Univest Financial Corp holds a diversified book of 254 stocks worth $1.8B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Broadridge Financial Solutio and trimmed Apple Inc. Their largest long position is Vanguard Total Intl Stock at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/102212/holdings"
Use Arkolith to show UNIVEST FINANCIAL Corp's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star FDS VG TL INTL STK F | $164.2M | 2.13M | 9.2% | ▲+1.3% Added · +27K sh | |
| 2 | SPDR Series Trust STATE STREET SPD | $138.4M | 1.81M | 7.8% | ▲+6.0% Added · +102K sh | |
| 3 | Apple Inc COM | $90.6M | 357.0K | 5.1% | ▼−4.2% Reduced · −16K sh | |
| 4 | Alphabet Inc CAP STK CL A | $68.5M | 238.1K | 3.8% | ▼−11% Reduced · −28K sh | |
| 5 | Microsoft Corp COM | $65.2M | 176.0K | 3.7% | ▲+13% Added · +21K sh | |
| 6 | SPDR Series Trust STATE STREET SPD | $61.9M | 2.42M | 3.5% | ▼−21% Reduced · −659K sh | |
| 7 | Nvidia Corporation COM | $55.1M | 316.2K | 3.1% | ▲+8.4% Added · +24K sh | |
| 8 | Amazon Com Inc COM | $54.9M | 263.5K | 3.1% | ▲+9.1% Added · +22K sh | |
| 9 | Ishares TR CORE UNIVRSL USD | $50.9M | 1.10M | 2.9% | ▲+10% Added · +105K sh | |
| 10 | Broadcom Inc COM | $43.2M | 139.5K | 2.4% | ▲+4.7% Added · +6K sh | |
| 11 | Meta Platforms Inc CL A | $35.7M | 62.4K | 2.0% | ▲+0.5% Added · +292 sh | |
| 12 | Select Sector SPDR TR STATE STREET ENE | $33.7M | 549.7K | 1.9% | ▼−7.0% Reduced · −41K sh | |
| 13 | NextEra Energy Inc COM | $31.3M | 337.4K | 1.8% | ▼−5.2% Reduced · −18K sh | |
| 14 | Eli Lilly & Co COM | $29.8M | 32.4K | 1.7% | ▼−2.8% Reduced · −950 sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $24.2M | 40.5K | 1.4% | ▲+2.4% Added · +935 sh | |
| 16 | Visa Inc COM CL A | $23.6M | 78.2K | 1.3% | ▲+19% Added · +13K sh | |
| 17 | Micron Technology Inc COM | $22.0M | 65.1K | 1.2% | ▼−27% Reduced · −25K sh | |
| 18 | S&P Global Inc COM | $19.6M | 46.1K | 1.1% | ▲+30% Added · +11K sh | |
| 19 | Costco Wholesale Corporation COM | $18.3M | 18.4K | 1.0% | ▼−0.8% Reduced · −158 sh | |
| 20 | Univest Financial Corporatio COM | $17.2M | 501.8K | 1.0% | ▼−19% Reduced · −116K sh | |
| 21 | BlackRock Inc COM | $16.9M | 17.6K | 1.0% | ▲+1.8% Added · +309 sh | |
| 22 | Johnson & Johnson COM | $16.7M | 68.5K | 0.9% | ▼−0.7% Reduced · −449 sh | |
| 23 | Thermo Fisher Scientific Inc COM | $16.3M | 33.3K | 0.9% | ▼−3.3% Reduced · −1K sh | |
| 24 | SPDR Series Trust STATE STREET SPD | $15.6M | 159.3K | 0.9% | ▲+41% Added · +46K sh | |
| 25 | Ishares TR NATIONAL MUN ETF | $15.3M | 143.7K | 0.9% | ▲+4.8% Added · +7K sh | |
| 26 | L3harris Technologies Inc COM | $14.9M | 43.2K | 0.8% | ▼−12% Reduced · −6K sh | |
| 27 | Vanguard World FD MEGA GRWTH IND | $14.4M | 39.3K | 0.8% | ▲+344% Added · +30K sh | |
| 28 | TJX Cos Inc New COM | $14.2M | 88.8K | 0.8% | ▼−4.8% Reduced · −4K sh | |
| 29 | Applied Matls Inc COM | $14.0M | 41.0K | 0.8% | ▼−26% Reduced · −14K sh | |
| 30 | Unitedhealth Group Inc COM | $13.4M | 49.7K | 0.8% | ▲+47% Added · +16K sh | |
| 31 | Te Connectivity PLC ORD SHS | $13.1M | 62.9K | 0.7% | ▼−4.8% Reduced · −3K sh | |
| 32 | Philip Morris Intl Inc COM | $12.7M | 76.9K | 0.7% | ▼−6.3% Reduced · −5K sh | |
| 33 | American Express Co COM | $12.6M | 41.7K | 0.7% | ▲+1.1% Added · +440 sh | |
| 34 | Fair Isaac Corp COM | $12.3M | 11.6K | 0.7% | ▲+148% Added · +7K sh | |
| 35 | Synopsys Inc COM | $12.1M | 30.6K | 0.7% | ▲+108% Added · +16K sh | |
| 36 | Vanguard Index FDS VALUE ETF | $12.1M | 61.5K | 0.7% | ▲+14% Added · +7K sh | |
| 37 | SPDR Series Trust STATE STREET SPD | $11.6M | 121.3K | 0.7% | ▼−62% Reduced · −200K sh | |
| 38 | United Rentals Inc COM | $11.5M | 15.8K | 0.6% | ▲+8.6% Added · +1K sh | |
| 39 | American Tower Corp COM | $11.2M | 65.1K | 0.6% | ▲+46% Added · +21K sh | |
| 40 | Regeneron Pharmaceuticals COM | $11.0M | 14.2K | 0.6% | ▼−27% Reduced · −5K sh | |
| 41 | Salesforce Inc COM | $11.0M | 58.7K | 0.6% | ▲+29% Added · +13K sh | |
| 42 | Fedex Corp COM | $10.6M | 29.8K | 0.6% | ▼−19% Reduced · −7K sh | |
| 43 | JPMorgan Chase & Co COM | $10.0M | 34.1K | 0.6% | ▼−7.1% Reduced · −3K sh | |
| 44 | Sherwin Williams Co COM | $9.9M | 30.9K | 0.6% | ▼−13% Reduced · −5K sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $9.7M | 30.4K | 0.5% | ▲+5.2% Added · +2K sh | |
| 46 | Mondelez Intl Inc CL A | $9.2M | 159.5K | 0.5% | ▲+26% Added · +33K sh | |
| 47 | Schwab Charles Corp COM | $9.1M | 97.3K | 0.5% | ▼−17% Reduced · −19K sh | |
| 48 | Broadridge Finl Solutions In COM | $8.2M | 50.6K | 0.5% | ▲New New position | |
| 49 | Ulta Beauty Inc COM | $8.2M | 15.6K | 0.5% | ▼−8.9% Reduced · −2K sh | |
| 50 | Bank America Corp COM | $7.8M | 159.6K | 0.4% | ▲+6.9% Added · +10K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 444 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 452 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 450 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 451 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 472 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 467 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 455 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 219 | $360.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 8, 2024 | 217 | $355.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 204 | $338.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 188 | $299.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 201 | $330.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 184 | $320.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 189 | $317.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 4, 2022 | 180 | $305.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 176 | $306.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 196 | $355.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 197 | $392.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 193 | $358.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 20, 2021 | 192 | $364.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 180 | $354.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 19, 2021 | 188 | $344.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 13, 2020 | 177 | $316.0M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 9, 2020 | 174 | $303.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.