§ 13F · FUND PROFILE
UNIVEST FINANCIAL Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 450Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.43M | $110M | 6.2% | +6% |
| 2 | VXUS | VANGUARD STAR FDS | 1.36M | $105M | 5.9% | +1% |
| 3 | AAPL | APPLE INC | 294K | $75M | 4.2% | −4% |
| 4 | VXUS | VANGUARD STAR FDS | 730K | $56M | 3.2% | — |
| 5 | IUSB | ISHARES TR | 1.09M | $51M | 2.8% | +11% |
| 6 | SPAB | SPDR SERIES TRUST | 1.97M | $51M | 2.8% | −21% |
| 7 | GOOGL | ALPHABET INC | 171K | $49M | 2.8% | −11% |
| 8 | MSFT | MICROSOFT CORP | 132K | $49M | 2.7% | +13% |
| 9 | NVDA | NVIDIA CORPORATION | 233K | $41M | 2.3% | +8% |
| 10 | AMZN | AMAZON COM INC | 194K | $40M | 2.3% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNIVEST SIGNAL
AC read
UNIVEST FINANCIAL Corp is a Other fund managing $1.8 billion in assets. The fund runs a broad portfolio of 450 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed