UNIVEST FINANCIAL Corp
Top Portfolio Positions
180 positions ·
$1,137,427,514 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
356,996 | $90,602,014 | 7.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
238,130 | $68,476,661 | 6.02% | |
| MSFT |
Microsoft Corp
Technology
|
176,049 | $65,168,057 | 5.73% | |
| NVDA |
Nvidia Corp
Technology
|
316,215 | $55,147,895 | 4.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
263,495 | $54,878,102 | 4.82% | |
| AVGO |
Broadcom Inc.
Technology
|
139,483 | $43,171,382 | 3.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
62,410 | $35,706,632 | 3.14% | |
| NEE |
Nextera Energy Inc
Utilities
|
337,401 | $31,337,803 | 2.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
32,445 | $29,841,937 | 2.62% | |
| V |
Visa Inc.
Financial Services
|
78,155 | $23,621,566 | 2.08% |
Portfolio Trend
Holdings in EU
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,367 | 15,204 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $37,705 | 15,204 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $48,808 | 15,205 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $43,486 | 15,205 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $20,830 | 15,205 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $51,849 | 15,205 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $142,208 | 35,200 | Shares | Defined | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||