Institutional Fund
Univest Financial Corp
Souderton, PACIK 1022125 filings on record
Portfolio Value
$1.78B
Q1 2026
Holdings
254
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-5.6%
from $1.89B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Star Fds9.2%
- Spdr Series Trust7.8%
- Apple Inc5.1%
- Alphabet Inc3.8%
- Microsoft Corp3.7%
- Spdr Series Trust3.5%
- Other66.9%
Portfolio Holdings
254 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 2.13M | $164.18M | 9.2% | +26.5K | Added |
| 2 | Spdr Series Trust | 1.81M | $138.38M | 7.8% | +102.3K | Added |
| 3 | Apple Inc | 357.0K | $90.60M | 5.1% | −15.7K | Reduced |
| 4 | Alphabet Inc | 238.1K | $68.48M | 3.8% | −28.1K | Reduced |
| 5 | Microsoft Corp | 176.0K | $65.17M | 3.7% | +20.7K | Added |
| 6 | Spdr Series Trust | 2.42M | $61.90M | 3.5% | −658.7K | Reduced |
| 7 | Nvidia Corporation | 316.2K | $55.15M | 3.1% | +24.5K | Added |
| 8 | Amazon Com Inc | 263.5K | $54.88M | 3.1% | +21.9K | Added |
| 9 | Ishares Tr | 1.10M | $50.87M | 2.9% | +104.6K | Added |
| 10 | Broadcom Inc | 139.5K | $43.17M | 2.4% | +6.2K | Added |
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