Institutional Manager · CIK 0000102212
UNIVEST FINANCIAL Corp
SOUDERTON, PA · File #028-03779
Latest AUM
$1.89B
Positions
452
Top-10 Concentration
52.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025452 pos · $1.89B
- 13F HOLDINGS REPORTQ/E Sep 2025450 pos · $1.79B
- 13F HOLDINGS REPORTQ/E Jun 2025451 pos · $1.67B
- 13F HOLDINGS REPORTQ/E Mar 2025472 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Dec 2024467 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Sep 2024455 pos · $1.52B
- 13F HOLDINGS REPORTQ/E Jun 2024219 pos · $360.0M
- 13F HOLDINGS REPORTQ/E Mar 2024217 pos · $355.3M
- 13F HOLDINGS REPORTQ/E Dec 2023188 pos · $299.6M
- 13F HOLDINGS REPORTQ/E Sep 2023201 pos · $330.6M
- 13F HOLDINGS REPORTQ/E Jun 2023184 pos · $320.4M
- 13F HOLDINGS REPORTQ/E Mar 2023189 pos · $317.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 1,363,621 | $109.4M | 8.80% |
| 2 | VANGUARD STAR FDS | 921909768 | 1,290,072 | $97.3M | 7.83% |
| 3 | APPLE INC | AAPL | 304,213 | $82.7M | 6.66% |
| 4 | SPDR SERIES TRUST | 78464A649 | 2,495,070 | $64.2M | 5.17% |
| 5 | ALPHABET INC | GOOG | 186,187 | $58.3M | 4.69% |
| 6 | VANGUARD STAR FDS | 921909768 | 767,627 | $57.9M | 4.66% |
| 7 | MICROSOFT CORP | MSFT | 118,384 | $57.3M | 4.61% |
| 8 | ISHARES TR | 46434V613 | 989,695 | $46.1M | 3.71% |
| 9 | AMAZON COM INC | AMZN | 177,479 | $41.0M | 3.30% |
| 10 | NVIDIA CORPORATION | NVDA | 215,804 | $40.2M | 3.24% |
| 11 | BROADCOM INC | AVGO | 96,732 | $33.5M | 2.69% |
| 12 | META PLATFORMS INC | META | 45,821 | $30.2M | 2.43% |
| 13 | SPDR SERIES TRUST | 78464A854 | 333,966 | $26.8M | 2.16% |
| 14 | ELI LILLY & CO | LLY | 22,719 | $24.4M | 1.96% |
| 15 | VANGUARD INDEX FDS | 922908363 | 38,073 | $23.9M | 1.92% |
| 16 | ALPHABET INC | GOOG | 73,567 | $23.0M | 1.85% |
| 17 | NEXTERA ENERGY INC | NEE-PW | 255,650 | $20.5M | 1.65% |
| 18 | SELECT SECTOR SPDR TR | 81369Y506 | 418,094 | $18.7M | 1.50% |
| 19 | VISA INC | V | 49,336 | $17.3M | 1.39% |
| 20 | MICRON TECHNOLOGY INC | MU | 59,495 | $17.0M | 1.37% |