UNIVEST CORP OF PENNSYLVANIA
Public Company
UNIVEST CORP OF PENNSYLVANIA is a Public Company based in Souderton, PA led by Jeffrey M. Schweitzer, managing $1.8B across 260 long positions as of Q3 2025 with 34% ETF concentration.
CEOJeffrey M. Schweitzer
- Portfolio Value
- $1.8B
- Positions
- 260
- Top Holding
- VXUS at 8.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in UNIVEST CORP OF PENNSYLVANIA's portfolio (45.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $153.3M | 8.58% | +$12.0M Bought | — 2.1M shares | |
ETF ETF | $137.9M | 7.71% | -$4.1M Sold | — 1.8M shares | |
Consumer Electronics Technology | $95.3M | 5.33% | -$2.0M Sold | 0.00% 374.2K shares | |
Software - Infrastructure Technology | $80.6M | 4.51% | -$6.1M Sold | 0.00% 155.6K shares | |
ETF ETF | $79.6M | 4.46% | +$3.0M Bought | — 3.1M shares | |
Internet Content & Information Communication Services | $68.1M | 3.81% | -$3.0M Sold | 0.00% 280.1K shares | |
Specialty Retail Consumer Cyclical | $53.2M | 2.98% | +$107.6K Bought | 0.00% 242.3K shares | |
Semiconductors Technology | $51.9M | 2.90% | -$8.1M Sold | 0.00% 278.0K shares | |
Internet Content & Information Communication Services | $45.0M | 2.52% | -$2.0M Sold | 0.00% 61.3K shares | |
Semiconductors Technology | $43.9M | 2.46% | -$7.4M Sold | 0.00% 133.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in UNIVEST CORP OF PENNSYLVANIA's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+3,175.23% | |
+1,728.35% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for UNIVEST CORP OF PENNSYLVANIA
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