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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
+4.65%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.86B
AUM Growth
+$154M
Cap. Flow
-$36M
Cap. Flow %
-1.26%
Top 10 Hldgs %
31.09%
Holding
697
New
31
Increased
195
Reduced
362
Closed
30

Top Buys

Rank Stock Value
1
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.03M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.96M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.34M
4
STLD icon
Steel Dynamics
STLD
+$1.09M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$976K

Top Sells

Rank Stock Value
1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.56M
2
KLAC icon
KLA
KLAC
+$1.99M
3
AVGO icon
Broadcom
AVGO
+$1.73M
4
ORCL icon
Oracle
ORCL
+$1.45M
5
CVX icon
Chevron
CVX
+$1.38M

Sector Composition

Rank Sector Weight
1 Technology 12.02%
2 Financials 5.66%
3 Communication Services 4.1%
4 Consumer Discretionary 4.05%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXRH icon
226
Texas Roadhouse
TXRH
$13.7B
$1.04M 0.04%
6,279
-327
-5% -$57.6K
NVT icon
227
nVent Electric
NVT
$21.5B
$1.01M 0.04%
10,242
+111
+1% +$9.64K
ALL icon
228
Allstate
ALL
$71.1B
$1.01M 0.04%
4,688
-65
-1% -$13.1K
AMD icon
229
Advanced Micro Devices
AMD
$702B
$995K 0.03%
6,149
-185
-3% -$29.9K
TD icon
230
Toronto Dominion Bank
TD
$195B
$991K 0.03%
12,390
– –
PRIM icon
231
Primoris Services
PRIM
$4.16B
$984K 0.03%
7,165
-3,221
-31% -$346K
A icon
232
Agilent Technologies
A
$39.5B
$980K 0.03%
7,632
-400
-5% -$48.3K
VXF icon
233
Vanguard Extended Market ETF
VXF
$30.1B
$964K 0.03%
4,605
+214
+5% +$43.3K
HELO icon
234
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.53B
$942K 0.03%
14,496
+4,885
+51% +$312K
VXUS icon
235
Vanguard Total International Stock ETF
VXUS
$151B
$931K 0.03%
12,675
– –
CLS icon
236
Celestica
CLS
$37.7B
$930K 0.03%
3,774
-159
-4% -$32.1K
VIG icon
237
Vanguard Dividend Appreciation ETF
VIG
$112B
$924K 0.03%
4,283
+770
+22% +$162K
WAT icon
238
Waters Corp
WAT
$37.5B
$922K 0.03%
3,075
-187
-6% -$56.4K
QQQE icon
239
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
$905K 0.03%
8,902
– –
EQT icon
240
EQT Corp
EQT
$33.1B
$898K 0.03%
16,502
+283
+2% +$15K
MO icon
241
Altria Group
MO
$126B
$897K 0.03%
13,584
-4,421
-25% -$280K
DE icon
242
Deere & Co
DE
$166B
$894K 0.03%
1,956
-438
-18% -$216K
SPOT icon
243
Spotify
SPOT
$105B
$893K 0.03%
1,279
-179
-12% -$125K
SYY icon
244
Sysco
SYY
$40.6B
$886K 0.03%
10,762
-492
-4% -$39.3K
DECK icon
245
Deckers Outdoor
DECK
$13.9B
$873K 0.03%
8,615
-436
-5% -$47.6K
TDY icon
246
Teledyne Technologies
TDY
$29.4B
$873K 0.03%
1,489
-108
-7% -$59.1K
IQV icon
247
IQVIA
IQV
$40.4B
$873K 0.03%
4,594
+1,985
+76% +$361K
MCHP icon
248
Microchip Technology
MCHP
$39.4B
$868K 0.03%
13,513
-1,449
-10% -$98.2K
HOOD icon
249
Robinhood
HOOD
$80.4B
$865K 0.03%
6,038
+517
+9% +$56.4K
USFD icon
250
US Foods
USFD
$22.7B
$862K 0.03%
11,254
+555
+5% +$44.1K
8 9
10
11 12

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BCI
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MWM
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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
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HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Fulton Bank held 697 positions worth $2.86B, up 5.7% from $2.71B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q3 2025 filing shows 31 new, 195 increased, 362 reduced and 30 closed positions. Its largest new stake was Steel Dynamics: 8,334 shares worth $1.16M. The largest sale was Vanguard Short-Term Inflation-Protected Securities Index Fund, an estimated $5.56M.

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

  • Fulton Bank's largest Q3 2025 buy was Steel Dynamics: 8,334 shares worth $1.16M.
  • Fulton Bank added most to Dimensional US High Profitability ETF in Q3 2025, an estimated $5.03M increase.
  • Fulton Bank's biggest Q3 2025 reduction was KLA, cutting an estimated $1.99M.
  • Fulton Bank fully exited Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025, selling an estimated $5.56M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.86B portfolio in Q3 2025.
  • Fulton Bank opened 31 new positions and closed 30 in Q3 2025.
  • Fulton Bank's portfolio value rose 5.7% quarter-over-quarter to $2.86B.

Based on Fulton Bank's 13F filing for Q3 2025, filed 21 Oct 2025.