UNIVEST FINANCIAL Corp
CIK: 102212SEC EDGAR →
Portfolio Value
$657.4B
Holdings
254
As of
Q1 2026
New Positions
252
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 2,129,230 | $164.2B | 24.98% |
| 2 | SPDR SERIES TRUST | 1,807,986 | $138.4B | 21.05% |
| 3 | SPDR SERIES TRUST | 2,415,915 | $61.9B | 9.42% |
| 4 | ISHARES TR | 1,101,390 | $50.9B | 7.74% |
| 5 | SELECT SECTOR SPDR TR | 549,718 | $33.7B | 5.12% |
| 6 | NEXTERA ENERGY INC | 337,401 | $31.3B | 4.77% |
| 7 | UNIVEST FINANCIAL CORPORATIO | 501,751 | $17.2B | 2.61% |
| 8 | SPDR SERIES TRUST | 159,312 | $15.6B | 2.37% |
| 9 | SPDR SERIES TRUST | 121,342 | $11.6B | 1.77% |
| 10 | MONDELEZ INTL INC | 159,513 | $9.2B | 1.40% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $567.8B | 86.4% |
| Utilities | 10 | $33.0B | 5.0% |
| Technology | 33 | $22.5B | 3.4% |
| Consumer Defensive | 11 | $19.1B | 2.9% |
| Communication Services | 7 | $5.2B | 0.8% |
| Unknown | 16 | $3.7B | 0.6% |
| Healthcare | 20 | $2.2B | 0.3% |
| Industrials | 30 | $1.3B | 0.2% |
| Consumer Cyclical | 18 | $1.2B | 0.2% |
| Energy | 6 | $1.2B | 0.2% |
| Basic Materials | 5 | $180.0M | 0.0% |
| Real Estate | 3 | $19.0M | 0.0% |