UNIVEST FINANCIAL Corp

CIK

102212

Location

SOUDERTON, PA

Portfolio Value

Mid $1,139,982,610

Diversification

Diversified

Filing Date

Global Rank

#1,632 / 8,623 ▲ 13 · as of Mar 2026

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-3.3%

Period ended 4 months ago

Filed May 1, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.0%

SPY

+67.9%

Annualised alpha

-2.9%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

181 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.9%

−0.6 pts

Top 5

29.3%

−1.7 pts

Top 10

43.7%

−2.3 pts

HHI

269

Diversified−27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.4%	$403,317,881	34
Financial Services	13.6%	$154,718,664	28
Healthcare	10.9%	$124,326,723	23
Communication Services	9.7%	$110,593,971	7
Consumer Cyclical	9.1%	$103,819,501	16
Industrials	7.5%	$84,938,522	32
Consumer Defensive	5.7%	$65,501,012	12
Utilities	3.3%	$37,792,736	10
Real Estate	1.7%	$19,021,477	3
Basic Materials	1.7%	$18,897,268	6
Energy	0.9%	$10,578,951	6
Unclassified	0.6%	$6,475,904	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDLZ	Mondelez International, Inc.	+33,242	159,513	$9,194,328
EXLS	ExlService Holdings, Inc.	+27,091	126,092	$3,839,501
NVDA	Nvidia Corp	+24,489	316,215	$55,147,895
ZTS	Zoetis Inc.	+22,111	52,495	$6,205,432
AMZN	Amazon Com Inc	+21,911	263,495	$54,878,102
DT	Dynatrace, Inc.	+21,044	49,010	$1,812,389
MSFT	Microsoft Corp	+20,660	176,049	$65,168,057
AMT	American Tower Corp /Ma/	+20,585	65,143	$11,242,378
CMCSA	Comcast Corp	+20,553	47,189	$1,354,795
SNPS	Synopsys Inc	+15,837	30,562	$12,117,221
UNH	Unitedhealth Group Inc	+15,837	49,671	$13,440,474
ADBE	Adobe Inc.	+14,893	26,895	$6,537,635
CRM	Salesforce, Inc.	+13,200	58,676	$10,953,047
V	Visa Inc.	+12,530	78,155	$23,621,566
ACN	Accenture plc	+11,436	30,185	$5,985,382
SPGI	S&P Global Inc.	+10,524	46,126	$19,619,231
BAC	Bank Of America Corp /De/	+10,359	159,624	$7,781,669
UBER	Uber Technologies, Inc	+9,554	73,514	$5,287,861
NOW	ServiceNow, Inc.	+7,486	27,439	$2,868,746
FICO	Fair Isaac Corp	+6,900	11,557	$12,337,558
AVGO	Broadcom Inc.	+6,200	139,483	$43,171,382
ABT	Abbott Laboratories	+5,863	29,397	$3,018,189
FTNT	Fortinet, Inc.	+5,160	59,323	$4,847,875
EXC	Exelon Corp	+4,364	9,209	$451,424
VZ	Verizon Communications Inc	+3,576	26,842	$1,347,467
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UVSP	UNIVEST FINANCIAL Corp	−115,775	501,751	$17,189,988
SSNC	SS&C Technologies Holdings Inc	−112,427	27,488	$1,857,364
GOOGL	Alphabet Inc.	−28,136	238,130	$68,476,661
MU	Micron Technology Inc	−24,535	65,083	$21,987,639
SCHW	Schwab Charles Corp	−19,499	97,251	$9,139,647
NEE	Nextera Energy Inc	−18,495	337,401	$31,337,803
AAPL	Apple Inc.	−15,720	356,996	$90,602,014
DAR	Darling Ingredients Inc.	−14,705	64,246	$3,973,614
AMAT	Applied Materials Inc /De	−14,231	40,954	$13,997,666
POOL	Pool Corp	−9,006	11,617	$2,350,467
ROP	Roper Technologies Inc	−8,926	3,222	$1,140,136
LNKB	LINKBANCORP, Inc.	−7,962	11,010	$91,823
VEEV	Veeva Systems Inc	−7,188	3,000	$526,980
FDX	Fedex Corp	−7,045	29,814	$10,619,150
MNST	Monster Beverage Corp	−6,265	62,702	$4,543,386
KO	Coca Cola Co	−6,169	9,538	$725,364
LHX	L3harris Technologies, Inc. /De/	−6,076	43,191	$14,907,372
GLW	Corning Inc /Ny	−6,047	22,407	$3,046,679
PM	Philip Morris International Inc.	−5,213	76,913	$12,716,794
REGN	Regeneron Pharmaceuticals, Inc.	−5,194	14,206	$10,976,123
SHW	Sherwin Williams Co	−4,736	30,950	$9,921,021
TJX	Tjx Companies Inc /De/	−4,462	88,835	$14,186,948
XOM	ExxonMobil Holdings Corp	−3,565	32,378	$5,493,251
TEL	TE Connectivity plc	−3,158	62,867	$13,140,460
CRH	Crh Public Ltd Co	−3,044	20,200	$2,123,423
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	50,636	$8,227,336
MCO	Moodys Corp /De/	2,850	$1,243,312
XYL	Xylem Inc.	7,601	$908,319
GWW	W.W. Grainger, Inc.	198	$215,980
WTRG	Essential Utilities, Inc.	5,179	$208,558
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PPG	Ppg Industries Inc	3,486	$357,175
PAYX	Paychex Inc	2,121	$237,933
DIA	Spdr Dow Jones Industrial Average ETF Trust	424	$203,761
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 tracked positions · $1,139,982,610 total · filing declares 444 positions · $1,780,741,205 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	356,996	-15,720	$90,602,014	−10.6%	7.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	238,130	-28,136	$68,476,661	−17.8%	6.01%
MSFT	Microsoft Corp Technology	Added	176,049	+20,660	$65,168,057	−13.3%	5.72%
NVDA	Nvidia Corp Technology	Added	316,215	+24,489	$55,147,895	+1.4%	4.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	263,495	+21,911	$54,878,102	−1.6%	4.81%
AVGO	Broadcom Inc. Technology	Added	139,483	+6,200	$43,171,382	−6.4%	3.79%
META	Meta Platforms, Inc. Communication Services	Added	62,410	+292	$35,706,632	−12.9%	3.13%
NEE	Nextera Energy Inc Utilities	Reduced	337,401	-18,495	$31,337,803	+9.7%	2.75%
LLY	ELI LILLY & Co Healthcare	Reduced	32,445	-950	$29,841,937	−16.8%	2.62%
V	Visa Inc. Financial Services	Added	78,155	+12,530	$23,621,566	+2.6%	2.07%
MU	Micron Technology Inc Technology	Reduced	65,083	-24,535	$21,987,639	−14.0%	1.93%
SPGI	S&P Global Inc. Financial Services	Added	46,126	+10,524	$19,619,231	+5.4%	1.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	18,350	-158	$18,284,490	+14.6%	1.60%
UVSP	UNIVEST FINANCIAL Corp Financial Services	Reduced	501,751	-115,775	$17,189,988	−15.0%	1.51%
BLK	BlackRock, Inc. Financial Services	Added	17,605	+309	$16,930,903	−8.5%	1.49%
JNJ	Johnson & Johnson Healthcare	Reduced	68,513	-449	$16,747,317	+17.3%	1.47%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	33,259	-1,144	$16,347,795	−18.0%	1.43%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	43,191	-6,076	$14,907,372	+3.1%	1.31%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	88,835	-4,462	$14,186,948	−1.0%	1.24%
AMAT	Applied Materials Inc /De Technology	Reduced	40,954	-14,231	$13,997,666	−1.3%	1.23%
UNH	Unitedhealth Group Inc Healthcare	Added	49,671	+15,837	$13,440,474	+20.3%	1.18%
TEL	TE Connectivity plc Technology	Reduced	62,867	-3,158	$13,140,460	−12.5%	1.15%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	76,913	-5,213	$12,716,794	−3.5%	1.12%
AXP	American Express Co Financial Services	Added	41,720	+440	$12,619,464	−17.4%	1.11%
FICO	Fair Isaac Corp Technology	Added	11,557	+6,900	$12,337,558	+56.7%	1.08%
SNPS	Synopsys Inc Technology	Added	30,562	+15,837	$12,117,221	+75.2%	1.06%
URI	United Rentals, Inc. Industrials	Added	15,838	+1,257	$11,538,931	−2.2%	1.01%
AMT	American Tower Corp /Ma/ Real Estate	Added	65,143	+20,585	$11,242,378	+43.7%	0.99%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	14,206	-5,194	$10,976,123	−26.7%	0.96%
CRM	Salesforce, Inc. Technology	Added	58,676	+13,200	$10,953,047	−9.1%	0.96%
FDX	Fedex Corp Industrials	Reduced	29,814	-7,045	$10,619,150	−0.3%	0.93%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	34,146	-2,628	$10,044,386	−15.2%	0.88%
SHW	Sherwin Williams Co Basic Materials	Reduced	30,950	-4,736	$9,921,021	−14.2%	0.87%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	159,513	+33,242	$9,194,328	+35.3%	0.81%
SCHW	Schwab Charles Corp Financial Services	Reduced	97,251	-19,499	$9,139,647	−21.6%	0.80%
BR	Broadridge Financial Solutions, Inc. Technology	NEW	50,636	NEW	$8,227,336	NEW	0.72%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	15,628	-1,528	$8,168,910	−21.3%	0.72%
BAC	Bank Of America Corp /De/ Financial Services	Added	159,624	+10,359	$7,781,669	−5.2%	0.68%
ANET	Arista Networks, Inc. Technology	Reduced	57,383	-1,076	$7,045,484	−8.0%	0.62%
EME	EMCOR Group, Inc. Industrials	Reduced	8,878	-735	$6,554,716	+11.5%	0.57%
ADBE	Adobe Inc. Technology	Added	26,895	+14,893	$6,537,635	+55.6%	0.57%
MA	Mastercard Inc Financial Services	Added	12,782	+1,485	$6,386,653	−1.0%	0.56%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	8,731	-525	$6,354,945	+24.2%	0.56%
ZTS	Zoetis Inc. Healthcare	Added	52,495	+22,111	$6,205,432	+62.3%	0.54%
ACN	Accenture plc Technology	Added	30,185	+11,436	$5,985,382	+19.0%	0.53%
EQIX	Equinix Inc Real Estate	Added	5,915	+836	$5,798,118	+49.0%	0.51%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	36,848	+2,768	$5,795,453	+5.0%	0.51%
TD	Toronto Dominion Bank Financial Services	Reduced	60,658	-124	$5,659,997	−1.1%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	17,172	-1,030	$5,647,698	−9.8%	0.50%
WMT	Walmart Inc. Consumer Defensive	Added	45,350	+117	$5,636,097	+11.8%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.