UNIVEST FINANCIAL Corp Diversified Active

CIK: 0000102212 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 16, 2015

Total Value ($000): $217,723 (100.0% shares, 0.0% debt)

Holdings (87)

UVSP UNIVEST CORP PA 8.5%
Value ($000) $18,444 Shares 905,876 Est. Cost $17.84 Unrealized +10.0%
JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $8,870 Shares 91,009 Est. Cost $69.17 Unrealized +7.7%
AAPL APPLE INC 2.4%
Value ($000) $5,213 Shares 41,562 Est. Cost $17.99 Unrealized +58.7%
DIS DISNEY WALT CO 2.1%
Value ($000) $4,628 Shares 40,551 Est. Cost $57.27 Unrealized +74.6%
AETNA INC NEW 2.1%
Value ($000) $4,621 Shares 36,252 Est. Cost $63.98 Unrealized
GILD GILEAD SCIENCES INC 2.1%
Value ($000) $4,553 Shares 38,889 Est. Cost $37.00 Unrealized +105.3%
ABBV ABBVIE INC 2.0%
Value ($000) $4,421 Shares 65,794 Est. Cost $27.96 Unrealized +51.4%
HD HOME DEPOT INC 2.0%
Value ($000) $4,388 Shares 39,489 Est. Cost $59.05 Unrealized +47.5%
PNC PNC FINL SVCS GROUP INC 2.0%
Value ($000) $4,326 Shares 45,231 Est. Cost $55.85 Unrealized +21.2%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $4,288 Shares 63,277 Est. Cost $36.55 Unrealized +34.4%
BROADCOM CORP 2.0%
Value ($000) $4,267 Shares 82,877 Est. Cost $32.97 Unrealized
V VISA INC 1.9%
Value ($000) $4,230 Shares 62,992 Est. Cost $56.41 Unrealized +11.5%
XLU SELECT SECTOR SPDR TR 1.9%
Value ($000) $4,189 Shares 101,034 Est. Cost $37.64 Unrealized
NKE NIKE INC 1.9%
Value ($000) $4,063 Shares 37,612 Est. Cost $27.79 Unrealized +61.2%
BDX BECTON DICKINSON & CO 1.8%
Value ($000) $3,969 Shares 28,017 Est. Cost $78.81 Unrealized +49.0%
EXPRESS SCRIPTS HLDG CO 1.8%
Value ($000) $3,954 Shares 44,461 Est. Cost $63.26 Unrealized
COMCAST CORP NEW 1.8%
Value ($000) $3,910 Shares 65,235 Est. Cost $42.46 Unrealized
WFC WELLS FARGO & CO NEW 1.8%
Value ($000) $3,863 Shares 68,685 Est. Cost $27.58 Unrealized +50.0%
TGT TARGET CORP 1.8%
Value ($000) $3,844 Shares 47,086 Est. Cost $47.44 Unrealized +24.5%
PRICELINE GRP INC 1.8%
Value ($000) $3,835 Shares 3,331 Est. Cost $1159.58 Unrealized
COR AMERISOURCEBERGEN CORP 1.7%
Value ($000) $3,728 Shares 35,061 Est. Cost $73.93 Unrealized +12.3%
E M C CORP MASS 1.6%
Value ($000) $3,502 Shares 132,685 Est. Cost $24.15 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 1.6%
Value ($000) $3,480 Shares 15,562 Est. Cost $35.06 Unrealized +15.5%
DISCOVER FINL SVCS 1.6%
Value ($000) $3,473 Shares 60,268 Est. Cost $47.65 Unrealized
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $3,470 Shares 32,748 Est. Cost $67.04 Unrealized +13.1%
AMP AMERIPRISE FINL INC 1.6%
Value ($000) $3,411 Shares 27,305 Est. Cost $89.62 Unrealized +13.6%
ALL ALLSTATE CORP 1.5%
Value ($000) $3,340 Shares 51,489 Est. Cost $37.39 Unrealized +45.2%
KO COCA COLA CO 1.5%
Value ($000) $3,255 Shares 82,973 Est. Cost $28.07 Unrealized +3.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.5%
Value ($000) $3,180 Shares 52,047 Est. Cost $42.78 Unrealized +30.1%
MMM 3M CO 1.5%
Value ($000) $3,179 Shares 20,600 Est. Cost $61.69 Unrealized +53.7%
ORCL ORACLE CORP 1.5%
Value ($000) $3,160 Shares 78,408 Est. Cost $28.01 Unrealized +32.1%
QCOM QUALCOMM INC 1.4%
Value ($000) $3,139 Shares 50,116 Est. Cost $45.61 Unrealized +10.3%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $3,119 Shares 23,094 Est. Cost $94.47 Unrealized +27.3%
CVS CVS HEALTH CORP 1.4%
Value ($000) $3,107 Shares 29,623 Est. Cost $74.33 Unrealized +1.2%
HON HONEYWELL INTL INC 1.4%
Value ($000) $3,091 Shares 30,316 Est. Cost $53.33 Unrealized +40.2%
UNP UNION PAC CORP 1.4%
Value ($000) $3,079 Shares 32,281 Est. Cost $66.45 Unrealized +23.4%
GOOGLE INC 1.4%
Value ($000) $3,074 Shares 5,692 Est. Cost $740.55 Unrealized
BEN FRANKLIN RES INC 1.4%
Value ($000) $3,065 Shares 62,514 Est. Cost $29.78 Unrealized +5.1%
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $3,049 Shares 35,951 Est. Cost $62.56 Unrealized +5.3%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $2,835 Shares 25,561 Est. Cost $94.87 Unrealized
AMAT APPLIED MATLS INC 1.3%
Value ($000) $2,818 Shares 146,600 Est. Cost $12.41 Unrealized +45.1%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $2,770 Shares 20,246 Est. Cost $66.46 Unrealized +57.8%
PSX PHILLIPS 66 1.3%
Value ($000) $2,769 Shares 34,369 Est. Cost $41.55 Unrealized +29.2%
TE CONNECTIVITY LTD 1.2%
Value ($000) $2,706 Shares 42,081 Est. Cost $60.36 Unrealized
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $2,613 Shares 30,318 Est. Cost $53.48 Unrealized +24.9%
PRECISION CASTPARTS CORP 1.2%
Value ($000) $2,607 Shares 13,045 Est. Cost $227.74 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $2,585 Shares 55,452 Est. Cost $26.97 Unrealized +5.0%
EOG EOG RES INC 1.2%
Value ($000) $2,544 Shares 29,057 Est. Cost $71.62 Unrealized -5.3%
OXY OCCIDENTAL PETE CORP DEL 1.1%
Value ($000) $2,500 Shares 32,151 Est. Cost $58.28 Unrealized -2.4%
MONSANTO CO NEW 1.1%
Value ($000) $2,446 Shares 22,949 Est. Cost $105.17 Unrealized
COP CONOCOPHILLIPS 1.1%
Value ($000) $2,401 Shares 39,104 Est. Cost $40.46 Unrealized +14.7%
PPL PPL CORP 1.0%
Value ($000) $2,245 Shares 76,178 Est. Cost $16.98 Unrealized +14.3%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $2,236 Shares 81,244 Est. Cost $22.60 Unrealized -8.3%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,157 Shares 26,911 Est. Cost $49.49 Unrealized -2.4%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,842 Shares 22,139 Est. Cost $53.75 Unrealized +1.0%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $1,148 Shares 20,172 Est. Cost $30.40 Unrealized +32.3%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $814 Shares 12,725 Est. Cost $63.36 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $742 Shares 9,484 Est. Cost $56.28 Unrealized +6.6%
GENERAL ELECTRIC CO 0.3%
Value ($000) $577 Shares 21,698 Est. Cost $23.26 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $529 Shares 2,845 Est. Cost $81.24 Unrealized +78.0%
BRYN MAWR BK CORP 0.2%
Value ($000) $456 Shares 15,120 Est. Cost $30.42 Unrealized
CIGNA CORPORATION 0.2%
Value ($000) $435 Shares 2,685 Est. Cost $162.01 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $432 Shares 4,936 Est. Cost $53.25 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $419 Shares 4,340 Est. Cost $70.92 Unrealized -6.3%
PPG PPG INDS INC 0.2%
Value ($000) $413 Shares 3,600 Est. Cost $77.00 Unrealized +22.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $387 Shares 14,090 Est. Cost $20.63 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $380 Shares 4,351 Est. Cost $59.57 Unrealized +30.0%
NFLX NETFLIX INC 0.2%
Value ($000) $368 Shares 560 Est. Cost $6.07 Unrealized +38.0%
EXC EXELON CORP 0.2%
Value ($000) $344 Shares 10,960 Est. Cost $14.75 Unrealized +11.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $332 Shares 2,040 Est. Cost $118.94 Unrealized -13.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $330 Shares 5,922 Est. Cost $32.02 Unrealized +21.1%
AQUA AMERICA INC 0.1%
Value ($000) $301 Shares 12,276 Est. Cost $23.58 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $295 Shares 9,714 Est. Cost $17.65 Unrealized +42.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $293 Shares 6,258 Est. Cost $29.29 Unrealized +21.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $272 Shares 2,860 Est. Cost $71.92 Unrealized +3.1%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $258 Shares 3,665 Est. Cost $19.99 Unrealized +23.2%
MSFT MICROSOFT CORP 0.1%
Value ($000) $241 Shares 5,454 Est. Cost $27.61 Unrealized +42.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $231 Shares 3,834 Est. Cost $19.90 Unrealized +15.5%
DOW CHEM CO 0.1%
Value ($000) $228 Shares 4,465 Est. Cost $47.98 Unrealized
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $225 Shares 2,769 Est. Cost $82.06 Unrealized
HARLEYSVILLE SVG. FIN. CORP. 0.1%
Value ($000) $221 Shares 11,816 Est. Cost $19.02 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $209 Shares 1,360 Est. Cost $115.04 Unrealized +2.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $206 Shares 3,838 Est. Cost $38.21 Unrealized +7.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $205 Shares 1 Est. Cost $199815.62 Unrealized +7.4%
HSY HERSHEY CO 0.1%
Value ($000) $204 Shares 2,300 Est. Cost $66.39 Unrealized +10.1%
PEP PEPSICO INC 0.1%
Value ($000) $203 Shares 2,174 Est. Cost $56.75 Unrealized +22.1%
BAC BANK AMER CORP 0.1%
Value ($000) $174 Shares 10,213 Est. Cost $10.22 Unrealized +28.5%