Long-term investor
Univest Financial Corp. @univestfinancialcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000102212).
Record
- Tracked since 2025-06-30 (448 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921909768 · 9.0% · long · since 2025-06-30
- 78464A854 · 7.9% · long · since 2025-06-30
- AAPL · 5.1% · long · since 2025-06-30
- GOOGL · 4.2% · long · since 2025-06-30
- MU · 3.5% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- 78464A649 · 2.9% · long · since 2025-06-30
- 46434V613 · 2.9% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- LLY · 2.0% · long · since 2025-06-30