UNIVEST FINANCIAL Corp Diversified Active

CIK: 0000102212 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 31, 2014

Total Value ($000): $212,487 (100.0% shares, 0.0% debt)

Holdings (81)

UVSP UNIVEST CORP PA 9.2%
Value ($000) $19,643 Shares 948,960 Est. Cost $17.81 Unrealized +12.1%
AAPL APPLE INC 2.3%
Value ($000) $4,842 Shares 52,109 Est. Cost $17.92 Unrealized +4.1%
XLU SELECT SECTOR SPDR TR 2.1%
Value ($000) $4,561 Shares 103,059 Est. Cost $37.64 Unrealized
DIS DISNEY WALT CO 2.0%
Value ($000) $4,212 Shares 49,120 Est. Cost $56.33 Unrealized +30.4%
BROADCOM CORP 2.0%
Value ($000) $4,202 Shares 113,200 Est. Cost $32.97 Unrealized
PNC PNC FINL SVCS GROUP INC 1.9%
Value ($000) $4,132 Shares 46,396 Est. Cost $55.41 Unrealized +7.9%
WFC WELLS FARGO & CO NEW 1.9%
Value ($000) $4,129 Shares 78,561 Est. Cost $27.46 Unrealized +32.2%
ALL ALLSTATE CORP 1.9%
Value ($000) $4,021 Shares 68,482 Est. Cost $37.39 Unrealized +20.0%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $3,958 Shares 37,832 Est. Cost $59.85 Unrealized +22.2%
DISCOVER FINL SVCS 1.8%
Value ($000) $3,918 Shares 63,217 Est. Cost $47.65 Unrealized
QCOM QUALCOMM INC 1.8%
Value ($000) $3,908 Shares 49,347 Est. Cost $45.31 Unrealized +26.5%
ABBV ABBVIE INC 1.8%
Value ($000) $3,868 Shares 68,530 Est. Cost $27.54 Unrealized +19.8%
HD HOME DEPOT INC 1.8%
Value ($000) $3,858 Shares 47,649 Est. Cost $56.64 Unrealized +6.1%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $3,853 Shares 66,870 Est. Cost $36.35 Unrealized +13.3%
ORCL ORACLE CORP 1.8%
Value ($000) $3,751 Shares 92,546 Est. Cost $27.94 Unrealized +24.1%
SU SUNCOR ENERGY INC NEW 1.7%
Value ($000) $3,628 Shares 85,105 Est. Cost $22.64 Unrealized +14.8%
GILD GILEAD SCIENCES INC 1.7%
Value ($000) $3,585 Shares 43,244 Est. Cost $36.21 Unrealized +49.3%
TGT TARGET CORP 1.7%
Value ($000) $3,580 Shares 61,774 Est. Cost $46.28 Unrealized -10.0%
COP CONOCOPHILLIPS 1.7%
Value ($000) $3,569 Shares 41,628 Est. Cost $39.96 Unrealized +33.5%
AMAT APPLIED MATLS INC 1.7%
Value ($000) $3,542 Shares 157,076 Est. Cost $12.30 Unrealized +42.9%
UNP UNION PAC CORP 1.6%
Value ($000) $3,492 Shares 35,004 Est. Cost $66.16 Unrealized +13.0%
COMCAST CORP NEW 1.6%
Value ($000) $3,484 Shares 65,328 Est. Cost $39.66 Unrealized
SLB SCHLUMBERGER LTD 1.6%
Value ($000) $3,478 Shares 29,485 Est. Cost $52.90 Unrealized +41.5%
BDX BECTON DICKINSON & CO 1.6%
Value ($000) $3,460 Shares 29,244 Est. Cost $78.81 Unrealized +20.2%
CAT CATERPILLAR INC DEL 1.6%
Value ($000) $3,418 Shares 31,450 Est. Cost $62.01 Unrealized +25.8%
E M C CORP MASS 1.6%
Value ($000) $3,410 Shares 129,463 Est. Cost $23.99 Unrealized
OXY OCCIDENTAL PETE CORP DEL 1.6%
Value ($000) $3,396 Shares 33,092 Est. Cost $58.10 Unrealized +13.9%
AETNA INC NEW 1.6%
Value ($000) $3,393 Shares 41,845 Est. Cost $63.53 Unrealized
NKE NIKE INC 1.6%
Value ($000) $3,352 Shares 43,220 Est. Cost $26.88 Unrealized +19.6%
V VISA INC 1.6%
Value ($000) $3,316 Shares 15,736 Est. Cost $42.65 Unrealized +12.9%
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $3,218 Shares 40,947 Est. Cost $55.12 Unrealized +5.7%
MMM 3M CO 1.5%
Value ($000) $3,179 Shares 22,196 Est. Cost $61.69 Unrealized +31.4%
BEN FRANKLIN RES INC 1.5%
Value ($000) $3,177 Shares 54,923 Est. Cost $29.38 Unrealized +11.5%
KO COCA COLA CO 1.5%
Value ($000) $3,123 Shares 73,717 Est. Cost $27.77 Unrealized +1.2%
EXPRESS SCRIPTS HLDG CO 1.5%
Value ($000) $3,111 Shares 44,872 Est. Cost $63.26 Unrealized
MONSANTO CO NEW 1.5%
Value ($000) $3,095 Shares 24,813 Est. Cost $104.89 Unrealized
EOG EOG RES INC 1.4%
Value ($000) $3,025 Shares 25,886 Est. Cost $71.37 Unrealized +7.4%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $2,954 Shares 60,374 Est. Cost $26.97 Unrealized -0.6%
COR AMERISOURCEBERGEN CORP 1.4%
Value ($000) $2,949 Shares 40,589 Est. Cost $38.92 Unrealized +28.0%
PRECISION CASTPARTS CORP 1.4%
Value ($000) $2,933 Shares 11,619 Est. Cost $229.52 Unrealized
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $2,914 Shares 22,656 Est. Cost $65.95 Unrealized +27.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.3%
Value ($000) $2,835 Shares 15,006 Est. Cost $35.28 Unrealized -4.8%
HON HONEYWELL INTL INC 1.3%
Value ($000) $2,809 Shares 30,218 Est. Cost $53.13 Unrealized +23.7%
PSX PHILLIPS 66 1.3%
Value ($000) $2,786 Shares 34,645 Est. Cost $40.44 Unrealized +34.0%
GIS GENERAL MLS INC 1.3%
Value ($000) $2,738 Shares 52,121 Est. Cost $32.02 Unrealized +11.7%
T AT&T INC 1.3%
Value ($000) $2,717 Shares 76,844 Est. Cost $11.38 Unrealized +3.5%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $2,672 Shares 23,203 Est. Cost $93.77 Unrealized -2.1%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $2,664 Shares 23,071 Est. Cost $93.24 Unrealized
KMB KIMBERLY CLARK CORP 1.2%
Value ($000) $2,644 Shares 23,777 Est. Cost $63.00 Unrealized +13.9%
AMP AMERIPRISE FINL INC 1.2%
Value ($000) $2,626 Shares 21,881 Est. Cost $87.59 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,492 Shares 24,756 Est. Cost $53.69 Unrealized +15.2%
PPL PPL CORP 1.1%
Value ($000) $2,323 Shares 65,385 Est. Cost $16.37 Unrealized +14.5%
MICHAEL KORS HLDGS LTD 1.0%
Value ($000) $2,195 Shares 24,755 Est. Cost $92.65 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value ($000) $2,024 Shares 41,377 Est. Cost $43.21 Unrealized 0.0%
GOOGLE INC 0.9%
Value ($000) $2,007 Shares 3,432 Est. Cost $856.43 Unrealized
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $1,732 Shares 20,545 Est. Cost $49.78 Unrealized -3.1%
GOOGLE INC 0.8%
Value ($000) $1,634 Shares 2,841 Est. Cost $575.15 Unrealized
MRK MERCK & CO INC NEW 0.7%
Value ($000) $1,437 Shares 24,834 Est. Cost $30.22 Unrealized +25.6%
GENERAL ELECTRIC CO 0.4%
Value ($000) $900 Shares 34,248 Est. Cost $23.26 Unrealized
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $814 Shares 7,899 Est. Cost $59.13 Unrealized +28.6%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $785 Shares 11,989 Est. Cost $62.87 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $746 Shares 5,714 Est. Cost $71.42 Unrealized +6.3%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $606 Shares 3,341 Est. Cost $118.94 Unrealized -5.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $578 Shares 3,597 Est. Cost $79.83 Unrealized +48.2%
AQUA AMERICA INC 0.3%
Value ($000) $532 Shares 20,276 Est. Cost $23.58 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $504 Shares 16,299 Est. Cost $17.55 Unrealized +17.9%
EXC EXELON CORP 0.2%
Value ($000) $477 Shares 13,077 Est. Cost $14.72 Unrealized +14.6%
PPG PPG INDS INC 0.2%
Value ($000) $378 Shares 1,800 Est. Cost $59.61 Unrealized +35.8%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $342 Shares 4,163 Est. Cost $19.60 Unrealized +19.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $302 Shares 3,002 Est. Cost $71.70 Unrealized +4.3%
MSFT MICROSOFT CORP 0.1%
Value ($000) $277 Shares 6,654 Est. Cost $27.42 Unrealized +23.9%
NFLX NETFLIX INC 0.1%
Value ($000) $247 Shares 560 Est. Cost $5.41 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $246 Shares 2,757 Est. Cost $56.75 Unrealized +7.3%
HSY HERSHEY CO 0.1%
Value ($000) $243 Shares 2,500 Est. Cost $66.39 Unrealized +12.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $239 Shares 3,360 Est. Cost $51.48 Unrealized 0.0%
STT STATE STR CORP 0.1%
Value ($000) $233 Shares 3,463 Est. Cost $44.60 Unrealized +7.4%
DOW CHEM CO 0.1%
Value ($000) $227 Shares 4,407 Est. Cost $51.51 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $220 Shares 5,282 Est. Cost $28.79 Unrealized 0.0%
Harleysville Savings Financial 0.1%
Value ($000) $216 Shares 12,534 Est. Cost $19.02 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $211 Shares 3,923 Est. Cost $19.78 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $192 Shares 12,462 Est. Cost $10.22 Unrealized +19.8%