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Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+10.99%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$3.27B
AUM Growth
+$436M
Cap. Flow
+$53.4M
Cap. Flow %
1.63%
Top 10 Hldgs %
29.01%
Holding
722
New
66
Increased
291
Reduced
262
Closed
28

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$9.41M
2
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.2M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$4.64M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$4.35M
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$4.21M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.98M
2
KLAC icon
KLA
KLAC
+$3.32M
3
AMAT icon
Applied Materials
AMAT
+$1.83M
4
LKQ icon
LKQ Corp
LKQ
+$1.51M
5
TTE icon
TotalEnergies
TTE
+$1.49M

Sector Composition

Rank Sector Weight
1 Technology 12.94%
2 Financials 5.07%
3 Industrials 3.81%
4 Communication Services 3.64%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.9T
$78.1M 2.39%
270,032
-4,029
-1% -$1.15M
NVDA icon
2
NVIDIA
NVDA
$4.91T
$68.5M 2.09%
342,313
+6,954
+2% +$1.43M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$881B
$48.3M 1.48%
64,523
+4,271
+7% +$3.11M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$974B
$47.7M 1.46%
69,478
-10,465
-13% -$6.98M
DUHP icon
5
Dimensional US High Profitability ETF
DUHP
$12.2B
$45.9M 1.4%
1,100,692
+20,443
+2% +$816K
MSFT icon
6
Microsoft
MSFT
$2.93T
$42.9M 1.31%
114,955
-3,087
-3% -$1.25M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.23T
$38.5M 1.18%
107,787
+4,357
+4% +$1.57M
IWF icon
8
iShares Russell 1000 Growth ETF
IWF
$123B
$37.5M 1.14%
301,670
+1,606
+0.5% +$194K
AVGO icon
9
Broadcom
AVGO
$1.76T
$34M 1.04%
89,944
+1,147
+1% +$460K
AMZN icon
10
Amazon
AMZN
$2.66T
$32.9M 1%
137,842
-1,600
-1% -$402K
FULT icon
11
Fulton Financial
FULT
$4.74B
$28.6M 0.87%
1,181,373
+1,595
+0.1% +$35K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.22T
$27.3M 0.83%
77,200
+9,828
+15% +$3.51M
IWD icon
13
iShares Russell 1000 Value ETF
IWD
$81.9B
$26.4M 0.81%
109,030
-47
-0% -$10.9K
META icon
14
Meta Platforms (Facebook)
META
$1.64T
$25.3M 0.77%
44,868
+263
+0.6% +$161K
KLAC icon
15
KLA
KLAC
$278B
$21.1M 0.65%
70,077
-16,713
-19% -$3.32M
VSLU icon
16
Applied Finance Valuation Large Cap ETF
VSLU
$553M
$20.8M 0.63%
448,714
+92,522
+26% +$4.21M
IBTH icon
17
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$18.8M 0.57%
839,816
+207,451
+33% +$4.64M
SOXX icon
18
iShares Semiconductor ETF
SOXX
$43.4B
$18.5M 0.57%
28,909
+657
+2% +$334K
MU icon
19
Micron Technology
MU
$959B
$17.7M 0.54%
15,303
-561
-4% -$421K
LLY icon
20
Eli Lilly
LLY
$1.05T
$17.2M 0.53%
14,349
+434
+3% +$443K
JPM icon
21
JPMorgan Chase
JPM
$907B
$16.5M 0.5%
50,355
+2,324
+5% +$722K
AMAT icon
22
Applied Materials
AMAT
$421B
$14.3M 0.44%
19,792
-3,976
-17% -$1.83M
MA icon
23
Mastercard
MA
$480B
$14.1M 0.43%
27,404
-705
-3% -$352K
CSCO icon
24
Cisco
CSCO
$441B
$13.2M 0.4%
112,619
-1,616
-1% -$169K
ABBV icon
25
AbbVie
ABBV
$450B
$13.2M 0.4%
52,406
+3,824
+8% +$823K
1
2 3 4 5

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MWM
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EWA
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AFG
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PCM
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FEG
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AIP
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NMERB
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Fulton Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Fulton Bank held 722 positions worth $3.27B, up 15% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2026 filing shows 66 new, 291 increased, 262 reduced and 28 closed positions. Its largest new stake was Capital Group Growth ETF: 208,231 shares worth $9.83M. The largest sale was Vanguard S&P 500 ETF, an estimated $6.98M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

  • Fulton Bank's largest Q2 2026 buy was Capital Group Growth ETF: 208,231 shares worth $9.83M.
  • Fulton Bank added most to Avantis US Large Cap Value ETF in Q2 2026, an estimated $6.2M increase.
  • Fulton Bank's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $6.98M.
  • Fulton Bank fully exited Primoris Services in Q2 2026, selling an estimated $938K.
  • Fulton Bank's ten largest holdings make up 29% of its $3.27B portfolio in Q2 2026.
  • Fulton Bank opened 66 new positions and closed 28 in Q2 2026.
  • Fulton Bank's portfolio value rose 15% quarter-over-quarter to $3.27B.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.