1y return+17.6%S&P 500 +20.9%
3y return+48.3%S&P 500 +68.5%
5y return+43.7%S&P 500 +74.5%
10y return+162.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $262 against $357 in the S&P 500.2
UNIVEST FINANCIAL CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VXUSVanguard Star Fds | $184.0M | 9.0% | +1.1% |
| SPYMSpdr Series Trust | $161.1M | 7.9% | +1.4% |
| AAPLApple Inc | $103.4M | 5.1% | |
| GOOGLAlphabet Inc | $86.3M | 4.2% | +1.4% |
| MUMicron Technology Inc | $71.8M | 3.5% | −4.4% |
| MSFTMicrosoft Corp | $68.4M | 3.4% | +4.1% |
| NVDANvidia Corporation | $66.1M | 3.2% | +4.5% |
| AMZNAmazon Com Inc | $64.2M | 3.2% | +2.2% |
| SPABSpdr Series Trust | $60.0M | 2.9% | −2.7% |
| IUSBIshares Tr | $59.0M | 2.9% | +16.1% |
| AVGOBroadcom Inc | $53.0M | 2.6% | |
| LLYEli Lilly & Co | $40.6M | 2.0% | +4.2% |
| METAMeta Platforms Inc | $35.9M | 1.8% | +2.1% |
| NEENextera Energy Inc | $30.3M | 1.5% | +2.2% |
| XLESelect Sector Spdr Tr | $29.8M | 1.5% | +2.0% |
| AMATApplied Matls Inc | $27.2M | 1.3% | −8.2% |
| VVisa Inc | $26.4M | 1.3% | −1.5% |
| VOOVanguard Index Fds | $25.9M | 1.3% | −6.9% |
| UVSPUnivest Financial Corporatio | $22.0M | 1.1% | |
| SPYGSpdr Series Trust | $20.5M | 1.0% | +8.3% |
| SPGIS&p Global Inc | $20.5M | 1.0% | +8.9% |
| UNHUnitedhealth Group Inc | $20.0M | 1.0% | −3.3% |
| BLKBlackrock Inc | $17.8M | 0.9% | +5.1% |
| JNJJohnson & Johnson | $17.7M | 0.9% | +1.4% |
| MGKVanguard World Fd | $17.2M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2020 | +1116.2% | $27.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $40.6M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $53.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $86.3M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $13.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $11.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $103.4M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $16.5M |
| XLESelect Sector Spdr Tr | June 30, 2020 | +180.6% | $29.8M |
| UVSPUnivest Financial Corporatio | June 30, 2020 | +171.1% | $22.0M |
Sold off last quarter
- POOLPool Corp was $2.4M
- Honeywell Intl IncCUSIP 438516106 was $783K
- VEEVVeeva Sys Inc was $527K
- SPHDInvesco Exch Traded Fd Tr II was $211K
- HYGIshares Tr was $205K
- LNKBLinkbancorp Inc was $92K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +8.6% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: UNIVEST FINANCIAL Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=102212&type=13F-HR&dateb=&owner=include&count=40CIK 102212
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/102212/000010221226000038/Filed August 7, 2026 · accession 0000102212-26-000038