Univest Financial Corp Portfolio Stock Holdings
Univest Financial Corp disclosed 254 stock positions valued at approximately $1.8 billion in its latest SEC 13F filing. The largest holdings include VANGUARD STAR FDS, SPDR SERIES TRUST, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 254
- Portfolio Value
- $1.8B
Holdings by Sector
Univest Financial Corp Portfolio Holdings in Q1 2026
254 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VXUS | Other | 9.22% | 2,129,230 | +26,520 | +1.26% | $164,184,917 |
| SPDR SERIES TRUST | SPLG | Other | 7.77% | 1,807,986 | +102,260 | +6.00% | $138,383,276 |
| APPLE INC | AAPL | Technology | 5.09% | 356,996 | -15,720 | -4.22% | $90,601,908 |
| ALPHABET INC | GOOGL | Communication Services | 3.85% | 238,130 | -28,136 | -10.57% | $68,476,570 |
| MICROSOFT CORP | MSFT | Technology | 3.66% | 176,049 | +20,660 | +13.30% | $65,167,898 |
| SPDR SERIES TRUST | SPAB | Other | 3.48% | 2,415,915 | -658,693 | -21.42% | $61,895,734 |
| NVIDIA CORPORATION | NVDA | Technology | 3.10% | 316,215 | +24,489 | +8.39% | $55,147,919 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.08% | 263,495 | +21,911 | +9.07% | $54,878,104 |
| ISHARES TR | IUSB | Other | 2.86% | 1,101,390 | +104,619 | +10.50% | $50,873,188 |
| BROADCOM INC | AVGO | Technology | 2.42% | 139,483 | +6,200 | +4.65% | $43,171,502 |
| META PLATFORMS INC | META | Communication Services | 2.01% | 62,410 | +292 | +0.47% | $35,706,635 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.89% | 549,718 | -41,442 | -7.01% | $33,675,721 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.76% | 337,401 | -18,495 | -5.20% | $31,337,827 |
| ELI LILLY & CO | LLY | Healthcare | 1.68% | 32,445 | -950 | -2.84% | $29,841,791 |
| VANGUARD INDEX FDS | VOO | Other | 1.36% | 40,527 | +935 | +2.36% | $24,216,622 |
| VISA INC | V | Financial Services | 1.33% | 78,155 | +12,530 | +19.09% | $23,621,621 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.23% | 65,083 | -24,535 | -27.38% | $21,987,492 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.10% | 46,126 | +10,524 | +29.56% | $19,619,274 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.03% | 18,350 | -158 | -0.85% | $18,284,395 |
| UNIVEST FINANCIAL CORPORATIO | UVSP | Financial Services | 0.97% | 501,751 | -115,775 | -18.75% | $17,189,984 |
| BLACKROCK INC | BLK | Other | 0.95% | 17,605 | +309 | +1.79% | $16,931,196 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.94% | 68,513 | -449 | -0.65% | $16,747,277 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.92% | 33,259 | -1,144 | -3.33% | $16,347,981 |
| SPDR SERIES TRUST | SPYG | Other | 0.88% | 159,312 | +45,926 | +40.50% | $15,598,251 |
| ISHARES TR | MUB | Other | 0.86% | 143,747 | +6,608 | +4.82% | $15,258,733 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.84% | 43,191 | -6,076 | -12.33% | $14,907,476 |
| VANGUARD WORLD FD | MGK | Other | 0.81% | 39,324 | +30,474 | +344.34% | $14,449,229 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.80% | 88,835 | -4,462 | -4.78% | $14,186,869 |
| APPLIED MATLS INC | AMAT | Technology | 0.79% | 40,954 | -14,231 | -25.79% | $13,997,690 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.75% | 49,671 | +15,837 | +46.81% | $13,440,351 |
| TE CONNECTIVITY PLC | TEL | Other | 0.74% | 62,867 | -3,158 | -4.78% | $13,140,452 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.71% | 76,913 | -5,213 | -6.35% | $12,716,794 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.71% | 41,720 | +440 | +1.07% | $12,619,493 |
| FAIR ISAAC CORP | FICO | Technology | 0.69% | 11,557 | +6,900 | +148.16% | $12,337,288 |
| SYNOPSYS INC | SNPS | Technology | 0.68% | 30,562 | +15,837 | +107.55% | $12,117,221 |
| VANGUARD INDEX FDS | VTV | Other | 0.68% | 61,450 | +7,451 | +13.80% | $12,056,559 |
| SPDR SERIES TRUST | MDYG | Other | 0.65% | 121,342 | -199,598 | -62.19% | $11,643,953 |
| UNITED RENTALS INC | URI | Industrials | 0.65% | 15,838 | +1,257 | +8.62% | $11,538,725 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.63% | 65,143 | +20,585 | +46.20% | $11,242,312 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.62% | 14,206 | -5,194 | -26.77% | $10,976,357 |
| SALESFORCE INC | CRM | Technology | 0.62% | 58,676 | +13,200 | +29.03% | $10,953,007 |
| FEDEX CORP | FDX | Industrials | 0.60% | 29,814 | -7,045 | -19.11% | $10,619,157 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.56% | 34,146 | -2,628 | -7.15% | $10,044,529 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.56% | 30,950 | -4,736 | -13.27% | $9,921,109 |
| VANGUARD INDEX FDS | VTI | Other | 0.55% | 30,351 | +1,506 | +5.22% | $9,736,871 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.52% | 159,513 | +33,242 | +26.33% | $9,194,331 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.51% | 97,251 | -19,499 | -16.70% | $9,139,629 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.46% | 50,636 | +50,636 | +100.00% | $8,227,337 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.46% | 15,628 | -1,528 | -8.91% | $8,168,912 |
| BANK AMERICA CORP | BAC | Financial Services | 0.44% | 159,624 | +10,359 | +6.94% | $7,781,667 |
| ALPHABET INC | GOOG | Communication Services | 0.42% | 26,004 | -597 | -2.24% | $7,459,566 |
| ARISTA NETWORKS INC | ANET | Other | 0.40% | 57,383 | -1,076 | -1.84% | $7,045,485 |
| EMCOR GROUP INC | EME | Industrials | 0.37% | 8,878 | -735 | -7.65% | $6,554,488 |
| ADOBE INC | ADBE | Technology | 0.37% | 26,895 | +14,893 | +124.09% | $6,537,637 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.36% | 12,782 | +1,485 | +13.15% | $6,386,609 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.36% | 8,731 | -525 | -5.67% | $6,355,172 |
| ZOETIS INC | ZTS | Healthcare | 0.35% | 52,495 | +22,111 | +72.77% | $6,205,378 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.34% | 30,185 | +11,436 | +61.00% | $5,985,473 |
| EQUINIX INC | EQIX | Real Estate | 0.33% | 5,915 | +836 | +16.46% | $5,798,125 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.33% | 36,848 | +2,768 | +8.12% | $5,795,463 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.32% | 60,658 | -124 | -0.20% | $5,660,029 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.32% | 17,172 | -1,030 | -5.66% | $5,647,757 |
| WALMART INC | WMT | Consumer Defensive | 0.32% | 45,350 | +117 | +0.26% | $5,636,048 |
| ECOLAB INC | ECL | Basic Materials | 0.32% | 21,148 | -52 | -0.25% | $5,625,762 |
| EXXON MOBIL CORP | XOM | Energy | 0.31% | 32,378 | -3,565 | -9.92% | $5,493,216 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.30% | 73,514 | +9,554 | +14.94% | $5,287,862 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.29% | 8,429 | -1,560 | -15.62% | $5,094,480 |
| SPDR SERIES TRUST | SPSM | Other | 0.28% | 103,204 | -166,102 | -61.68% | $4,986,838 |
| FORTINET INC | FTNT | Technology | 0.27% | 59,323 | +5,160 | +9.53% | $4,847,876 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.26% | 5,243 | -570 | -9.81% | $4,693,743 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.26% | 62,702 | -6,265 | -9.08% | $4,543,387 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.25% | 14,259 | +1,023 | +7.73% | $4,431,457 |
| PEPSICO INC | PEP | Consumer Defensive | 0.25% | 28,510 | -1,236 | -4.16% | $4,427,284 |
| AMGEN INC | AMGN | Healthcare | 0.25% | 12,569 | -613 | -4.65% | $4,422,363 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.24% | 32,504 | -76,989 | -70.31% | $4,319,800 |
| SPDR SERIES TRUST | JNK | Other | 0.24% | 44,363 | +6,601 | +17.48% | $4,246,428 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.24% | 9,180 | +638 | +7.47% | $4,231,888 |
| ISHARES TR | MBB | Other | 0.23% | 42,806 | +5,018 | +13.28% | $4,064,475 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.23% | 3,504 | +120 | +3.55% | $4,061,082 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 0.22% | 64,246 | -14,705 | -18.63% | $3,973,615 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.22% | 84,519 | +4,727 | +5.92% | $3,858,291 |
| EXLSERVICE HLDGS INC | EXLS | Technology | 0.22% | 126,092 | +27,091 | +27.36% | $3,839,501 |
| IDEXX LABS INC | IDXX | Healthcare | 0.21% | 6,590 | +126 | +1.95% | $3,702,855 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.21% | 5,672 | -363 | -6.01% | $3,689,039 |
| CISCO SYS INC | CSCO | Technology | 0.20% | 46,052 | -344 | -0.74% | $3,573,164 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.19% | 68,839 | -16,238 | -19.09% | $3,434,394 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.19% | 22,878 | -783 | -3.31% | $3,304,504 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.19% | 68,772 | +10,095 | +17.20% | $3,304,498 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.18% | 7,063 | +966 | +15.84% | $3,153,912 |
| UNION PAC CORP | UNP | Industrials | 0.17% | 12,734 | -1,149 | -8.28% | $3,089,524 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.17% | 17,731 | +3,063 | +20.88% | $3,075,462 |
| CORNING INC | GLW | Technology | 0.17% | 22,407 | -6,047 | -21.25% | $3,046,692 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.17% | 29,397 | +5,863 | +24.91% | $3,018,202 |
| VANGUARD INDEX FDS | VOE | Other | 0.17% | 16,374 | +2,421 | +17.35% | $3,017,352 |
| WASTE MGMT INC DEL | WM | Industrials | 0.17% | 13,131 | -538 | -3.94% | $3,017,317 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 25,039 | -1,386 | -5.25% | $3,011,951 |
| BLACKSTONE INC | BX | Financial Services | 0.17% | 26,075 | +2,190 | +9.17% | $2,998,340 |
| VANGUARD INDEX FDS | VUG | Other | 0.17% | 6,802 | +81 | +1.21% | $2,970,951 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.16% | 22,718 | +2,501 | +12.37% | $2,868,829 |
| SERVICENOW INC | NOW | Technology | 0.16% | 27,439 | +7,486 | +37.52% | $2,868,748 |