UNIVEST FINANCIAL Corp
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), UNIVEST FINANCIAL Corp reported 275 stock positions worth $2.0 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 9.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.9%) and Apple (AAPL, 5.1%). Compared with Q1 2026, it opened 24 new positions, sold out of 5, added to 137 and reduced 90. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale SS SPDR P Agg Bond ETF (SPAB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $2.0B (Q2 2026)
- SEC Filing
- 0000102212-26-000038 ↗ filed Aug 7, 2026
Holdings Value
Holdings 275 stocks · $2.0B
| VXUS Vanguard Total Intl Stock | 9.03% | 2,151,995 | $184.0M | Add +1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.91% | 1,833,570 | $161.1M | Add +1.4% |
| AAPL Apple Inc. | 5.08% | 357,455 | $103.4M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 4.24% | 241,488 | $86.3M | Add +1.4% |
| MU Micron Technology Inc. | 3.52% | 62,206 | $71.8M | Reduce -4.4% |
| MSFT Microsoft Corp. | 3.36% | 183,288 | $68.4M | Add +4.1% |
| NVDA Nvidia Corp. | 3.24% | 330,307 | $66.1M | Add +4.5% |
| AMZN Amazon.com Inc. | 3.15% | 269,380 | $64.2M | Add +2.2% |
| SPAB SS SPDR P Agg Bond ETF | 2.94% | 2,350,569 | $60.0M | Reduce -2.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.90% | 1,278,847 | $59.0M | Add +16.1% |
| AVGO Broadcom Inc. | 2.60% | 140,274 | $53.0M | Add +0.6% |
| LLY Eli Lilly & Co. | 1.99% | 33,820 | $40.6M | Add +4.2% |
| META Meta Platforms Inc. Class A | 1.76% | 63,725 | $35.9M | Add +2.1% |
| NEE Nextera Energy Inc. | 1.49% | 344,774 | $30.3M | Add +2.2% |
| XLE SS Energy Select Sector | 1.46% | 560,453 | $29.8M | Add +1.9% |
| AMAT Applied Materials Inc. | 1.33% | 37,614 | $27.2M | Reduce -8.2% |
| V Visa Inc. Class A | 1.30% | 76,949 | $26.4M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 1.27% | 37,714 | $25.9M | Reduce -6.9% |
| UVSP Univest Financial Corp. | 1.08% | 503,433 | $22.0M | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.01% | 172,593 | $20.5M | Add +8.3% |
| SPGI S&P Global Inc. | 1.00% | 50,216 | $20.5M | Add +8.9% |
| UNH Unitedhealth Group Inc. | 0.98% | 48,034 | $20.0M | Reduce -3.3% |
| BLK BlackRock Inc. | 0.87% | 18,503 | $17.8M | Add +5.1% |
| JNJ Johnson & Johnson | 0.87% | 69,498 | $17.7M | Add +1.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.84% | 195,558 | $17.2M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.83% | 33,810 | $17.0M | Add +1.7% |
| URI United Rentals Inc. | 0.82% | 14,756 | $16.7M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 0.81% | 17,673 | $16.5M | Reduce -3.7% |
| FICO Fair Isaac Corp. | 0.81% | 13,791 | $16.5M | Add +19.3% |
| MUB iShares National Muni Bond E | 0.78% | 148,493 | $16.0M | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 68,375 | $14.9M | Add +11.3% |
| SNPS Synopsys Inc. | 0.72% | 32,936 | $14.7M | Add +7.8% |
| AXP American Express Co. | 0.67% | 40,629 | $13.7M | Reduce -2.6% |
| PM Philip Morris International | 0.63% | 71,404 | $12.9M | Reduce -7.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 84,502 | $12.8M | Reduce -4.9% |
| TEL Te Connectivity PLC | 0.59% | 59,782 | $12.1M | Reduce -4.9% |
| LHX L3HARRIS Technologies Inc. | 0.58% | 40,557 | $11.8M | Reduce -6.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 30,870 | $11.4M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.55% | 34,423 | $11.3M | Add +0.8% |
| FTNT Fortinet Inc. | 0.54% | 71,812 | $11.0M | Add +21.1% |
| ANET Arista Networks Inc. | 0.52% | 62,785 | $10.7M | Add +9.4% |
| AMT American Tower Corp. | 0.51% | 62,911 | $10.3M | Reduce -3.4% |
| SHW The Sherwin-Williams Co. | 0.49% | 29,118 | $10.0M | Reduce -5.9% |
| GOOG Alphabet Inc. Class C | 0.46% | 26,450 | $9.3M | Add +1.7% |
| FDX FedEx Corp. | 0.45% | 29,060 | $9.1M | Reduce -2.5% |
| SCHW Schwab (charles) Corp. | 0.44% | 98,042 | $9.0M | Add +0.8% |
| BAC Bank of America Corp. | 0.43% | 155,428 | $8.9M | Reduce -2.6% |
| CRM Salesforce Inc. | 0.43% | 55,576 | $8.7M | Reduce -5.3% |
| MDLZ Mondelez International Inc. Class A | 0.42% | 148,902 | $8.6M | Reduce -6.7% |
| EME Emcor Group Inc. | 0.42% | 10,374 | $8.6M | Add +16.9% |
| REGN Regeneron Pharmaceuticals | 0.40% | 13,072 | $8.2M | Reduce -8.0% |
| CASY Casey's General Stores Inc. | 0.38% | 9,834 | $7.8M | Add +12.6% |
| BR Broadridge Financial Solutio | 0.38% | 56,031 | $7.7M | Add +10.7% |
| MA Mastercard Inc. Class A | 0.37% | 14,840 | $7.6M | Add +16.1% |
| MNST Monster Beverage Corp. | 0.36% | 77,239 | $7.4M | Add +23.2% |
| TD Toronto-Dominion Bank | 0.36% | 60,658 | $7.4M | No change |
| ECL Ecolab Inc. | 0.35% | 25,343 | $7.1M | Add +19.8% |
| ULTA Ulta Beauty Inc. | 0.34% | 15,329 | $6.9M | Reduce -1.9% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.34% | 60,974 | $6.8M | Reduce -49.8% |
| UBER Uber Technologies Inc. | 0.33% | 93,225 | $6.7M | Add +26.8% |
| EQIX Equinix Inc. | 0.33% | 6,431 | $6.7M | Add +8.7% |
| XLK SS Technology Select Sector | 0.31% | 32,897 | $6.3M | Add +1.2% |
| PH Parker Hannifin Corp. | 0.31% | 6,359 | $6.2M | Add +21.3% |
| TDG Transdigm Group Inc. | 0.28% | 4,263 | $5.7M | Add +21.7% |
| HD Home Depot Inc. | 0.28% | 16,009 | $5.6M | Reduce -6.8% |
| ICE Intercontinental Exchange Inc. | 0.28% | 45,554 | $5.6M | Add +23.6% |
| CSCO Cisco Systems Inc. | 0.27% | 47,520 | $5.6M | Add +3.2% |
| ADBE Adobe Inc. | 0.27% | 26,482 | $5.4M | Reduce -1.5% |
| GLW Corning Inc. | 0.26% | 20,740 | $5.3M | Reduce -7.4% |
| WMT Walmart Inc. | 0.25% | 45,725 | $5.2M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.25% | 6,769 | $5.1M | Add +70.9% |
| JNK SS SPDR BB High Yield Bond | 0.24% | 50,759 | $4.9M | Add +14.4% |
| MBB iShares MBS ETF | 0.23% | 50,634 | $4.8M | Add +18.3% |
| XOM Exxon Mobil Corp. | 0.22% | 33,260 | $4.5M | Add +2.7% |
| AMGN Amgen Inc. | 0.22% | 12,536 | $4.5M | Reduce -0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 9,049 | $4.5M | Add +28.1% |
| ISRG Intuitive Surgical Inc. | 0.22% | 11,291 | $4.5M | Add +23.0% |
| LMT Lockheed Martin Corp. | 0.22% | 8,606 | $4.4M | Add +2.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 86,389 | $4.4M | Add +2.2% |
| EXLS Exlservice Holdings Inc. | 0.21% | 167,574 | $4.3M | Add +32.9% |
| IDXX Idexx Laboratories Inc. | 0.21% | 8,076 | $4.3M | Add +22.6% |
| CAT Caterpillar Inc. | 0.21% | 3,939 | $4.2M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 5,565 | $4.2M | Reduce -1.9% |
| ABNB Airbnb Inc. Class A | 0.20% | 29,013 | $4.2M | Add +27.7% |
| MCD McDonald's Corp. | 0.19% | 14,652 | $4.0M | Add +2.8% |
| NOW ServiceNow Inc. | 0.19% | 38,809 | $3.9M | Add +41.4% |
| PEP Pepsico Inc. | 0.19% | 28,223 | $3.8M | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 75,502 | $3.8M | Add +9.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 77,977 | $3.8M | Add +13.4% |
| ZTS Zoetis Inc. | 0.18% | 51,865 | $3.7M | Reduce -1.2% |
| ACN Accenture PLC Class A | 0.18% | 29,916 | $3.7M | Reduce -0.9% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.18% | 30,443 | $3.6M | Add +19.3% |
| BX Blackstone Inc. | 0.18% | 30,399 | $3.6M | Add +16.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 18,019 | $3.6M | Add +10.1% |
| PG The Procter & Gamble Co. | 0.17% | 23,716 | $3.5M | Add +3.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.17% | 31,636 | $3.5M | Add +15.1% |
| UNP Union Pacific Corp. | 0.17% | 12,657 | $3.4M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 39,547 | $3.4M | Reduce -3.1% |
| DAR Darling Ingredients Inc. | 0.16% | 61,438 | $3.4M | Reduce -4.4% |
| MRK Merck & Co. Inc. | 0.16% | 24,610 | $3.2M | Reduce -1.7% |
Portfolio Sells Q1 2026 → Q2 2026
| SPAB SS SPDR P Agg Bond ETF | Reduce -2.7% | 2.94% | −0.53 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -49.8% | 0.34% | −0.32 |
| LHX L3HARRIS Technologies Inc. | Reduce -6.1% | 0.58% | −0.26 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -85.8% | 0.04% | −0.24 |
| REGN Regeneron Pharmaceuticals | Reduce -8.0% | 0.40% | −0.22 |
| COST Costco Wholesale Corp. | Reduce -3.7% | 0.81% | −0.22 |
| CRM Salesforce Inc. | Reduce -5.3% | 0.43% | −0.19 |
| TJX TJX Companies Inc. | Reduce -4.9% | 0.63% | −0.17 |
| ZTS Zoetis Inc. | Reduce -1.2% | 0.18% | −0.17 |
| ACN Accenture PLC Class A | Reduce -0.9% | 0.18% | −0.15 |
| FDX FedEx Corp. | Reduce -2.5% | 0.45% | −0.15 |
| TEL Te Connectivity PLC | Reduce -4.9% | 0.59% | −0.15 |
| POOL Pool Corp. | Sold out | 0.00% | −0.13 |
| AMT American Tower Corp. | Reduce -3.4% | 0.51% | −0.13 |
| ULTA Ulta Beauty Inc. | Reduce -1.9% | 0.34% | −0.12 |
| ADBE Adobe Inc. | Reduce -1.5% | 0.27% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.7% | 0.42% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -6.9% | 1.27% | −0.09 |
| PM Philip Morris International | Reduce -7.2% | 0.63% | −0.08 |
| SSNC Ss&c Technologies Holdings | Reduce -57.6% | 0.04% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -5.9% | 0.49% | −0.07 |
| FDXF FedEx Freight Holding Co. | Reduce -43.5% | 0.06% | −0.06 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.19% | −0.06 |
| DAR Darling Ingredients Inc. | Reduce -4.4% | 0.16% | −0.06 |
| CME Cme Group Inc. | Reduce -4.8% | 0.09% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -62.7% | 0.02% | −0.04 |
| HD Home Depot Inc. | Reduce -6.8% | 0.28% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.13% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -33.4% | 0.05% | −0.04 |
| AXP American Express Co. | Reduce -2.6% | 0.67% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -2.5% | 0.14% | −0.03 |
| V Visa Inc. Class A | Reduce -1.5% | 1.30% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -12.8% | 0.05% | −0.03 |
| HON Honeywell International Inc. | Reduce -7.7% | 0.02% | −0.03 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.22% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -17.8% | 0.05% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -10.6% | 0.09% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.7% | 0.05% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.10% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -18.3% | 0.05% | −0.02 |
| XLF SS Financial Select Sector | Reduce -16.3% | 0.06% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 0.16% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -12.8% | 0.06% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.5% | 0.09% | −0.01 |
| SPHD Invesco S&P 500 High Dividen | Sold out | 0.00% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.3% | 0.14% | −0.01 |
| CEG Constellation Energy | Reduce -0.4% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -33.8% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | Add +1.4% | 4.24% | +0.39 |
| LLY Eli Lilly & Co. | Add +4.2% | 1.99% | +0.32 |
| FTNT Fortinet Inc. | Add +21.1% | 0.54% | +0.27 |
| AVGO Broadcom Inc. | Add +0.6% | 2.60% | +0.18 |
| NVDA Nvidia Corp. | Add +4.5% | 3.24% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.4% | 7.91% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.3% | 1.01% | +0.13 |
| ANET Arista Networks Inc. | Add +9.4% | 0.52% | +0.13 |
| FICO Fair Isaac Corp. | Add +19.3% | 0.81% | +0.12 |
| UVSP Univest Financial Corp. | Add +0.3% | 1.08% | +0.12 |
| MNST Monster Beverage Corp. | Add +23.2% | 0.36% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +70.9% | 0.25% | +0.10 |
| CSCO Cisco Systems Inc. | Add +3.2% | 0.27% | +0.07 |
| AMZN Amazon.com Inc. | Add +2.2% | 3.15% | +0.07 |
| XLK SS Technology Select Sector | Add +1.2% | 0.31% | +0.07 |
| INTC Intel Corp. | Add +26.9% | 0.08% | +0.06 |
| EME Emcor Group Inc. | Add +16.9% | 0.42% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.3% | 0.73% | +0.05 |
| AMD Advanced Micro Devices | Add +79.3% | 0.07% | +0.05 |
| TDG Transdigm Group Inc. | Add +21.7% | 0.28% | +0.05 |
| DT Dynatrace Inc. | Add +38.4% | 0.15% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +28.1% | 0.22% | +0.04 |
| ABNB Airbnb Inc. Class A | Add +27.7% | 0.20% | +0.04 |
| PH Parker Hannifin Corp. | Add +21.3% | 0.31% | +0.04 |
| SNPS Synopsys Inc. | Add +7.8% | 0.72% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +16.1% | 2.90% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 0.46% | +0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +19.3% | 0.18% | +0.04 |
| LRCX Lam Research Corp. | Add +50.6% | 0.06% | +0.04 |
| UBER Uber Technologies Inc. | Add +26.8% | 0.33% | +0.03 |
| ECL Ecolab Inc. | Add +19.8% | 0.35% | +0.03 |
| NOW ServiceNow Inc. | Add +41.4% | 0.19% | +0.03 |
| CASY Casey's General Stores Inc. | Add +12.6% | 0.38% | +0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +15.1% | 0.17% | +0.02 |
| XLI SS Industrial Select Sector | Add +81.2% | 0.05% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| EFA iShares MSCI Eafe ETF | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | New | 0.02% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +16.1% | 0.37% | +0.02 |
| KLAC KLA Corp. | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +39.7% | 0.05% | +0.01 |
| TXN Texas Instruments Inc. | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.7% | 0.56% | +0.01 |
| ADI Analog Devices Inc. | Add +1.0% | 0.15% | +0.01 |
| HDV iShares Core High Dividend E | New | 0.01% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.01% | +0.01 |
| STT State Street Corp. | New | 0.01% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 275 | $2.0B | VXUS, SPYM, AAPL, GOOGL, MU |
| Q1 2026 | 254 | $1.8B | VXUS, SPYM, AAPL, GOOGL, MSFT |
| Q4 2025 | 256 | $1.9B | VXUS, SPYM, AAPL, GOOGL, SPAB |
| Q3 2025 | 260 | $1.8B | VXUS, SPYM, AAPL, MSFT, SPAB |
| Q2 2025 | 266 | $1.7B | VXUS, SPYM, MSFT, AAPL, SPAB |
| Q1 2025 | 275 | $1.5B | VXUS, SPYM, AAPL, SPAB, MSFT |
| Q4 2024 | 272 | $1.6B | VXUS, SPYM, AAPL, MSFT, SPAB |
| Q3 2024 | 280 | $1.5B | VXUS, AAPL, SPYM, MSFT, SPAB |
| Q2 2024 | 133 | $360.0M | VXUS, VOO, AAPL, MSFT, GOOGL |
| Q1 2024 | 131 | $355.3M | VXUS, VOO, MSFT, AAPL, AMZN |