Titelia

Holdings of UNIVEST FINANCIAL Corp

243 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 45.6 % of the equity sleeve

Sector breakdown

  • Technology 20.7 %
  • Financials 7.6 %
  • Health care 7.1 %
  • Communication 6.8 %
  • Consumer discretionary 6.0 %
  • Industrials 5.3 %
  • Consumer staples 3.5 %
  • Funds 2.3 %
  • Utilities 2.2 %
  • Real estate 1.1 %
  • Materials 0.9 %
  • Energy 0.5 %
  • Unattributed 36.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2431.7B $100.00 %

Positions

RankCompanySharesValueWeight
101SPDR SERIES TRUST 27,4862.6M $
102iShares Core S&P 500 ETF 3,9602.6M $
103Intuit Inc 5,9752.6M $
104CME Group Inc 8,6832.6M $
105Berkshire Hathaway Inc 5,3322.6M $
106Tesla Inc 6,6812.5M $
107State Street SPDR S&P 600 Smal 25,5212.5M $
108Analog Devices Inc 7,4982.4M $
109Pool Corp 11,6172.4M $
110ResMed Inc 9,9942.2M $
111Bristol-Myers Squibb Co 34,2052.1M $
112MetLife Inc 28,8482M $
113State Street Health Care Select Sector SPDR ETF 13,6192M $
114Prologis Inc 14,9872M $
115Select Sector Spdr Trust 23,8922M $
116iShares Trust 25,9321.9M $
117Invesco QQQ Trust Series 1 3,2751.9M $
118SS&C Technologies Holdings Inc 27,4881.9M $
119Dynatrace Inc 49,0101.8M $
120ConocoPhillips 12,7661.7M $
121Chevron Corp 8,1281.7M $
122Watsco Inc 4,5391.7M $
123Entergy Corp 14,4801.6M $
124WEC Energy Group Inc 13,5591.6M $
125AbbVie Inc 6,9371.5M $
126SPDR Series Trust 16,3801.5M $
127Ingredion Inc 13,0011.5M $
128Berkshire Hathaway Inc 21.4M $
129Dimensional ETF Trust 35,8171.4M $
130SELECT SECTOR SPDR TRUST (THE) 12,4901.4M $
131iShares Core MSCI EAFE ETF 15,2011.4M $
132Select Sector Spdr Trust 27,8061.4M $
133Comcast Corp 47,1891.4M $
134Verizon Communications Inc 26,8421.3M $
135Snap-on Inc 3,6931.3M $
136Norfolk Southern Corp 4,5741.3M $
137Vanguard Real Estate ETF 14,2801.3M $
138Select Sector Spdr Trust 11,4701.3M $
139Fastenal Co 26,9091.2M $
140Moody's Corp 2,8501.2M $
141Cincinnati Financial Corp 7,8181.2M $
142Kinder Morgan, Inc. 34,3931.2M $
143Quanta Services Inc 2,0901.1M $
144State Street SPDR Portfolio Emerging Markets ETF 24,3641.1M $
145Roper Technologies Inc 3,2221.1M $
146Ross Stores Inc 5,2291.1M $
147Vanguard FTSE Developed Markets ETF 17,0001.1M $
148Lowe's Cos Inc 4,2671M $
149RTX Corp 5,093982.4K $
150Oracle Corp 6,528960.3K $
151Equifax Inc 5,250945.4K $
152Xylem Inc/NY 7,601908.3K $
153iShares U.S. Technology ETF 4,934895.1K $
154Constellation Energy Corp. 3,048851.2K $
155iShares Core Dividend Growth ETF 11,539809.8K $
156Agilent Technologies Inc 7,052803.8K $
157Honeywell International Inc 3,465783.1K $
158General Electric Co 2,709768.7K $
159WSFS Financial Corp 11,616760.4K $
160PPL Corp 19,683751.9K $
161Vanguard Scottsdale Funds 12,763747.1K $
162iShares MSCI EAFE Growth ETF 6,625737.9K $
163Coca-Cola Co/The 9,538725.4K $
164iShares Trust 7,332712.9K $
165Vanguard Information Technology ETF 991691.4K $
166Altria Group, Inc. 10,184672.1K $
167iShares Trust 5,071649.7K $
168DR Horton Inc 4,679642K $
169Cintas Corp 3,769637.5K $
170PNC Financial Services Group Inc/The 3,049634.4K $
171VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3,660633.3K $
172International Business Machines Corp. 2,559620.3K $
173Walt Disney Co/The 6,371614K $
174Stryker Corp 1,847606.8K $
175iShares Russell 1000 Growth ETF 1,370584.2K $
176Starbucks Corp 6,480580.6K $
177GE Vernova Inc 665580.5K $
178Vanguard Index Funds 2,635572.5K $
179Hershey Co/The 2,686558.4K $
180O'Reilly Automotive Inc 5,990552.9K $
181iShares Core S&P Total U.S. Stock Market ETF 3,790539.8K $
182Phillips 66 2,955538.4K $
183SPDR Gold Shares 1,244535.3K $
184McKesson Corp 610527.9K $
185Veeva Systems Inc 3,000527K $
186iShares Core MSCI Total International Stock ETF 5,884509.8K $
187SPDR Series Trust 8,515504.3K $
188iShares Russell 2000 Growth ETF 1,606503.9K $
189Select Sector Spdr Trust 2,951477.3K $
190AT&T Inc 16,145468.1K $
191Exelon Corp 9,209451.4K $
192Vanguard Small-Cap ETF 1,719450.3K $
193Cardinal Health, Inc. 2,109445.7K $
194Capital One Financial Corp 2,414440.4K $
195General Dynamics Corp 1,277438.3K $
196Dimensional ETF Trust 11,222437.2K $
197Travelers Cos Inc/The 1,471428.9K $
198Vanguard Mid-Cap Growth ETF 1,664428.2K $
199Intel Corp 9,538420.9K $
200Boeing Co/The 2,099417.7K $