UNIVEST FINANCIAL Corp
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPDR SERIES TRUST | 0 | 1,705,726 | +1,705,726 | 0 | 136,833,319 | +136,833,319 |
| SPDR SERIES TRUST | 0 | 3,074,608 | +3,074,608 | 0 | 79,171,149 | +79,171,149 |
| ISHARES TR | 0 | 996,771 | +996,771 | 0 | 46,389,701 | +46,389,701 |
| SPDR SERIES TRUST | 0 | 320,940 | +320,940 | 0 | 29,664,523 | +29,664,523 |
| SELECT SECTOR SPDR TR | 0 | 591,160 | +591,160 | 0 | 26,430,768 | +26,430,768 |
| SELECT SECTOR SPDR TR | 0 | 109,493 | +109,493 | 0 | 15,763,647 | +15,763,647 |
| ALPHABET INC | 280,074 | 266,266 | -13,808 | 68,086,049 | 83,341,330 | +15,255,281 |
| SPDR SERIES TRUST | 0 | 269,306 | +269,306 | 0 | 12,619,675 | +12,619,675 |
| SPDR SERIES TRUST | 0 | 113,386 | +113,386 | 0 | 12,098,334 | +12,098,334 |
| SPDR SERIES TRUST | 0 | 111,159 | +111,159 | 0 | 10,157,720 | +10,157,720 |
| ELI LILLY & CO | 34,297 | 33,395 | -902 | 26,168,710 | 35,889,213 | +9,720,503 |
| MICRON TECHNOLOGY INC | 97,450 | 89,618 | -7,832 | 16,305,379 | 25,577,787 | +9,272,408 |
| SELECT SECTOR SPDR TR | 0 | 58,063 | +58,063 | 0 | 8,988,149 | +8,988,149 |
| APPLE INC | 374,223 | 372,716 | -1,507 | 95,288,525 | 101,326,638 | +6,038,113 |
| SELECT SECTOR SPDR TR | 0 | 76,864 | +76,864 | 0 | 5,970,830 | +5,970,830 |
| VANGUARD STAR FDS | 2,086,750 | 2,102,710 | +15,960 | 153,292,591 | 158,628,373 | +5,335,782 |
| SELECT SECTOR SPDR TR | 0 | 43,193 | +43,193 | 0 | 5,157,685 | +5,157,685 |
| UNIVEST FINANCIAL CORPORATIO | 505,323 | 617,526 | +112,203 | 15,169,786 | 20,217,790 | +5,048,004 |
| FAIR ISAAC CORP | 2,322 | 4,657 | +2,335 | 3,474,561 | 7,872,786 | +4,398,225 |
| VANGUARD INDEX FDS | 0 | 45,922 | +45,922 | 0 | 4,063,638 | +4,063,638 |
| SPDR SERIES TRUST | 0 | 37,762 | +37,762 | 0 | 3,670,853 | +3,670,853 |
| REGENERON PHARMACEUTICALS | 20,323 | 19,400 | -923 | 11,426,870 | 14,974,093 | +3,547,223 |
| VANGUARD WORLD FD | 526 | 8,850 | +8,324 | 211,673 | 3,652,829 | +3,441,156 |
| THERMO FISHER SCIENTIFIC INC | 35,515 | 34,403 | -1,112 | 17,225,715 | 19,935,018 | +2,709,303 |
| SELECT SECTOR SPDR TR | 0 | 48,090 | +48,090 | 0 | 2,633,862 | +2,633,862 |
| SPDR SERIES TRUST | 0 | 28,478 | +28,478 | 0 | 2,590,636 | +2,590,636 |
| AMAZON COM INC | 242,298 | 241,584 | -714 | 53,201,371 | 55,762,419 | +2,561,048 |
| NVIDIA CORPORATION | 278,008 | 291,726 | +13,718 | 51,870,678 | 54,406,921 | +2,536,243 |
| SELECT SECTOR SPDR TR | 0 | 20,963 | +20,963 | 0 | 2,467,765 | +2,467,765 |
| BROADCOM INC | 133,153 | 133,283 | +130 | 43,928,609 | 46,129,377 | +2,200,768 |
| SPDR SERIES TRUST | 0 | 22,250 | +22,250 | 0 | 2,095,743 | +2,095,743 |
| APPLIED MATLS INC | 59,499 | 55,185 | -4,314 | 12,181,746 | 14,182,043 | +2,000,297 |
| SPDR SERIES TRUST | 0 | 34,266 | +34,266 | 0 | 1,984,318 | +1,984,318 |
| FEDEX CORP | 37,615 | 36,859 | -756 | 8,870,020 | 10,647,191 | +1,777,171 |
| SELECT SECTOR SPDR TR | 0 | 10,559 | +10,559 | 0 | 1,637,874 | +1,637,874 |
| ALPHABET INC | 27,705 | 26,601 | -1,104 | 6,747,474 | 8,347,540 | +1,600,066 |
| NEXTERA ENERGY INC | 358,259 | 355,896 | -2,363 | 27,044,985 | 28,571,303 | +1,526,318 |
| VANGUARD INDEX FDS | 47,192 | 53,999 | +6,807 | 8,800,872 | 10,313,316 | +1,512,444 |
| JOHNSON & JOHNSON | 69,722 | 68,962 | -760 | 12,927,928 | 14,271,694 | +1,343,766 |
| S&P GLOBAL INC | 35,578 | 35,602 | +24 | 17,316,176 | 18,605,236 | +1,289,060 |
| AMERICAN EXPRESS CO | 42,309 | 41,280 | -1,029 | 14,053,386 | 15,271,571 | +1,218,185 |
| DYNATRACE INC | 0 | 27,966 | +27,966 | 0 | 1,212,046 | +1,212,046 |
| VANGUARD MUN BD FDS | 66,910 | 85,077 | +18,167 | 3,350,162 | 4,278,522 | +928,360 |
| INTUITIVE SURGICAL INC | 8,784 | 8,542 | -242 | 3,928,468 | 4,837,847 | +909,379 |
| ISHARES TR | 0 | 10,971 | +10,971 | 0 | 884,592 | +884,592 |
| TORONTO DOMINION BK ONT | 60,782 | 60,782 | 0 | 4,859,548 | 5,725,696 | +866,148 |
| ULTA BEAUTY INC | 17,718 | 17,156 | -562 | 9,687,317 | 10,379,552 | +692,235 |
| INVESCO QQQ TR | 2,873 | 3,820 | +947 | 1,725,104 | 2,346,387 | +621,283 |
| MONSTER BEVERAGE CORP NEW | 70,044 | 68,967 | -1,077 | 4,714,661 | 5,287,700 | +573,039 |
| TJX COS INC NEW | 95,212 | 93,297 | -1,915 | 13,761,929 | 14,331,306 | +569,377 |
| PARKER-HANNIFIN CORP | 6,013 | 5,813 | -200 | 4,558,756 | 5,109,394 | +550,638 |
| ISHARES TR | 32,422 | 37,788 | +5,366 | 3,084,921 | 3,598,180 | +513,259 |
| AMGEN INC | 13,514 | 13,182 | -332 | 3,813,520 | 4,314,747 | +501,227 |
| BANK AMERICA CORP | 150,062 | 149,265 | -797 | 7,741,713 | 8,209,557 | +467,844 |
| SCHWAB STRATEGIC TR | 0 | 19,621 | +19,621 | 0 | 458,543 | +458,543 |
| MERCK & CO INC | 27,683 | 26,425 | -1,258 | 2,323,394 | 2,781,484 | +458,090 |
| ANALOG DEVICES INC | 7,506 | 8,405 | +899 | 1,844,128 | 2,279,523 | +435,395 |
| PROLOGIS INC. | 14,677 | 16,567 | +1,890 | 1,680,837 | 2,114,943 | +434,106 |
| ISHARES TR | 0 | 8,093 | +8,093 | 0 | 404,731 | +404,731 |
| ISHARES TR | 3,849 | 4,335 | +486 | 2,576,136 | 2,969,215 | +393,079 |
| ISHARES INC | 0 | 5,786 | +5,786 | 0 | 388,908 | +388,908 |
| VANGUARD WORLD FD | 482 | 991 | +509 | 359,876 | 746,996 | +387,120 |
| CISCO SYS INC | 46,904 | 46,396 | -508 | 3,209,162 | 3,573,876 | +364,714 |
| ISHARES TR | 803 | 1,549 | +746 | 376,133 | 733,142 | +357,009 |
| VISA INC | 66,421 | 65,625 | -796 | 22,674,650 | 23,015,216 | +340,566 |
| VANGUARD INDEX FDS | 39,991 | 39,592 | -399 | 24,489,956 | 24,829,330 | +339,374 |
| SELECT SECTOR SPDR TR | 0 | 7,830 | +7,830 | 0 | 334,269 | +334,269 |
| SCHWAB CHARLES CORP | 118,699 | 116,750 | -1,949 | 11,332,230 | 11,664,460 | +332,230 |
| CATERPILLAR INC | 4,283 | 4,137 | -146 | 2,043,807 | 2,369,736 | +325,929 |
| BRISTOL-MYERS SQUIBB CO | 34,262 | 34,153 | -109 | 1,545,233 | 1,842,213 | +296,980 |
| VANGUARD BD INDEX FDS | 5,877 | 9,804 | +3,927 | 437,072 | 726,182 | +289,110 |
| VANGUARD INDEX FDS | 12,639 | 13,953 | +1,314 | 2,206,579 | 2,474,841 | +268,262 |
| SPDR GOLD TR | 1,330 | 1,832 | +502 | 472,775 | 726,040 | +253,265 |
| EXXON MOBIL CORP | 36,201 | 35,943 | -258 | 4,081,646 | 4,325,361 | +243,715 |
| WALMART INC | 46,608 | 45,233 | -1,375 | 4,803,375 | 5,039,461 | +236,086 |
| ISHARES TR | 0 | 608 | +608 | 0 | 227,052 | +227,052 |
| SPDR DOW JONES INDL AVERAGE | 0 | 424 | +424 | 0 | 203,762 | +203,762 |
| MASTERCARD INCORPORATED | 11,001 | 11,297 | +296 | 6,257,444 | 6,449,449 | +192,005 |
| GE AEROSPACE | 2,201 | 2,744 | +543 | 662,105 | 845,234 | +183,129 |
| VANGUARD SCOTTSDALE FDS | 2,928 | 5,123 | +2,195 | 246,239 | 429,080 | +182,841 |
| WASTE MGMT INC DEL | 12,784 | 13,669 | +885 | 2,823,103 | 3,003,234 | +180,131 |
| CRH PLC | 22,925 | 23,244 | +319 | 2,748,708 | 2,900,852 | +152,144 |
| ROSS STORES INC | 5,225 | 5,229 | +4 | 796,238 | 941,952 | +145,714 |
| VANGUARD INDEX FDS | 1,510 | 2,047 | +537 | 383,931 | 528,075 | +144,144 |
| TE CONNECTIVITY PLC | 67,810 | 66,025 | -1,785 | 14,886,249 | 15,021,328 | +135,079 |
| VANGUARD WORLD FD | 4,089 | 5,158 | +1,069 | 514,642 | 649,495 | +134,853 |
| CARDINAL HEALTH INC | 2,703 | 2,706 | +3 | 424,263 | 556,083 | +131,820 |
| GE VERNOVA INC | 467 | 625 | +158 | 287,158 | 408,481 | +121,323 |
| CME GROUP INC | 8,363 | 8,651 | +288 | 2,259,682 | 2,362,520 | +102,838 |
| VANGUARD TAX-MANAGED FDS | 14,543 | 15,566 | +1,023 | 871,441 | 972,415 | +100,974 |
| ISHARES TR | 25,940 | 26,002 | +62 | 1,759,505 | 1,856,812 | +97,307 |
| CASEYS GEN STORES INC | 8,879 | 9,256 | +377 | 5,019,247 | 5,115,879 | +96,632 |
| VANGUARD INDEX FDS | 6,638 | 6,721 | +83 | 3,183,886 | 3,278,783 | +94,897 |
| VANGUARD SPECIALIZED FUNDS | 1,477 | 1,863 | +386 | 318,722 | 409,450 | +90,728 |
| VANGUARD CHARLOTTE FDS | 55,682 | 58,677 | +2,995 | 2,754,017 | 2,835,258 | +81,241 |
| RTX CORPORATION | 4,844 | 4,857 | +13 | 810,535 | 890,845 | +80,310 |
| ISHARES TR | 9,398 | 10,213 | +815 | 907,387 | 983,173 | +75,786 |
| SPDR INDEX SHS FDS | 17,290 | 18,897 | +1,607 | 809,333 | 884,583 | +75,250 |
| CONSTELLATION ENERGY CORP | 3,043 | 3,046 | +3 | 1,001,360 | 1,076,060 | +74,700 |
| CAPITAL ONE FINL CORP | 2,356 | 2,363 | +7 | 500,838 | 572,697 | +71,859 |