UNIVEST FINANCIAL Corp
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), UNIVEST FINANCIAL Corp reported 256 stock positions worth $1.9 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 8.4% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.3%) and Apple (AAPL, 5.4%). Compared with Q3 2025, it opened 8 new positions, sold out of 12, added to 101 and reduced 124. The biggest buy was SS SPDR S&P 400 MC GR ETF (MDYG, shares +1103%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $1.9B (Q4 2025)
- SEC Filing
- 0000102212-26-000008 ↗ filed Feb 4, 2026
Holdings Value
Holdings 256 stocks · $1.9B
| VXUS Vanguard Total Intl Stock | 8.41% | 2,102,710 | $158.6M | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.25% | 1,705,726 | $136.8M | Reduce -3.1% |
| AAPL Apple Inc. | 5.37% | 372,716 | $101.3M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 4.42% | 266,266 | $83.3M | Reduce -4.9% |
| SPAB SS SPDR P Agg Bond ETF | 4.20% | 3,074,608 | $79.2M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.98% | 155,389 | $75.1M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 2.96% | 241,584 | $55.8M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.88% | 291,726 | $54.4M | Add +4.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.46% | 996,771 | $46.4M | Add +19.7% |
| AVGO Broadcom Inc. | 2.45% | 133,283 | $46.1M | Add +0.1% |
| META Meta Platforms Inc. Class A | 2.17% | 62,118 | $41.0M | Add +1.3% |
| LLY Eli Lilly & Co. | 1.90% | 33,395 | $35.9M | Reduce -2.6% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.57% | 320,940 | $29.7M | Add +1102.7% |
| NEE Nextera Energy Inc. | 1.51% | 355,896 | $28.6M | Reduce -0.7% |
| XLE SS Energy Select Sector | 1.40% | 591,160 | $26.4M | Reduce -0.9% |
| MU Micron Technology Inc. | 1.36% | 89,618 | $25.6M | Reduce -8.0% |
| VOO Vanguard S&P 500 ETF | 1.32% | 39,592 | $24.8M | Reduce -1.0% |
| V Visa Inc. Class A | 1.22% | 65,625 | $23.0M | Reduce -1.2% |
| UVSP Univest Financial Corp. | 1.07% | 617,526 | $20.2M | Add +22.2% |
| TMO Thermo Fisher Scientific Inc. | 1.06% | 34,403 | $19.9M | Reduce -3.1% |
| SPGI S&P Global Inc. | 0.99% | 35,602 | $18.6M | Add +0.1% |
| BLK BlackRock Inc. | 0.98% | 17,296 | $18.5M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.85% | 18,508 | $16.0M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.84% | 109,493 | $15.8M | Add +619.0% |
| AXP American Express Co. | 0.81% | 41,280 | $15.3M | Reduce -2.4% |
| TEL Te Connectivity PLC | 0.80% | 66,025 | $15.0M | Reduce -2.6% |
| REGN Regeneron Pharmaceuticals | 0.79% | 19,400 | $15.0M | Reduce -4.5% |
| MUB iShares National Muni Bond E | 0.78% | 137,139 | $14.7M | Reduce -0.2% |
| LHX L3HARRIS Technologies Inc. | 0.77% | 49,267 | $14.5M | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.76% | 93,297 | $14.3M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.76% | 68,962 | $14.3M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 0.75% | 55,185 | $14.2M | Reduce -7.3% |
| PM Philip Morris International | 0.70% | 82,126 | $13.2M | Reduce -1.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.67% | 269,306 | $12.6M | Reduce -4.2% |
| SSNC Ss&c Technologies Holdings | 0.65% | 139,915 | $12.2M | Reduce -0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.64% | 113,386 | $12.1M | Add +32.5% |
| CRM Salesforce Inc. | 0.64% | 45,476 | $12.0M | Reduce -23.2% |
| JPM JPMorgan Chase & Co. | 0.63% | 36,774 | $11.8M | Reduce -1.7% |
| URI United Rentals Inc. | 0.63% | 14,581 | $11.8M | Add +0.8% |
| SCHW Schwab (charles) Corp. | 0.62% | 116,750 | $11.7M | Reduce -1.6% |
| SHW The Sherwin-Williams Co. | 0.61% | 35,686 | $11.6M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.59% | 33,834 | $11.2M | Reduce -29.9% |
| FDX FedEx Corp. | 0.56% | 36,859 | $10.6M | Reduce -2.0% |
| ULTA Ulta Beauty Inc. | 0.55% | 17,156 | $10.4M | Reduce -3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 53,999 | $10.3M | Add +14.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.54% | 111,159 | $10.2M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 28,845 | $9.7M | Reduce -6.2% |
| XLV SS Health Care Select Sector | 0.48% | 58,063 | $9.0M | Add +543.1% |
| GOOG Alphabet Inc. Class C | 0.44% | 26,601 | $8.3M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 149,265 | $8.2M | Reduce -0.5% |
| FICO Fair Isaac Corp. | 0.42% | 4,657 | $7.9M | Add +100.6% |
| AMT American Tower Corp. | 0.41% | 44,558 | $7.8M | Reduce -25.7% |
| ANET Arista Networks Inc. | 0.41% | 58,459 | $7.7M | Add +1.5% |
| SNPS Synopsys Inc. | 0.37% | 14,725 | $6.9M | Reduce -23.8% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 126,271 | $6.8M | Reduce -29.4% |
| MA Mastercard Inc. Class A | 0.34% | 11,297 | $6.4M | Add +2.7% |
| HD Home Depot Inc. | 0.33% | 18,202 | $6.3M | Reduce -3.1% |
| XLP SS Consumer Staples Sel Sect | 0.32% | 76,864 | $6.0M | Add +399.3% |
| EME Emcor Group Inc. | 0.31% | 9,613 | $5.9M | Reduce -1.3% |
| TD Toronto-Dominion Bank | 0.30% | 60,782 | $5.7M | No change |
| ECL Ecolab Inc. | 0.30% | 21,200 | $5.6M | Add +0.7% |
| ICE Intercontinental Exchange Inc. | 0.29% | 34,080 | $5.5M | Add +0.2% |
| ROP Roper Technologies Inc. | 0.29% | 12,148 | $5.4M | Reduce -9.1% |
| MNST Monster Beverage Corp. | 0.28% | 68,967 | $5.3M | Reduce -1.5% |
| UBER Uber Technologies Inc. | 0.28% | 63,960 | $5.2M | Add +6.7% |
| XLY SS Consumer Disc Select Sect | 0.27% | 43,193 | $5.2M | Add +1246.4% |
| CASY Casey's General Stores Inc. | 0.27% | 9,256 | $5.1M | Add +4.3% |
| PH Parker Hannifin Corp. | 0.27% | 5,813 | $5.1M | Reduce -3.3% |
| WMT Walmart Inc. | 0.27% | 45,233 | $5.0M | Reduce -3.0% |
| ACN Accenture PLC Class A | 0.27% | 18,749 | $5.0M | Reduce -32.0% |
| ISRG Intuitive Surgical Inc. | 0.26% | 8,542 | $4.8M | Reduce -2.8% |
| LMT Lockheed Martin Corp. | 0.26% | 9,989 | $4.8M | Reduce -1.8% |
| POOL Pool Corp. | 0.25% | 20,623 | $4.7M | Reduce -39.9% |
| TDG Transdigm Group Inc. | 0.24% | 3,384 | $4.5M | Reduce -0.7% |
| IDXX Idexx Laboratories Inc. | 0.23% | 6,464 | $4.4M | Reduce -6.0% |
| XOM Exxon Mobil Corp. | 0.23% | 35,943 | $4.3M | Reduce -0.7% |
| AMGN Amgen Inc. | 0.23% | 13,182 | $4.3M | Reduce -2.5% |
| FTNT Fortinet Inc. | 0.23% | 54,163 | $4.3M | Add +1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 85,077 | $4.3M | Add +27.1% |
| PEP Pepsico Inc. | 0.23% | 29,746 | $4.3M | Reduce -2.6% |
| EXLS Exlservice Holdings Inc. | 0.22% | 99,001 | $4.2M | Add +0.8% |
| ADBE Adobe Inc. | 0.22% | 12,002 | $4.2M | Reduce -59.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 6,035 | $4.1M | Reduce -1.2% |
| VNQ Vanguard Real Estate ETF | 0.22% | 45,922 | $4.1M | New |
| MCD McDonald's Corp. | 0.21% | 13,236 | $4.0M | Reduce -0.4% |
| EQIX Equinix Inc. | 0.21% | 5,079 | $3.9M | Reduce -16.7% |
| ZTS Zoetis Inc. | 0.20% | 30,384 | $3.8M | Reduce -37.0% |
| BX Blackstone Inc. | 0.20% | 23,885 | $3.7M | Add +0.3% |
| JNK SS SPDR BB High Yield Bond | 0.19% | 37,762 | $3.7M | Add +8.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.19% | 8,850 | $3.7M | Add +1582.5% |
| MBB iShares MBS ETF | 0.19% | 37,788 | $3.6M | Add +16.6% |
| CSCO Cisco Systems Inc. | 0.19% | 46,396 | $3.6M | Reduce -1.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 79,792 | $3.5M | Reduce -7.4% |
| PG The Procter & Gamble Co. | 0.18% | 23,661 | $3.4M | Reduce -3.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 6,721 | $3.3M | Add +1.3% |
| UNP Union Pacific Corp. | 0.17% | 13,883 | $3.2M | Reduce -8.7% |
| NOW ServiceNow Inc. | 0.16% | 19,953 | $3.1M | Add +2.5% |
| WM Waste Management Inc. | 0.16% | 13,669 | $3.0M | Add +6.9% |
| IVV iShares Core S&P 500 ETF | 0.16% | 4,335 | $3.0M | Add +12.6% |
| ABT Abbott Laboratories | 0.16% | 23,534 | $2.9M | Add +1.3% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.1% | 3.98% | −0.52 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.1% | 7.25% | −0.46 |
| ADBE Adobe Inc. | Reduce -59.0% | 0.22% | −0.35 |
| POOL Pool Corp. | Reduce -39.9% | 0.25% | −0.35 |
| UNH Unitedhealth Group Inc. | Reduce -29.9% | 0.59% | −0.34 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.33 |
| MDLZ Mondelez International Inc. Class A | Reduce -29.4% | 0.36% | −0.26 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -0.2% | 4.20% | −0.26 |
| AMT American Tower Corp. | Reduce -25.7% | 0.41% | −0.23 |
| ZTS Zoetis Inc. | Reduce -37.0% | 0.20% | −0.19 |
| BLK BlackRock Inc. | Reduce -2.0% | 0.98% | −0.17 |
| SNPS Synopsys Inc. | Reduce -23.8% | 0.37% | −0.17 |
| CRM Salesforce Inc. | Reduce -23.2% | 0.64% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.85% | −0.12 |
| ACN Accenture PLC Class A | Reduce -32.0% | 0.27% | −0.11 |
| HD Home Depot Inc. | Reduce -3.1% | 0.33% | −0.09 |
| IT Gartner Inc. | Sold out | 0.00% | −0.09 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.8% | 0.77% | −0.09 |
| XLE SS Energy Select Sector | Reduce -0.9% | 1.40% | −0.09 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.09 |
| ROP Roper Technologies Inc. | Reduce -9.1% | 0.29% | −0.09 |
| SHW The Sherwin-Williams Co. | Reduce -0.7% | 0.61% | −0.08 |
| EQIX Equinix Inc. | Reduce -16.7% | 0.21% | −0.06 |
| VEEV Veeva Systems Inc. Class A | Reduce -5.7% | 0.12% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -4.2% | 0.67% | −0.06 |
| PM Philip Morris International | Reduce -1.3% | 0.70% | −0.06 |
| NFLX Netflix Inc. | Reduce -4.7% | 0.14% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 1.32% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.2% | 0.51% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -49.5% | 0.04% | −0.05 |
| SSNC Ss&c Technologies Holdings | Reduce -0.3% | 0.65% | −0.05 |
| V Visa Inc. Class A | Reduce -1.2% | 1.22% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -14.1% | 0.14% | −0.05 |
| ORCL Oracle Corp. | Reduce -6.7% | 0.07% | −0.04 |
| EME Emcor Group Inc. | Reduce -1.3% | 0.31% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -0.2% | 0.78% | −0.04 |
| TEL Te Connectivity PLC | Reduce -2.6% | 0.80% | −0.04 |
| WSO Watsco Inc. | Reduce -12.9% | 0.08% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.63% | −0.03 |
| UNP Union Pacific Corp. | Reduce -8.7% | 0.17% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.18% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.8% | 0.26% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -20.3% | 0.15% | −0.03 |
| WEC WEC Energy Group Inc. | Reduce -18.7% | 0.06% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 2.96% | −0.02 |
| FAST Fastenal Co. | Reduce -4.3% | 0.06% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -7.4% | 0.19% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| MDYG SS SPDR S&P 400 MC GR ETF | Add +1102.7% | 1.57% | +1.44 |
| XLK SS Technology Select Sector | Add +619.0% | 0.84% | +0.72 |
| XLV SS Health Care Select Sector | Add +543.1% | 0.48% | +0.41 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +19.7% | 2.46% | +0.28 |
| XLY SS Consumer Disc Select Sect | Add +1246.4% | 0.27% | +0.25 |
| XLP SS Consumer Staples Sel Sect | Add +399.3% | 0.32% | +0.25 |
| UVSP Univest Financial Corp. | Add +22.2% | 1.07% | +0.22 |
| FICO Fair Isaac Corp. | Add +100.6% | 0.42% | +0.22 |
| VNQ Vanguard Real Estate ETF | New | 0.22% | +0.22 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1582.5% | 0.19% | +0.18 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +32.5% | 0.64% | +0.14 |
| XLF SS Financial Select Sector | Add +133.4% | 0.14% | +0.08 |
| XLI SS Industrial Select Sector | Add +423.8% | 0.09% | +0.07 |
| DT Dynatrace Inc. | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.4% | 0.55% | +0.05 |
| XLC SS Comm Select Sector SPDR | Add +72.7% | 0.13% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.05% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +27.1% | 0.23% | +0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +34.6% | 0.14% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +33.0% | 0.12% | +0.03 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.02% | +0.02 |
| IAGG iShares Intl Aggregate Bond | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +105.6% | 0.04% | +0.02 |
| MBB iShares MBS ETF | Add +16.6% | 0.19% | +0.02 |
| PLD Prologis Inc. | Add +12.9% | 0.11% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +92.9% | 0.04% | +0.02 |
| ADI Analog Devices Inc. | Add +12.0% | 0.12% | +0.02 |
| SPGI S&P Global Inc. | Add +0.1% | 0.99% | +0.02 |
| BND Vanguard Total Bond Market | Add +66.8% | 0.04% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +12.6% | 0.16% | +0.01 |
| IWB iShares Russell 1000 ETF | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +37.7% | 0.04% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +17.3% | 0.11% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.01% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +75.0% | 0.02% | +0.01 |
| GE General Electric | Add +24.7% | 0.04% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +10.4% | 0.13% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +35.6% | 0.03% | +0.01 |
| CAH Cardinal Health Inc. | Add +0.1% | 0.03% | +0.01 |
| GEV GE Vernova Inc. | Add +33.8% | 0.02% | +0.01 |
| VDE Vanguard Energy ETF | Add +26.1% | 0.03% | +0.01 |
| ROST Ross Stores Inc. | Add +0.1% | 0.05% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +26.1% | 0.02% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +8.4% | 0.19% | +0.00 |
| AMD Advanced Micro Devices | Add +1.1% | 0.01% | +0.00 |
| IAU iShares Gold Trust | Add +13.8% | 0.02% | +0.00 |
| LRCX Lam Research Corp. | Add +0.7% | 0.02% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +7.0% | 0.05% | +0.00 |
| MAR Marriott International Class A | Add +0.1% | 0.02% | +0.00 |
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 |