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  Name: UNIVEST CORP OF PENNSYLVANIA
  City: SOUDERTON
  State: PA
  Zip: 18964
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $355,318,000
  Total Value Change : $17,180,000
  Securities Held Change : 13
   
All Securities Held : 131
  New Positions : 19
  Closed Positions : 8
  Increased Positions : 47
  Unchanged Positions : 14
  Decreased Positions : 51

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Holdings Found : 19     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 33 New $78.78 $4,042,000 55,871 1.14% 4,042,000 55,871 0.003    Investment Brokerage ...
   (TJX)1 Year Chart         TJX TJX Companies Inc 36 New $100.29 $3,893,000 38,389 1.1% 3,893,000 38,389 0.003    Discount, Variety Stores
   (DAR)1 Year Chart         DAR Darling International Inc 84 New $43.43 $337,000 7,239 0.09% 337,000 7,239 0    Cleaning Products
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 89 New $116.35 $309,000 2,680 0.09% 309,000 2,680 0.001    Closed - End Fund - E...
   (INCY)1 Year Chart         INCY Incyte Corp 97 New $57.10 $284,000 4,977 0.08% 284,000 4,977 0.002    Biotechnology
   (TDG)1 Year Chart         TDG Transdigm Group Inc 105 New $1,291.95 $264,000 214 0.07% 264,000 214 0    Aerospace/Defense Pro...
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 107 New $251.62 $254,000 1,079 0.07% 254,000 1,079 0.001    Business Services
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... 108 New $399.56 $253,000 483 0.07% 253,000 483 0.001    Personal Services
   (LNTH)1 Year Chart         LNTH Lantheus Holdings, Inc. 109 New $79.67 $250,000 4,009 0.07% 250,000 4,009 0.006    N/A
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 110 New $372.63 $247,000 619 0.07% 247,000 619 0    Medical Appliances & ...
   (RMD)1 Year Chart         RMD ResMed Inc 114 New $218.57 $242,000 1,224 0.07% 242,000 1,224 0    Medical Appliances & ...
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 113 New $86.77 $242,000 2,267 0.07% 242,000 2,267 0.002    N/A
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 115 New $54.11 $241,000 4,063 0.07% 241,000 4,063 0.001    Beverage Soft Drinks...
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 120 New $210.27 $234,000 1,009 0.07% 234,000 1,009 0    Healthcare Informatio...
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 122 New $85.50 $224,000 2,731 0.06% 224,000 2,731 0.001    Multi Utilities
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 125 New $74.54 $212,000 3,176 0.06% 212,000 3,176 0    Multi Utilities
   (MTCH)1 Year Chart         MTCH Match Group, Inc. 129 New $107.05 $207,000 5,702 0.06% 207,000 5,702 0    N/A
   (ADSK)1 Year Chart         ADSK Autodesk Inc 128 New $221.21 $207,000 794 0.06% 207,000 794 0.002    Technical & System So...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 130 New $177.29 $201,000 1,320 0.06% 201,000 1,320 0    Search Engines & Info...

      19 Records Found
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