UNIVEST FINANCIAL Corp Diversified Active

CIK: 0000102212 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 23, 2015

Total Value ($000): $204,330 (100.0% shares, 0.0% debt)

Holdings (86)

UVSP UNIVEST CORP PA 8.3%
Value ($000) $17,026 Shares 885,828 Est. Cost $17.84 Unrealized +10.3%
JNJ JOHNSON & JOHNSON 4.2%
Value ($000) $8,487 Shares 90,913 Est. Cost $69.17 Unrealized +4.8%
AAPL APPLE INC 2.3%
Value ($000) $4,637 Shares 42,038 Est. Cost $18.08 Unrealized +45.4%
DIS DISNEY WALT CO 2.1%
Value ($000) $4,238 Shares 41,470 Est. Cost $58.21 Unrealized +71.3%
HD HOME DEPOT INC 2.1%
Value ($000) $4,232 Shares 36,642 Est. Cost $59.05 Unrealized +53.2%
NKE NIKE INC 2.1%
Value ($000) $4,232 Shares 34,418 Est. Cost $27.79 Unrealized +78.4%
BROADCOM CORP 2.1%
Value ($000) $4,197 Shares 81,604 Est. Cost $32.97 Unrealized
XLU SELECT SECTOR SPDR TR 2.1%
Value ($000) $4,193 Shares 96,859 Est. Cost $37.64 Unrealized
PNC PNC FINL SVCS GROUP INC 2.0%
Value ($000) $4,074 Shares 45,676 Est. Cost $55.85 Unrealized +21.2%
PRICELINE GRP INC 2.0%
Value ($000) $4,061 Shares 3,283 Est. Cost $1159.58 Unrealized
V VISA INC 1.9%
Value ($000) $3,948 Shares 56,671 Est. Cost $56.41 Unrealized +17.7%
GILD GILEAD SCIENCES INC 1.9%
Value ($000) $3,907 Shares 39,792 Est. Cost $37.92 Unrealized +104.4%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $3,876 Shares 63,574 Est. Cost $36.55 Unrealized +35.7%
BDX BECTON DICKINSON & CO 1.8%
Value ($000) $3,645 Shares 27,476 Est. Cost $78.81 Unrealized +51.3%
TGT TARGET CORP 1.8%
Value ($000) $3,615 Shares 45,951 Est. Cost $47.44 Unrealized +23.6%
AETNA INC NEW 1.8%
Value ($000) $3,594 Shares 32,845 Est. Cost $63.98 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 1.8%
Value ($000) $3,591 Shares 15,281 Est. Cost $35.06 Unrealized +15.6%
COMCAST CORP NEW 1.8%
Value ($000) $3,577 Shares 62,496 Est. Cost $42.46 Unrealized
GOOGLE INC 1.7%
Value ($000) $3,523 Shares 5,518 Est. Cost $740.55 Unrealized
WFC WELLS FARGO & CO NEW 1.7%
Value ($000) $3,511 Shares 68,381 Est. Cost $27.58 Unrealized +49.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.7%
Value ($000) $3,487 Shares 55,699 Est. Cost $43.62 Unrealized +27.6%
EXPRESS SCRIPTS HLDG CO 1.7%
Value ($000) $3,403 Shares 42,035 Est. Cost $63.26 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $3,398 Shares 62,451 Est. Cost $27.96 Unrealized +52.1%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $3,327 Shares 30,515 Est. Cost $67.04 Unrealized +15.4%
AMP AMERIPRISE FINL INC 1.6%
Value ($000) $3,288 Shares 30,126 Est. Cost $90.10 Unrealized +5.1%
COR AMERISOURCEBERGEN CORP 1.6%
Value ($000) $3,269 Shares 34,409 Est. Cost $73.93 Unrealized +4.8%
ALL ALLSTATE CORP 1.6%
Value ($000) $3,262 Shares 56,010 Est. Cost $38.39 Unrealized +29.6%
DISCOVER FINL SVCS 1.6%
Value ($000) $3,243 Shares 62,374 Est. Cost $47.79 Unrealized
KO COCA COLA CO 1.6%
Value ($000) $3,215 Shares 80,125 Est. Cost $28.07 Unrealized +2.7%
TROW PRICE T ROWE GROUP INC 1.5%
Value ($000) $3,138 Shares 45,145 Est. Cost $50.99 Unrealized 0.0%
E M C CORP MASS 1.5%
Value ($000) $3,134 Shares 129,730 Est. Cost $24.15 Unrealized
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $3,016 Shares 20,865 Est. Cost $94.47 Unrealized +26.6%
TE CONNECTIVITY LTD 1.5%
Value ($000) $2,994 Shares 49,998 Est. Cost $60.28 Unrealized
UNP UNION PAC CORP 1.4%
Value ($000) $2,962 Shares 33,508 Est. Cost $66.66 Unrealized +8.3%
MMM 3M CO 1.4%
Value ($000) $2,959 Shares 20,871 Est. Cost $62.02 Unrealized +41.1%
PRECISION CASTPARTS CORP 1.4%
Value ($000) $2,936 Shares 12,783 Est. Cost $227.74 Unrealized
CVS CVS HEALTH CORP 1.4%
Value ($000) $2,856 Shares 29,605 Est. Cost $74.33 Unrealized +4.7%
ORCL ORACLE CORP 1.4%
Value ($000) $2,768 Shares 76,642 Est. Cost $28.01 Unrealized +17.5%
QCOM QUALCOMM INC 1.3%
Value ($000) $2,709 Shares 50,422 Est. Cost $45.61 Unrealized -3.2%
HON HONEYWELL INTL INC 1.3%
Value ($000) $2,668 Shares 28,174 Est. Cost $53.33 Unrealized +37.5%
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $2,518 Shares 28,292 Est. Cost $94.30 Unrealized
PPL PPL CORP 1.2%
Value ($000) $2,490 Shares 75,692 Est. Cost $16.98 Unrealized +15.9%
T AT&T INC 1.2%
Value ($000) $2,473 Shares 75,920 Est. Cost $12.27 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $2,390 Shares 54,934 Est. Cost $26.97 Unrealized +0.1%
DOW CHEM CO 1.2%
Value ($000) $2,377 Shares 56,073 Est. Cost $42.84 Unrealized
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $2,366 Shares 36,205 Est. Cost $62.56 Unrealized -5.5%
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $2,275 Shares 17,831 Est. Cost $66.46 Unrealized +48.1%
PSX PHILLIPS 66 1.1%
Value ($000) $2,220 Shares 28,896 Est. Cost $41.55 Unrealized +30.1%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,096 Shares 26,419 Est. Cost $49.49 Unrealized -1.2%
AMAT APPLIED MATLS INC 1.0%
Value ($000) $2,054 Shares 139,840 Est. Cost $12.41 Unrealized +18.8%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $1,995 Shares 28,929 Est. Cost $53.48 Unrealized +10.2%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $1,957 Shares 73,230 Est. Cost $22.60 Unrealized -17.9%
COP CONOCOPHILLIPS 1.0%
Value ($000) $1,943 Shares 40,510 Est. Cost $40.33 Unrealized -8.8%
OXY OCCIDENTAL PETE CORP DEL 0.9%
Value ($000) $1,900 Shares 28,719 Est. Cost $58.28 Unrealized -11.9%
EOG EOG RES INC 0.9%
Value ($000) $1,857 Shares 25,514 Est. Cost $71.62 Unrealized -20.2%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,517 Shares 20,407 Est. Cost $53.75 Unrealized -8.7%
EFX EQUIFAX INC 0.5%
Value ($000) $1,025 Shares 10,544 Est. Cost $90.00 Unrealized 0.0%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $996 Shares 20,167 Est. Cost $30.40 Unrealized +26.3%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $662 Shares 9,203 Est. Cost $56.28 Unrealized +0.1%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $615 Shares 12,758 Est. Cost $63.36 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $596 Shares 2,877 Est. Cost $82.05 Unrealized +87.6%
GENERAL ELECTRIC CO 0.3%
Value ($000) $520 Shares 20,618 Est. Cost $23.26 Unrealized
BRYN MAWR BK CORP 0.2%
Value ($000) $470 Shares 15,120 Est. Cost $30.42 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $434 Shares 14,611 Est. Cost $14.95 Unrealized +4.1%
NFLX NETFLIX INC 0.2%
Value ($000) $407 Shares 3,940 Est. Cost $10.07 Unrealized +6.6%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $380 Shares 4,992 Est. Cost $53.25 Unrealized -0.5%
AQUA AMERICA INC 0.2%
Value ($000) $377 Shares 14,246 Est. Cost $23.98 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $369 Shares 14,045 Est. Cost $20.63 Unrealized -5.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $362 Shares 4,584 Est. Cost $70.01 Unrealized -23.1%
CIGNA CORPORATION 0.2%
Value ($000) $349 Shares 2,585 Est. Cost $162.01 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $338 Shares 11,207 Est. Cost $18.32 Unrealized +23.5%
GIS GENERAL MLS INC 0.2%
Value ($000) $337 Shares 6,010 Est. Cost $32.14 Unrealized +24.4%
PPG PPG INDS INC 0.2%
Value ($000) $316 Shares 3,600 Est. Cost $77.00 Unrealized +9.6%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $309 Shares 4,051 Est. Cost $59.57 Unrealized +9.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $306 Shares 6,425 Est. Cost $29.41 Unrealized +15.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $296 Shares 2,044 Est. Cost $118.94 Unrealized -19.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $287 Shares 2,909 Est. Cost $71.98 Unrealized +4.7%
MSFT MICROSOFT CORP 0.1%
Value ($000) $252 Shares 5,685 Est. Cost $28.07 Unrealized +38.6%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $248 Shares 3,808 Est. Cost $20.09 Unrealized +12.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $229 Shares 4,026 Est. Cost $38.54 Unrealized +17.6%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $226 Shares 2,754 Est. Cost $82.06 Unrealized
HARLEYSVILLE SVG. FIN. CORP. 0.1%
Value ($000) $220 Shares 11,816 Est. Cost $19.02 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $211 Shares 2,300 Est. Cost $66.39 Unrealized +7.0%
PEP PEPSICO INC 0.1%
Value ($000) $205 Shares 2,174 Est. Cost $56.75 Unrealized +22.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $204 Shares 3,585 Est. Cost $19.90 Unrealized +17.3%
BAC BANK AMER CORP 0.1%
Value ($000) $160 Shares 10,293 Est. Cost $10.22 Unrealized +31.6%