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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
+1.61%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
+$49.2M
Cap. Flow %
1.7%
Top 10 Hldgs %
30.69%
Holding
709
New
42
Increased
315
Reduced
249
Closed
41

Top Buys

Rank Stock Value
1
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$8.21M
2
XAGG
Eaton Vance Income Opportunities ETF
XAGG
+$4.46M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.69M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$9.78M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.98M
3
AMZN icon
Amazon
AMZN
+$2.67M
4
APH icon
Amphenol
APH
+$1.53M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
226
Qualcomm
QCOM
$172B
$1.09M 0.04%
6,381
-31
-0.5% -$5.31K
VIG icon
227
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.08M 0.04%
4,913
+630
+15% +$138K
VGT icon
228
Vanguard Information Technology ETF
VGT
$136B
$1.06M 0.04%
11,280
+8,800
+355% +$836K
EME icon
229
Emcor
EME
$31.4B
$1.06M 0.04%
1,733
-24
-1% -$15.5K
BWXT icon
230
BWX Technologies
BWXT
$15.5B
$1.05M 0.04%
6,090
+1,809
+42% +$339K
VXF icon
231
Vanguard Extended Market ETF
VXF
$30.5B
$1.04M 0.04%
4,972
+367
+8% +$77.1K
TXRH icon
232
Texas Roadhouse
TXRH
$13.5B
$1.03M 0.04%
6,209
-70
-1% -$11.8K
A icon
233
Agilent Technologies
A
$39.7B
$1.03M 0.04%
7,574
-58
-0.8% -$8.34K
SCHW
234
Charles Schwab
SCHW
$184B
$1.03M 0.04%
10,291
+1,719
+20% +$163K
IWP icon
235
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$1.02M 0.04%
7,471
– –
FISV
236
Fiserv Inc
FISV
$28.9B
$1.02M 0.04%
15,230
-1,643
-10% -$138K
AZO icon
237
AutoZone
AZO
$50.9B
$1.02M 0.04%
300
-38
-11% -$144K
VXUS icon
238
Vanguard Total International Stock ETF
VXUS
$153B
$1.01M 0.04%
13,443
+768
+6% +$57.3K
XLC icon
239
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$1M 0.03%
8,504
+2,193
+35% +$252K
QUAL icon
240
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
$994K 0.03%
5,004
+1,144
+30% +$225K
HLI icon
241
Houlihan Lokey
HLI
$10.2B
$991K 0.03%
5,687
+433
+8% +$79.5K
APO icon
242
Apollo Global Management
APO
$71.9B
$986K 0.03%
6,812
+1,706
+33% +$227K
QQQE icon
243
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
$985K 0.03%
9,627
+725
+8% +$74.2K
MAR icon
244
Marriott International
MAR
$101B
$971K 0.03%
3,131
+106
+4% +$30.3K
EMR icon
245
Emerson Electric
EMR
$85B
$958K 0.03%
7,216
-855
-11% -$113K
DEO icon
246
Diageo
DEO
$49.4B
$956K 0.03%
11,082
+49
+0.4% +$4.51K
INSM icon
247
Insmed
INSM
$22.6B
$927K 0.03%
5,325
+146
+3% +$26.6K
WM icon
248
Waste Management
WM
$96.1B
$924K 0.03%
4,207
-717
-15% -$153K
TMUS icon
249
T-Mobile US
TMUS
$196B
$922K 0.03%
4,542
+136
+3% +$28.8K
NXPI icon
250
NXP Semiconductors
NXPI
$65.4B
$919K 0.03%
4,233
+831
+24% +$178K
8 9
10
11 12

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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
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
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NMERB
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HIMC
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Fulton Bank's Q4 2025 Portfolio in Review

As of Q4 2025, Fulton Bank held 709 positions worth $2.89B, up 1.1% from $2.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2025 filing shows 42 new, 315 increased, 249 reduced and 41 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M. The largest sale was Fulton Financial, an estimated $9.78M.

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 Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.56M increase.
  • Fulton Bank's biggest Q4 2025 reduction was Fulton Financial, cutting an estimated $9.78M.
  • Fulton Bank fully exited Alexandria Real Estate Equities in Q4 2025, selling an estimated $1.4M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.89B portfolio in Q4 2025.
  • Fulton Bank opened 42 new positions and closed 41 in Q4 2025.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $2.89B.

Based on Fulton Bank's 13F filing for Q4 2025, filed 8 Jan 2026.