Univest Financial Corp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 396
Total Value: 1336944403
Accession Number: 0001085146-25-002845
Form Type: 13F-HR
CIK: 0000102212
Manager Name: Univest Financial Corp

Data Enrichment

91% identified

360 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

396 positions • $1,336,944.403K total value

396 positions

Manager:

SEC FilingSEC DataHachi Filing

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TE Connectivity plc

TEL|G87052109

52737(-29.2%)

Value:

$7.5B(-30.0%)

Philip Morris International Inc.

PM|718172109

45969(+950.2%)

Value:

$7.3B(+1285.3%)

Accenture plc

ACN|G1151C101

22902(-8.4%)

Value:

$7.1B(-18.7%)

922908744

VTV|922908744

41133(+14.6%)

Value:

$7.1B(+16.9%)

ROPER TECHNOLOGIES INC

ROP|776696106

11859(-60.4%)

Value:

$7.0B(-55.1%)

HOME DEPOT, INC.

HD|437076102

18769(+1.2%)

Value:

$6.9B(-4.7%)

Intercontinental Exchange, Inc.

ICE|45866F104

37702(+2.5%)

Value:

$6.5B(+18.7%)

SCHWAB CHARLES CORP

SCHW|808513105

81769(-39.5%)

Value:

$6.4B(-36.0%)

POOL CORP

POOL|73278L105

19471(-29.9%)

Value:

$6.2B(-34.5%)

46432F842

IEFA|46432F842

75571(-31.9%)

Value:

$5.7B(-26.7%)

78464A409

SPYG|78464A409

70992(+10.2%)

Value:

$5.7B(+0.8%)

FEDEX CORP

FDX|31428X106

22085(-8.1%)

Value:

$5.4B(-20.4%)

TransDigm Group INC

TDG|893641100

3881(+3.0%)

Value:

$5.4B(+12.4%)

ECOLAB INC.

ECL|278865100

20659(+1.7%)

Value:

$5.2B(+10.0%)

81369Y209

35217(-49.6%)

Value:

$5.1B(-46.5%)

Blackstone Inc.

BX|09260D107

35497(+16.3%)

Value:

$5.0B(-5.8%)

ADOBE INC.

ADBE|00724F101

12859(+63.1%)

Value:

$4.9B(+40.6%)

UNIVEST FINANCIAL Corp

UVSP|915271100

171419(-2.6%)

Value:

$4.9B(-6.4%)

Ulta Beauty, Inc.

ULTA|90384S303

13188(+24.6%)

Value:

$4.8B(+5.0%)

VEEVA SYSTEMS INC

VEEV|922475108

20287(+0.2%)

Value:

$4.7B(+10.4%)

Instrument	Shares		Other Manager	Value
Te Connectivity Plc(TELcusipG87052109)	52.7K	QoQ -29.17% (-21.7K) YoY NEW(+52.7K)	All Managers (Combined)	$7.5M	QoQ -29.99% (-$3.2M) YoY NEW(+$7.5M)
Philip Morris International Inc.(PMcusip718172109)	46.0K	QoQ +950.23% (+41.6K) YoY +1323.18% (+42.7K)	All Managers (Combined)	$7.3M	QoQ +1285.27% (+$6.8M) YoY +2365.66% (+$7.0M)
Accenture Plc(ACNcusipG1151C101)	22.9K	QoQ -8.38% (-2.1K) YoY +138.14% (+13.3K)	All Managers (Combined)	$7.1M	QoQ -18.73% (-$1.6M) YoY +114.38% (+$3.8M)
(VTVcusip922908744)	41.1K	QoQ +14.60% (+5.2K) YoY NEW(+41.1K)	All Managers (Combined)	$7.1M	QoQ +16.93% (+$1.0M) YoY NEW(+$7.1M)
Roper Technologies Inc(ROPcusip776696106)	11.9K	QoQ -60.40% (-18.1K) YoY +2300.60% (+11.4K)	All Managers (Combined)	$7.0M	QoQ -55.09% (-$8.6M) YoY +2423.69% (+$6.7M)
Home Depot, Inc.(HDcusip437076102)	18.8K	QoQ +1.18% (-220) YoY +1578.80% (+17.7K)	All Managers (Combined)	$6.9M	QoQ -4.66% (-$336.6K) YoY +1503.91% (+$6.4M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	37.7K	QoQ +2.51% (+925) YoY +1216.41% (+34.8K)	All Managers (Combined)	$6.5M	QoQ +18.67% (+$1.0M) YoY +1552.32% (+$6.1M)
Schwab Charles Corp(SCHWcusip808513105)	81.8K	QoQ -39.49% (-53.4K) YoY +53.83% (+28.6K)	All Managers (Combined)	$6.4M	QoQ -36.00% (-$3.6M) YoY +66.46% (+$2.6M)
Pool Corp(POOLcusip73278L105)	19.5K	QoQ -29.89% (-8.3K) YoY +117.04% (+10.5K)	All Managers (Combined)	$6.2M	QoQ -34.53% (-$3.3M) YoY +71.24% (+$2.6M)
(IEFAcusip46432F842)	75.6K	QoQ -31.94% (-35.5K) YoY NEW(+75.6K)	All Managers (Combined)	$5.7M	QoQ -26.74% (-$2.1M) YoY NEW(+$5.7M)
(SPYGcusip78464A409)	71.0K	QoQ +10.23% (+6.6K) YoY NEW(+71.0K)	All Managers (Combined)	$5.7M	QoQ +0.79% (+$44.9K) YoY NEW(+$5.7M)
Fedex Corp(FDXcusip31428X106)	22.1K	QoQ -8.13% (-2.0K) YoY +48.05% (+7.2K)	All Managers (Combined)	$5.4M	QoQ -20.39% (-$1.4M) YoY +24.56% (+$1.1M)
Transdigm Group Inc(TDGcusip893641100)	3.9K	QoQ +2.97% (+112) YoY +1713.55% (+3.7K)	All Managers (Combined)	$5.4M	QoQ +12.39% (+$592.2K) YoY +1936.95% (+$5.1M)
Ecolab Inc.(ECLcusip278865100)	20.7K	QoQ +1.70% (+347) YoY +1106.01% (+18.9K)	All Managers (Combined)	$5.2M	QoQ +10.03% (+$477.8K) YoY +1224.13% (+$4.8M)
(cusip81369Y209)✕	35.2K	QoQ -49.62% (-34.7K) YoY NEW(+35.2K)	All Managers (Combined)	$5.1M	QoQ -46.53% (-$4.5M) YoY NEW(+$5.1M)
Blackstone Inc.(BXcusip09260D107)	35.5K	QoQ +16.25% (-5.0K) YoY +862.50% (+31.8K)	All Managers (Combined)	$5.0M	QoQ -5.75% (-$303.1K) YoY +924.10% (+$4.5M)
Adobe Inc.(ADBEcusip00724F101)	12.9K	QoQ +63.06% (+5.0K) YoY +1872.23% (+12.2K)	All Managers (Combined)	$4.9M	QoQ +40.63% (+$1.4M) YoY +1399.03% (+$4.6M)
Univest Financial Corp(UVSPcusip915271100)	171.4K	QoQ -2.57% (-4.5K) YoY +1779.38% (+162.3K)	All Managers (Combined)	$4.9M	QoQ -6.37% (-$330.8K) YoY +2460.01% (+$4.7M)
Ulta Beauty, Inc.(ULTAcusip90384S303)	13.2K	QoQ +24.62% (+2.6K) YoY +2630.43% (+12.7K)	All Managers (Combined)	$4.8M	QoQ +5.02% (+$231.5K) YoY +1814.04% (+$4.6M)
Veeva Systems Inc(VEEVcusip922475108)	20.3K	QoQ +0.22% (+45) YoY +2076.71% (+19.4K)	All Managers (Combined)	$4.7M	QoQ +10.41% (+$443.2K) YoY +2076.15% (+$4.5M)