UNIVEST FINANCIAL Corp

CIK

102212

Location

SOUDERTON, PA

Portfolio Value

Mid $1,139,982,608

Diversification

Diversified

Filing Date

Global Rank

#1,380 / 8,232 ▲ 92

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-4.2%

Period ended 2 months ago

Filed May 1, 2026 · 44d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.7%

SPY

+76.3%

Annualised alpha

-4.2%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.9%

−0.6 pts

Top 5

29.3%

−1.8 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%	$84,938,520	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
UNH	Unitedhealth Group Inc	+15,837	49,671	$13,440,474
SNPS	Synopsys Inc	+15,837	30,562	$12,117,221
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	$10,619,149
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	Exxon Mobil 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 positions · $1,139,982,608 total · 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
HYPR	Hyperfine, Inc. Healthcare	Held	10,752	0	$11,612	+10.3%	0.00%
EU	enCore Energy Corp. Energy	Held	15,204	0	$27,367	−27.4%	0.00%
LNKB	LINKBANCORP, Inc. Financial Services	Reduced	11,010	-7,962	$91,823	−41.4%	0.01%
MTUS	Metallus Inc. Basic Materials	Held	10,000	0	$163,400	−4.8%	0.01%
WTRG	Essential Utilities, Inc. Utilities	NEW	5,179	NEW	$208,558	NEW	0.02%
GWW	W.W. Grainger, Inc. Industrials	NEW	198	NEW	$215,980	NEW	0.02%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	1,412	-2	$219,537	+2.6%	0.02%
MMM	3M Co Industrials	Reduced	1,536	-152	$223,073	−17.5%	0.02%
QCOM	Qualcomm Inc/De Technology	Reduced	1,745	-220	$224,721	−33.1%	0.02%
BDX	Becton Dickinson & Co Healthcare	Reduced	1,479	-1	$232,543	+3.0%	0.02%
CACI	Caci International Inc /De/ Technology	Held	435	0	$236,583	+2.1%	0.02%
COR	Cencora, Inc. Healthcare	Held	778	0	$244,400	−7.0%	0.02%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	3,116	-22	$252,240	+0.1%	0.02%
AZO	Autozone Inc Consumer Cyclical	Held	75	0	$253,333	−0.4%	0.02%
SHOP	Shopify Inc. Technology	Held	2,150	0	$255,033	−26.3%	0.02%
GS	Goldman Sachs Group Inc Financial Services	Added	307	+21	$259,718	+3.3%	0.02%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,285	-6	$261,407	−5.5%	0.02%
TT	Trane Technologies plc Industrials	Added	723	+1	$301,303	+7.2%	0.03%
PLTR	Palantir Technologies Inc. Technology	Added	2,078	+557	$303,969	+12.4%	0.03%
EMR	Emerson Electric Co Industrials	Held	2,397	0	$314,054	−1.3%	0.03%
ALL	Allstate Corp Financial Services	Added	1,574	+65	$326,353	+3.9%	0.03%
DUK	Duke Energy CORP Utilities	Added	2,604	+2	$340,967	+11.8%	0.03%
NUE	Nucor Corp Basic Materials	Held	2,036	0	$344,287	+3.7%	0.03%
DE	Deere & Co Industrials	Held	628	0	$353,752	+21.0%	0.03%
IAU	Ishares Gold Trust	Added	4,102	+3	$361,632	+8.7%	0.03%
LRCX	Lam Research Corp Technology	Held	1,747	0	$373,264	+24.8%	0.03%
SO	Southern Co Utilities	Added	4,165	+3	$402,005	+10.8%	0.04%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	5,063	-640	$403,065	−24.2%	0.04%
MS	Morgan Stanley Financial Services	Reduced	2,454	-33	$403,854	−8.5%	0.04%
ITW	Illinois Tool Works Inc Industrials	Added	1,564	+1	$407,093	+5.7%	0.04%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	1,252	-78	$409,491	−0.8%	0.04%
BA	Boeing Co Industrials	Reduced	2,099	-139	$417,763	−14.0%	0.04%
INTC	Intel Corp Technology	Added	9,538	+669	$420,911	+28.6%	0.04%
TRV	Travelers Companies, Inc. Financial Services	Reduced	1,471	-99	$429,061	−5.8%	0.04%
GD	General Dynamics Corp Industrials	Added	1,277	+2	$438,291	+2.1%	0.04%
COF	Capital One Financial Corp Financial Services	Added	2,414	+51	$440,386	−23.1%	0.04%
CAH	Cardinal Health Inc Healthcare	Reduced	2,109	-597	$445,652	−19.9%	0.04%
EXC	Exelon Corp Utilities	Added	9,209	+4,364	$451,424	+113.7%	0.04%
T	At&T Inc. Communication Services	Reduced	16,145	-364	$468,043	+14.1%	0.04%
CB	Chubb Ltd Financial Services	Added	1,453	+1	$473,576	+4.5%	0.04%
VEEV	Veeva Systems Inc Healthcare	Reduced	3,000	-7,188	$526,980	−76.8%	0.05%
MCK	Mckesson Corp Healthcare	Held	610	0	$527,869	+5.5%	0.05%
GLD	Spdr Gold Trust	Reduced	1,244	-588	$535,280	−26.3%	0.05%
PSX	Phillips 66 Energy	Reduced	2,955	-122	$538,341	+35.6%	0.05%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	5,990	-304	$552,936	−3.7%	0.05%
HSY	Hershey Co Consumer Defensive	Reduced	2,686	-36	$558,392	+12.7%	0.05%
GEV	GE Vernova Inc. Industrials	Added	665	+40	$580,478	+42.1%	0.05%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,480	-155	$580,543	+3.9%	0.05%
SYK	Stryker Corp Healthcare	Reduced	1,847	-10	$606,905	−7.0%	0.05%
DIS	Walt Disney Co Communication Services	Reduced	6,371	-184	$614,036	−17.7%	0.05%