Univest Financial Corp Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Univest Financial Corp disclosed 275 stock positions valued at approximately $2.04B as of quarter-end June 30, 2026. The largest holdings include VANGUARD STAR FDS, SPDR SERIES TRUST, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 275
- Portfolio Value
- $2.04B
Holdings by Sector
Univest Financial Corp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VXUS | Other | 9.03% | 2,151,995 | +22,765 | +1.07% | $183,974,071 |
| SPDR SERIES TRUST | SPLG | Other | 7.91% | 1,833,570 | +25,584 | +1.42% | $161,134,164 |
| APPLE INC | AAPL | Technology | 5.08% | 357,455 | +459 | +0.13% | $103,433,207 |
| ALPHABET INC | GOOGL | Communication Services | 4.24% | 241,488 | +3,358 | +1.41% | $86,300,469 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.52% | 62,206 | -2,877 | -4.42% | $71,803,246 |
| MICROSOFT CORP | MSFT | Technology | 3.36% | 183,288 | +7,239 | +4.11% | $68,370,273 |
| NVIDIA CORPORATION | NVDA | Technology | 3.24% | 330,307 | +14,092 | +4.46% | $66,091,219 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.15% | 269,380 | +5,885 | +2.23% | $64,204,029 |
| SPDR SERIES TRUST | SPAB | Other | 2.94% | 2,350,569 | -65,346 | -2.70% | $59,986,509 |
| ISHARES TR | IUSB | Other | 2.90% | 1,278,847 | +177,457 | +16.11% | $59,018,766 |
| BROADCOM INC | AVGO | Technology | 2.60% | 140,274 | +791 | +0.57% | $52,988,364 |
| ELI LILLY & CO | LLY | Healthcare | 1.99% | 33,820 | +1,375 | +4.24% | $40,564,945 |
| META PLATFORMS INC | META | Communication Services | 1.76% | 63,725 | +1,315 | +2.11% | $35,895,800 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.49% | 344,774 | +7,373 | +2.19% | $30,260,784 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.46% | 560,453 | +10,735 | +1.95% | $29,765,638 |
| APPLIED MATLS INC | AMAT | Technology | 1.33% | 37,614 | -3,340 | -8.16% | $27,195,242 |
| VISA INC | V | Financial Services | 1.30% | 76,949 | -1,206 | -1.54% | $26,400,306 |
| VANGUARD INDEX FDS | VOO | Other | 1.27% | 37,714 | -2,813 | -6.94% | $25,902,026 |
| UNIVEST FINANCIAL CORPORATIO | UVSP | Financial Services | 1.08% | 503,433 | +1,682 | +0.34% | $22,025,198 |
| SPDR SERIES TRUST | SPYG | Other | 1.01% | 172,593 | +13,281 | +8.34% | $20,536,807 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.00% | 50,216 | +4,090 | +8.87% | $20,450,850 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.98% | 48,034 | -1,637 | -3.30% | $19,964,358 |
| BLACKROCK INC | BLK | Other | 0.87% | 18,503 | +898 | +5.10% | $17,791,459 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.87% | 69,498 | +985 | +1.44% | $17,650,448 |
| VANGUARD WORLD FD | MGK | Other | 0.84% | 195,558 | +156,234 | +397.30% | $17,191,522 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.83% | 33,810 | +551 | +1.66% | $16,950,997 |
| UNITED RENTALS INC | URI | Industrials | 0.82% | 14,756 | -1,082 | -6.83% | $16,716,777 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.81% | 17,673 | -677 | -3.69% | $16,532,478 |
| FAIR ISAAC CORP | FICO | Technology | 0.81% | 13,791 | +2,234 | +19.33% | $16,476,907 |
| ISHARES TR | MUB | Other | 0.78% | 148,493 | +4,746 | +3.30% | $15,980,819 |
Showing 30 of 275 holdings in the latest reporting period.