UNIVEST FINANCIAL Corp

Est. AUM

$1.78B

13F long equity, this entity only

Positions

444

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD STAR FDS	VG TL INTL STK F	$56.3M	729729	3.16%	DFND
2	MICROSOFT CORP	COM	$48.9M	131987	2.74%	DFND
3	NVIDIA CORPORATION	COM	$40.6M	232566	2.28%	DFND
4	AMAZON COM INC	COM	$40.4M	193858	2.27%	DFND
5	META PLATFORMS INC	CL A	$26.2M	45803	1.47%	DFND
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$22.8M	38073	1.28%	DFND
7	ELI LILLY & CO	COM	$21.0M	22830	1.18%	DFND
8	ISHARES TR	NATIONAL MUN ETF	$15.0M	141304	0.84%	DFND
9	VANGUARD WORLD FD	MEGA GRWTH IND	$14.4M	39324	0.81%	DFND
10	COSTCO WHOLESALE CORPORATION	COM	$14.1M	14114	0.79%	DFND
11	S&P GLOBAL INC	COM	$13.4M	31541	0.75%	DFND
12	VANGUARD INDEX FDS	VALUE ETF	$12.1M	61450	0.68%	DFND
13	APPLIED MATLS INC	COM	$11.2M	32719	0.63%	DFND
14	SPDR SERIES TRUST	STATE STREET SPD	$9.9M	387944	0.56%	DFND
15	SELECT SECTOR SPDR TR	STATE STREET ENE	$9.0M	147442	0.51%	DFND
16	NEXTERA ENERGY INC	COM	$8.1M	86961	0.45%	DFND
17	UNITED RENTALS INC	COM	$7.6M	10410	0.43%	DFND
18	ALPHABET INC	CAP STK CL C	$7.1M	24806	0.40%	DFND
19	SHERWIN WILLIAMS CO	COM	$6.9M	21499	0.39%	DFND
20	VISA INC	COM CL A	$5.9M	19468	0.33%	DFND
21	TORONTO DOMINION BK ONT	COM NEW	$5.7M	60658	0.32%	DFND
22	BANK AMERICA CORP	COM	$5.5M	113049	0.31%	DFND
23	MASTERCARD INCORPORATED	CL A	$5.4M	10745	0.30%	DFND
24	EQUINIX INC	COM	$5.3M	5361	0.30%	DFND
25	WALMART INC	COM	$5.1M	40989	0.29%	DFND
26	BROADRIDGE FINL SOLUTIONS IN	COM	$4.9M	30291	0.28%	DFND
27	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	97723	0.27%	DFND
28	THERMO FISHER SCIENTIFIC INC	COM	$4.6M	9423	0.26%	DFND
29	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	45580	0.25%	DFND
30	JOHNSON & JOHNSON	COM	$4.4M	17890	0.25%	DFND
31	TJX COS INC NEW	COM	$4.3M	27159	0.24%	DFND
32	L3HARRIS TECHNOLOGIES INC	COM	$4.3M	12469	0.24%	DFND
33	SPDR SERIES TRUST	STATE STREET SPD	$4.2M	44363	0.24%	DFND
34	ACCENTURE PLC IRELAND	SHS CLASS A	$4.1M	20817	0.23%	DFND
35	MCDONALDS CORP	COM	$4.1M	13087	0.23%	DFND
36	ISHARES TR	MBS ETF	$4.1M	42806	0.23%	DFND
37	AMGEN INC	COM	$4.0M	11396	0.23%	DFND
38	FORTINET INC	COM	$3.8M	46516	0.21%	DFND
39	BLACKROCK INC	COM	$3.7M	3881	0.21%	DFND
40	AMERICAN EXPRESS CO	COM	$3.7M	12327	0.21%	DFND
41	PARKER-HANNIFIN CORP	COM	$3.7M	4152	0.21%	DFND
42	INTUITIVE SURGICAL INC	COM NEW	$3.6M	7780	0.20%	DFND
43	FEDEX CORP	COM	$3.6M	10016	0.20%	DFND
44	TRANSDIGM GROUP INC	COM	$3.5M	3006	0.20%	DFND
45	REGENERON PHARMACEUTICALS	COM	$3.4M	4455	0.19%	DFND
46	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.4M	68839	0.19%	DFND
47	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.3M	68772	0.19%	DFND
48	IDEXX LABS INC	COM	$3.2M	5739	0.18%	DFND
49	SALESFORCE INC	COM	$3.2M	17017	0.18%	DFND
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	4756	0.17%	DFND

1–50 of 254

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.