Univest Financial Corp Portfolio Stock Holdings
According to the SEC 13F filed on November 5, 2026, Univest Financial Corp disclosed 280 stock positions valued at approximately $2.13B as of quarter-end September 30, 2026. The largest holdings include VANGUARD STAR FDS, SPDR SERIES TRUST, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 280
- Portfolio Value
- $2.13B
Holdings by Sector
Univest Financial Corp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VXUS | Other | 11.12% | 2,793,590 | +641,595 | +29.81% | $237,343,433 |
| SPDR SERIES TRUST | SPLG | Other | 7.71% | 1,832,384 | -1,186 | -0.06% | $164,474,775 |
| APPLE INC | AAPL | Technology | 5.41% | 346,476 | -10,979 | -3.07% | $115,383,572 |
| MICROSOFT CORP | MSFT | Technology | 4.32% | 179,767 | -3,521 | -1.92% | $92,202,700 |
| ALPHABET INC | GOOGL | Communication Services | 3.77% | 233,741 | -7,747 | -3.21% | $80,425,575 |
| NVIDIA CORPORATION | NVDA | Technology | 3.71% | 346,916 | +16,609 | +5.03% | $79,228,693 |
| ISHARES TR | IUSB | Other | 3.40% | 1,647,982 | +369,135 | +28.86% | $72,659,545 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.05% | 261,242 | -8,138 | -3.02% | $65,088,444 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.97% | 59,483 | -2,723 | -4.38% | $63,355,946 |
| SPDR SERIES TRUST | SPAB | Other | 2.61% | 2,290,124 | -60,445 | -2.57% | $55,787,414 |
| BROADCOM INC | AVGO | Technology | 2.44% | 148,026 | +7,752 | +5.53% | $51,985,335 |
| META PLATFORMS INC | META | Communication Services | 2.36% | 69,573 | +5,848 | +9.18% | $50,452,909 |
| ELI LILLY & CO | LLY | Healthcare | 1.75% | 32,222 | -1,598 | -4.73% | $37,282,988 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.65% | 571,261 | +10,808 | +1.93% | $35,132,535 |
| VANGUARD INDEX FDS | VOO | Other | 1.23% | 37,401 | -313 | -0.83% | $26,212,826 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.16% | 328,041 | -16,733 | -4.85% | $24,845,831 |
| VISA INC | V | Financial Services | 1.12% | 66,232 | -10,717 | -13.93% | $23,799,133 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.96% | 51,750 | +1,534 | +3.05% | $20,413,866 |
| UNIVEST FINANCIAL CORPORATIO | UVSP | Financial Services | 0.93% | 484,989 | -18,444 | -3.66% | $19,874,849 |
| SPDR SERIES TRUST | SPYG | Other | 0.93% | 160,942 | -11,651 | -6.75% | $19,808,692 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.86% | 68,988 | -510 | -0.73% | $18,263,828 |
| VANGUARD INDEX FDS | VTV | Other | 0.85% | 83,526 | +15,151 | +22.16% | $18,048,199 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.82% | 26,037 | -7,773 | -22.99% | $17,576,574 |
| APPLIED MATLS INC | AMAT | Technology | 0.78% | 32,673 | -4,941 | -13.14% | $16,708,322 |
| BLACKROCK INC | BLK | Financial Services | 0.78% | 15,756 | -2,747 | -14.85% | $16,674,811 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.77% | 17,987 | +314 | +1.78% | $16,374,263 |
| FIDELITY COVINGTON TRUST | FELG | Other | 0.72% | 338,976 | +338,976 | +100.00% | $15,284,411 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.72% | 41,580 | -6,454 | -13.44% | $15,263,035 |
| ISHARES TR | MUB | Other | 0.70% | 147,575 | -918 | -0.62% | $14,919,838 |
| TE CONNECTIVITY PLC | TEL | Technology | 0.65% | 66,151 | +6,369 | +10.65% | $13,963,088 |
Showing 30 of 280 holdings in the latest reporting period.