · 2K shares

$327K · 9K shares

$318K · 2K shares

$314K · 2K shares

$304K · 3K shares

$300K · 3K shares

$299K · 2K shares

$292K · 628 shares

SCHD

$287K · 10K shares

BDX

$287K · 1K shares

$280K · 722 shares

$276K · 1K shares

$270K · 2K shares

$270K · 2K shares

$262K · 778 shares

$253K · 75 shares

$251K · 286 shares

$251K · 3K shares

$246K · 8K shares

$237K · 2K shares

$231K · 435 shares

$227K · 608 shares

$213K · 1K shares

$210K · 5K shares

$206K · 8K shares

$203K · 424 shares

$200K · 1K shares

$171K · 10K shares

$156K · 19K shares

$37K · 15K shares

HYPR

$10K · 11K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	99	$844.5M	44.8%
Technology	32	$420.4M	22.3%
Communication Services	7	$137.2M	7.3%
Healthcare	20	$129.8M	6.9%
Consumer Cyclical	18	$109.4M	5.8%
Industrials	29	$84.7M	4.5%
Consumer Defensive	11	$46.9M	2.5%
Unknown	16	$38.2M	2.0%
Utilities	9	$34.2M	1.8%
Basic Materials	6	$18.6M	1.0%
Real Estate	3	$13.8M	0.7%
Energy	6	$8.1M	0.4%