We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+6.1%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.71B
AUM Growth
+$231M
Cap. Flow
-$9.19M
Cap. Flow %
-0.34%
Top 10 Hldgs %
30.69%
Holding
696
New
57
Increased
233
Reduced
337
Closed
30

Top Buys

Rank Stock Value
1
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$27.7M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.35M
4
BTI icon
British American Tobacco
BTI
+$2.07M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$5.7M
2
BMY icon
Bristol-Myers Squibb
BMY
+$2M
3
PM icon
Philip Morris
PM
+$1.75M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DY icon
226
Dycom Industries
DY
$12.5B
$984K 0.04%
4,028
-448
-10% -$88.2K
EMR icon
227
Emerson Electric
EMR
$83.3B
$968K 0.04%
7,260
-2,260
-24% -$259K
MU icon
228
Micron Technology
MU
$985B
$968K 0.04%
7,852
-96
-1% -$8.97K
NEM icon
229
Newmont
NEM
$98B
$967K 0.04%
16,603
+5,699
+52% +$304K
ALL icon
230
Allstate
ALL
$67.2B
$957K 0.04%
4,753
+108
+2% +$21.5K
TTD icon
231
Trade Desk
TTD
$8.43B
$949K 0.04%
13,185
-585
-4% -$37.4K
A icon
232
Agilent Technologies
A
$39.1B
$948K 0.04%
8,032
-655
-8% -$72.6K
EQT icon
233
EQT Corp
EQT
$32.8B
$946K 0.03%
16,219
-9
-0.1% -$486
GD icon
234
General Dynamics
GD
$106B
$941K 0.03%
3,226
+284
+10% +$78.2K
CB icon
235
Chubb
CB
$140B
$940K 0.03%
3,245
-400
-11% -$115K
DECK icon
236
Deckers Outdoor
DECK
$13.7B
$933K 0.03%
9,051
-264
-3% -$29.2K
FDX icon
237
FedEx
FDX
$74.3B
$930K 0.03%
4,090
-65
-2% -$14.2K
LYV icon
238
Live Nation Entertainment
LYV
$41.8B
$924K 0.03%
6,110
-67
-1% -$9.22K
TMUS icon
239
T-Mobile US
TMUS
$195B
$920K 0.03%
3,862
+597
+18% +$146K
TD icon
240
Toronto Dominion Bank
TD
$198B
$910K 0.03%
12,390
– –
AMD icon
241
Advanced Micro Devices
AMD
$791B
$899K 0.03%
6,334
-213
-3% -$23.2K
CM icon
242
Canadian Imperial Bank of Commerce
CM
$108B
$888K 0.03%
12,543
-1,058
-8% -$68.1K
CE icon
243
Celanese
CE
$4.97B
$886K 0.03%
16,016
-1,281
-7% -$63.8K
CYBR
244
DELISTED
CyberArk
CYBR
$886K 0.03%
2,177
+196
+10% +$71.4K
LIN icon
245
Linde
LIN
$235B
$883K 0.03%
1,883
+232
+14% +$106K
PGR icon
246
Progressive
PGR
$125B
$883K 0.03%
3,307
-1,898
-36% -$520K
TRMB icon
247
Trimble
TRMB
$12.7B
$880K 0.03%
11,583
+770
+7% +$51.7K
VXUS icon
248
Vanguard Total International Stock ETF
VXUS
$153B
$876K 0.03%
12,675
– –
QQQE icon
249
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
$875K 0.03%
8,902
+247
+3% +$22.4K
IJJ icon
250
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$865K 0.03%
7,000
+1,770
+34% +$208K
8 9
10
11 12

Similar funds

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q2 2025 Portfolio in Review

As of Q2 2025, Fulton Bank held 696 positions worth $2.71B, up 9.3% from $2.48B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2025 filing shows 57 new, 233 increased, 337 reduced and 30 closed positions. Its largest new stake was Dimensional US High Profitability ETF: 829,280 shares worth $29.5M. The largest sale was Fulton Financial, an estimated $5.7M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q2 2025 buy was Dimensional US High Profitability ETF: 829,280 shares worth $29.5M.
  • Fulton Bank added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $2.72M increase.
  • Fulton Bank's biggest Q2 2025 reduction was Fulton Financial, cutting an estimated $5.7M.
  • Fulton Bank fully exited Paychex in Q2 2025, selling an estimated $962K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.71B portfolio in Q2 2025.
  • Fulton Bank opened 57 new positions and closed 30 in Q2 2025.
  • Fulton Bank's portfolio value rose 9.3% quarter-over-quarter to $2.71B.

Based on Fulton Bank's 13F filing for Q2 2025, filed 10 Jul 2025.