UNIVEST FINANCIAL Corp

Q4 2025 13F-HR Holdings

Location
Souderton, PA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
256
Total value ($000)
$1,886,198
Net value change ($000)
+99,039 (5.5%)
New positions
8
Sold out positions
12
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MDYG 27,222 1114.3%
GOOGL 15,255 22.4%
XLK 13,618 634.6%
LLY 9,720 37.1%
MU 9,273 56.9%
XLV 7,731 615.0%
IUSB 7,484 19.2%
AAPL 6,038 6.3%
VXUS 5,335 3.5%
UVSP 5,048 33.3%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -6,114 -59.3%
POOL -5,928 -55.7%
FISV -5,849 -100.0%
UNH -5,492 -33.0%
MSFT -5,419 -6.7%
MDLZ -4,377 -39.2%
META -4,031 -9.0%
AMT -3,708 -32.2%
ZTS -3,238 -45.9%
SNPS -2,611 -27.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type