UNIVEST FINANCIAL Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), UNIVEST FINANCIAL Corp reported 254 stock positions worth $1.8 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 9.2% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.8%) and Apple (AAPL, 5.1%). Compared with Q4 2025, it opened 8 new positions, sold out of 10, added to 97 and reduced 129. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +1%) and the biggest sale SS SPDR S&P 400 MC GR ETF (MDYG, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- SOUDERTON, PA
- CIK
- 0000102212
- Portfolio Value
- $1.8B (Q1 2026)
- SEC Filing
- 0000102212-26-000029 ↗ filed May 1, 2026
Holdings Value
Holdings 254 stocks · $1.8B
| VXUS Vanguard Total Intl Stock | 9.22% | 2,129,230 | $164.2M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.77% | 1,807,986 | $138.4M | Add +6.0% |
| AAPL Apple Inc. | 5.09% | 356,996 | $90.6M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 3.85% | 238,130 | $68.5M | Reduce -10.6% |
| MSFT Microsoft Corp. | 3.66% | 176,049 | $65.2M | Add +13.3% |
| SPAB SS SPDR P Agg Bond ETF | 3.48% | 2,415,915 | $61.9M | Reduce -21.4% |
| NVDA Nvidia Corp. | 3.10% | 316,215 | $55.1M | Add +8.4% |
| AMZN Amazon.com Inc. | 3.08% | 263,495 | $54.9M | Add +9.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.86% | 1,101,390 | $50.9M | Add +10.5% |
| AVGO Broadcom Inc. | 2.42% | 139,483 | $43.2M | Add +4.7% |
| META Meta Platforms Inc. Class A | 2.01% | 62,410 | $35.7M | Add +0.5% |
| XLE SS Energy Select Sector | 1.89% | 549,718 | $33.7M | Reduce -7.0% |
| NEE Nextera Energy Inc. | 1.76% | 337,401 | $31.3M | Reduce -5.2% |
| LLY Eli Lilly & Co. | 1.68% | 32,445 | $29.8M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 1.36% | 40,527 | $24.2M | Add +2.4% |
| V Visa Inc. Class A | 1.33% | 78,155 | $23.6M | Add +19.1% |
| MU Micron Technology Inc. | 1.23% | 65,083 | $22.0M | Reduce -27.4% |
| SPGI S&P Global Inc. | 1.10% | 46,126 | $19.6M | Add +29.6% |
| COST Costco Wholesale Corp. | 1.03% | 18,350 | $18.3M | Reduce -0.8% |
| UVSP Univest Financial Corp. | 0.97% | 501,751 | $17.2M | Reduce -18.8% |
| BLK BlackRock Inc. | 0.95% | 17,605 | $16.9M | Add +1.8% |
| JNJ Johnson & Johnson | 0.94% | 68,513 | $16.7M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.92% | 33,259 | $16.3M | Reduce -3.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.88% | 159,312 | $15.6M | Add +40.5% |
| MUB iShares National Muni Bond E | 0.86% | 143,747 | $15.3M | Add +4.8% |
| LHX L3HARRIS Technologies Inc. | 0.84% | 43,191 | $14.9M | Reduce -12.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.81% | 39,324 | $14.4M | Add +344.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 88,835 | $14.2M | Reduce -4.8% |
| AMAT Applied Materials Inc. | 0.79% | 40,954 | $14.0M | Reduce -25.8% |
| UNH Unitedhealth Group Inc. | 0.75% | 49,671 | $13.4M | Add +46.8% |
| TEL Te Connectivity PLC | 0.74% | 62,867 | $13.1M | Reduce -4.8% |
| PM Philip Morris International | 0.71% | 76,913 | $12.7M | Reduce -6.3% |
| AXP American Express Co. | 0.71% | 41,720 | $12.6M | Add +1.1% |
| FICO Fair Isaac Corp. | 0.69% | 11,557 | $12.3M | Add +148.2% |
| SNPS Synopsys Inc. | 0.68% | 30,562 | $12.1M | Add +107.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.68% | 61,450 | $12.1M | Add +13.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.65% | 121,342 | $11.6M | Reduce -62.2% |
| URI United Rentals Inc. | 0.65% | 15,838 | $11.5M | Add +8.6% |
| AMT American Tower Corp. | 0.63% | 65,143 | $11.2M | Add +46.2% |
| REGN Regeneron Pharmaceuticals | 0.62% | 14,206 | $11.0M | Reduce -26.8% |
| CRM Salesforce Inc. | 0.62% | 58,676 | $11.0M | Add +29.0% |
| FDX FedEx Corp. | 0.60% | 29,814 | $10.6M | Reduce -19.1% |
| JPM JPMorgan Chase & Co. | 0.56% | 34,146 | $10.0M | Reduce -7.2% |
| SHW The Sherwin-Williams Co. | 0.56% | 30,950 | $9.9M | Reduce -13.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 30,351 | $9.7M | Add +5.2% |
| MDLZ Mondelez International Inc. Class A | 0.52% | 159,513 | $9.2M | Add +26.3% |
| SCHW Schwab (charles) Corp. | 0.51% | 97,251 | $9.1M | Reduce -16.7% |
| BR Broadridge Financial Solutio | 0.46% | 50,636 | $8.2M | New |
| ULTA Ulta Beauty Inc. | 0.46% | 15,628 | $8.2M | Reduce -8.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 159,624 | $7.8M | Add +6.9% |
| GOOG Alphabet Inc. Class C | 0.42% | 26,004 | $7.5M | Reduce -2.2% |
| ANET Arista Networks Inc. | 0.40% | 57,383 | $7.0M | Reduce -1.8% |
| EME Emcor Group Inc. | 0.37% | 8,878 | $6.6M | Reduce -7.7% |
| ADBE Adobe Inc. | 0.37% | 26,895 | $6.5M | Add +124.1% |
| MA Mastercard Inc. Class A | 0.36% | 12,782 | $6.4M | Add +13.2% |
| CASY Casey's General Stores Inc. | 0.36% | 8,731 | $6.4M | Reduce -5.7% |
| ZTS Zoetis Inc. | 0.35% | 52,495 | $6.2M | Add +72.8% |
| ACN Accenture PLC Class A | 0.34% | 30,185 | $6.0M | Add +61.0% |
| EQIX Equinix Inc. | 0.33% | 5,915 | $5.8M | Add +16.5% |
| ICE Intercontinental Exchange Inc. | 0.33% | 36,848 | $5.8M | Add +8.1% |
| TD Toronto-Dominion Bank | 0.32% | 60,658 | $5.7M | Reduce -0.2% |
| HD Home Depot Inc. | 0.32% | 17,172 | $5.6M | Reduce -5.7% |
| WMT Walmart Inc. | 0.32% | 45,350 | $5.6M | Add +0.3% |
| ECL Ecolab Inc. | 0.32% | 21,148 | $5.6M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.31% | 32,378 | $5.5M | Reduce -9.9% |
| UBER Uber Technologies Inc. | 0.30% | 73,514 | $5.3M | Add +14.9% |
| LMT Lockheed Martin Corp. | 0.29% | 8,429 | $5.1M | Reduce -15.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.28% | 103,204 | $5.0M | Reduce -61.7% |
| FTNT Fortinet Inc. | 0.27% | 59,323 | $4.8M | Add +9.5% |
| PH Parker Hannifin Corp. | 0.26% | 5,243 | $4.7M | Reduce -9.8% |
| MNST Monster Beverage Corp. | 0.26% | 62,702 | $4.5M | Reduce -9.1% |
| MCD McDonald's Corp. | 0.25% | 14,259 | $4.4M | Add +7.7% |
| PEP Pepsico Inc. | 0.25% | 28,510 | $4.4M | Reduce -4.2% |
| AMGN Amgen Inc. | 0.25% | 12,569 | $4.4M | Reduce -4.7% |
| XLK SS Technology Select Sector | 0.24% | 32,504 | $4.3M | Reduce -70.3% |
| JNK SS SPDR BB High Yield Bond | 0.24% | 44,363 | $4.2M | Add +17.5% |
| ISRG Intuitive Surgical Inc. | 0.24% | 9,180 | $4.2M | Add +7.5% |
| MBB iShares MBS ETF | 0.23% | 42,806 | $4.1M | Add +13.3% |
| TDG Transdigm Group Inc. | 0.23% | 3,504 | $4.1M | Add +3.5% |
| DAR Darling Ingredients Inc. | 0.22% | 64,246 | $4.0M | Reduce -18.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.22% | 84,519 | $3.9M | Add +5.9% |
| EXLS Exlservice Holdings Inc. | 0.22% | 126,092 | $3.8M | Add +27.4% |
| IDXX Idexx Laboratories Inc. | 0.21% | 6,590 | $3.7M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 5,672 | $3.7M | Reduce -6.0% |
| CSCO Cisco Systems Inc. | 0.20% | 46,052 | $3.6M | Reduce -0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 68,839 | $3.4M | Reduce -19.1% |
| PG The Procter & Gamble Co. | 0.19% | 22,878 | $3.3M | Reduce -3.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 68,772 | $3.3M | Add +17.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 7,063 | $3.2M | Add +15.8% |
| UNP Union Pacific Corp. | 0.17% | 12,734 | $3.1M | Reduce -8.3% |
| MRSH Marsh & McLennan Cos | 0.17% | 17,731 | $3.1M | Add +20.9% |
| GLW Corning Inc. | 0.17% | 22,407 | $3.0M | Reduce -21.3% |
| ABT Abbott Laboratories | 0.17% | 29,397 | $3.0M | Add +24.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 16,374 | $3.0M | Add +17.4% |
| WM Waste Management Inc. | 0.17% | 13,131 | $3.0M | Reduce -3.9% |
| MRK Merck & Co. Inc. | 0.17% | 25,039 | $3.0M | Reduce -5.3% |
| BX Blackstone Inc. | 0.17% | 26,075 | $3.0M | Add +9.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 6,802 | $3.0M | Add +1.2% |
| ABNB Airbnb Inc. Class A | 0.16% | 22,718 | $2.9M | Add +12.4% |
| NOW ServiceNow Inc. | 0.16% | 27,439 | $2.9M | Add +37.5% |
Portfolio Sells Q4 2025 → Q1 2026
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -62.2% | 0.65% | −0.92 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -21.4% | 3.48% | −0.72 |
| XLK SS Technology Select Sector | Reduce -70.3% | 0.24% | −0.59 |
| GOOGL Alphabet Inc. Class A | Reduce -10.6% | 3.85% | −0.57 |
| SSNC Ss&c Technologies Holdings | Reduce -80.3% | 0.10% | −0.54 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -85.3% | 0.08% | −0.45 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -61.7% | 0.28% | −0.39 |
| XLV SS Health Care Select Sector | Reduce -76.5% | 0.11% | −0.36 |
| AAPL Apple Inc. | Reduce -4.2% | 5.09% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -2.8% | 1.68% | −0.23 |
| ROP Roper Technologies Inc. | Reduce -73.5% | 0.06% | −0.22 |
| XLP SS Consumer Staples Sel Sect | Reduce -68.9% | 0.11% | −0.21 |
| XLY SS Consumer Disc Select Sect | Reduce -73.4% | 0.07% | −0.20 |
| REGN Regeneron Pharmaceuticals | Reduce -26.8% | 0.62% | −0.18 |
| VNQ Vanguard Real Estate ETF | Reduce -68.9% | 0.07% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.3% | 0.92% | −0.14 |
| MU Micron Technology Inc. | Reduce -27.4% | 1.23% | −0.12 |
| POOL Pool Corp. | Reduce -43.7% | 0.13% | −0.12 |
| UVSP Univest Financial Corp. | Reduce -18.8% | 0.97% | −0.11 |
| SCHW Schwab (charles) Corp. | Reduce -16.7% | 0.51% | −0.11 |
| ULTA Ulta Beauty Inc. | Reduce -8.9% | 0.46% | −0.09 |
| VEEV Veeva Systems Inc. Class A | Reduce -70.5% | 0.03% | −0.09 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -75.2% | 0.03% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -7.2% | 0.56% | −0.06 |
| XLF SS Financial Select Sector | Reduce -42.2% | 0.08% | −0.06 |
| XLI SS Industrial Select Sector | Reduce -72.0% | 0.03% | −0.06 |
| TEL Te Connectivity PLC | Reduce -4.8% | 0.74% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -13.3% | 0.56% | −0.06 |
| XLC SS Comm Select Sector SPDR | Reduce -40.4% | 0.08% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -76.5% | 0.01% | −0.04 |
| CRH CRH PLC | Reduce -13.1% | 0.12% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -19.1% | 0.19% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -69.0% | 0.01% | −0.03 |
| MNST Monster Beverage Corp. | Reduce -9.1% | 0.26% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 0.42% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.02 |
| A Agilent Technologies Inc. | Reduce -23.5% | 0.05% | −0.02 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.02 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.3% | 0.11% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -39.3% | 0.04% | −0.02 |
| ORCL Oracle Corp. | Reduce -2.6% | 0.05% | −0.02 |
| HD Home Depot Inc. | Reduce -5.7% | 0.32% | −0.01 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.01 |
| CINF Cincinnati Financial Corp. | Reduce -17.0% | 0.07% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -8.7% | 0.15% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -28.2% | 0.04% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VXUS Vanguard Total Intl Stock | Add +1.3% | 9.22% | +0.81 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +344.3% | 0.81% | +0.62 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.0% | 7.77% | +0.52 |
| BR Broadridge Financial Solutio | New | 0.46% | +0.46 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +10.5% | 2.86% | +0.40 |
| SNPS Synopsys Inc. | Add +107.5% | 0.68% | +0.31 |
| FICO Fair Isaac Corp. | Add +148.2% | 0.69% | +0.28 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +40.5% | 0.88% | +0.23 |
| AMT American Tower Corp. | Add +46.2% | 0.63% | +0.22 |
| NVDA Nvidia Corp. | Add +8.4% | 3.10% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +46.8% | 0.75% | +0.16 |
| MDLZ Mondelez International Inc. Class A | Add +26.3% | 0.52% | +0.16 |
| ZTS Zoetis Inc. | Add +72.8% | 0.35% | +0.15 |
| ADBE Adobe Inc. | Add +124.1% | 0.37% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.8% | 0.68% | +0.13 |
| AMZN Amazon.com Inc. | Add +9.1% | 3.08% | +0.13 |
| EQIX Equinix Inc. | Add +16.5% | 0.33% | +0.12 |
| SPGI S&P Global Inc. | Add +29.6% | 1.10% | +0.12 |
| V Visa Inc. Class A | Add +19.1% | 1.33% | +0.11 |
| MUB iShares National Muni Bond E | Add +4.8% | 0.86% | +0.08 |
| MCO Moody's Corp. | New | 0.07% | +0.07 |
| ACN Accenture PLC Class A | Add +61.0% | 0.34% | +0.07 |
| XYL Xylem Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +0.3% | 0.32% | +0.05 |
| FTNT Fortinet Inc. | Add +9.5% | 0.27% | +0.04 |
| JNK SS SPDR BB High Yield Bond | Add +17.5% | 0.24% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 1.36% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +17.4% | 0.17% | +0.04 |
| DT Dynatrace Inc. | Add +75.3% | 0.10% | +0.04 |
| MBB iShares MBS ETF | Add +13.3% | 0.23% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +17.2% | 0.19% | +0.04 |
| MCD McDonald's Corp. | Add +7.7% | 0.25% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.2% | 0.55% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +77.2% | 0.08% | +0.03 |
| COP Conocophillips | Add +3.0% | 0.09% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +8.1% | 0.33% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +15.8% | 0.18% | +0.03 |
| INTU Intuit Inc. | Add +82.8% | 0.15% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +5.9% | 0.22% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +20.9% | 0.17% | +0.03 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +14.7% | 0.14% | +0.03 |
| VZ Verizon Communications Inc. | Add +15.4% | 0.08% | +0.03 |
| WEC WEC Energy Group Inc. | Add +18.4% | 0.09% | +0.02 |
| URI United Rentals Inc. | Add +8.6% | 0.65% | +0.02 |
| INGR Ingredion Inc. | Add +25.7% | 0.08% | +0.02 |
| UBER Uber Technologies Inc. | Add +14.9% | 0.30% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.12% | +0.02 |
| CME Cme Group Inc. | Add +0.4% | 0.14% | +0.02 |
| SPEM State Street SP PTF Em ETF | Add +28.9% | 0.06% | +0.02 |
| MA Mastercard Inc. Class A | Add +13.2% | 0.36% | +0.02 |
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 |