Funds › Univest Financial Corporation
Univest Financial Corporation
13F for Q3 2026, filed Nov 5, 2026. 280 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 5, 2026
Reported value
$2.1B
+$97.2M (4.8%) vs Q2 2026
Positions
280
275 in Q2 2026
Top 10 share
48.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 2.79M | $237.3M | 11.1% | +29.8% | 13F ↗ |
| 2 | Spdr Series Trust St Str P500ETF | 1.83M | $164.5M | 7.7% | -0.1% | 13F ↗ |
| 3 | AAPL Apple Inc. | 346,476 | $115.4M | 5.4% | -3.1% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 179,767 | $92.2M | 4.3% | -1.9% | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 233,741 | $80.4M | 3.8% | -3.2% | 13F ↗ |
| 6 | NVDA NVIDIA Corporation | 346,916 | $79.2M | 3.7% | +5.0% | 13F ↗ |
| 7 | iShares Tr Core Univrsl Usd | 1.65M | $72.7M | 3.4% | +28.9% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 261,242 | $65.1M | 3.0% | -3.0% | 13F ↗ |
| 9 | MU Micron Technology, Inc. | 59,483 | $63.4M | 3.0% | -4.4% | 13F ↗ |
| 10 | Spdr Series Trust St Str Aggre Etf | 2.29M | $55.8M | 2.6% | -2.6% | 13F ↗ |
| 11 | AVGO Broadcom Inc. | 148,026 | $52.0M | 2.4% | +5.5% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 69,573 | $50.5M | 2.4% | +9.2% | 13F ↗ |
| 13 | LLY Eli Lilly and Company | 32,222 | $37.3M | 1.7% | -4.7% | 13F ↗ |
| 14 | Select Sector Spdr Tr St Str Energ Etf | 571,261 | $35.1M | 1.6% | +1.9% | 13F ↗ |
| 15 | Vanguard Index Fds S&P 500 Etf Shs | 37,401 | $26.2M | 1.2% | -0.8% | 13F ↗ |
| 16 | NEE NextEra Energy, Inc. | 328,041 | $24.8M | 1.2% | -4.9% | 13F ↗ |
| 17 | V Visa Inc. | 66,232 | $23.8M | 1.1% | -13.9% | 13F ↗ |
| 18 | SPGI S&P Global Inc. | 51,750 | $20.4M | 1.0% | +3.1% | 13F ↗ |
| 19 | UVSP Univest Financial Corporation | 484,989 | $19.9M | 0.9% | -3.7% | 13F ↗ |
| 20 | Spdr Series Trust St Str P500GRW | 160,942 | $19.8M | 0.9% | -6.8% | 13F ↗ |
| 21 | JNJ Johnson & Johnson | 68,988 | $18.3M | 0.9% | -0.7% | 13F ↗ |
| 22 | Vanguard Index Fds Mrngstr Val Etf | 83,526 | $18.0M | 0.8% | +22.2% | 13F ↗ |
| 23 | TMO Thermo Fisher Scientific Inc | 26,037 | $17.6M | 0.8% | -23.0% | 13F ↗ |
| 24 | AMAT Applied Materials, Inc. | 32,673 | $16.7M | 0.8% | -13.1% | 13F ↗ |
| 25 | BLK BlackRock, Inc. | 15,756 | $16.7M | 0.8% | -14.8% | 13F ↗ |
| 26 | COST Costco Wholesale Corporation | 17,987 | $16.4M | 0.8% | +1.8% | 13F ↗ |
| 27 | Fidelity Covington Trust Enhanced Large | 338,976 | $15.3M | 0.7% | New | 13F ↗ |
| 28 | UNH UnitedHealth Group Incorporated | 41,580 | $15.3M | 0.7% | -13.4% | 13F ↗ |
| 29 | iShares Tr National Mun Etf | 147,575 | $14.9M | 0.7% | -0.6% | 13F ↗ |
| 30 | TEL TE Connectivity plc | 66,151 | $14.0M | 0.7% | +10.7% | 13F ↗ |
| 31 | CRM Salesforce, Inc. | 58,674 | $13.5M | 0.6% | +5.6% | 13F ↗ |
| 32 | SNPS Synopsys, Inc. | 30,384 | $13.2M | 0.6% | -7.7% | 13F ↗ |
| 33 | NOW ServiceNow, Inc. | 98,244 | $13.2M | 0.6% | +153% | 13F ↗ |
| 34 | URI United Rentals, Inc. | 13,036 | $13.0M | 0.6% | -11.7% | 13F ↗ |
| 35 | PH Parker-Hannifin Corporation | 12,726 | $12.2M | 0.6% | +100% | 13F ↗ |
| 36 | ANET Arista Networks, Inc. | 59,663 | $12.1M | 0.6% | -5.0% | 13F ↗ |
| 37 | PM Philip Morris International Inc | 60,839 | $11.6M | 0.5% | -14.8% | 13F ↗ |
| 38 | TJX TJX Companies, Inc. | 86,586 | $11.5M | 0.5% | +2.5% | 13F ↗ |
| 39 | JPM JPMorgan Chase & Co. | 34,433 | $11.4M | 0.5% | Unchanged | 13F ↗ |
| 40 | VRTX Vertex Pharmaceuticals Incorporated | 21,785 | $11.4M | 0.5% | +141% | 13F ↗ |
| 41 | APH Amphenol Corporation | 130,688 | $11.0M | 0.5% | New | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Ttl Stk | 29,330 | $11.0M | 0.5% | -5.0% | 13F ↗ |
| 43 | AXP American Express Company | 34,829 | $10.6M | 0.5% | -14.3% | 13F ↗ |
| 44 | AMT American Tower Corporation | 64,310 | $10.5M | 0.5% | +2.2% | 13F ↗ |
| 45 | LHX L3Harris Technologies, Inc. | 40,997 | $9.7M | 0.5% | +1.1% | 13F ↗ |
| 46 | MDLZ Mondelez International, Inc. | 164,192 | $9.5M | 0.4% | +10.3% | 13F ↗ |
| 47 | SHW Sherwin-Williams Company | 29,133 | $9.4M | 0.4% | +0.1% | 13F ↗ |
| 48 | FTNT Fortinet, Inc. | 52,681 | $9.4M | 0.4% | -26.6% | 13F ↗ |
| 49 | GOOG Alphabet Inc. Class C | 25,884 | $8.8M | 0.4% | -2.1% | 13F ↗ |
| 50 | FDX FedEx Corporation | 29,536 | $8.4M | 0.4% | +1.6% | 13F ↗ |
Showing the top 50 of 280 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
16 new, 131 added to, 113 trimmed, 11 exited, 20 unchanged. By estimated dollars.
New positions (16)
| Fidelity Covington Trust Enhanced Large | 338,976 | New | $15.3M |
| APH Amphenol Corporation | 130,688 | New | $11.0M |
| XOM ExxonMobil Holdings Corporation | 30,058 | New | $4.9M |
| NXPI NXP Semiconductors N.V. | 17,192 | New | $4.1M |
| ALNY Alnylam Pharmaceuticals, Inc. | 12,924 | New | $3.2M |
| AXON Axon Enterprise, Inc. | 5,357 | New | $2.3M |
| OTIS Otis Worldwide Corporation | 14,087 | New | $906.1K |
| iShares Tr Esg Awr Us Agrgt | 10,708 | New | $484.5K |
| PANW Palo Alto Networks, Inc. | 759 | New | $301.6K |
| VLO Valero Energy Corporation | 750 | New | $290.7K |
Added to (131)
| Vanguard Star Fds | 2.79M | +29.8% | $54.5M |
| iShares Tr Core Univrsl Usd | 1.65M | +28.9% | $16.3M |
| NOW ServiceNow, Inc. | 98,244 | +153% | $8.0M |
| VRTX Vertex Pharmaceuticals Incorporated | 21,785 | +141% | $6.7M |
| PH Parker-Hannifin Corporation | 12,726 | +100% | $6.1M |
| META Meta Platforms, Inc. | 69,573 | +9.2% | $4.2M |
| NVDA NVIDIA Corporation | 346,916 | +5.0% | $3.8M |
| Select Sector Spdr Tr St Str Finl Etf | 92,340 | +297% | $3.7M |
| Vanguard Index Fds Mrngstr Val Etf | 83,526 | +22.2% | $3.3M |
| AVGO Broadcom Inc. | 148,026 | +5.5% | $2.7M |
Trimmed (113)
| Vanguard World Fd Mrngstr Mega Cap | 13,916 | -92.9% | -$16.8M |
| ADBE Adobe Inc. | 4,136 | -84.4% | -$5.4M |
| TMO Thermo Fisher Scientific Inc | 26,037 | -23.0% | -$5.2M |
| ACN Accenture plc | 5,479 | -81.7% | -$4.5M |
| V Visa Inc. | 66,232 | -13.9% | -$3.9M |
| AAPL Apple Inc. | 346,476 | -3.1% | -$3.7M |
| FICO Fair Isaac Corporation | 7,801 | -43.4% | -$3.5M |
| FTNT Fortinet, Inc. | 52,681 | -26.6% | -$3.4M |
| ZTS Zoetis Inc. | 4,674 | -91.0% | -$3.3M |
| BLK BlackRock, Inc. | 15,756 | -14.8% | -$2.9M |
Exited (11)
| Exxon Mobil Corp | 33,260 | Exited | -$4.5M |
| Vanguard Scottsdale Fds Vng RUS1000GRW | 2,742 | Exited | -$350.4K |
| BDX Becton, Dickinson and Company | 1,656 | Exited | -$250.6K |
| Vanguard World Fd Mrngstr Val Etf | 1,404 | Exited | -$229.5K |
| FE FirstEnergy Corp. | 4,824 | Exited | -$229.3K |
| iShares Tr Rus 1000 Etf | 550 | Exited | -$225.2K |
| Vaneck ETF Trust High Yld Munietf | 4,208 | Exited | -$216.7K |
| AEP American Electric Power Company, Inc. | 1,515 | Exited | -$207.2K |
| DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 385 | Exited | -$201.1K |
| Vanguard Whitehall Fds High Div Yld | 1,269 | Exited | -$200.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | 13F-HR | 280 | $2.1B | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 275 | $2.0B | Current | SEC ↗ |
| Q1 2026 | May 1, 2026 | 13F-HR | 254 | $1.8B | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 256 | $1.9B | Current | SEC ↗ |
| Q3 2025 | Oct 30, 2025 | 13F-HR | 260 | $1.8B | Current | SEC ↗ |
| Q2 2025 | Aug 4, 2025 | 13F-HR | 266 | $1.7B | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 275 | $1.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer