Univest National Bank and Trust

UNIVEST FINANCIAL Corp as of March 31, 2026

Portfolio Holdings for UNIVEST FINANCIAL Corp

UNIVEST FINANCIAL Corp holds 254 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 9.2 $164M 2.1M 77.11
Spdr Series Trust State Street Spd (SPYM) 7.8 $138M 1.8M 76.54
Apple (AAPL) 5.1 $91M 357k 253.79
Alphabet Cap Stk Cl A (GOOGL) 3.8 $69M 238k 287.56
Microsoft Corporation (MSFT) 3.7 $65M 176k 370.17
Spdr Series Trust State Street Spd (SPAB) 3.5 $62M 2.4M 25.62
NVIDIA Corporation (NVDA) 3.1 $55M 316k 174.40
Amazon (AMZN) 3.1 $55M 264k 208.27
Ishares Tr Core Univrsl Usd (IUSB) 2.9 $51M 1.1M 46.19
Broadcom (AVGO) 2.4 $43M 140k 309.51
Meta Platforms Cl A (META) 2.0 $36M 62k 572.13
Select Sector Spdr Tr State Street Ene (XLE) 1.9 $34M 550k 61.26
Nextera Energy (NEE) 1.8 $31M 337k 92.88
Eli Lilly & Co. (LLY) 1.7 $30M 32k 919.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $24M 41k 597.43
Visa Com Cl A (V) 1.3 $24M 78k 302.24
Micron Technology (MU) 1.2 $22M 65k 337.84
S&p Global (SPGI) 1.1 $20M 46k 425.34
Costco Wholesale Corporation (COST) 1.0 $18M 18k 996.43
Univest Corp. of PA (UVSP) 1.0 $17M 502k 34.26
Blackrock (BLK) 1.0 $17M 18k 961.71
Johnson & Johnson (JNJ) 0.9 $17M 69k 244.44
Thermo Fisher Scientific (TMO) 0.9 $16M 33k 491.54
Spdr Series Trust State Street Spd (SPYG) 0.9 $16M 159k 97.91
Ishares Tr National Mun Etf (MUB) 0.9 $15M 144k 106.15
L3harris Technologies (LHX) 0.8 $15M 43k 345.15
Vanguard World Mega Grwth Ind (MGK) 0.8 $14M 39k 367.44
TJX Companies (TJX) 0.8 $14M 89k 159.70
Applied Materials (AMAT) 0.8 $14M 41k 341.79
UnitedHealth (UNH) 0.8 $13M 50k 270.59
Te Connectivity Ord Shs (TEL) 0.7 $13M 63k 209.02
Philip Morris International (PM) 0.7 $13M 77k 165.34
American Express Company (AXP) 0.7 $13M 42k 302.48
Fair Isaac Corporation (FICO) 0.7 $12M 12k 1067.54
Synopsys (SNPS) 0.7 $12M 31k 396.48
Vanguard Index Fds Value Etf (VTV) 0.7 $12M 62k 196.20
Spdr Series Trust State Street Spd (MDYG) 0.7 $12M 121k 95.96
United Rentals (URI) 0.6 $12M 16k 728.56
American Tower Reit (AMT) 0.6 $11M 65k 172.58
Regeneron Pharmaceuticals (REGN) 0.6 $11M 14k 772.64
salesforce (CRM) 0.6 $11M 59k 186.67
FedEx Corporation (FDX) 0.6 $11M 30k 356.18
JPMorgan Chase & Co. (JPM) 0.6 $10M 34k 294.16
Sherwin-Williams Company (SHW) 0.6 $9.9M 31k 320.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.7M 30k 320.81
Mondelez Intl Cl A (MDLZ) 0.5 $9.2M 160k 57.64
Charles Schwab Corporation (SCHW) 0.5 $9.1M 97k 93.98
Broadridge Financial Solutions (BR) 0.5 $8.2M 51k 162.48
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $8.2M 16k 522.71
Bank of America Corporation (BAC) 0.4 $7.8M 160k 48.75
Alphabet Cap Stk Cl C (GOOG) 0.4 $7.5M 26k 286.86
Arista Networks Com Shs (ANET) 0.4 $7.0M 57k 122.78
Emcor (EME) 0.4 $6.6M 8.9k 738.28
Adobe Systems Incorporated (ADBE) 0.4 $6.5M 27k 243.08
Mastercard Incorporated Cl A (MA) 0.4 $6.4M 13k 499.66
Casey's General Stores (CASY) 0.4 $6.4M 8.7k 727.89
Zoetis Cl A (ZTS) 0.3 $6.2M 53k 118.21
Accenture Plc Ireland Shs Class A (ACN) 0.3 $6.0M 30k 198.29
Equinix (EQIX) 0.3 $5.8M 5.9k 980.24
Intercontinental Exchange (ICE) 0.3 $5.8M 37k 157.28
Toronto Dominion Bk Ont Com New (TD) 0.3 $5.7M 61k 93.31
Home Depot (HD) 0.3 $5.6M 17k 328.89
Wal-Mart Stores (WMT) 0.3 $5.6M 45k 124.28
Ecolab (ECL) 0.3 $5.6M 21k 266.02
Exxon Mobil Corporation (XOM) 0.3 $5.5M 32k 169.66
Uber Technologies (UBER) 0.3 $5.3M 74k 71.93
Lockheed Martin Corporation (LMT) 0.3 $5.1M 8.4k 604.40
Spdr Series Trust State Street Spd (SPSM) 0.3 $5.0M 103k 48.32
Fortinet (FTNT) 0.3 $4.8M 59k 81.72
Parker-Hannifin Corporation (PH) 0.3 $4.7M 5.2k 895.24
Monster Beverage Corp (MNST) 0.3 $4.5M 63k 72.46
McDonald's Corporation (MCD) 0.2 $4.4M 14k 310.79
Pepsi (PEP) 0.2 $4.4M 29k 155.29
Amgen (AMGN) 0.2 $4.4M 13k 351.85
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $4.3M 33k 132.90
Spdr Series Trust State Street Spd (JNK) 0.2 $4.2M 44k 95.72
Intuitive Surgical Com New (ISRG) 0.2 $4.2M 9.2k 460.99
Ishares Tr Mbs Etf (MBB) 0.2 $4.1M 43k 94.95
TransDigm Group Incorporated (TDG) 0.2 $4.1M 3.5k 1158.96
Darling International (DAR) 0.2 $4.0M 64k 61.85
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $3.9M 85k 45.65
ExlService Holdings (EXLS) 0.2 $3.8M 126k 30.45
IDEXX Laboratories (IDXX) 0.2 $3.7M 6.6k 561.89
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $3.7M 5.7k 650.34
Cisco Systems (CSCO) 0.2 $3.6M 46k 77.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $3.4M 69k 49.89
Procter & Gamble Company (PG) 0.2 $3.3M 23k 144.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $3.3M 69k 48.05
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $3.2M 7.1k 446.54
Union Pacific Corporation (UNP) 0.2 $3.1M 13k 242.62
Marsh & McLennan Companies (MRSH) 0.2 $3.1M 18k 173.45
Corning Incorporated (GLW) 0.2 $3.0M 22k 135.97
Abbott Laboratories (ABT) 0.2 $3.0M 29k 102.67
Waste Management (WM) 0.2 $3.0M 13k 229.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $3.0M 16k 184.28
Merck & Co (MRK) 0.2 $3.0M 25k 120.29
Blackstone Group Inc Com Cl A (BX) 0.2 $3.0M 26k 114.99
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.0M 6.8k 436.78
Airbnb Com Cl A (ABNB) 0.2 $2.9M 23k 126.28
Servicenow (NOW) 0.2 $2.9M 27k 104.55
Caterpillar (CAT) 0.2 $2.9M 4.0k 708.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.7M 41k 67.53
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $2.7M 22k 124.31
Netflix (NFLX) 0.1 $2.6M 27k 96.15
Spdr Series Trust State Street Spd (SLYV) 0.1 $2.6M 28k 94.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.6M 4.0k 653.21
Intuit (INTU) 0.1 $2.6M 6.0k 432.38
Cme (CME) 0.1 $2.6M 8.7k 295.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.6M 5.3k 479.20
Tesla Motors (TSLA) 0.1 $2.5M 6.7k 371.75
Spdr Series Trust State Street Spd (SLYG) 0.1 $2.5M 26k 96.62
Analog Devices (ADI) 0.1 $2.4M 7.5k 318.16
Pool Corporation (POOL) 0.1 $2.4M 12k 202.33
ResMed (RMD) 0.1 $2.2M 10k 224.48
CRH Ord (CRH) 0.1 $2.1M 20k 105.12
Bristol Myers Squibb (BMY) 0.1 $2.1M 34k 60.65
MetLife (MET) 0.1 $2.0M 29k 70.72
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $2.0M 14k 146.61
Prologis (PLD) 0.1 $2.0M 15k 132.18
Select Sector Spdr Tr State Street Con (XLP) 0.1 $2.0M 24k 81.98
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.9M 26k 74.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.9M 3.3k 577.16
Ss&c Technologies Holding (SSNC) 0.1 $1.9M 28k 67.57
Dynatrace Com New (DT) 0.1 $1.8M 49k 36.98
ConocoPhillips (COP) 0.1 $1.7M 13k 132.00
Chevron Corporation (CVX) 0.1 $1.7M 8.1k 206.90
Watsco, Incorporated (WSO) 0.1 $1.7M 4.5k 363.77
Entergy Corporation (ETR) 0.1 $1.6M 15k 112.36
Wec Energy Group (WEC) 0.1 $1.6M 14k 115.77
Abbvie (ABBV) 0.1 $1.5M 6.9k 217.48
Spdr Series Trust State Street Spd (BIL) 0.1 $1.5M 16k 91.64
Ingredion Incorporated (INGR) 0.1 $1.5M 13k 112.66
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.4M 2.00 718140.00
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.4M 36k 38.86
Select Sector Spdr Tr State Street Com (XLC) 0.1 $1.4M 13k 110.86
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.4M 15k 90.53
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $1.4M 28k 49.37
Comcast Corp Cl A (CMCSA) 0.1 $1.4M 47k 28.71
Verizon Communications (VZ) 0.1 $1.3M 27k 50.20
Snap-on Incorporated (SNA) 0.1 $1.3M 3.7k 363.22
Norfolk Southern (NSC) 0.1 $1.3M 4.6k 287.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.3M 14k 88.70
Select Sector Spdr Tr State Street Con (XLY) 0.1 $1.3M 12k 109.00
Fastenal Company (FAST) 0.1 $1.2M 27k 46.40
Moody's Corporation (MCO) 0.1 $1.2M 2.9k 436.25
Cincinnati Financial Corporation (CINF) 0.1 $1.2M 7.8k 157.35
Eaton Corp SHS (ETN) 0.1 $1.2M 3.3k 357.67
Kinder Morgan (KMI) 0.1 $1.2M 34k 33.53
Quanta Services (PWR) 0.1 $1.1M 2.1k 549.02
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $1.1M 24k 46.91
Roper Industries (ROP) 0.1 $1.1M 3.2k 353.86
Ross Stores (ROST) 0.1 $1.1M 5.2k 216.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.1M 17k 64.08
Lowe's Companies (LOW) 0.1 $1.0M 4.3k 236.28
Raytheon Technologies Corp (RTX) 0.1 $982k 5.1k 192.89
Oracle Corporation (ORCL) 0.1 $960k 6.5k 147.11
Equifax (EFX) 0.1 $945k 5.3k 180.07
Xylem (XYL) 0.1 $908k 7.6k 119.50
Ishares Tr U.s. Tech Etf (IYW) 0.1 $895k 4.9k 181.42
Constellation Energy (CEG) 0.0 $851k 3.0k 279.25
Ishares Tr Core Div Grwth (DGRO) 0.0 $810k 12k 70.18
Agilent Technologies Inc C ommon (A) 0.0 $804k 7.1k 113.98
Honeywell International (HON) 0.0 $783k 3.5k 226.01
Ge Aerospace Com New (GE) 0.0 $769k 2.7k 283.77
WSFS Financial Corporation (WSFS) 0.0 $760k 12k 65.46
PPL Corporation (PPL) 0.0 $752k 20k 38.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $747k 13k 58.54
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $738k 6.6k 111.38
Coca-Cola Company (KO) 0.0 $725k 9.5k 76.05
Linde SHS (LIN) 0.0 $719k 1.5k 495.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $713k 7.3k 97.23
Vanguard World Inf Tech Etf (VGT) 0.0 $691k 991.00 697.72
Altria (MO) 0.0 $672k 10k 65.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $650k 5.1k 128.12
D.R. Horton (DHI) 0.0 $642k 4.7k 137.21
Cintas Corporation (CTAS) 0.0 $638k 3.8k 169.14
PNC Financial Services (PNC) 0.0 $634k 3.0k 208.05
Vanguard World Energy Etf (VDE) 0.0 $633k 3.7k 173.04
International Business Machines (IBM) 0.0 $620k 2.6k 242.42
Walt Disney Company (DIS) 0.0 $614k 6.4k 96.37
Stryker Corporation (SYK) 0.0 $607k 1.8k 328.55
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $584k 1.4k 426.40
Starbucks Corporation (SBUX) 0.0 $581k 6.5k 89.60
Ge Vernova (GEV) 0.0 $581k 665.00 872.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $573k 2.6k 217.26
Hershey Company (HSY) 0.0 $558k 2.7k 207.89
O'reilly Automotive (ORLY) 0.0 $553k 6.0k 92.31
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $540k 3.8k 142.43
Phillips 66 (PSX) 0.0 $538k 3.0k 182.19
Spdr Gold Tr Gold Shs (GLD) 0.0 $535k 1.2k 430.29
McKesson Corporation (MCK) 0.0 $528k 610.00 865.36
Veeva Sys Cl A Com (VEEV) 0.0 $527k 3.0k 175.66
Ishares Tr Core Msci Total (IXUS) 0.0 $510k 5.9k 86.65
Spdr Series Trust State Street Spd (SPMD) 0.0 $504k 8.5k 59.22
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $504k 1.6k 313.78
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $477k 3.0k 161.75
Chubb (CB) 0.0 $474k 1.5k 325.93
At&t (T) 0.0 $468k 16k 28.99
Exelon Corporation (EXC) 0.0 $451k 9.2k 49.02
Vanguard Index Fds Small Cp Etf (VB) 0.0 $450k 1.7k 261.97
Cardinal Health (CAH) 0.0 $446k 2.1k 211.31
Capital One Financial (COF) 0.0 $440k 2.4k 182.43
General Dynamics Corporation (GD) 0.0 $438k 1.3k 343.22
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $437k 11k 38.96
Travelers Companies (TRV) 0.0 $429k 1.5k 291.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $428k 1.7k 257.33
Intel Corporation (INTC) 0.0 $421k 9.5k 44.13
Boeing Company (BA) 0.0 $418k 2.1k 198.99
Marriott Intl Cl A (MAR) 0.0 $410k 1.3k 327.07
Illinois Tool Works (ITW) 0.0 $407k 1.6k 260.29
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $405k 1.4k 287.15
Morgan Stanley Com New (MS) 0.0 $404k 2.5k 164.56
Wells Fargo & Company (WFC) 0.0 $403k 5.1k 79.61
Southern Company (SO) 0.0 $402k 4.2k 96.52
Lam Research Corp Com New (LRCX) 0.0 $373k 1.7k 213.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $367k 12k 30.68
Ishares Gold Tr Ishares New (IAU) 0.0 $362k 4.1k 88.16
Deere & Company (DE) 0.0 $354k 628.00 563.30
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $347k 1.6k 215.06
Nucor Corporation (NUE) 0.0 $344k 2.0k 169.11
Duke Energy Corp Com New (DUK) 0.0 $341k 2.6k 130.94
Allstate Corporation (ALL) 0.0 $326k 1.6k 207.29
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $326k 3.0k 110.47
Emerson Electric (EMR) 0.0 $314k 2.4k 131.02
Palantir Technologies Cl A (PLTR) 0.0 $304k 2.1k 146.28
Trane Technologies SHS (TT) 0.0 $301k 723.00 416.45
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $292k 2.7k 109.67
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $276k 2.4k 113.12
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $274k 3.3k 82.74
Advanced Micro Devices (AMD) 0.0 $261k 1.3k 203.43
Goldman Sachs (GS) 0.0 $260k 307.00 845.99
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $257k 7.6k 33.86
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $255k 2.2k 118.62
AutoZone (AZO) 0.0 $253k 75.00 3377.76
Public Service Enterprise (PEG) 0.0 $252k 3.1k 80.95
Vanguard Index Fds Large Cap Etf (VV) 0.0 $252k 843.00 298.85
AmerisourceBergen (COR) 0.0 $244k 778.00 314.14
Caci Intl Cl A (CACI) 0.0 $237k 435.00 543.87
Becton, Dickinson and (BDX) 0.0 $233k 1.5k 157.23
Qualcomm (QCOM) 0.0 $225k 1.7k 128.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $224k 3.0k 73.64
3M Company (MMM) 0.0 $223k 1.5k 145.24
Ishares Tr Select Divid Etf (DVY) 0.0 $223k 1.5k 151.41
Yum! Brands (YUM) 0.0 $220k 1.4k 155.48
W.W. Grainger (GWW) 0.0 $216k 198.00 1090.81
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $213k 2.3k 93.73
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $211k 4.2k 49.61
Essential Utils (WTRG) 0.0 $209k 5.2k 40.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $205k 2.6k 79.56
Vanguard World Mega Cap Val Etf (MGV) 0.0 $204k 1.4k 144.95
Timkensteel (MTUS) 0.0 $163k 10k 16.34
Linkbancorp (LNKB) 0.0 $92k 11k 8.34
Encore Energy Corp Com New (EU) 0.0 $27k 15k 1.80
Hyperfine Com Cl A (HYPR) 0.0 $12k 11k 1.08