UNIVEST FINANCIAL Corp
•CIK: 102212•Filing: Q4 2025
**UNIVEST FINANCIAL Corp** manages $1.9B across a diversified portfolio of 256 positions. The fund exhibits significant exposure to global equities, evidenced by the top holding in VXUS at $158.6M. Core technology and growth names anchor the portfolio, with substantial allocations to AAPL ($101.3M), GOOGL ($83.3M), and MSFT ($75.1M). This concentration suggests a strategic tilt toward established mega-cap technology leaders and international market diversification.
Total AUM
$1.9B
QoQ Performance
+5.5%
Positions
198
Top 10 Concentration
44.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VXUS
SPYM
AAPL
VXUS8.4%
SPYM7.3%
AAPL5.4%
GOOGL4.4%
SPAB4.2%
MSFT4.0%
AMZN3.0%
NVDA2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.9%
Technology23.5%
Consumer5.6%
Financial5.4%
Healthcare5.1%
ETF1.7%
Utilities1.5%
Industrial1.3%
🚪 Exited Positionssold since Q3 2025
+58 more exited positions
Changes from Q3 2025
NEW3 new positions
↑84 increased
↓104 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023