UNIVEST FINANCIAL Corp
Filing Date
Global Rank
#1,631
/ 8,586
▲ 16
Top Industry
Semiconductors
10.9%
3Y Alpha vs SPY
-4.6%
Period ended 3 months ago
Filed May 1, 2026 · 46d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.4%
SPY
+78.1%
Annualised alpha
-4.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 35.4% | $403,317,881 |
| Financial Services | 13.6% | $154,718,664 |
| Healthcare | 10.9% | $124,326,723 |
| Communication Services | 9.7% | $110,593,971 |
| Consumer Cyclical | 9.1% | $103,819,501 |
| Industrials | 7.5% | $84,938,520 |
| Consumer Defensive | 5.7% | $65,501,012 |
| Utilities | 3.3% | $37,792,736 |
| Real Estate | 1.7% | $19,021,477 |
| Basic Materials | 1.7% | $18,897,268 |
| Energy | 0.9% | $10,578,951 |
| Unclassified | 0.6% | $6,475,904 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
12 positions ·
$65,501,012 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 2,686 | $558,392 | 0.85% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 10,184 | $672,042 | 1.03% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 9,538 | $725,364 | 1.11% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Added | 13,001 | $1,464,692 | 2.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 22,878 | $3,304,497 | 5.04% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Reduced | 64,246 | $3,973,614 | 6.07% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 28,510 | $4,427,316 | 6.76% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 62,702 | $4,543,386 | 6.94% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 45,350 | $5,636,097 | 8.60% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 159,513 | $9,194,328 | 14.04% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 76,913 | $12,716,794 | 19.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 18,350 | $18,284,490 | 27.91% |