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Univest Financial Corp

CIK 102212 · latest 13F filed 7 August 2026 · Read the filing on EDGAR

Univest Financial Corp reported 275 US-listed holdings worth $2.04 billion in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Vanguard Star FDS (9.0%), SPDR Ser Trust (7.9%) and Apple Inc. (5.1%). Against the quarter before, it opened 27 positions, added to 136, trimmed 79 and sold out of 6.

Reported holdings$2.04B+14.4% on Q1 2026
Positions275+21 on Q1 2026
The largest ten45.4%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
Where the money is
Added toTrimmed
VXUS9.0%SPYM7.9%AAPL5.1%GOOGL4.2%MU3.5%MSFT3.4%NVDA3.2%AMZN3.2%SPAB2.9%IUSB2.9%AVGO2.6%LLY2.0%META1.8%NEE1.5%261 more46.8%

The 14 largest of its 275 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.52 billion in 280 positions$1.52BQ3 24Q4 2024: $1.59 billion in 272 positions$1.59BQ4 24Q1 2025: $1.53 billion in 275 positions$1.53BQ1 25Q2 2025: $1.67 billion in 266 positions$1.67BQ2 25Q3 2025: $1.79 billion in 260 positions$1.79BQ3 25Q4 2025: $1.89 billion in 256 positions$1.89BQ4 25Q1 2026: $1.78 billion in 254 positions$1.78BQ1 26Q2 2026: $2.04 billion in 275 positions$2.04BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 27Added 136Held 33Trimmed 79Sold out 6
Opened: 27Added: 136Held: 33Trimmed: 79Sold out: 6

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 27

  1. Fedex Fght Hldg Co. Inc. Common Stock FDXF$1.3 million
  2. CrowdStrike Holdings, Inc. CRWD$425,069
  3. iShares Trust EFA$420,195
  4. Marvell Technology, Inc. MRVL$406,620
  5. Honeywell International Inc. HON$358,240
  6. Honeywell Aerospace Inc. Com HONA$353,728
  7. Seagate Technology Holdings plc STX$331,960
  8. Cummins Inc. CMI$315,952

and 19 more in the table below

Added to 136

  1. Vanguard Mega Cap Growth ETF MGK+156,234 shares · +397%
  2. iShares Core Total USD Bond Market ETF IUSB+177,457 shares · +16%
  3. Vanguard Growth ETF VUG+32,745 shares · +481%
  4. NVIDIA Corp. NVDA+14,092 shares · +4%
  5. Microsoft Corp. MSFT+7,239 shares · +4%
  6. Fair Isaac Corp. FICO+2,234 shares · +19%
  7. SPDR Ser Trust SPYM+25,584 shares · +1%
  8. iShares Core S&P 500 ETF IVV+2,809 shares · +71%

and 128 more in the table below

Trimmed 79

  1. SPDR Ser Trust MDYG-60,368 shares · -50%
  2. SPDR Portfolio Small Cap ETF SPSM-88,578 shares · -86%
  3. Micron Technology Inc. MU-2,877 shares · -4%
  4. Applied Materials Inc. AMAT-3,340 shares · -8%
  5. Vanguard S&P 500 VOO-2,813 shares · -7%
  6. SPDR Ser Trust SPAB-65,346 shares · -3%
  7. United Rentals, Inc. URI-1,082 shares · -7%
  8. Philip Morris International Inc. PM-5,509 shares · -7%

and 71 more in the table below

Sold out of 6

  1. Pool Corp. POOL$2.4 million last quarter
  2. Honeywell International Inc. HON$783,111 last quarter
  3. Veeva Systems Inc. VEEV$526,980 last quarter
  4. Invesco Exch Traded FD Trust II SPHD$210,694 last quarter
  5. iShares Trust HYG$205,185 last quarter
  6. Linkbancorp Inc LNKB$91,824 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard Star FDS VXUS2,151,995$184.0 million9.03%+22,765
SPDR Ser Trust SPYM1,833,570$161.1 million7.91%+25,584
Apple Inc. AAPL357,455$103.4 million5.08%+459
Alphabet Inc. GOOGL241,488$86.3 million4.24%+3,358
Micron Technology Inc. MU62,206$71.8 million3.52%-2,877
Microsoft Corp. MSFT183,288$68.4 million3.36%+7,239
NVIDIA Corp. NVDA330,307$66.1 million3.24%+14,092
Amazon.com Inc. AMZN269,380$64.2 million3.15%+5,885
SPDR Ser Trust SPAB2,350,569$60.0 million2.94%-65,346
iShares Core Total USD Bond Market ETF IUSB1,278,847$59.0 million2.90%+177,457
Broadcom Inc. AVGO140,274$53.0 million2.60%+791
Eli Lilly & Co. LLY33,820$40.6 million1.99%+1,375
Meta Platforms, Inc. META63,725$35.9 million1.76%+1,315
NextEra Energy Inc. NEE344,774$30.3 million1.49%+7,373
Select Sector SPDR Trust XLE560,453$29.8 million1.46%+10,735
Applied Materials Inc. AMAT37,614$27.2 million1.33%-3,340
Visa Inc. V76,949$26.4 million1.30%-1,206
Vanguard S&P 500 VOO37,714$25.9 million1.27%-2,813
Univest Financial Corporatio UVSP503,433$22.0 million1.08%+1,682
SPDR S&P 500 Growth ETF SPYG172,593$20.5 million1.01%+13,281
S&P Global Inc. SPGI50,216$20.5 million1.00%+4,090
UnitedHealth Group Inc. UNH48,034$20.0 million0.98%-1,637
BlackRock, Inc. BLK18,503$17.8 million0.87%+898
Johnson & Johnson JNJ69,498$17.7 million0.87%+985
Vanguard Mega Cap Growth ETF MGK195,558$17.2 million0.84%+156,234
Thermo Fisher Scientific Inc. TMO33,810$17.0 million0.83%+551
United Rentals, Inc. URI14,756$16.7 million0.82%-1,082
Costco Wholesale Corp. COST17,673$16.5 million0.81%-677
Fair Isaac Corp. FICO13,791$16.5 million0.81%+2,234
iShares Trust MUB148,493$16.0 million0.78%+4,746
Vanguard Value ETF VTV68,375$14.9 million0.73%+6,925
Synopsys Inc. SNPS32,936$14.7 million0.72%+2,374
American Express Co. AXP40,629$13.7 million0.67%-1,091
Philip Morris International Inc. PM71,404$12.9 million0.63%-5,509
TJX Companies Inc. TJX84,502$12.8 million0.63%-4,333
TE Connectivity plc TEL59,782$12.1 million0.59%-3,085
L3Harris Technologies, Inc. LHX40,557$11.8 million0.58%-2,634
VG Totl STK Vprs VTI30,870$11.4 million0.56%+519
JPMorgan Chase & Co. JPM34,423$11.3 million0.55%+277
Fortinet, Inc. FTNT71,812$11.0 million0.54%+12,489
Arista Networks, Inc. ANET62,785$10.7 million0.52%+5,402
American Tower Corp. AMT62,911$10.3 million0.51%-2,232
Sherwin Williams Co. SHW29,118$10.0 million0.49%-1,832
Alphabet Inc. GOOG26,450$9.3 million0.46%+446
FedEx Corp. FDX29,060$9.1 million0.45%-754
Charles Schwab Corp. SCHW98,042$9.0 million0.44%+791
Bank of America Corp. BAC155,428$8.9 million0.43%-4,196
Salesforce, Inc. CRM55,576$8.7 million0.43%-3,100
Mondelez International, Inc. MDLZ148,902$8.6 million0.42%-10,611
Emcor Group, Inc. EME10,374$8.6 million0.42%+1,496
Regeneron Pharmaceuticals, Inc. REGN13,072$8.2 million0.40%-1,134
Casey's General Stores, Inc. CASY9,834$7.8 million0.38%+1,103
Broadridge Financial Solutions, Inc. BR56,031$7.7 million0.38%+5,395
Mastercard Inc. MA14,840$7.6 million0.37%+2,058
Monster Beverage Corp. MNST77,239$7.4 million0.36%+14,537
Toronto-Dominion Bank TD60,658$7.4 million0.36%no change
Ecolab Inc. ECL25,343$7.1 million0.35%+4,195
Ulta Beauty, Inc. ULTA15,329$6.9 million0.34%-299
SPDR Ser Trust MDYG60,974$6.8 million0.34%-60,368
Uber Technologies, Inc. UBER93,225$6.7 million0.33%+19,711
Equinix Inc. EQIX6,431$6.7 million0.33%+516
Technology Select Sector SPDR ETF XLK32,897$6.3 million0.31%+393
Parker-Hannifin Corp. PH6,359$6.2 million0.31%+1,116
TransDigm Group Inc. TDG4,263$5.7 million0.28%+759
Home Depot, Inc. HD16,009$5.6 million0.28%-1,163
Intercontinental Exchange, Inc. ICE45,554$5.6 million0.28%+8,706
Cisco Systems, Inc. CSCO47,520$5.6 million0.27%+1,468
Adobe Inc. ADBE26,482$5.4 million0.27%-413
Corning Inc. GLW20,740$5.3 million0.26%-1,667
Walmart Inc. WMT45,725$5.2 million0.25%+375
iShares Core S&P 500 ETF IVV6,769$5.1 million0.25%+2,809
SPDR Ser Trust JNK50,759$4.9 million0.24%+6,396
iShares Trust MBB50,634$4.8 million0.23%+7,828
ExxonMobil Holdings Corp. XOM33,260$4.5 million0.22%+882
Amgen Inc. AMGN12,536$4.5 million0.22%-33
Vertex Pharmaceuticals Inc. VRTX9,049$4.5 million0.22%+1,986
Intuitive Surgical Inc. ISRG11,291$4.5 million0.22%+2,111
Lockheed Martin Corp. LMT8,606$4.4 million0.22%+177
SPDR Portfolio Developed World SPDW86,389$4.4 million0.21%+1,870
ExlService Holdings, Inc. EXLS167,574$4.3 million0.21%+41,482
IDEXX Laboratories Inc. IDXX8,076$4.3 million0.21%+1,486
Caterpillar Inc. CAT3,939$4.2 million0.21%-107
SPDR S&P 500 SPY5,565$4.2 million0.20%-107
Airbnb, Inc. ABNB29,013$4.2 million0.20%+6,295
McDonald's Corp. MCD14,652$4.0 million0.19%+393
ServiceNow, Inc. NOW38,809$3.9 million0.19%+11,370
PepsiCo Inc. PEP28,223$3.8 million0.19%-287
Vanguard Mun BD FDS VTEB75,502$3.8 million0.19%+6,663
Vanguard Charlotte FDS BNDX77,977$3.8 million0.19%+9,205
Zoetis Inc. ZTS51,865$3.7 million0.18%-630
Accenture plc ACN29,916$3.7 million0.18%-269
SPDR Ser Trust SLYG30,443$3.6 million0.18%+4,922
Blackstone Inc. BX30,399$3.6 million0.18%+4,324
Vanguard Mid Cap Value ETF VOE18,019$3.6 million0.17%+1,645
Procter & Gamble Co. PG23,716$3.5 million0.17%+838
SPDR Ser Trust SLYV31,636$3.5 million0.17%+4,150
Union Pacific Corp. UNP12,657$3.4 million0.17%-77
Vanguard Growth ETF VUG39,547$3.4 million0.17%+32,745
Darling Ingredients Inc. DAR61,438$3.4 million0.16%-2,808
Merck & Co., Inc. MRK24,610$3.2 million0.16%-429
Waste Management Inc. WM13,559$3.0 million0.15%+428
Analog Devices Inc. ADI7,573$3.0 million0.15%+75
Dynatrace, Inc. DT67,839$3.0 million0.15%+18,829
iShares Core S&P Mid-Cap ETF IJH38,610$3.0 million0.15%-2,038
Tesla, Inc. TSLA6,908$2.9 million0.14%+227
Marsh & McLennan Companies, Inc. MRSH17,291$2.9 million0.14%-440
iShares Core S&P Small-Cap ETF IJR19,076$2.8 million0.14%-2,432
Berkshire Hathaway Inc. Class B BRKB5,401$2.7 million0.13%+69
Abbott Laboratories ABT29,247$2.7 million0.13%-150
Metlife Inc. MET29,741$2.5 million0.12%+893
Resmed Inc. RMD12,846$2.5 million0.12%+2,852
Intuit Inc. INTU9,247$2.4 million0.12%+3,272
Select Sector SPDR Trust XLV14,671$2.3 million0.11%+1,052
CRH Public Ltd. Co. CRH21,289$2.3 million0.11%+1,089
Prologis, Inc. PLD15,510$2.1 million0.10%+523
Netflix Inc. NFLX27,978$2.0 million0.10%+663
iShares Trust EFV26,021$2.0 million0.10%+89
Bristol-Myers Squibb Co. BMY34,176$2.0 million0.10%-29
Invesco QQQ Trust QQQ2,605$1.9 million0.09%-670
Watsco Inc. WSO4,601$1.9 million0.09%+62
CME Group Inc. CME8,264$1.8 million0.09%-419
Select Sector SPDR Trust XLP21,360$1.8 million0.09%-2,532
AbbVie Inc. ABBV6,866$1.7 million0.08%-71
Intel Corp. INTC12,100$1.7 million0.08%+2,562
Entergy Corp. ETR14,548$1.7 million0.08%+68
WEC Energy Group, Inc. WEC13,746$1.6 million0.08%+187
Dimensional ETF Trust DFAC35,238$1.6 million0.08%-579
Snap-on Inc. SNA3,832$1.5 million0.08%+139
Quanta Services, Inc. PWR2,090$1.5 million0.07%no change
Berkshire Hathaway Inc. Del2$1.5 million0.07%no change
ROSS Stores, Inc. ROST6,942$1.5 million0.07%+1,713
Chevron Corp. CVX8,864$1.5 million0.07%+736
iShares Core MSCI Eafe ETF IEFA15,155$1.5 million0.07%-46
Norfolk Southern Corp. NSC4,633$1.5 million0.07%+59
SPDR Index SHS FDS SPEM26,974$1.4 million0.07%+2,610
Moody's Corp. MCO3,079$1.4 million0.07%+229
Eaton Corp. plc ETN3,265$1.4 million0.07%+3
Cincinnati Financial Corp. CINF7,425$1.4 million0.07%-393
ConocoPhillips COP12,964$1.3 million0.07%+198
Advanced Micro Devices Inc. AMD2,304$1.3 million0.07%+1,019
Ingredion Inc. INGR13,879$1.3 million0.06%+878
Fastenal Co. FAST26,673$1.3 million0.06%-236
Fedex Fght Hldg Co. Inc. Common Stock FDXF8,421$1.3 million0.06%new
RTX Corp. RTX6,596$1.3 million0.06%+1,503
Financial Select Sector SPDR ETF XLF23,262$1.2 million0.06%-4,544
iShares Trust IYW4,934$1.2 million0.06%no change
Vanguard Ftse Developed Markets VEA17,208$1.2 million0.06%+208
Vanguard Real Estate ETF VNQ12,447$1.2 million0.06%-1,833
Lam Research Corp. LRCX2,631$1.1 million0.06%+884
Kinder Morgan, Inc. KMI35,478$1.1 million0.06%+1,085
Verizon Communications Inc. VZ26,113$1.1 million0.05%-729
Select Sector SPDR Trust XLC10,272$1.1 million0.05%-2,218
Select Sector SPDR Trust XLY9,377$1.1 million0.05%-2,093
Comcast Corp. CMCSA41,138$1.0 million0.05%-6,051
International Business Machines Corp. IBM3,575$1.0 million0.05%+1,016
iShares Trust IWR9,081$1.0 million0.05%+1,749
SPDR Ser Trust BIL10,912$999,9860.05%-5,468
Select Sector SPDR Trust XLI5,346$990,1830.05%+2,395
General Electric Co. GE2,637$985,5260.05%-72
Oracle Corp. ORCL6,625$970,8300.05%+97
Agilent Technologies, Inc. A7,145$949,1230.05%+93
Vanguard World FD VGT7,928$947,5550.05%+6,937
Lowe's Companies Inc. LOW4,263$939,9490.05%-4
Xylem Inc. XYL7,872$930,5490.05%+271
Wsfs Financial Corp. WSFS11,616$891,2960.04%no change
iShares Core Dividend Growth DGRO11,576$877,3190.04%+37
SPDR Portfolio Small Cap ETF SPSM14,626$843,4930.04%-88,578
Equifax Inc. EFX5,250$833,2800.04%no change
iShares Trust EFG6,657$828,2480.04%+32
PNC Financial Services Group, Inc. PNC3,272$805,7160.04%+223
Coca-Cola Co. KO9,437$766,9200.04%-101
Linde plc LIN1,464$759,7280.04%+13
Constellation Energy Corp. CEG3,036$754,0510.04%-12
iShares Russell Mid-Cap Growth ETF IWP5,075$742,9760.04%+4
Vanguard Short Term Government VGSH12,763$742,8070.04%no change
GE Vernova Inc. GEV625$734,2880.04%-40
D.R. Horton, Inc. DHI4,447$724,4070.04%-232
Ss&c Technologies Hldgs Inc. SSNC11,658$723,3600.04%-15,830
PPL Corp. PPL19,529$709,8650.03%-154
Altria Group, Inc. MO9,722$699,5150.03%-462
Starbucks Corp. SBUX6,560$670,3520.03%+80
Boeing Co. BA3,053$660,8650.03%+954
Cintas Corp. CTAS3,788$644,2990.03%+19
Vanguard Small Cap Value ETF VBR2,603$632,4860.03%-32
iShares Trust IWO1,581$622,6930.03%-25
iShares Trust ITOT3,693$606,6490.03%-97
Walt Disney Co. DIS6,240$600,5540.03%-131
Duke Energy Corp. DUK4,678$592,1410.03%+2,074
Southern Co. SO6,174$590,9140.03%+2,009
Morgan Stanley MS2,783$581,8500.03%+329
Stryker Corp. SYK1,844$580,4320.03%-3
Capital One Financial Corp. COF2,761$553,9120.03%+347
O'Reilly Automotive, Inc. ORLY5,993$551,8950.03%+3
Vanguard World FD VDE3,660$549,4760.03%no change
iShares Trust IXUS5,626$536,9810.03%-258
Cardinal Health Inc. CAH2,249$534,2720.03%+140
Vanguard Small Cap ETF VB1,731$524,5740.03%+12
SPDR Ser Trust SPMD7,639$516,0980.03%-876
Vanguard Index FDS VOT1,666$510,2220.03%+2
Phillips 66 PSX2,971$502,1970.02%+16
Chubb Ltd. CB1,452$494,7540.02%-1
McKesson Corp. MCK647$488,8730.02%+37
Travelers Companies, Inc. TRV1,472$485,7890.02%+1
Dimensional ETF Trust DFAI11,222$462,9080.02%no change
Marriott International Inc. MAR1,243$460,6430.02%-9
Hershey Co. HSY2,607$457,3980.02%-79
Vanguard Mid Cap Index ETF VO5,656$455,6710.02%+4,245
Nucor Corp. NUE2,043$455,1010.02%+7
iShares Trust IWF3,628$450,4890.02%+2,258
General Dynamics Corp. GD1,247$441,7370.02%-30
SPDR Gold Trust GLD1,187$437,2670.02%-57
Exelon Corp. EXC9,283$432,7740.02%+74
Wells Fargo & Company WFC5,165$426,8360.02%+102
CrowdStrike Holdings, Inc. CRWD557$425,0690.02%new
iShares Trust EFA4,045$420,1950.02%new
Illinois Tool Works Inc. ITW1,546$418,1470.02%-18
Allstate Corp. ALL1,755$417,5440.02%+181
Goldman Sachs Group Inc. GS406$410,6160.02%+99
Trane Technologies plc TT830$407,4200.02%+107
Roper Technologies Inc. ROP1,202$406,8610.02%-2,020
Marvell Technology, Inc. MRVL1,365$406,6200.02%new
Schwab Strategic Trust SCHD12,662$401,4970.02%+692
Deere & Co. DE628$398,3590.02%no change
Essential Utilities, Inc. WTRG9,824$376,3620.02%+4,645
American Centy ETF Trust AVUV2,951$368,1670.02%no change
Honeywell International Inc. HON1,600$358,2400.02%new
Honeywell Aerospace Inc. Com HONA1,600$353,7280.02%new
Vanguard Scottsdale FDS VONG2,742$350,4370.02%+82
Qualcomm Inc. QCOM1,874$346,2050.02%+129
Emerson Electric Co. EMR2,417$345,9940.02%+20
iShares S&P Growth Index FD IVW2,435$334,9460.02%no change
AT&T Inc. T16,131$333,9210.02%-14
Seagate Technology Holdings plc STX344$331,9600.02%new
Cummins Inc. CMI443$315,9520.02%new
iShares Gold Trust IAU4,099$309,5150.02%-3
Dimensional ETF Trust DFAE7,585$304,9850.01%+5
KLA Corp. KLAC1,010$304,7270.01%new
Vanguard Large Cap ETF VV843$289,9160.01%no change
Palantir Technologies Inc. PLTR2,474$288,6420.01%+396
Texas Instruments Inc. TXN957$285,1570.01%new
Vanguard Specialized Funds VIG1,167$276,1360.01%-446
iShares Trust HDV10,000$274,1000.01%new
Vanguard Scottsdale FDS VONV2,521$268,0000.01%+251
Schwab Fundamental Internationa FNDF4,961$261,7420.01%new
State Street Corp. STT1,491$252,8030.01%new
3M Co. MMM1,559$252,4370.01%+23
Vanguard Intermediate-Term Corp. VCIT3,044$251,5880.01%-262
Public Service Enterprise Group Inc. PEG3,099$251,5150.01%-17
Becton Dickinson & Co. BDX1,656$250,6020.01%+177
Shopify Inc. SHOP2,150$245,4870.01%no change
iShares Trust IGIB4,594$244,2630.01%new
Citigroup Inc. C1,740$243,5390.01%new
W.W. Grainger, Inc. GWW177$240,7910.01%-21
Autozone Inc. AZO75$239,6960.01%no change
iShares Trust AGG2,331$230,7220.01%new
iShares Select Dividend ETF DVY1,471$229,9170.01%no change
Vanguard World FD MGV1,404$229,4840.01%no change
Firstenergy Corp. FE4,824$229,3330.01%new
Yum! Brands, Inc. YUM1,414$226,0420.01%+2
iShares Trust IWB550$225,2250.01%new
Vanguard Total Bond Market ETF BND3,035$222,7990.01%no change
Cencora, Inc. COR778$220,1580.01%no change
Marathon Petroleum Corp. MPC851$217,5750.01%new
Vaneck ETF Trust HYD4,208$216,7460.01%new
Dominion Energy, Inc. D3,154$215,3870.01%new
Taiwan Semiconductor Manufacturing Company Limited TSM449$214,5650.01%new
SPDR S&P MidCap 400 ETF MDY301$211,7990.01%new
Booking Holdings Inc. BKNG1,180$210,2640.01%new
American Electric Power Co. Inc. AEP1,515$207,2130.01%new
Caci International Inc. CACI435$201,5180.01%no change
SPDR Dow Jones Indl Average DIA385$201,1200.01%new
Vanguard Whitehall FDS VYM1,269$200,5400.01%new
Metallus Inc. MTUS10,000$186,9000.01%no change
Encore Energy Corp. EU15,204$19,9170.00%no change
Hyperfine Inc. HYPR10,752$14,5150.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.