UNIVEST FINANCIAL Corp
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), UNIVEST FINANCIAL Corp reported 266 stock positions worth $1.7 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 8.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.9%) and Microsoft (MSFT, 5.0%). Compared with Q1 2025, it opened 14 new positions, sold out of 23, added to 106 and reduced 108. The biggest buy was Nvidia (NVDA, shares +18%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $1.7B (Q2 2025)
- SEC Filing
- 0001085146-25-004475 ↗ filed Aug 4, 2025
Holdings Value
Holdings 266 stocks · $1.7B
| VXUS Vanguard Total Intl Stock | 7.97% | 1,922,926 | $132.9M | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.90% | 1,812,265 | $131.7M | Add +1.6% |
| MSFT Microsoft Corp. | 4.99% | 167,243 | $83.2M | Add +0.5% |
| AAPL Apple Inc. | 4.70% | 381,955 | $78.4M | Reduce -4.0% |
| SPAB SS SPDR P Agg Bond ETF | 4.55% | 2,963,765 | $75.9M | Add +0.8% |
| AMZN Amazon.com Inc. | 3.18% | 241,808 | $53.1M | Add +17.7% |
| GOOGL Alphabet Inc. Class A | 3.09% | 292,471 | $51.5M | Add +17.3% |
| NVDA Nvidia Corp. | 3.05% | 321,444 | $50.8M | Add +17.6% |
| META Meta Platforms Inc. Class A | 2.83% | 63,988 | $47.2M | Add +3.1% |
| AVGO Broadcom Inc. | 2.58% | 155,699 | $42.9M | Add +3.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.03% | 733,112 | $33.9M | Add +7.3% |
| XLE SS Energy Select Sector | 1.56% | 307,155 | $26.0M | Add +11.5% |
| VOO Vanguard S&P 500 ETF | 1.48% | 43,432 | $24.7M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 1.46% | 349,721 | $24.3M | Add +1.0% |
| V Visa Inc. Class A | 1.39% | 65,311 | $23.2M | Reduce -12.0% |
| LLY Eli Lilly & Co. | 1.29% | 27,619 | $21.5M | Add +54.0% |
| BLK BlackRock Inc. | 1.27% | 20,139 | $21.1M | Reduce -23.8% |
| SPGI S&P Global Inc. | 1.19% | 37,551 | $19.8M | Add +10.5% |
| COST Costco Wholesale Corp. | 1.07% | 18,009 | $17.8M | Reduce -1.3% |
| AMAT Applied Materials Inc. | 0.94% | 85,472 | $15.6M | Reduce -2.1% |
| UVSP Univest Financial Corp. | 0.91% | 503,000 | $15.1M | Reduce -3.4% |
| PM Philip Morris International | 0.86% | 78,737 | $14.3M | Add +13.8% |
| LHX L3HARRIS Technologies Inc. | 0.85% | 56,317 | $14.1M | Add +1.4% |
| MUB iShares National Muni Bond E | 0.84% | 134,427 | $14.0M | Add +3.5% |
| CRM Salesforce Inc. | 0.84% | 51,076 | $13.9M | Reduce -2.0% |
| AXP American Express Co. | 0.81% | 42,443 | $13.5M | Add +0.1% |
| AMT American Tower Corp. | 0.81% | 60,971 | $13.5M | Reduce -5.5% |
| TEL Te Connectivity PLC | 0.78% | 76,757 | $12.9M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 31,444 | $12.7M | Add +0.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.73% | 286,246 | $12.2M | Add +22.3% |
| MDLZ Mondelez International Inc. Class A | 0.72% | 177,818 | $12.0M | Add +3.6% |
| SHW The Sherwin-Williams Co. | 0.71% | 34,415 | $11.8M | Reduce -0.3% |
| URI United Rentals Inc. | 0.70% | 15,399 | $11.6M | Add +3.7% |
| SCHW Schwab (charles) Corp. | 0.70% | 127,026 | $11.6M | Reduce -0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.69% | 93,498 | $11.5M | Reduce -0.9% |
| SSNC Ss&c Technologies Holdings | 0.69% | 139,320 | $11.5M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.66% | 38,208 | $11.1M | Reduce -3.6% |
| MU Micron Technology Inc. | 0.65% | 87,804 | $10.8M | New |
| JNJ Johnson & Johnson | 0.65% | 70,680 | $10.8M | Reduce -0.2% |
| REGN Regeneron Pharmaceuticals | 0.65% | 20,546 | $10.8M | Add +11.6% |
| UNH Unitedhealth Group Inc. | 0.64% | 34,211 | $10.7M | Add +4.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.58% | 106,238 | $9.7M | New |
| ADBE Adobe Inc. | 0.56% | 24,327 | $9.4M | Add +21.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 30,542 | $9.3M | Add +2.2% |
| ULTA Ulta Beauty Inc. | 0.55% | 19,473 | $9.1M | Reduce -5.8% |
| POOL Pool Corp. | 0.54% | 30,877 | $9.0M | Add +2.5% |
| ZTS Zoetis Inc. | 0.53% | 56,663 | $8.8M | Reduce -8.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 43,832 | $7.7M | Add +6.6% |
| FDX FedEx Corp. | 0.46% | 34,039 | $7.7M | Add +1.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.46% | 80,480 | $7.7M | Add +13.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 159,720 | $7.6M | Reduce -12.3% |
| ROP Roper Technologies Inc. | 0.44% | 13,007 | $7.4M | Reduce -16.3% |
| HD Home Depot Inc. | 0.41% | 18,606 | $6.8M | Reduce -5.8% |
| ACN Accenture PLC Class A | 0.41% | 22,693 | $6.8M | Reduce -4.8% |
| ICE Intercontinental Exchange Inc. | 0.41% | 36,959 | $6.8M | Reduce -2.0% |
| ANET Arista Networks Inc. | 0.39% | 63,653 | $6.5M | Add +6.0% |
| IDXX Idexx Laboratories Inc. | 0.37% | 11,546 | $6.2M | Add +35.6% |
| EME Emcor Group Inc. | 0.37% | 11,420 | $6.1M | Add +97.8% |
| UBER Uber Technologies Inc. | 0.36% | 65,131 | $6.1M | Add +43.8% |
| TDG Transdigm Group Inc. | 0.35% | 3,829 | $5.8M | Reduce -1.3% |
| ECL Ecolab Inc. | 0.33% | 20,631 | $5.6M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.31% | 9,316 | $5.2M | Add +25.3% |
| VEEV Veeva Systems Inc. Class A | 0.30% | 17,549 | $5.1M | Reduce -13.8% |
| FTNT Fortinet Inc. | 0.30% | 47,229 | $5.0M | Reduce -13.8% |
| GOOG Alphabet Inc. Class C | 0.30% | 27,813 | $4.9M | Add +8.1% |
| WMT Walmart Inc. | 0.29% | 50,074 | $4.9M | Add +3.2% |
| LMT Lockheed Martin Corp. | 0.28% | 10,091 | $4.7M | Reduce -1.3% |
| MNST Monster Beverage Corp. | 0.27% | 71,403 | $4.5M | Reduce -4.6% |
| TD Toronto-Dominion Bank | 0.27% | 60,782 | $4.5M | Add +0.4% |
| CASY Casey's General Stores Inc. | 0.26% | 8,556 | $4.4M | Add +157.3% |
| BX Blackstone Inc. | 0.26% | 29,081 | $4.3M | Reduce -18.1% |
| SNPS Synopsys Inc. | 0.25% | 8,258 | $4.2M | Add +26.4% |
| PH Parker Hannifin Corp. | 0.25% | 6,061 | $4.2M | Add +8.5% |
| ISRG Intuitive Surgical Inc. | 0.25% | 7,756 | $4.2M | Reduce -5.5% |
| EQIX Equinix Inc. | 0.25% | 5,279 | $4.2M | Add +4.2% |
| PG The Procter & Gamble Co. | 0.24% | 25,517 | $4.1M | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 0.24% | 36,459 | $3.9M | Add +3.3% |
| MCD McDonald's Corp. | 0.23% | 13,388 | $3.9M | Add +5.5% |
| IVV iShares Core S&P 500 ETF | 0.23% | 6,187 | $3.8M | Reduce -2.5% |
| NFLX Netflix Inc. | 0.23% | 2,851 | $3.8M | Add +14.8% |
| PEP Pepsico Inc. | 0.23% | 28,839 | $3.8M | Add +0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 77,491 | $3.8M | Add +22.4% |
| NOW ServiceNow Inc. | 0.22% | 3,593 | $3.7M | Reduce -17.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 5,976 | $3.7M | Add +15.8% |
| AMGN Amgen Inc. | 0.22% | 13,143 | $3.7M | Reduce -2.8% |
| MRK Merck & Co. Inc. | 0.22% | 46,293 | $3.7M | Reduce -0.4% |
| EXLS Exlservice Holdings Inc. | 0.22% | 82,779 | $3.6M | Add +3.1% |
| UNP Union Pacific Corp. | 0.20% | 14,435 | $3.3M | Add +0.7% |
| DAR Darling Ingredients Inc. | 0.20% | 85,772 | $3.3M | Add +60.1% |
| ABNB Airbnb Inc. Class A | 0.19% | 23,920 | $3.2M | Add +50.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 77,263 | $3.1M | Reduce -0.5% |
| JNK SS SPDR BB High Yield Bond | 0.18% | 31,661 | $3.1M | Add +8.2% |
| CSCO Cisco Systems Inc. | 0.18% | 44,004 | $3.1M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 6,656 | $2.9M | Reduce -2.8% |
| ABT Abbott Laboratories | 0.17% | 21,442 | $2.9M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 46,391 | $2.9M | Reduce -0.9% |
| WM Waste Management Inc. | 0.17% | 12,425 | $2.8M | Add +7.4% |
| CME Cme Group Inc. | 0.17% | 10,112 | $2.8M | Add +12.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 5,529 | $2.7M | Reduce -1.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 5,976 | $2.7M | Add +53.6% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -4.0% | 4.70% | −1.07 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.81 |
| BLK BlackRock Inc. | Reduce -23.8% | 1.27% | −0.37 |
| CRL Charles River Laboratories | Reduce -92.3% | 0.02% | −0.31 |
| V Visa Inc. Class A | Reduce -12.0% | 1.39% | −0.31 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -76.5% | 0.09% | −0.28 |
| XLV SS Health Care Select Sector | Reduce -78.0% | 0.06% | −0.27 |
| APTV Aptiv PLC | Sold out | 0.00% | −0.17 |
| FSTA Fidelity MSCI Cons Stap Indx | Sold out | 0.00% | −0.16 |
| ROP Roper Technologies Inc. | Reduce -16.3% | 0.44% | −0.16 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.15 |
| ZTS Zoetis Inc. | Reduce -8.8% | 0.53% | −0.14 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.65% | −0.12 |
| CVX Chevron Corp. | Reduce -47.6% | 0.08% | −0.11 |
| AMT American Tower Corp. | Reduce -5.5% | 0.81% | −0.11 |
| HON Honeywell International Inc. | Reduce -56.6% | 0.08% | −0.10 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.10 |
| IWO iShares Russell 2000 Growth | Reduce -77.3% | 0.03% | −0.10 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.09 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.09 |
| XLK SS Technology Select Sector | Reduce -48.7% | 0.11% | −0.08 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.08 |
| SHW The Sherwin-Williams Co. | Reduce -0.3% | 0.71% | −0.08 |
| ACN Accenture PLC Class A | Reduce -4.8% | 0.41% | −0.08 |
| CRM Salesforce Inc. | Reduce -2.0% | 0.84% | −0.08 |
| XLP SS Consumer Staples Sel Sect | Reduce -44.2% | 0.08% | −0.07 |
| BND Vanguard Total Bond Market | Reduce -59.1% | 0.04% | −0.07 |
| SSNC Ss&c Technologies Holdings | Reduce -0.0% | 0.69% | −0.07 |
| HD Home Depot Inc. | Reduce -5.8% | 0.41% | −0.06 |
| BX Blackstone Inc. | Reduce -18.1% | 0.26% | −0.06 |
| TJX TJX Companies Inc. | Reduce -0.9% | 0.69% | −0.06 |
| UVSP Univest Financial Corp. | Reduce -3.4% | 0.91% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 1.07% | −0.06 |
| AMGN Amgen Inc. | Reduce -2.8% | 0.22% | −0.05 |
| LNTH Lantheus Holdings Inc. | Reduce -14.6% | 0.10% | −0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -33.1% | 0.10% | −0.05 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.22% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.24% | −0.05 |
| FTNT Fortinet Inc. | Reduce -13.8% | 0.30% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.6% | 0.10% | −0.04 |
| BAC Bank of America Corp. | Reduce -12.3% | 0.45% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -66.4% | 0.02% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -12.4% | 0.10% | −0.04 |
| AVY Avery Dennison Corp. | Reduce -72.5% | 0.01% | −0.04 |
| WSO Watsco Inc. | Reduce -0.9% | 0.14% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -42.5% | 0.05% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.16% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -57.7% | 0.02% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +17.6% | 3.05% | +1.11 |
| AVGO Broadcom Inc. | Add +3.2% | 2.58% | +0.92 |
| MSFT Microsoft Corp. | Add +0.5% | 4.99% | +0.91 |
| MU Micron Technology Inc. | New | 0.65% | +0.65 |
| AMZN Amazon.com Inc. | Add +17.7% | 3.18% | +0.63 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.58% | +0.58 |
| GOOGL Alphabet Inc. Class A | Add +17.3% | 3.09% | +0.57 |
| META Meta Platforms Inc. Class A | Add +3.1% | 2.83% | +0.50 |
| LLY Eli Lilly & Co. | Add +54.0% | 1.29% | +0.32 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.6% | 7.90% | +0.24 |
| EME Emcor Group Inc. | Add +97.8% | 0.37% | +0.23 |
| CASY Casey's General Stores Inc. | Add +157.3% | 0.26% | +0.17 |
| UBER Uber Technologies Inc. | Add +43.8% | 0.36% | +0.15 |
| PM Philip Morris International | Add +13.8% | 0.86% | +0.14 |
| IDXX Idexx Laboratories Inc. | Add +35.6% | 0.37% | +0.14 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +22.3% | 0.73% | +0.11 |
| URI United Rentals Inc. | Add +3.7% | 0.70% | +0.09 |
| LHX L3HARRIS Technologies Inc. | Add +1.4% | 0.85% | +0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +13.4% | 0.46% | +0.09 |
| ANET Arista Networks Inc. | Add +6.0% | 0.39% | +0.09 |
| DAR Darling Ingredients Inc. | Add +60.1% | 0.20% | +0.09 |
| NFLX Netflix Inc. | Add +14.8% | 0.23% | +0.08 |
| SNPS Synopsys Inc. | Add +26.4% | 0.25% | +0.07 |
| AXP American Express Co. | Add +0.1% | 0.81% | +0.07 |
| ABNB Airbnb Inc. Class A | Add +50.4% | 0.19% | +0.07 |
| COP Conocophillips | Add +226.8% | 0.11% | +0.07 |
| ADBE Adobe Inc. | Add +21.0% | 0.56% | +0.06 |
| SPGI S&P Global Inc. | Add +10.5% | 1.19% | +0.06 |
| CRH CRH PLC | Add +77.0% | 0.12% | +0.05 |
| MA Mastercard Inc. Class A | Add +25.3% | 0.31% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +53.6% | 0.16% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +8.1% | 0.30% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.8% | 0.22% | +0.03 |
| PH Parker Hannifin Corp. | Add +8.5% | 0.25% | +0.03 |
| TD Toronto-Dominion Bank | Add +0.4% | 0.27% | +0.03 |
| INTU Intuit Inc. | Add +1.9% | 0.16% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +22.4% | 0.23% | +0.02 |
| KO The Coca-Cola Co. | Add +47.1% | 0.08% | +0.02 |
| ADI Analog Devices Inc. | Add +10.5% | 0.12% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.2% | 0.56% | +0.02 |
| GLW Corning Inc. | Add +17.9% | 0.10% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| MCK McKesson Corp. | New | 0.02% | +0.02 |
| VONG Vanguard Russell 1000 Growth | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +3.2% | 0.29% | +0.02 |
| COF Capital One Financial Corp. | Add +80.5% | 0.03% | +0.01 |
| TXN Texas Instruments Inc. | New | 0.01% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.01% | +0.01 |
| CDW CDW Corp. | New | 0.01% | +0.01 |
| DFAE Dimensional Emerging Core Eq | 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 |