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Institutional Investment Manager
UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp (CIK: 0000102212) incorporated in Pennsylvania, registered under State Commercial Banks, located at 14 North Main Street, Souderton, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Portfolio Summary: 82 holdings with a total value of $213,297,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 AETNA INC NEW 37,822 3,064,000 1.44%
52 CATERPILLAR INC 31,250 3,095,000 1.45%
53 FRANKLIN RESOURCES INC 56,921 3,108,000 1.46%
54 COMCAST CORP NEW 58,525 3,131,000 1.47%
55 ORACLE CORP 82,140 3,144,000 1.47%
56 EXPRESS SCRIPTS HLDG CO 44,579 3,149,000 1.48%
57 OCCIDENTAL PETE CORP DEL 33,811 3,251,000 1.52%
58 BECTON DICKINSON & CO 28,623 3,258,000 1.53%
59 INTERCONTINENTAL EXCHANGE IN 16,945 3,305,000 1.55%
60 APPLIED MATLS INC 153,175 3,310,000 1.55%
61 ISHARES NASDAQ BIOTECHNOLOGY ETF 5,671 3,337,000 1.56%
62 AMERIPRISE FINL INC 27,417 3,383,000 1.59%
63 UNION PAC CORP 31,509 3,416,000 1.60%
64 PROCTER AND GAMBLE CO 41,166 3,447,000 1.62%
65 BROADCOM CORP CL A 89,237 3,607,000 1.69%
66 NIKE INC 40,503 3,613,000 1.69%
67 VISA INC 16,983 3,624,000 1.70%
68 QUALCOMM INC 49,693 3,716,000 1.74%
69 E M C CORP MASS COM 127,743 3,738,000 1.75%
70 ABBVIE INC 64,949 3,751,000 1.76%
71 HOME DEPOT INC 42,213 3,873,000 1.82%
72 JPMORGAN CHASE & CO 65,339 3,936,000 1.85%
73 WELLS FARGO & CO NEW 76,454 3,966,000 1.86%
74 DISCOVER FINL SVCS 62,009 3,993,000 1.87%
75 ALLSTATE CORP 65,489 4,019,000 1.88%
76 DISNEY WALT CO 46,051 4,100,000 1.92%
77 GILEAD SCIENCES INC 39,701 4,226,000 1.98%
78 PNC FINL SVCS GROUP INC 50,769 4,345,000 2.04%
79 SELECT SECTOR SPDR TR 104,054 4,380,000 2.05%
80 APPLE INC 50,629 5,101,000 2.39%
81 JOHNSON & JOHNSON 89,824 9,574,000 4.49%
82 UNIVEST FINANCIAL CORPORATIO 929,952 17,437,000 8.17%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-002115, filed 2014.11.06).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.