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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Arista Networks, Inc.

ANET|040413205

60024(-2.6%)

Value:

$4.7B(-31.7%)

LOCKHEED MARTIN CORP

LMT|539830109

10219(-2.2%)

Value:

$4.6B(-10.1%)

PROCTER & GAMBLE Co

PG|742718109

26181(+8.8%)

Value:

$4.5B(+10.6%)

Monster Beverage Corp

MNST|61174X109

74852(+7.9%)

Value:

$4.4B(+20.2%)

Fortinet, Inc.

FTNT|34959E109

45216(-25.8%)

Value:

$4.4B(-24.4%)

Walmart Inc.

WMT|931142103

48510(-7.0%)

Value:

$4.3B(-9.7%)

Merck & Co., Inc.

MRK|58933Y105

46476(+0.9%)

Value:

$4.2B(-9.0%)

EQUINIX INC

EQIX|29444U700

5068(+3.9%)

Value:

$4.1B(-10.2%)

Mastercard Inc

MA|57636Q104

7436(+86.6%)

Value:

$4.1B(+94.3%)

INTUITIVE SURGICAL INC

ISRG|46120E602

8209(-12.8%)

Value:

$4.1B(-17.3%)

AMGEN INC

AMGN|031162100

13034(-4.9%)

Value:

$4.1B(+13.7%)

Alphabet Inc.

GOOG|02079K107

25726(+22.8%)

Value:

$4.0B(+0.8%)

PEPSICO INC

PEP|713448108

26769(-0.1%)

Value:

$4.0B(-1.5%)

ExlService Holdings, Inc.

EXLS|302081104

80286(-8.5%)

Value:

$3.8B(-2.7%)

MCDONALDS CORP

MCD|580135101

11650(+3.0%)

Value:

$3.6B(+10.9%)

TORONTO DOMINION BANK

TD|891160509

60560(-0.2%)

Value:

$3.6B(+12.3%)

464287200

IVV|464287200

6349(+7.5%)

Value:

$3.6B(+2.6%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

8473(+264.7%)

Value:

$3.6B(+270.5%)

ServiceNow, Inc.

NOW|81762P102

4355(-29.9%)

Value:

$3.5B(-47.3%)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

22841(-42.5%)

Value:

$3.4B(-53.1%)

Instrument	Shares		Other Manager	Value
Arista Networks, Inc.(ANETcusip040413205)	60.0K	QoQ -2.62% (-1.6K) YoY NEW(+60.0K)	All Managers (Combined)	$4.7M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -53.11% (-$3.9M) YoY +1612.38% (+$3.2M)