Univest-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "FLO",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "COF",
  "DUK",
  "WTRG",
  "UVSP",
  null,
  "GD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "RPM",
  "EU",
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "LNKB",
  "MTUS",
  "IVW",
  "IJH",
  null,
  "KMI",
  "LHX",
  "IWS",
  "LIN",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "EXC",
  "FICO",
  "GE",
  "ORLY",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "ORCL",
  "PAYX",
  null,
  null,
  "IWF",
  "PEP",
  "PNC",
  "VGSH",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "REGN",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "ROST",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TD",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "UBER",
  "VNQ",
  "VO",
  "MET",
  "VOE",
  "SCHW",
  "MNST",
  "VCIT",
  "EME",
  "VIG",
  "ULTA",
  "IWO",
  "IWN",
  null,
  "IT",
  null,
  "RMD",
  null,
  "ETR",
  null,
  "VYM",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "ADSK",
  "APTV",
  "AVY",
  "FI",
  "WSO",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "CAH",
  "HYPR",
  "IDXX",
  "PEG",
  "DHI",
  "AMZN",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VXUS",
  "VTWO",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  null,
  "WSFS",
  "YUM",
  "ZBRA",
  "SCHD",
  "EXLS",
  "LW",
  "NSC",
  "SO",
  "PPL",
  "PSX",
  "CRM",
  null,
  null,
  "IXUS",
  "LNTH",
  null,
  "GEV",
  "DGRO",
  "NUE",
  "FDX",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CASY",
  "CRL",
  "CVX",
  "CINF",
  "CB",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "CRH",
  "DAR",
  "DE",
  null,
  "DFAX",
  "DFAC",
  null,
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: univest-financial
Manager Name: Univest-Financial

Data Enrichment

91% identified

360 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

396 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Arista Networks, Inc.

ANET|040413205

Shares:60.0K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.3B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:10.2K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.3B)

PROCTER & GAMBLE Co

PG|742718109

Shares:26.2K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.3B)

Monster Beverage Corp

MNST|61174X109

Shares:74.9K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.3B)

Fortinet, Inc.

FTNT|34959E109

Shares:45.2K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.3B)

Walmart Inc.

WMT|931142103

Shares:48.5K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.3B)

Merck & Co., Inc.

MRK|58933Y105

Shares:46.5K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.3B)

EQUINIX INC

EQIX|29444U700

Shares:5.1K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.3B)

Mastercard Inc

MA|57636Q104

Shares:7.4K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.3B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:8.2K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.3B)

AMGEN INC

AMGN|031162100

Shares:13.0K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.3B)

Alphabet Inc.

GOOG|02079K107

Shares:25.7K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.3B)

PEPSICO INC

PEP|713448108

Shares:26.8K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.3B)

ExlService Holdings, Inc.

EXLS|302081104

Shares:80.3K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.3B)

MCDONALDS CORP

MCD|580135101

Shares:11.7K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.3B)

TORONTO DOMINION BANK

TD|891160509

Shares:60.6K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.3B)

464287200

IVV|464287200

Shares:6.3K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.3B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:8.5K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.3B)

ServiceNow, Inc.

NOW|81762P102

Shares:4.4K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.3B)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

Shares:22.8K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arista Networks, Inc.(ANETcusip040413205)	60.0K	QoQ -2.62% (-1.6K) YoY NEW(+60.0K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.3B)	QoQ -31.73% (-$2.2M) YoY NEW(+$4.7M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	10.2K	QoQ -2.22% (-233) YoY +1045.62% (+9.3K)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.3B)	QoQ -10.12% (-$514.0K) YoY +1025.11% (+$4.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	26.2K	QoQ +8.79% (+2.1K) YoY +1007.01% (+23.8K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.3B)	QoQ +10.59% (+$427.3K) YoY +1062.76% (+$4.1M)
Monster Beverage Corp(MNSTcusip61174X109)	74.9K	QoQ +7.93% (+5.5K) YoY +1742.28% (+70.8K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.3B)	QoQ +20.17% (+$735.5K) YoY +1718.66% (+$4.1M)
Fortinet, Inc.(FTNTcusip34959E109)	45.2K	QoQ -25.78% (-15.7K) YoY +893.53% (+40.7K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.3B)	QoQ -24.38% (-$1.4M) YoY +1300.05% (+$4.0M)
Walmart Inc.(WMTcusip931142103)	48.5K	QoQ -7.04% (-3.7K) YoY +916.55% (+43.7K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.3B)	QoQ -9.68% (-$456.5K) YoY +1383.18% (+$4.0M)
Merck & Co., Inc.(MRKcusip58933Y105)	46.5K	QoQ +0.87% (-401) YoY +502.25% (+38.8K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.3B)	QoQ -8.98% (-$411.9K) YoY +309.68% (+$3.2M)
EQUINIX INC(EQIXcusip29444U700)	5.1K	QoQ +3.87% (-189) YoY NEW(+5.1K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.3B)	QoQ -10.16% (-$467.7K) YoY NEW(+$4.1M)
Mastercard Inc(MAcusip57636Q104)	7.4K	QoQ +86.64% (+3.5K) YoY NEW(+7.4K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.3B)	QoQ +94.28% (+$2.0M) YoY NEW(+$4.1M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	8.2K	QoQ -12.80% (-1.2K) YoY +1226.17% (+7.6K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.3B)	QoQ -17.26% (-$848.6K) YoY +1545.77% (+$3.8M)
AMGEN INC(AMGNcusip031162100)	13.0K	QoQ -4.90% (-673) YoY +2615.41% (+12.6K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.3B)	QoQ +13.66% (-$488.2K) YoY +2875.43% (+$3.9M)
Alphabet Inc.(GOOGcusip02079K107)	25.7K	QoQ +22.84% (+4.8K) YoY +1848.93% (+24.4K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.3B)	QoQ +0.77% (+$31.0K) YoY +1899.75% (+$3.8M)
PEPSICO INC(PEPcusip713448108)	26.8K	QoQ -0.07% (-21) YoY +1984.81% (+25.5K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.3B)	QoQ -1.47% (-$60.1K) YoY +1686.13% (+$3.8M)
ExlService Holdings, Inc.(EXLScusip302081104)	80.3K	QoQ -8.53% (-7.5K) YoY NEW(+80.3K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.3B)	QoQ -2.70% (-$105.3K) YoY NEW(+$3.8M)
MCDONALDS CORP(MCDcusip580135101)	11.7K	QoQ +2.97% (+337) YoY +1073.21% (+10.7K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.3B)	QoQ +10.95% (+$359.4K) YoY +1199.74% (+$3.4M)
TORONTO DOMINION BANK(TDcusip891160509)	60.6K	QoQ -0.24% (-150) YoY NEW(+60.6K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.3B)	QoQ +12.30% (-$397.8K) YoY NEW(+$3.6M)
(IVVcusip464287200)	6.3K	QoQ +7.48% (+442) YoY +879.78% (+5.7K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.3B)	QoQ +2.59% (+$90.2K) YoY +947.19% (+$3.2M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	8.5K	QoQ +264.74% (+6.2K) YoY NEW(+8.5K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.3B)	QoQ +270.48% (+$2.6M) YoY NEW(+$3.6M)
ServiceNow, Inc.(NOWcusip81762P102)	4.4K	QoQ -29.87% (-1.9K) YoY +905.77% (+3.9K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.3B)	QoQ -47.33% (-$3.1M) YoY +950.28% (+$3.1M)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.(CRLcusip159864107)	22.8K	QoQ -42.50% (-16.9K) YoY +2982.45% (+22.1K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.3B)	QoQ -53.11% (-$3.9M) YoY +1612.38% (+$3.2M)