Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UNIVEST FINANCIAL Corp (CIK 102212) reported $1.78B across 254 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VXUS ($164.2M, 9.22%), SPLG ($138.4M, 7.77%), AAPL ($90.6M, 5.09%), GOOGL ($68.5M, 3.85%), MSFT ($65.2M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | $164.2M | 9.22% | 2.1M | Added |
| 2 | SPLG | SPDR SERIES TRUST | $138.4M | 7.77% | 1.8M | Added |
| 3 | AAPL | APPLE INC | $90.6M | 5.09% | 356,996 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $68.5M | 3.85% | 238,130 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $65.2M | 3.66% | 176,049 | Added |
| 6 | SPAB | SPDR SERIES TRUST | $61.9M | 3.48% | 2.4M | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $55.1M | 3.10% | 316,215 | Added |
| 8 | AMZN | AMAZON COM INC | $54.9M | 3.08% | 263,495 | Added |
| 9 | IUSB | ISHARES TR | $50.9M | 2.86% | 1.1M | Added |
| 10 | AVGO | BROADCOM INC | $43.2M | 2.42% | 139,483 | Added |
| 11 | META | META PLATFORMS INC | $35.7M | 2.01% | 62,410 | Added |
| 12 | XLE | SELECT SECTOR SPDR TR | $33.7M | 1.89% | 549,718 | Trimmed |
| 13 | NEE | NEXTERA ENERGY INC | $31.3M | 1.76% | 337,401 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $29.8M | 1.68% | 32,445 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $24.2M | 1.36% | 40,527 | Added |
| 16 | V | VISA INC | $23.6M | 1.33% | 78,155 | Added |
| 17 | MU | MICRON TECHNOLOGY INC | $22.0M | 1.23% | 65,083 | Trimmed |
| 18 | SPGI | S&P GLOBAL INC | $19.6M | 1.10% | 46,126 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $18.3M | 1.03% | 18,350 | Trimmed |
| 20 | UVSP | UNIVEST FINANCIAL CORPORATIO | $17.2M | 0.97% | 501,751 | Trimmed |
| 21 | BLK | BLACKROCK INC | $16.9M | 0.95% | 17,605 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $16.7M | 0.94% | 68,513 | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $16.3M | 0.92% | 33,259 | Trimmed |
| 24 | SPYG | SPDR SERIES TRUST | $15.6M | 0.88% | 159,312 | Added |
| 25 | MUB | ISHARES TR | $15.3M | 0.86% | 143,747 | Added |
Source: SEC Form 13F filings · as of 2026-03-31