UNIVEST FINANCIAL Corp

SOUDERTON, PA · CIK 102212 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityUnivest Financial Corporation (US)

Other 13F filers in this group: Univest Bank & Trust Co. files a notice

Kindinstitutions, bank or insurer
Others nearbyAllentown, PA, Souderton, PA, King Of Prussia, PA
FamilyUNIVEST FINANCIAL Corp · 3 related pages

$2.0bn reported value +14.4% vs Q1 2026

275positions

45.4%in top 10

27 new 137 added 87 reduced 6 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

GIRARD ADVISORY SERVICES, LLC – reports through this filing
Univest Bank & Trust Co. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	2,151,995	$184.0m9.03%	9.03%	Added +22.8k	+22,765 1.1%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	1,833,570	$161.1m7.91%	7.91%	Added +25.6k	+25,584 1.4%
3	APPLE INC COM AAPL	AAPL	357,455	$103.4m5.08%	5.08%	Added +459	+459 0.1%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	241,488	$86.3m4.24%	4.24%	Added +3.4k	+3,358 1.4%
5	MICRON TECHNOLOGY INC COM MU	MU	62,206	$71.8m3.52%	3.52%	Reduced -2.9k	-2,877 -4.4%
6	MICROSOFT CORP COM MSFT	MSFT	183,288	$68.4m3.36%	3.36%	Added +7.2k	+7,239 4.1%
7	NVIDIA CORPORATION COM NVDA	NVDA	330,307	$66.1m3.24%	3.24%	Added +14.1k	+14,092 4.5%
8	AMAZON COM INC COM AMZN	AMZN	269,380	$64.2m3.15%	3.15%	Added +5.9k	+5,885 2.2%
9	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	2,350,569	$60.0m2.94%	2.94%	Reduced -65.3k	-65,346 -2.7%
10	ISHARES TR CORE TOTAL USD IUSB	IUSB	1,278,847	$59.0m2.90%	2.90%	Added +177.5k	+177,457 16.1%
11	BROADCOM INC COM AVGO	AVGO	140,274	$53.0m2.60%	2.60%	Added +791	+791 0.6%
12	ELI LILLY & CO COM LLY	LLY	33,820	$40.6m1.99%	1.99%	Added +1.4k	+1,375 4.2%
13	META PLATFORMS INC CL A META	META	63,725	$35.9m1.76%	1.76%	Added +1.3k	+1,315 2.1%
14	NEXTERA ENERGY INC COM NEE	NEE	344,774	$30.3m1.49%	1.49%	Added +7.4k	+7,373 2.2%
15	SELECT SECTOR SPDR TR ENERGY XLE	XLE	560,453	$29.8m1.46%	1.46%	Added +10.7k	+10,735 1.9%
16	APPLIED MATLS INC COM AMAT	AMAT	37,614	$27.2m1.33%	1.33%	Reduced -3.3k	-3,340 -8.2%
17	VISA INC COM CL A V	V	76,949	$26.4m1.30%	1.30%	Reduced -1.2k	-1,206 -1.5%
18	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	37,714	$25.9m1.27%	1.27%	Reduced -2.8k	-2,813 -6.9%
19	UNIVEST FINANCIAL CORPORATIO COM UVSP	UVSP	503,433	$22.0m1.08%	1.08%	Added +1.7k	+1,682 0.3%
20	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	172,593	$20.5m1.01%	1.01%	Added +13.3k	+13,281 8.3%
21	S&P GLOBAL INC COM SPGI	SPGI	50,216	$20.5m1.00%	1.00%	Added +4.1k	+4,090 8.9%
22	UNITEDHEALTH GROUP INC COM UNH	UNH	48,034	$20.0m0.98%	0.98%	Reduced -1.6k	-1,637 -3.3%
23	BLACKROCK INC COM BLK	BLK	18,503	$17.8m0.87%	0.87%	Added +898	+898 5.1%
24	JOHNSON & JOHNSON COM JNJ	JNJ	69,498	$17.7m0.87%	0.87%	Added +985	+985 1.4%
25	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	195,558	$17.2m0.84%	0.84%	Reduced -1.1k	-1,062 -0.5%
26	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	33,810	$17.0m0.83%	0.83%	Added +551	+551 1.7%
27	UNITED RENTALS INC COM URI	URI	14,756	$16.7m0.82%	0.82%	Reduced -1.1k	-1,082 -6.8%
28	COSTCO WHSL CORP NEW COM COST	COST	17,673	$16.5m0.81%	0.81%	Reduced -677	-677 -3.7%
29	FAIR ISAAC CORP COM FICO	FICO	13,791	$16.5m0.81%	0.81%	Added +2.2k	+2,234 19.3%
30	ISHARES TR NATIONAL MUN ETF MUB	MUB	148,493	$16.0m0.78%	0.78%	Added +4.7k	+4,746 3.3%
31	VANGUARD INDEX FDS VALUE ETF VTV	VTV	68,375	$14.9m0.73%	0.73%	Added +6.9k	+6,925 11.3%
32	SYNOPSYS INC COM SNPS	SNPS	32,936	$14.7m0.72%	0.72%	Added +2.4k	+2,374 7.8%
33	AMERICAN EXPRESS CO COM AXP	AXP	40,629	$13.7m0.67%	0.67%	Reduced -1.1k	-1,091 -2.6%
34	PHILIP MORRIS INTL INC COM PM	PM	71,404	$12.9m0.63%	0.63%	Reduced -5.5k	-5,509 -7.2%
35	TJX COS INC NEW COM TJX	TJX	84,502	$12.8m0.63%	0.63%	Reduced -4.3k	-4,333 -4.9%
36	TE CONNECTIVITY PLC ORD SHS TEL	TEL	59,782	$12.1m0.59%	0.59%	Reduced -3.1k	-3,085 -4.9%
37	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	40,557	$11.8m0.58%	0.58%	Reduced -2.6k	-2,634 -6.1%
38	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	30,870	$11.4m0.56%	0.56%	Added +519	+519 1.7%
39	JPMORGAN CHASE & CO COM JPM	JPM	34,423	$11.3m0.55%	0.55%	Added +277	+277 0.8%
40	FORTINET INC COM FTNT	FTNT	71,812	$11.0m0.54%	0.54%	Added +12.5k	+12,489 21.1%
41	ARISTA NETWORKS INC COM SHS ANET	ANET	62,785	$10.7m0.52%	0.52%	Added +5.4k	+5,402 9.4%
42	AMERICAN TOWER CORP NEW COM AMT	AMT	62,911	$10.3m0.51%	0.51%	Reduced -2.2k	-2,232 -3.4%
43	SHERWIN WILLIAMS CO COM SHW	SHW	29,118	$10.0m0.49%	0.49%	Reduced -1.8k	-1,832 -5.9%
44	ALPHABET INC CAP STK CL C GOOG	GOOG	26,450	$9.3m0.46%	0.46%	Added +446	+446 1.7%
45	FEDEX CORP COM FDX	FDX	29,060	$9.1m0.45%	0.45%	Reduced -754	-754 -2.5%
46	SCHWAB CHARLES CORP COM SCHW	SCHW	98,042	$9.0m0.44%	0.44%	Added +791	+791 0.8%
47	BANK AMERICA CORP COM BAC	BAC	155,428	$8.9m0.43%	0.43%	Reduced -4.2k	-4,196 -2.6%
48	SALESFORCE INC COM CRM	CRM	55,576	$8.7m0.43%	0.43%	Reduced -3.1k	-3,100 -5.3%
49	MONDELEZ INTL INC CL A MDLZ	MDLZ	148,902	$8.6m0.42%	0.42%	Reduced -10.6k	-10,611 -6.7%
50	EMCOR GROUP INC COM EME	EME	10,374	$8.6m0.42%	0.42%	Added +1.5k	+1,496 16.9%
51	REGENERON PHARMACEUTICALS COM REGN	REGN	13,072	$8.2m0.40%	0.40%	Reduced -1.1k	-1,134 -8.0%
52	CASEYS GEN STORES INC COM CASY	CASY	9,834	$7.8m0.38%	0.38%	Added +1.1k	+1,103 12.6%
53	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	56,031	$7.7m0.38%	0.38%	Added +5.4k	+5,395 10.7%
54	MASTERCARD INCORPORATED CL A MA	MA	14,840	$7.6m0.37%	0.37%	Added +2.1k	+2,058 16.1%
55	MONSTER BEVERAGE CORP NEW COM MNST	MNST	77,239	$7.4m0.36%	0.36%	Added +14.5k	+14,537 23.2%
56	TORONTO DOMINION BK ONT COM NEW TD	TD	60,658	$7.4m0.36%	0.36%	Unchanged
57	ECOLAB INC COM ECL	ECL	25,343	$7.1m0.35%	0.35%	Added +4.2k	+4,195 19.8%
58	ULTA BEAUTY INC COM ULTA	ULTA	15,329	$6.9m0.34%	0.34%	Reduced -299	-299 -1.9%
59	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	60,974	$6.8m0.34%	0.34%	Reduced -60.4k	-60,368 -49.8%
60	UBER TECHNOLOGIES INC COM UBER	UBER	93,225	$6.7m0.33%	0.33%	Added +19.7k	+19,711 26.8%
61	EQUINIX INC COM EQIX	EQIX	6,431	$6.7m0.33%	0.33%	Added +516	+516 8.7%
62	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	32,897	$6.3m0.31%	0.31%	Added +393	+393 1.2%
63	PARKER-HANNIFIN CORP COM PH	PH	6,359	$6.2m0.31%	0.31%	Added +1.1k	+1,116 21.3%
64	TRANSDIGM GROUP INC COM TDG	TDG	4,263	$5.7m0.28%	0.28%	Added +759	+759 21.7%
65	HOME DEPOT INC COM HD	HD	16,009	$5.6m0.28%	0.28%	Reduced -1.2k	-1,163 -6.8%
66	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	45,554	$5.6m0.28%	0.28%	Added +8.7k	+8,706 23.6%
67	CISCO SYS INC COM CSCO	CSCO	47,520	$5.6m0.27%	0.27%	Added +1.5k	+1,468 3.2%
68	ADOBE INC COM ADBE	ADBE	26,482	$5.4m0.27%	0.27%	Reduced -413	-413 -1.5%
69	CORNING INC COM GLW	GLW	20,740	$5.3m0.26%	0.26%	Reduced -1.7k	-1,667 -7.4%
70	WALMART INC COM WMT	WMT	45,725	$5.2m0.25%	0.25%	Added +375	+375 0.8%
71	ISHARES TR CORE S&P500 ETF IVV	IVV	6,769	$5.1m0.25%	0.25%	Added +2.8k	+2,809 70.9%
72	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	50,759	$4.9m0.24%	0.24%	Added +6.4k	+6,396 14.4%
73	ISHARES TR MBS ETF MBB	MBB	50,634	$4.8m0.23%	0.23%	Added +7.8k	+7,828 18.3%
74	EXXON MOBIL CORP COM XOM	XOM	33,260	$4.5m0.22%	0.22%	Added +882	+882 2.7%
75	AMGEN INC COM AMGN	AMGN	12,536	$4.5m0.22%	0.22%	Reduced -33	-33 -0.3%
76	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	9,049	$4.5m0.22%	0.22%	Added +2.0k	+1,986 28.1%
77	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	11,291	$4.5m0.22%	0.22%	Added +2.1k	+2,111 23.0%
78	LOCKHEED MARTIN CORP COM LMT	LMT	8,606	$4.4m0.22%	0.22%	Added +177	+177 2.1%
79	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	86,389	$4.4m0.21%	0.21%	Added +1.9k	+1,870 2.2%
80	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	167,574	$4.3m0.21%	0.21%	Added +41.5k	+41,482 32.9%
81	IDEXX LABS INC COM IDXX	IDXX	8,076	$4.3m0.21%	0.21%	Added +1.5k	+1,486 22.6%
82	CATERPILLAR INC COM CAT	CAT	3,939	$4.2m0.21%	0.21%	Reduced -107	-107 -2.6%
83	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,565	$4.2m0.20%	0.20%	Reduced -107	-107 -1.9%
84	AIRBNB INC COM CL A ABNB	ABNB	29,013	$4.2m0.20%	0.20%	Added +6.3k	+6,295 27.7%
85	MCDONALDS CORP COM MCD	MCD	14,652	$4.0m0.19%	0.19%	Added +393	+393 2.8%
86	SERVICENOW INC COM NOW	NOW	38,809	$3.9m0.19%	0.19%	Added +11.4k	+11,370 41.4%
87	PEPSICO INC COM PEP	PEP	28,223	$3.8m0.19%	0.19%	Reduced -287	-287 -1.0%
88	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	75,502	$3.8m0.19%	0.19%	Added +6.7k	+6,663 9.7%
89	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	77,977	$3.8m0.19%	0.19%	Added +9.2k	+9,205 13.4%
90	ZOETIS INC CL A ZTS	ZTS	51,865	$3.7m0.18%	0.18%	Reduced -630	-630 -1.2%
91	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	29,916	$3.7m0.18%	0.18%	Reduced -269	-269 -0.9%
92	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	30,443	$3.6m0.18%	0.18%	Added +4.9k	+4,922 19.3%
93	BLACKSTONE INC COM BX	BX	30,399	$3.6m0.18%	0.18%	Added +4.3k	+4,324 16.6%
94	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	18,019	$3.6m0.17%	0.17%	Added +1.6k	+1,645 10.1%
95	PROCTER AND GAMBLE CO COM PG	PG	23,716	$3.5m0.17%	0.17%	Added +838	+838 3.7%
96	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	31,636	$3.5m0.17%	0.17%	Added +4.2k	+4,150 15.1%
97	UNION PAC CORP COM UNP	UNP	12,657	$3.4m0.17%	0.17%	Reduced -77	-77 -0.6%
98	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	39,547	$3.4m0.17%	0.17%	Reduced -1.3k	-1,265 -3.1%
99	DARLING INGREDIENTS INC COM DAR	DAR	61,438	$3.4m0.16%	0.16%	Reduced -2.8k	-2,808 -4.4%
100	MERCK & CO INC COM MRK	MRK	24,610	$3.2m0.16%	0.16%	Reduced -429	-429 -1.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
POOL CORP POOL	POOL	11,617	$2.4m11.6k shares
HONEYWELL INTL INC		1,732	$783.1k1.7k shares
VEEVA SYS INC VEEV	VEEV	3,000	$527.0k3.0k shares
INVESCO EXCH TRADED FD TR II SPHD	SPHD	4,247	$210.7k4.2k shares
ISHARES TR HYG	HYG	2,579	$205.2k2.6k shares
LINKBANCORP INC LNKB	LNKB	11,010	$91.8k11.0k shares