UNIVEST FINANCIAL Corp
SEC Form 13F institutional filer · CIK 0000102212
13F-HR · 181 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.40B
Top-10 concentration
46.3%
UNIVEST FINANCIAL Corp — $1.4B AUM allocation strategy
UNIVEST FINANCIAL Corp files SEC Form 13F and reports $1.4B of long US equity value across 181 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.7%, followed by Communication Services 7.4% and Financials 4.8%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
UNIVEST FINANCIAL Corp — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.4B
total across 181 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPYM +102K sh · +$1.55M+$IVV +87.2K sh · +$3.15M+$MDLZ +33.2K sh · +$2.4M
Biggest trims (shares)
−$XLK −77K sh · −$11.4M−$XLP −53K sh · −$4.01M−$SCHW −45.3K sh · −$3.11M
Exited to nil (held last quarter, gone now)
$PPG ($357K last qtr)$XLU ($334K last qtr)$PAYX ($238K last qtr)$DIA ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.6%—
- Interactive Media & Services7.4%—
- Technology Hardware, Storage & Peripherals6.5%—
- Systems Software4.7%—
- Broadline Retail3.9%—
- Pharmaceuticals3.3%—
- Multi-Utilities2.2%—
- Financial Exchanges & Data1.9%—
- Other holdings61.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 357K | $90.6M | -15.7K | 6.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 238K | $68.5M | -28.1K | 4.9% |
| $MSFT | Microsoft Corporation | 176K | $65.2M | +20.7K | 4.7% |
| $NVDA | NVIDIA Corporation | 316K | $55.1M | +24.5K | 3.9% |
| $AMZN | Amazon.com Inc | 263K | $54.9M | +21.9K | 3.9% |
| $AVGO | Broadcom Inc | 139K | $43.2M | +6.2K | 3.1% |
| $META | Meta Platforms Inc | 62.4K | $35.7M | +292 | 2.6% |
…and 174 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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