Univest Financial Corp
Holdings as of Mar 31, 2026 · filed May 1, 2026
| # | Holding | Value | % Port. | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | $164184917 | 9.22% | +26520 | +1.26% |
| 2 | Spdr Series Trust | $138383276 | 7.77% | +102260 | +6.00% |
| 3 | Apple Inc | $90601908 | 5.09% | -15720 | -4.22% |
| 4 | Alphabet Inc | $68476570 | 3.85% | -28136 | -10.57% |
| 5 | Microsoft Corp | $65167898 | 3.66% | +20660 | +13.30% |
| 6 | Spdr Series Trust | $61895734 | 3.48% | -658693 | -21.42% |
| 7 | Nvidia Corporation | $55147919 | 3.10% | +24489 | +8.39% |
| 8 | Amazon Com Inc | $54878104 | 3.08% | +21911 | +9.07% |
| 9 | Ishares Tr | $50873188 | 2.86% | +104619 | +10.50% |
| 10 | Broadcom Inc | $43171502 | 2.42% | +6200 | +4.65% |
| 11 | Meta Platforms Inc | $35706635 | 2.01% | +292 | +0.47% |
| 12 | Select Sector Spdr Tr | $33675721 | 1.89% | -41442 | -7.01% |
| 13 | Nextera Energy Inc | $31337827 | 1.76% | -18495 | -5.20% |
| 14 | Eli Lilly & Co | $29841791 | 1.68% | -950 | -2.84% |
| 15 | Vanguard Index Fds | $24216622 | 1.36% | +935 | +2.36% |
| 16 | Visa Inc | $23621621 | 1.33% | +12530 | +19.09% |
| 17 | Micron Technology Inc | $21987492 | 1.23% | -24535 | -27.38% |
| 18 | S&P Global Inc | $19619274 | 1.10% | +10524 | +29.56% |
| 19 | Costco Wholesale Corporation | $18284395 | 1.03% | -158 | -0.85% |
| 20 | Univest Financial Corporatio | $17189984 | 0.97% | -115775 | -18.75% |
| 21 | Blackrock Inc | $16931196 | 0.95% | +309 | +1.79% |
| 22 | Johnson & Johnson | $16747277 | 0.94% | -449 | -0.65% |
| 23 | Thermo Fisher Scientific Inc | $16347981 | 0.92% | -1144 | -3.33% |
| 24 | Spdr Series Trust | $15598251 | 0.88% | +45926 | +40.50% |
| 25 | Ishares Tr | $15258733 | 0.86% | +6608 | +4.82% |
| 26 | L3harris Technologies Inc | $14907476 | 0.84% | -6076 | -12.33% |
| 27 | Vanguard World Fd | $14449229 | 0.81% | +30474 | +344.34% |
| 28 | Tjx Cos Inc New | $14186869 | 0.80% | -4462 | -4.78% |
| 29 | Applied Matls Inc | $13997690 | 0.79% | -14231 | -25.79% |
| 30 | Unitedhealth Group Inc | $13440351 | 0.75% | +15837 | +46.81% |
| 31 | Te Connectivity Plc | $13140452 | 0.74% | -3158 | -4.78% |
| 32 | Philip Morris Intl Inc | $12716794 | 0.71% | -5213 | -6.35% |
| 33 | American Express Co | $12619493 | 0.71% | +440 | +1.07% |
| 34 | Fair Isaac Corp | $12337288 | 0.69% | +6900 | +148.16% |
| 35 | Synopsys Inc | $12117221 | 0.68% | +15837 | +107.55% |
| 36 | Vanguard Index Fds | $12056559 | 0.68% | +7451 | +13.80% |
| 37 | Spdr Series Trust | $11643953 | 0.65% | -199598 | -62.19% |
| 38 | United Rentals Inc | $11538725 | 0.65% | +1257 | +8.62% |
| 39 | American Tower Corp | $11242312 | 0.63% | +20585 | +46.20% |
| 40 | Regeneron Pharmaceuticals | $10976357 | 0.62% | -5194 | -26.77% |
| 41 | Salesforce Inc | $10953007 | 0.62% | +13200 | +29.03% |
| 42 | Fedex Corp | $10619157 | 0.60% | -7045 | -19.11% |
| 43 | Jpmorgan Chase & Co | $10044529 | 0.56% | -2628 | -7.15% |
| 44 | Sherwin Williams Co | $9921109 | 0.56% | -4736 | -13.27% |
| 45 | Vanguard Index Fds | $9736871 | 0.55% | +1506 | +5.22% |
| 46 | Mondelez Intl Inc | $9194331 | 0.52% | +33242 | +26.33% |
| 47 | Schwab Charles Corp | $9139629 | 0.51% | -19499 | -16.70% |
| 48 | Broadridge Finl Solutions In | $8227337 | 0.46% | — | NEW BUY |
| 49 | Ulta Beauty Inc | $8168912 | 0.46% | -1528 | -8.91% |
| 50 | Bank America Corp | $7781667 | 0.44% | +10359 | +6.94% |
| 51 | Alphabet Inc | $7459566 | 0.42% | -597 | -2.24% |
| 52 | Arista Networks Inc | $7045485 | 0.40% | -1076 | -1.84% |
| 53 | Emcor Group Inc | $6554488 | 0.37% | -735 | -7.65% |
| 54 | Adobe Inc | $6537637 | 0.37% | +14893 | +124.09% |
| 55 | Mastercard Incorporated | $6386609 | 0.36% | +1485 | +13.15% |
| 56 | Caseys Gen Stores Inc | $6355172 | 0.36% | -525 | -5.67% |
| 57 | Zoetis Inc | $6205378 | 0.35% | +22111 | +72.77% |
| 58 | Accenture Plc Ireland | $5985473 | 0.34% | +11436 | +61.00% |
| 59 | Equinix Inc | $5798125 | 0.33% | +836 | +16.46% |
| 60 | Intercontinental Exchange In | $5795463 | 0.33% | +2768 | +8.12% |
| 61 | Toronto Dominion Bk Ont | $5660029 | 0.32% | -124 | -0.20% |
| 62 | Home Depot Inc | $5647757 | 0.32% | -1030 | -5.66% |
| 63 | Walmart Inc | $5636048 | 0.32% | +117 | +0.26% |
| 64 | Ecolab Inc | $5625762 | 0.32% | -52 | -0.25% |
| 65 | Exxon Mobil Corp | $5493216 | 0.31% | -3565 | -9.92% |
| 66 | Uber Technologies Inc | $5287862 | 0.30% | +9554 | +14.94% |
| 67 | Lockheed Martin Corp | $5094480 | 0.29% | -1560 | -15.62% |
| 68 | Spdr Series Trust | $4986838 | 0.28% | -166102 | -61.68% |
| 69 | Fortinet Inc | $4847876 | 0.27% | +5160 | +9.53% |
| 70 | Parker-Hannifin Corp | $4693743 | 0.26% | -570 | -9.81% |
| 71 | Monster Beverage Corp New | $4543387 | 0.26% | -6265 | -9.08% |
| 72 | Mcdonalds Corp | $4431457 | 0.25% | +1023 | +7.73% |
| 73 | Pepsico Inc | $4427284 | 0.25% | -1236 | -4.16% |
| 74 | Amgen Inc | $4422363 | 0.25% | -613 | -4.65% |
| 75 | Select Sector Spdr Tr | $4319800 | 0.24% | -76989 | -70.31% |
| 76 | Spdr Series Trust | $4246428 | 0.24% | +6601 | +17.48% |
| 77 | Intuitive Surgical Inc | $4231888 | 0.24% | +638 | +7.47% |
| 78 | Ishares Tr | $4064475 | 0.23% | +5018 | +13.28% |
| 79 | Transdigm Group Inc | $4061082 | 0.23% | +120 | +3.55% |
| 80 | Darling Ingredients Inc | $3973615 | 0.22% | -14705 | -18.63% |
| 81 | Spdr Index Shs Fds | $3858291 | 0.22% | +4727 | +5.92% |
| 82 | Exlservice Hldgs Inc | $3839501 | 0.22% | +27091 | +27.36% |
| 83 | Idexx Labs Inc | $3702855 | 0.21% | +126 | +1.95% |
| 84 | State Str Spdr S&P 500 Etf T | $3689039 | 0.21% | -363 | -6.01% |
| 85 | Cisco Sys Inc | $3573164 | 0.20% | -344 | -0.74% |
| 86 | Vanguard Mun Bd Fds | $3434394 | 0.19% | -16238 | -19.09% |
| 87 | Procter & Gamble Co | $3304504 | 0.19% | -783 | -3.31% |
| 88 | Vanguard Charlotte Fds | $3304498 | 0.19% | +10095 | +17.20% |
| 89 | Vertex Pharmaceuticals Inc | $3153912 | 0.18% | +966 | +15.84% |
| 90 | Union Pac Corp | $3089524 | 0.17% | -1149 | -8.28% |
| 91 | Marsh & Mclennan Cos Inc | $3075462 | 0.17% | +3063 | +20.88% |
| 92 | Corning Inc | $3046692 | 0.17% | -6047 | -21.25% |
| 93 | Abbott Laboratories | $3018202 | 0.17% | +5863 | +24.91% |
| 94 | Vanguard Index Fds | $3017352 | 0.17% | +2421 | +17.35% |
| 95 | Waste Mgmt Inc Del | $3017317 | 0.17% | -538 | -3.94% |
| 96 | Merck & Co Inc | $3011951 | 0.17% | -1386 | -5.25% |
| 97 | Blackstone Inc | $2998340 | 0.17% | +2190 | +9.17% |
| 98 | Vanguard Index Fds | $2970951 | 0.17% | +81 | +1.21% |
| 99 | Airbnb Inc | $2868829 | 0.16% | +2501 | +12.37% |
| 100 | Servicenow Inc | $2868748 | 0.16% | +7486 | +37.52% |
| 101 | Caterpillar Inc | $2866383 | 0.16% | -91 | -2.20% |
| 102 | Ishares Tr | $2744982 | 0.15% | -472 | -1.15% |
| 103 | Ishares Tr | $2673659 | 0.15% | -90 | -0.42% |
| 104 | Netflix Inc. | $2626337 | 0.15% | +128 | +0.47% |
| 105 | Spdr Series Trust | $2599664 | 0.15% | -992 | -3.48% |
| 106 | Ishares Tr | $2586711 | 0.15% | -375 | -8.65% |
| 107 | Intuit | $2583482 | 0.15% | +2707 | +82.83% |
| 108 | Cme Group Inc | $2564488 | 0.14% | +32 | +0.37% |
| 109 | Berkshire Hathaway Inc Del | $2555093 | 0.14% | -58 | -1.08% |
| 110 | Tesla Inc | $2483662 | 0.14% | +164 | +2.52% |
| 111 | Spdr Series Trust | $2465849 | 0.14% | +3271 | +14.70% |
| 112 | Analog Devices Inc | $2385571 | 0.13% | -907 | -10.79% |
| 113 | Pool Corp | $2350468 | 0.13% | -9006 | -43.67% |
| 114 | Resmed Inc | $2243477 | 0.13% | +876 | +9.61% |
| 115 | Crh Plc | $2123424 | 0.12% | -3044 | -13.10% |
| 116 | Bristol-Myers Squibb Co | $2074533 | 0.12% | +52 | +0.15% |
| 117 | Metlife Inc | $2040131 | 0.11% | -1192 | -3.97% |
| 118 | Select Sector Spdr Tr | $1996696 | 0.11% | -44444 | -76.54% |
| 119 | Prologis Inc. | $1980974 | 0.11% | -1580 | -9.54% |
| 120 | Select Sector Spdr Tr | $1958647 | 0.11% | -52972 | -68.92% |
| 121 | Ishares Tr | $1928054 | 0.11% | -70 | -0.27% |
| 122 | Invesco Qqq Tr | $1890194 | 0.11% | -545 | -14.27% |
| 123 | Ss&C Tech Hldgs | $1857393 | 0.10% | -112427 | -80.35% |
| 124 | Dynatrace Inc | $1812390 | 0.10% | +21044 | +75.25% |
| 125 | Conocophillips | $1685099 | 0.09% | +370 | +2.98% |
| 126 | Chevron Corporation | $1681663 | 0.09% | -63 | -0.77% |
| 127 | Watsco Inc | $1651153 | 0.09% | +178 | +4.08% |
| 128 | Entergy Corp New | $1626953 | 0.09% | -337 | -2.27% |
| 129 | Wec Energy Group Inc | $1569668 | 0.09% | +2108 | +18.41% |
| 130 | Abbvie Inc | $1508660 | 0.08% | -223 | -3.11% |
| 131 | Spdr Series Trust | $1501021 | 0.08% | -94779 | -85.26% |
| 132 | Ingredion Inc | $1464659 | 0.08% | +2661 | +25.74% |
| 133 | Berkshire Hathaway Inc Del | $1436280 | 0.08% | — | Held |
| 134 | Dimensional Etf Trust | $1391849 | 0.08% | -978 | -2.66% |
| 135 | Select Sector Spdr Tr | $1384658 | 0.08% | -8473 | -40.42% |
| 136 | Ishares Tr | $1376147 | 0.08% | -2575 | -14.49% |
| 137 | Select Sector Spdr Tr | $1372788 | 0.08% | -20284 | -42.18% |
| 138 | Comcast Corp New | $1354787 | 0.08% | +20553 | +77.16% |
| 139 | Verizon Communications Inc | $1347460 | 0.08% | +3576 | +15.37% |
| 140 | Snap On Inc | $1341371 | 0.08% | +137 | +3.85% |
| 141 | Norfolk Southn Corp | $1312738 | 0.07% | +80 | +1.78% |
| 142 | Vanguard Index Fds | $1266662 | 0.07% | -31642 | -68.90% |
| 143 | Select Sector Spdr Tr | $1250015 | 0.07% | -31723 | -73.44% |
| 144 | Fastenal Co | $1248559 | 0.07% | -142 | -0.52% |
| 145 | Moodys Corp | $1243313 | 0.07% | — | NEW BUY |
| 146 | Cincinnati Finl Corp | $1230162 | 0.07% | -1602 | -17.01% |
| 147 | Eaton Corp Plc | $1166720 | 0.07% | +3 | +0.09% |
| 148 | Kinder Morgan Inc Del | $1153211 | 0.06% | -775 | -2.20% |
| 149 | Quanta Svcs Inc | $1147452 | 0.06% | — | Held |
| 150 | Spdr Index Shs Fds | $1142917 | 0.06% | +5467 | +28.93% |
| 151 | Roper Technologies Inc | $1140020 | 0.06% | -8926 | -73.48% |
| 152 | Ross Stores Inc | $1132758 | 0.06% | — | Held |
| 153 | Vanguard Tax-Managed Fds | $1089389 | 0.06% | +1434 | +9.21% |
| 154 | Lowes Cos Inc | $1008207 | 0.06% | -10 | -0.23% |
| 155 | Rtx Corporation | $982400 | 0.06% | +236 | +4.86% |
| 156 | Oracle Corp | $960339 | 0.05% | -174 | -2.60% |
| 157 | Equifax Inc | $945368 | 0.05% | — | Held |
| 158 | Xylem Inc | $908320 | 0.05% | — | NEW BUY |
| 159 | Ishares Tr | $895126 | 0.05% | -257 | -4.95% |
| 160 | Constellation Energy Corp | $851154 | 0.05% | +2 | +0.07% |
| 161 | Ishares Tr | $809812 | 0.05% | +572 | +5.22% |
| 162 | Agilent Technologies Inc | $803818 | 0.05% | -2171 | -23.54% |
| 163 | Honeywell Intl Inc | $783111 | 0.04% | -169 | -4.65% |
| 164 | Ge Aerospace | $768733 | 0.04% | -35 | -1.28% |
| 165 | Wsfs Finl Corp | $760383 | 0.04% | — | Held |
| 166 | Ppl Corp | $751877 | 0.04% | -26 | -0.13% |
| 167 | Vanguard Scottsdale Fds | $747146 | 0.04% | +1883 | +17.31% |
| 168 | Ishares Tr | $737881 | 0.04% | +534 | +8.77% |
| 169 | Coca Cola Co | $725371 | 0.04% | -6169 | -39.28% |
| 170 | Linde Plc | $719348 | 0.04% | -20 | -1.36% |
| 171 | Ishares Tr | $712874 | 0.04% | -2881 | -28.21% |
| 172 | Vanguard World Fd | $691441 | 0.04% | — | Held |
| 173 | Altria Group Inc | $672057 | 0.04% | -167 | -1.61% |
| 174 | Ishares Tr | $649718 | 0.04% | +1 | +0.02% |
| 175 | D R Horton Inc | $642028 | 0.04% | -469 | -9.11% |
| 176 | Cintas Corp | $637524 | 0.04% | -5 | -0.13% |
| 177 | Pnc Finl Svcs Group Inc | $634395 | 0.04% | -384 | -11.19% |
| 178 | Vanguard World Fd | $633326 | 0.04% | -1498 | -29.04% |
| 179 | International Business Machs | $620346 | 0.03% | -49 | -1.88% |
| 180 | Disney Walt Co | $613991 | 0.03% | -184 | -2.81% |
| 181 | Stryker Corporation | $606826 | 0.03% | -10 | -0.54% |
| 182 | Ishares Tr | $584168 | 0.03% | -179 | -11.56% |
| 183 | Starbucks Corp | $580586 | 0.03% | -155 | -2.34% |
| 184 | Ge Vernova Inc | $580479 | 0.03% | +40 | +6.40% |
| 185 | Vanguard Index Fds | $572481 | 0.03% | -6 | -0.23% |
| 186 | Hershey Co | $558393 | 0.03% | -36 | -1.32% |
| 187 | Oreilly Automotive Inc | $552937 | 0.03% | -304 | -4.83% |
| 188 | Ishares Tr | $539810 | 0.03% | -596 | -13.59% |
| 189 | Phillips 66 | $538386 | 0.03% | -122 | -3.96% |
| 190 | Spdr Gold Tr | $535281 | 0.03% | -588 | -32.10% |
| 191 | Mckesson Corp | $527870 | 0.03% | — | Held |
| 192 | Veeva Sys Inc | $526980 | 0.03% | -7188 | -70.55% |
| 193 | Ishares Tr | $509822 | 0.03% | +17 | +0.29% |
| 194 | Spdr Series Trust | $504259 | 0.03% | -25751 | -75.15% |
| 195 | Ishares Tr | $503927 | 0.03% | -8 | -0.50% |
| 196 | Select Sector Spdr Tr | $477318 | 0.03% | -7608 | -72.05% |
| 197 | Chubb Ltd Switz | $473576 | 0.03% | +1 | +0.07% |
| 198 | At&T Inc | $468057 | 0.03% | -364 | -2.20% |
| 199 | Exelon Corp | $451425 | 0.03% | +4364 | +90.07% |
| 200 | Vanguard Index Fds | $450323 | 0.03% | -328 | -16.02% |
| 201 | Cardinal Health Inc | $445653 | 0.03% | -597 | -22.06% |
| 202 | Capital One Finl Corp | $440386 | 0.02% | +51 | +2.16% |
| 203 | General Dynamics Corp | $438292 | 0.02% | +2 | +0.16% |
| 204 | Dimensional Etf Trust | $437209 | 0.02% | — | Held |
| 205 | Travelers Companies Inc | $428931 | 0.02% | -99 | -6.31% |
| 206 | Vanguard Index Fds | $428205 | 0.02% | +2 | +0.12% |
| 207 | Intel Corp | $420918 | 0.02% | +669 | +7.54% |
| 208 | Boeing Co | $417671 | 0.02% | -139 | -6.21% |
| 209 | Marriott Intl Inc New | $409492 | 0.02% | -78 | -5.86% |
| 210 | Illinois Tool Wks Inc | $407094 | 0.02% | +1 | +0.06% |
| 211 | Vanguard Index Fds | $405172 | 0.02% | +238 | +20.29% |
| 212 | Morgan Stanley | $403842 | 0.02% | -33 | -1.33% |
| 213 | Wells Fargo & Co | $403065 | 0.02% | -640 | -11.22% |
| 214 | Southern Co | $402006 | 0.02% | +3 | +0.07% |
| 215 | Lam Research Corp | $373264 | 0.02% | — | Held |
| 216 | Schwab Strategic Tr | $367242 | 0.02% | +1477 | +14.08% |
| 217 | Ishares Gold Tr | $361632 | 0.02% | +3 | +0.07% |
| 218 | Deere & Co | $353752 | 0.02% | — | Held |
| 219 | Vanguard Specialized Funds | $346892 | 0.02% | -250 | -13.42% |
| 220 | Nucor Corp | $344305 | 0.02% | — | Held |
| 221 | Duke Energy Corp New | $340968 | 0.02% | +2 | +0.08% |
| 222 | Allstate Corp | $326277 | 0.02% | +65 | +4.31% |
| 223 | American Centy Etf Tr | $325997 | 0.02% | — | Held |
| 224 | Emerson Elec Co | $314055 | 0.02% | — | Held |
| 225 | Palantir Technologies Inc | $303970 | 0.02% | +557 | +36.62% |
| 226 | Trane Technologies Plc | $301097 | 0.02% | +1 | +0.14% |
| 227 | Vanguard Scottsdale Fds | $291734 | 0.02% | — | NEW BUY |
| 228 | Ishares Tr | $275455 | 0.02% | -1099 | -31.10% |
| 229 | Vanguard Scottsdale Fds | $273541 | 0.02% | -1817 | -35.47% |
| 230 | Advanced Micro Devices Inc | $261408 | 0.01% | -6 | -0.46% |
| 231 | Goldman Sachs Group Inc | $259719 | 0.01% | +21 | +7.34% |
| 232 | Dimensional Etf Trust | $256664 | 0.01% | +1 | +0.01% |
| 233 | Shopify Inc | $255033 | 0.01% | — | Held |
| 234 | Autozone Inc | $253333 | 0.01% | — | Held |
| 235 | Public Svc Enterprise Group | $252240 | 0.01% | -22 | -0.70% |
| 236 | Vanguard Index Fds | $251931 | 0.01% | -360 | -29.93% |
| 237 | Cencora Inc | $244401 | 0.01% | — | Held |
| 238 | Caci Intl Inc | $236583 | 0.01% | — | Held |
| 239 | Becton Dickinson & Co | $232543 | 0.01% | -1 | -0.07% |
| 240 | Qualcomm Inc | $224657 | 0.01% | -220 | -11.20% |
| 241 | Vanguard Bd Index Fds | $223497 | 0.01% | -6769 | -69.04% |
| 242 | 3m Co | $223091 | 0.01% | -152 | -9.00% |
| 243 | Ishares Tr | $222724 | 0.01% | +52 | +3.66% |
| 244 | Yum Brands Inc | $219538 | 0.01% | -2 | -0.14% |
| 245 | Ww Grainger Inc | $215980 | 0.01% | — | NEW BUY |
| 246 | Vanguard Scottsdale Fds | $212758 | 0.01% | — | NEW BUY |
| 247 | Invesco Exch Traded Fd Tr Ii | $210694 | 0.01% | -3612 | -45.96% |
| 248 | Essential Utils Inc | $208558 | 0.01% | — | NEW BUY |
| 249 | Ishares Tr | $205185 | 0.01% | -8392 | -76.49% |
| 250 | Vanguard World Fd | $203510 | 0.01% | — | NEW BUY |
| 251 | Metallus Inc | $163400 | 0.01% | — | Held |
| 252 | Linkbancorp Inc | $91824 | 0.01% | -7962 | -41.97% |
| 253 | Encore Energy Corp | $27367 | 0.00% | — | Held |
| 254 | Hyperfine Inc | $11612 | 0.00% | — | Held |
Closed last quarter
Vanguard Intl Equity Index F
Schwab Strategic Tr
Ishares Tr
Ishares Inc
Ppg Inds Inc
Select Sector Spdr Tr
Paychex Inc
Ishares Tr
Schwab Strategic Tr
Spdr Dow Jones Indl Average
Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.