UNIVEST FINANCIAL Corp

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CIK 102212

13F portfolio (2026-Q1)

$1.8B

Positions

254

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

254

Top 5

29.6%

Top 10

44.5%

Effective N

35.0

HHI

0.029

This quarter

8 new · 0 exit →

By sector

Unclassified35.9%

Information Technology20.8%

Consumer Discretionary8.7%

Financials8.3%

Industrials7.7%

Communication Services6.6%

Health Care5.2%

Utilities2.2%

Other4.6%

By market cap

Mega (>$200B)38.0%

Unknown35.9%

Large ($10–200B)24.4%

Small ($300M–2B)1.0%

Mid ($2–10B)0.7%

Micro (<$300M)0.0%

By region

North America64.1%

Other35.9%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	36.08%	78
Semiconductors & Semiconductor Equipment	7.71%	7
Specialty Retail	7.15%	13
Technology Hardware & Equipment	6.99%	8
Software & IT Services	6.28%	4
Software	5.95%	12
Commercial Services & Supplies	5.89%	13
Pharmaceuticals & Biotechnology	4.75%	11
Banks	3.12%	9
Utilities	2.19%	11
Capital Markets	2.14%	7
Aerospace & Defense	1.50%	7
Insurance	1.18%	7
Equity Real Estate Investment Trusts (REITs)	1.07%	3
Distributors	1.04%	7
Food Products	0.85%	4
Tobacco	0.75%	2
Machinery	0.68%	8
Airlines	0.60%	1
Beverages	0.54%	3
Chemicals	0.54%	3
Oil, Gas & Consumable Fuels	0.53%	4
Construction & Engineering	0.47%	3
Health Care Equipment & Supplies	0.41%	5
Hotels, Restaurants & Leisure	0.32%	4
Road & Rail	0.25%	2
Media & Entertainment	0.22%	2
Metals & Mining	0.20%	4
Automobiles & Components	0.14%	1
Construction Materials	0.12%	1
Diversified Telecommunication Services	0.10%	2
Electrical Equipment & Components	0.09%	3
Life Sciences Tools & Services	0.05%	1
Textiles, Apparel & Luxury Goods	0.04%	1
Entertainment	0.03%	1
Communications Equipment	0.01%	1
Industrial Conglomerates	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VXUS	VANGUARD STAR FDS	Unclassified	9.22%
2	SPYM	SPDR SERIES TRUST	Unclassified	7.77%
3	AAPL	Apple Inc.	Information Technology	5.09%
4	GOOGL	Alphabet Inc.	Communication Services	3.85%
5	MSFT	MICROSOFT CORP	Information Technology	3.66%
6	SPAB	SPDR SERIES TRUST	Unclassified	3.48%
7	NVDA	NVIDIA CORP	Information Technology	3.10%
8	AMZN	AMAZON COM INC	Consumer Discretionary	3.08%
9	IUSB	ISHARES TR	Unclassified	2.86%
10	AVGO	Broadcom Inc.	Information Technology	2.42%

177/254 names classified · sector 64.1% of weight · industry 63.9% · mkt cap 64.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsUVSP, V, JPM, PNC, TROW · other

Information TechnologyAAPL, MSFT, AVGO, NVDA, DOX · other

Consumer DiscretionaryHD, COST, TEL, AMZN, ORLY · other

Health CareJNJ, ABBV, AMGN, GILD, REGN · other

IndustrialsHON, UNP, GPN, BKNG, FISV · other

Communication ServicesGOOGL, DIS, META, CMCSA, T · other

MaterialsNKE, KMB, APD, PG, EL · other

EnergyOXY, COP, SLB, XOM, SU · other

Consumer StaplesKO, PM, CVS, STZ, GIS · other

UtilitiesNEE, PPL, EXC, SRE, KMI · other

Real EstateAMT, EQIX, PLD, MPT

UnclassifiedVXUS, VOO, SPYM, SPAB, BND · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 64.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (170 classified)UNIVEST FINANCIAL Corp centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesHealth CareUtilitiesConsumer StaplesReal EstateMaterialsEnergy

Style box summary for UNIVEST FINANCIAL Corp: centroid Large Core. Heaviest cells: Large Growth 35.1%, Large Core 12.7%, Large Value 4.8%.

Classified: 63.2% of book weight (170/254 names) · unclassified 36.8%: VXUS, SPYM, SPAB, IUSB, XLE, VOO, SPYG, MUB, MGK, VTV +74 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 254 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VXUSVANGUARD STAR FDS	2,129,230	$164M	9.2%	HOLD
2	SPYMSPDR SERIES TRUST	1,807,986	$138M	7.8%	ADD 6%
3	AAPLAPPLE INC	356,996	$91M	5.1%	TRIM −4%
4	GOOGLALPHABET INC	238,130	$68M	3.8%	TRIM −11%
5	MSFTMICROSOFT CORP	176,049	$65M	3.7%	ADD 13%
6	SPABSPDR SERIES TRUST	2,415,915	$62M	3.5%	TRIM −21%
7	NVDANVIDIA CORPORATION	316,215	$55M	3.1%	ADD 8%
8	AMZNAMAZON COM INC	263,495	$55M	3.1%	ADD 9%
9	IUSBISHARES TR	1,101,390	$51M	2.9%	ADD 10%
10	AVGOBROADCOM INC	139,483	$43M	2.4%	ADD 5%
11	METAMETA PLATFORMS INC	62,410	$36M	2.0%	HOLD
12	XLESELECT SECTOR SPDR TR	549,718	$34M	1.9%	TRIM −7%
13	NEENEXTERA ENERGY INC	337,401	$31M	1.8%	TRIM −5%
14	LLYELI LILLY & CO	32,445	$30M	1.7%	TRIM −3%
15	VOOVANGUARD INDEX FDS	40,527	$24M	1.4%	ADD 2%
16	VVISA INC	78,155	$24M	1.3%	ADD 19%
17	MUMICRON TECHNOLOGY INC	65,083	$22M	1.2%	TRIM −27%
18	SPGIS&P GLOBAL INC	46,126	$20M	1.1%	ADD 30%
19	COSTCOSTCO WHSL CORP NEW	18,350	$18M	1.0%	HOLD
20	UVSPUNIVEST FINANCIAL CORPORATIO	501,751	$17M	1.0%	TRIM −19%
21	BLKBLACKROCK INC	17,605	$17M	1.0%	HOLD
22	JNJJOHNSON & JOHNSON	68,513	$17M	0.9%	HOLD
23	TMOTHERMO FISHER SCIENTIFIC INC	33,259	$16M	0.9%	TRIM −3%
24	SPYGSPDR SERIES TRUST STATE STREET SPD	159,312	$16M	0.9%	ADD 41%
25	MUBISHARES TR	143,747	$15M	0.9%	ADD 5%
26	LHXL3HARRIS TECHNOLOGIES INC	43,191	$15M	0.8%	TRIM −12%
27	MGKVanguard Mega Cap Growth ETF	39,324	$14M	0.8%	ADD 344%
28	TJXTJX COS INC NEW	88,835	$14M	0.8%	TRIM −5%
29	AMATAPPLIED MATLS INC	40,954	$14M	0.8%	TRIM −26%
30	UNHUNITEDHEALTH GROUP INC	49,671	$13M	0.8%	ADD 47%
31	TELTE CONNECTIVITY PLC	62,867	$13M	0.7%	TRIM −5%
32	PMPHILIP MORRIS INTL INC	76,913	$13M	0.7%	TRIM −6%
33	AXPAMERICAN EXPRESS CO	41,720	$13M	0.7%	HOLD
34	FICOFAIR ISAAC CORP	11,557	$12M	0.7%	ADD 148%
35	SNPSSYNOPSYS INC	30,562	$12M	0.7%	ADD 108%
36	VTVVANGUARD INDEX FDS	61,450	$12M	0.7%	ADD 14%
37	MDYGSPDR SERIES TRUST	121,342	$12M	0.7%	TRIM −62%
38	URIUNITED RENTALS INC	15,838	$12M	0.6%	ADD 9%
39	AMTAMERICAN TOWER CORP	65,143	$11M	0.6%	ADD 46%
40	REGNREGENERON PHARMACEUTICALS	14,206	$11M	0.6%	TRIM −27%
41	CRMSALESFORCE INC	58,676	$11M	0.6%	ADD 29%
42	FDXFEDEX CORP	29,814	$11M	0.6%	TRIM −19%
43	JPMJPMORGAN CHASE & CO	34,146	$10M	0.6%	TRIM −7%
44	SHWSHERWIN WILLIAMS CO	30,950	$10M	0.6%	TRIM −13%
45	VTIVANGUARD INDEX FDS	30,351	$10M	0.5%	ADD 5%
46	MDLZMONDELEZ INTL INC	159,513	$9M	0.5%	ADD 26%
47	SCHWSCHWAB CHARLES CORP	97,251	$9M	0.5%	TRIM −17%
48	BRBROADRIDGE FINL SOLUTIONS IN	50,636	$8M	0.5%	NEW
49	ULTAULTA BEAUTY INC	15,628	$8M	0.5%	TRIM −9%
50	BACBANK AMERICA CORP	159,624	$8M	0.4%	ADD 7%
51	GOOGALPHABET INC	26,004	$7M	0.4%	TRIM −2%
52	ANETARISTA NETWORKS INC	57,383	$7M	0.4%	HOLD
53	EMEEMCOR GROUP INC	8,878	$7M	0.4%	TRIM −8%
54	ADBEADOBE INC	26,895	$7M	0.4%	ADD 124%
55	MAMASTERCARD INCORPORATED	12,782	$6M	0.4%	ADD 13%
56	CASYCASEYS GEN STORES INC	8,731	$6M	0.4%	TRIM −6%
57	ZTSZOETIS INC	52,495	$6M	0.3%	ADD 73%
58	ACNACCENTURE PLC IRELAND	30,185	$6M	0.3%	ADD 61%
59	EQIXEQUINIX INC	5,915	$6M	0.3%	ADD 16%
60	ICEINTERCONTINENTAL EXCHANGE IN	36,848	$6M	0.3%	ADD 8%
61	TDTORONTO DOMINION BK ONT	60,658	$6M	0.3%	HOLD
62	HDHOME DEPOT INC	17,172	$6M	0.3%	TRIM −6%
63	WMTWALMART INC	45,350	$6M	0.3%	HOLD
64	ECLECOLAB INC	21,148	$6M	0.3%	HOLD
65	XOMEXXON MOBIL CORP	32,378	$5M	0.3%	TRIM −10%
66	UBERUBER TECHNOLOGIES INC	73,514	$5M	0.3%	ADD 15%
67	LMTLOCKHEED MARTIN CORP	8,429	$5M	0.3%	TRIM −16%
68	SPSMSPDR SERIES TRUST	103,204	$5M	0.3%	TRIM −62%
69	FTNTFORTINET INC	59,323	$5M	0.3%	ADD 10%
70	PHPARKER-HANNIFIN CORP	5,243	$5M	0.3%	TRIM −10%
71	MNSTMONSTER BEVERAGE CORP NEW	62,702	$5M	0.3%	TRIM −9%
72	MCDMCDONALDS CORP	14,259	$4M	0.2%	ADD 8%
73	PEPPEPSICO INC	28,510	$4M	0.2%	TRIM −4%
74	AMGNAMGEN INC	12,569	$4M	0.2%	TRIM −5%
75	XLKSELECT SECTOR SPDR TR	32,504	$4M	0.2%	TRIM −70%
76	JNKSPDR SER TR	44,363	$4M	0.2%	ADD 17%
77	ISRGINTUITIVE SURGICAL INC	9,180	$4M	0.2%	ADD 7%
78	MBBISHARES TR	42,806	$4M	0.2%	ADD 13%
79	TDGTRANSDIGM GROUP INC	3,504	$4M	0.2%	ADD 4%
80	DARDARLING INGREDIENTS INC	64,246	$4M	0.2%	TRIM −19%
81	SPDWSPDR INDEX SHS FDS	84,519	$4M	0.2%	ADD 6%
82	EXLSEXLSERVICE HOLDINGS INC	126,092	$4M	0.2%	ADD 27%
83	IDXXIDEXX LABS INC	6,590	$4M	0.2%	HOLD
84	SPYSTATE STR SPDR S&P 500 ETF T	5,672	$4M	0.2%	TRIM −6%
85	CSCOCISCO SYS INC	46,052	$4M	0.2%	HOLD
86	VTEBVANGUARD MUN BD FDS	68,839	$3M	0.2%	TRIM −19%
87	PGPROCTER AND GAMBLE CO	22,878	$3M	0.2%	TRIM −3%
88	BNDXVANGUARD CHARLOTTE FDS	68,772	$3M	0.2%	ADD 17%
89	VRTXVERTEX PHARMACEUTICALS INC	7,063	$3M	0.2%	ADD 16%
90	UNPUNION PAC CORP	12,734	$3M	0.2%	TRIM −8%
91	MRSHMARSH & MCLENNAN COS INC	17,731	$3M	0.2%	ADD 21%
92	GLWCORNING INC	22,407	$3M	0.2%	TRIM −21%
93	ABTABBOTT LABS	29,397	$3M	0.2%	ADD 25%
94	VOEVANGUARD INDEX FDS	16,374	$3M	0.2%	ADD 17%
95	WMWASTE MGMT INC DEL	13,131	$3M	0.2%	TRIM −4%
96	MRKMERCK & CO INC	25,039	$3M	0.2%	TRIM −5%
97	BXBLACKSTONE INC	26,075	$3M	0.2%	ADD 9%
98	VUGVANGUARD INDEX FDS	6,802	$3M	0.2%	HOLD
99	ABNBAIRBNB INC	22,718	$3M	0.2%	ADD 12%
100	NOWSERVICENOW INC	27,439	$3M	0.2%	ADD 38%
101	CATCATERPILLAR INC	4,046	$3M	0.2%	TRIM −2%
102	IJHISHARES TR	40,648	$3M	0.2%	HOLD
103	IJRISHARES TR	21,508	$3M	0.2%	HOLD
104	NFLXNETFLIX INC	27,315	$3M	0.1%	HOLD
105	SLYVSPDR SERIES TRUST	27,486	$3M	0.1%	TRIM −3%
106	IVVISHARES TR	3,960	$3M	0.1%	TRIM −9%
107	INTUINTUIT	5,975	$3M	0.1%	ADD 83%
108	CMECME GROUP INC	8,683	$3M	0.1%	HOLD
109	BRK.BBERKSHIRE HATHAWAY INC DEL	5,332	$3M	0.1%	HOLD
110	TSLATESLA INC	6,681	$2M	0.1%	ADD 3%
111	SLYGSPDR SERIES TRUST	25,521	$2M	0.1%	ADD 15%
112	ADIANALOG DEVICES INC	7,498	$2M	0.1%	TRIM −11%
113	POOLPOOL CORP	11,617	$2M	0.1%	TRIM −44%
114	RMDRESMED INC	9,994	$2M	0.1%	ADD 10%
115	CRHCRH PLC	20,200	$2M	0.1%	TRIM −13%
116	BMYBRISTOL-MYERS SQUIBB CO	34,205	$2M	0.1%	HOLD
117	METMETLIFE INC	28,848	$2M	0.1%	TRIM −4%
118	XLVSELECT SECTOR SPDR TR	13,619	$2M	0.1%	TRIM −77%
119	PLDPROLOGIS INC.	14,987	$2M	0.1%	TRIM −10%
120	XLPSELECT SECTOR SPDR TR	23,892	$2M	0.1%	TRIM −69%
121	EFVISHARES TR	25,932	$2M	0.1%	HOLD
122	QQQINVESCO QQQ TR	3,275	$2M	0.1%	TRIM −14%
123	SSNCSS&C TECHNOLOGIES HLDGS INC	27,488	$2M	0.1%	TRIM −80%
124	DTDYNATRACE INC	49,010	$2M	0.1%	ADD 75%
125	COPCONOCOPHILLIPS	12,766	$2M	0.1%	ADD 3%
126	CVXCHEVRON CORP NEW	8,128	$2M	0.1%	HOLD
127	WSOWATSCO INC	4,539	$2M	0.1%	ADD 4%
128	ETRENTERGY CORP NEW	14,480	$2M	0.1%	TRIM −2%
129	WECWEC ENERGY GROUP INC	13,559	$2M	0.1%	ADD 18%
130	ABBVABBVIE INC	6,937	$2M	0.1%	TRIM −3%
131	BILSPDR SERIES TRUST	16,380	$2M	0.1%	TRIM −85%
132	INGRINGREDION INC	13,001	$1M	0.1%	ADD 26%
133	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	0.1%	HOLD
134	DFACDIMENSIONAL ETF TRUST	35,817	$1M	0.1%	TRIM −3%
135	XLCSELECT SECTOR SPDR TR	12,490	$1M	0.1%	TRIM −40%
136	IEFAISHARES TR	15,201	$1M	0.1%	TRIM −14%
137	XLFSELECT SECTOR SPDR TR	27,806	$1M	0.1%	TRIM −42%
138	CMCSACOMCAST CORP NEW	47,189	$1M	0.1%	ADD 77%
139	VZVERIZON COMMUNICATIONS INC	26,842	$1M	0.1%	ADD 15%
140	SNASNAP ON INC	3,693	$1M	0.1%	ADD 4%
141	NSCNORFOLK SOUTHN CORP	4,574	$1M	0.1%	HOLD
142	VNQVANGUARD INDEX FDS	14,280	$1M	0.1%	TRIM −69%
143	XLYSELECT SECTOR SPDR TR	11,470	$1M	0.1%	TRIM −73%
144	FASTFASTENAL CO	26,909	$1M	0.1%	HOLD
145	MCOMOODYS CORP	2,850	$1M	0.1%	NEW
146	CINFCINCINNATI FINL CORP	7,818	$1M	0.1%	TRIM −17%
147	ETNEATON CORP PLC	3,262	$1M	0.1%	HOLD
148	KMIKINDER MORGAN INC DEL	34,393	$1M	0.1%	TRIM −2%
149	PWRQUANTA SVCS INC	2,090	$1M	0.1%	HOLD
150	SPEMSPDR INDEX SHS FDS	24,364	$1M	0.1%	ADD 29%
151	ROPROPER TECHNOLOGIES INC	3,222	$1M	0.1%	TRIM −73%
152	ROSTROSS STORES INC	5,229	$1M	0.1%	HOLD
153	VEAVANGUARD TAX-MANAGED FDS	17,000	$1M	0.1%	ADD 9%
154	LOWLOWES COS INC	4,267	$1M	0.1%	HOLD
155	RTXRTX CORPORATION	5,093	$982,400	0.1%	ADD 5%
156	ORCLORACLE CORP	6,528	$960,339	0.1%	TRIM −3%
157	EFXEQUIFAX INC	5,250	$945,368	0.1%	HOLD
158	XYLXYLEM INC	7,601	$908,320	0.1%	NEW
159	IYWISHARES TR	4,934	$895,126	0.1%	TRIM −5%
160	CEGCONSTELLATION ENERGY CORP	3,048	$851,154	0.0%	HOLD
161	DGROISHARES CORE DIVIDEND GROWTH ETF	11,539	$809,812	0.0%	ADD 5%
162	AAGILENT TECHNOLOGIES INC	7,052	$803,818	0.0%	TRIM −24%
163	HONHONEYWELL INTL INC	3,465	$783,111	0.0%	TRIM −5%
164	GEGE AEROSPACE	2,709	$768,733	0.0%	HOLD
165	WSFSWSFS FINL CORP	11,616	$760,383	0.0%	HOLD
166	PPLPPL CORP	19,683	$751,877	0.0%	HOLD
167	VGSHVANGUARD SHORT-TERM TREASURY ETF	12,763	$747,146	0.0%	ADD 17%
168	EFGISHARES TR	6,625	$737,881	0.0%	ADD 9%
169	KOCOCA COLA CO	9,538	$725,371	0.0%	TRIM −39%
170	LINLINDE PLC	1,451	$719,348	0.0%	HOLD
171	IWRISHARES TR	7,332	$712,874	0.0%	TRIM −28%
172	VGTVANGUARD WORLD FD	991	$691,441	0.0%	HOLD
173	MOALTRIA GROUP INC	10,184	$672,057	0.0%	HOLD
174	IWPISHARES TR	5,071	$649,718	0.0%	HOLD
175	DHID R HORTON INC	4,679	$642,028	0.0%	TRIM −9%
176	CTASCINTAS CORP	3,769	$637,524	0.0%	HOLD
177	PNCPNC FINL SVCS GROUP INC	3,049	$634,395	0.0%	TRIM −11%
178	VDEVANGUARD WORLD FD	3,660	$633,326	0.0%	TRIM −29%
179	IBMINTERNATIONAL BUSINESS MACHS	2,559	$620,346	0.0%	HOLD
180	DISDISNEY WALT CO	6,371	$613,991	0.0%	TRIM −3%
181	SYKSTRYKER CORPORATION	1,847	$606,826	0.0%	HOLD
182	IWFISHARES TR	1,370	$584,168	0.0%	TRIM −12%
183	SBUXSTARBUCKS CORP	6,480	$580,586	0.0%	TRIM −2%
184	GEVGE VERNOVA INC	665	$580,479	0.0%	ADD 6%
185	VBRVANGUARD INDEX FDS	2,635	$572,481	0.0%	HOLD
186	HSYHERSHEY CO	2,686	$558,393	0.0%	HOLD
187	ORLYOREILLY AUTOMOTIVE INC	5,990	$552,937	0.0%	TRIM −5%
188	ITOTISHARES TR	3,790	$539,810	0.0%	TRIM −14%
189	PSXPHILLIPS 66	2,955	$538,386	0.0%	TRIM −4%
190	GLDSPDR GOLD TR	1,244	$535,281	0.0%	TRIM −32%
191	MCKMCKESSON CORP	610	$527,870	0.0%	HOLD
192	VEEVVEEVA SYS INC	3,000	$526,980	0.0%	TRIM −71%
193	IXUSISHARES TR	5,884	$509,822	0.0%	HOLD
194	SPMDSPDR SERIES TRUST	8,515	$504,259	0.0%	TRIM −75%
195	IWOISHARES TR	1,606	$503,927	0.0%	HOLD
196	XLISELECT SECTOR SPDR TR	2,951	$477,318	0.0%	TRIM −72%
197	CBCHUBB LIMITED	1,453	$473,576	0.0%	HOLD
198	TAT&T INC	16,145	$468,057	0.0%	TRIM −2%
199	EXCEXELON CORP	9,209	$451,425	0.0%	ADD 90%
200	VBVANGUARD INDEX FDS	1,719	$450,323	0.0%	TRIM −16%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VXUSVANGUARD STAR FDS

2.2M

2.0M

1.9M

2.1M

$164M

SPYMSPDR SERIES TRUST

1.6M

1.8M

1.7M

1.8M

$138M

AAPLAPPLE INC

400K

398K

382K

374K

373K

357K

$91M

GOOGLALPHABET INC

229K

249K

292K

280K

266K

238K

$68M

MSFTMICROSOFT CORP

160K

166K

167K

156K

155K

176K

$65M

SPABSPDR SERIES TRUST

2.2M

2.9M

3.0M

3.1M

2.4M

$62M

NVDANVIDIA CORPORATION

118K

273K

321K

278K

292K

316K

$55M

AMZNAMAZON COM INC

193K

206K

242K

263K

$55M

IUSBISHARES TR

747K

683K

733K

833K

997K

1.1M

$51M

AVGOBROADCOM INC

153K

151K

156K

133K

139K

$43M

METAMETA PLATFORMS INC

64K

62K

64K

61K

62K

$36M

XLESELECT SECTOR SPDR TR

273K

276K

307K

298K

591K

550K

$34M

NEENEXTERA ENERGY INC

314K

346K

350K

358K

356K

337K

$31M

LLYELI LILLY & CO

18K

28K

34K

33K

32K

$30M

VOOVANGUARD INDEX FDS

45K

44K

43K

40K

41K

$24M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆UNIVEST FINANCIAL Corp