UNIVEST FINANCIAL Corp

FundStock

CIK 0000102212 · Q2 2026

13F Equity AUM

$2.0B

+14.4% QoQ

Positions

275

+21 QoQ

AUM Rank

#1,517

Top 17%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #4,008 · Top 48%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 29.8%Top 10: 45.4%Top 20: 60.7%

VXUS9.0%

SPYM7.9%

AAPL5.1%

GOOGL4.2%

MU3.5%

MSFT3.4%

NVDA3.2%

AMZN3.1%

SPAB2.9%

IUSB2.9%

Others (265)54.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services42.9%

Technology25.7%

Healthcare6.8%

Communication Services6.7%

Consumer Cyclical5.6%

Industrials4.2%

Consumer Defensive2.5%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 275Median: 0.07%Avg: 0.36%

0–0.5%

233(23.5%)

0.5–1%

21(14.9%)

1–3%

13(22.1%)

3–5%

5(17.5%)

5%+

3(22.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 275vs 20 funds

0%Low

275

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New27Increased141Decreased84Exited6

New Positions

FEDEX FGHT HLDG CO I…0.1%

+8K

CRWD0.0%

+557

STX0.0%

+344

EFA0.0%

+4K

CMI0.0%

+443

HONEYWELL INTL INC0.0%

+2K

MRVL0.0%

+1K

HONEYWELL AEROSPACE …0.0%

+2K

AEP0.0%

+2K

KLAC0.0%

+1K

Increased

IUSB2.9%

+177K(+16%)

MGK0.8%

+156K(+397%)

EXLS0.2%

+41K(+33%)

VUG0.2%

+33K(+481%)

SPYM7.9%

+26K(+1%)

VXUS9.0%

+23K(+1%)

UBER0.3%

+20K(+27%)

DT0.1%

+19K(+38%)

MNST0.4%

+15K(+23%)

NVDA3.2%

+14K(+4%)

Decreased

SPSM0.0%

-88,578(-86%)

SPAB2.9%

-65,346(-3%)

MDYG0.3%

-60,368(-50%)

SSNC0.0%

-15,830(-58%)

MDLZ0.4%

-10,611(-7%)

CMCSA0.1%

-6,051(-13%)

4I10.6%

-5,509(-7%)

BIL0.1%

-5,468(-33%)

XLF0.1%

-4,544(-16%)

TJX0.6%

-4,333(-5%)

Exited

-11,617

-3,465

-3,000

-2,579

-11,010

-4,247

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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