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UNIVEST FINANCIAL Corp — 13F Holdings & Portfolio

CIK 102212 · latest 13F-HR filed 2026-08-07

Backtest portfolio

UNIVEST FINANCIAL Corp manages $2.04B in 13F-reported U.S. long-equity assets across 478 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (6.26%), VXUS (5.88%), AAPL (4.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions and exited 6; 147 existing positions rose in reported value and 61 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.04B

Long-equity book

Holdings
478

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+27 / −6 / ↑147 / ↓61

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VXUS9.0% · +1%SPYM7.9% · +1%AAPL5.1% · +0%GOOGL4.2% · +1%MU3.5% · -4%MSFT3.4% · +4%NVDA3.2% · +4%AMZN3.2% · +2%SPAB2.9% · -3%IUSB2.9% · +16%AVGO2.6% · +1%LLY2.0% · +4%META1.8% · +2%NEE1.5% · +2%XLE1.5% · +2%AMAT1.3% · -8%V1.3% · -2%VOO1.3% · -7%UVSP1.1% · +0%SPYG1.0% · +8%SPGI1.0% · +9%UNH1.0% · -3%BLK0.9% · +5%JNJ0.9% · +1%MGK0.8% · +397%TMO0.8% · +2%URI0.8% · -7%COST0.8% · -4%FICO0.8% · +19%MUB0.8% · +3%VTV0.7% · +11%SNPS0.7% · +8%AXP0.7% · -3%PM0.6% · -7%TJX0.6% · -5%TEL0.6% · -5%LHX0.6% · -6%VTI0.6% · +2%JPM0.6% · +1%FTNT0.5% · +21%ANET0.5% · +9%AMT0.5% · -3%SHW0.5% · -6%GOOG0.5% · +2%FDX0.4% · -2%SCHW0.4% · +1%BAC0.4% · -3%CRM0.4% · -5%MDLZ0.4% · -7%EME0.4% · +17%REGN0.4% · -8%CASY0.4% · +13%BR0.4% · +11%MA0.4% · +16%MNST0.4% · +23%TD0.4% · 0%ECL0.3% · +20%ULTA0.3% · -2%MDYG0.3% · -50%UBER0.3% · +27%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 45.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Dec 7, 2012.

Assets Under Management
$15.5M
Discretionary
$0
Employees
4
Accounts
50
Address
14 NORTH MAIN STREET
SOUDERTON, PA 18964
Phone
(215) 721-2112
This firm reports 1 disclosure item on its registration.
Name Title / Status Ownership Type
HOCHSTETLER, KENNETH DEAN ControlPRESIDENT
since Apr 2001
Less than 5%Individual
JOHNSON, DARREN GLEN ControlVICE PRESIDENT/CHIEF FINANCIAL AND OPERATIONS PRINCIPAL
since Apr 2001
Less than 5%Individual
TEJKL, KAREN ELIZABETH ControlVICE PRESIDENT/CHIEF COMPLIANCE OFFICER
since Apr 2001
Less than 5%Individual
UNIVEST BANK AND TRUST CO. ControlHOLDING COMPANY
since Jan 1999
75% or moreDomestic Entity
UNIVEST CORPORATION OF PENNSYLVANIA Control
Indirect owner via UNIVEST BANK AND TRUST CO.
PARENT
since Jan 1999
75% or moreDomestic Entity
Ownership & leadership changes · 1 filing with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Nov 16, 2012 filing
  • No longer listedUNIVEST CORPORATION OF PENNSYLVANIA · PARENT · 75% or more · indirect via UNIVEST NATIONAL BANK AND TRUST CO. · control person · listed since Jan 1999
  • No longer listedUNIVEST NATIONAL BANK AND TRUST CO. · HOLDING COMPANY · 75% or more · control person · listed since Jan 1999
  • AddedUNIVEST BANK AND TRUST CO. · HOLDING COMPANY · 75% or more · control person
  • AddedUNIVEST CORPORATION OF PENNSYLVANIA · PARENT · 75% or more · indirect via UNIVEST BANK AND TRUST CO. · control person
Mar 29, 2012 filing (earliest on record)
  • ListedHOCHSTETLER, KENNETH DEAN · PRESIDENT · Less than 5% · control person
  • ListedJOHNSON, DARREN GLEN · VICE PRESIDENT/CHIEF FINANCIAL AND OPERATIONS PRINCIPAL · Less than 5% · control person
  • ListedTEJKL, KAREN ELIZABETH · VICE PRESIDENT/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedUNIVEST CORPORATION OF PENNSYLVANIA · PARENT · 75% or more · indirect via UNIVEST NATIONAL BANK AND TRUST CO. · control person
  • ListedUNIVEST NATIONAL BANK AND TRUST CO. · HOLDING COMPANY · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

UNIVEST FINANCIAL Corp Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $127.5M 6.26% 1,450,436 SH
2 VANGUARD STAR FDS VXUS 921909768 $119.9M 5.88% 1,401,983 SH
3 APPLE INC AAPL 037833100 $85.5M 4.20% 295,515 SH
4 ALPHABET INC GOOGL 02079K305 $62.9M 3.09% 176,002 SH
5 VANGUARD STAR FDS VXUS 921909768 $60.8M 2.99% 711,524 SH
6 ISHARES TR IUSB 46434V613 $58.7M 2.88% 1,271,672 SH
7 MICRON TECHNOLOGY INC MU 595112103 $52.1M 2.56% 45,138 SH
8 MICROSOFT CORP MSFT 594918104 $51.5M 2.53% 138,092 SH
9 NVIDIA CORPORATION NVDA 67066G104 $49.5M 2.43% 247,179 SH
10 SPDR SERIES TRUST SPAB 78464A649 $48.7M 2.39% 1,908,999 SH
11 AMAZON COM INC AMZN 023135106 $46.7M 2.29% 196,092 SH
12 BROADCOM INC AVGO 11135F101 $39.3M 1.93% 103,938 SH
13 SPDR SERIES TRUST SPYM 78464A854 $32.4M 1.59% 368,475 SH
14 ELI LILLY & CO LLY 532457108 $29.1M 1.43% 24,292 SH
15 META PLATFORMS INC META 30303M102 $26.3M 1.29% 46,679 SH
16 VANGUARD INDEX FDS VOO 922908363 $24.2M 1.19% 35,286 SH
17 NEXTERA ENERGY INC NEE 65339F101 $22.3M 1.09% 253,539 SH
18 APPLIED MATLS INC AMAT 038222105 $21.8M 1.07% 30,209 SH
19 ALPHABET INC GOOGL 02079K305 $21.6M 1.06% 60,365 SH
20 SELECT SECTOR SPDR TR XLE 81369Y506 $21.3M 1.04% 400,814 SH
21 MICRON TECHNOLOGY INC MU 595112103 $19.4M 0.95% 16,826 SH
22 VISA INC V 92826C839 $19.2M 0.94% 55,902 SH
23 VANGUARD WORLD FD MGK 921910816 $17.0M 0.83% 192,928 SH
24 AMAZON COM INC AMZN 023135106 $16.4M 0.81% 68,992 SH
25 NVIDIA CORPORATION NVDA 67066G104 $16.3M 0.80% 81,415 SH
26 APPLE INC AAPL 037833100 $16.0M 0.78% 55,162 SH
27 ISHARES TR MUB 464288414 $15.7M 0.77% 146,050 SH
28 MICROSOFT CORP MSFT 594918104 $15.1M 0.74% 40,497 SH
29 SPDR SERIES TRUST SPYG 78464A409 $15.1M 0.74% 126,872 SH
30 VANGUARD INDEX FDS VTV 922908744 $14.9M 0.73% 68,375 SH
31 S&P GLOBAL INC SPGI 78409V104 $14.2M 0.70% 34,894 SH
32 UNITEDHEALTH GROUP INC UNH 91324P102 $14.0M 0.69% 33,804 SH
33 BLACKROCK INC BLK 09290D101 $13.7M 0.67% 14,213 SH
34 UNIVEST FINANCIAL CORPORATIO UVSP 915271100 $12.7M 0.63% 291,257 SH
35 JOHNSON & JOHNSON JNJ 478160104 $12.7M 0.62% 49,924 SH
36 COSTCO WHOLESALE CORPORATION COST 22160K105 $12.6M 0.62% 13,435 SH
37 BROADCOM INC AVGO 11135F101 $12.1M 0.59% 32,048 SH
38 THERMO FISHER SCIENTIFIC INC TMO 883556102 $11.8M 0.58% 23,450 SH
39 FAIR ISAAC CORP FICO 303250104 $11.1M 0.55% 9,308 SH
40 UNITED RENTALS INC URI 911363109 $10.9M 0.53% 9,586 SH
41 SYNOPSYS INC SNPS 871607107 $10.4M 0.51% 23,317 SH
42 ELI LILLY & CO LLY 532457108 $10.3M 0.50% 8,575 SH
43 SPDR SERIES TRUST SPAB 78464A649 $9.8M 0.48% 384,488 SH
44 VANGUARD INDEX FDS VTI 922908769 $9.8M 0.48% 26,368 SH
45 JPMORGAN CHASE & CO JPM 46625H100 $9.4M 0.46% 28,791 SH
46 ARISTA NETWORKS INC ANET 040413205 $9.3M 0.46% 54,727 SH
47 AMERICAN EXPRESS CO AXP 025816109 $9.3M 0.45% 27,376 SH
48 PHILIP MORRIS INTL INC PM 718172109 $9.1M 0.45% 50,313 SH
49 UNIVEST FINANCIAL CORPORATIO UVSP 915271100 $9.1M 0.45% 207,336 SH
50 META PLATFORMS INC META 30303M102 $9.0M 0.44% 15,965 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $2.04B 478 0000102212-26-000038
2026-03-31 2026-05-01 $1.78B 444 0000102212-26-000029
2025-12-31 2026-02-04 $1.89B 452 0000102212-26-000008
Filer Information
Address
14 NORTH MAIN STREET
PO BOX 197
SOUDERTON, PA 18964
Phone
(215) 721-2400
Filing Manager
UNIVEST FINANCIAL Corp
SOUDERTON, PA
Signatory
Beth Nauman
Compliance Trust Officer