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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
+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
CLH icon
251
Clean Harbors
CLH
$15.9B
$864K 0.03%
3,737
-30
-0.8% -$6.57K
MAR icon
252
Marriott International
MAR
$100B
$861K 0.03%
3,152
-295
-9% -$74K
SYY icon
253
Sysco
SYY
$40.1B
$852K 0.03%
11,254
-828
-7% -$60.1K
TT icon
254
Trane Technologies
TT
$105B
$847K 0.03%
1,937
-145
-7% -$57.2K
VXF icon
255
Vanguard Extended Market ETF
VXF
$30.4B
$846K 0.03%
4,391
+2,950
+205% +$524K
ZBRA icon
256
Zebra Technologies
ZBRA
$12.6B
$832K 0.03%
2,697
-91
-3% -$24.7K
WDAY icon
257
Workday
WDAY
$36.9B
$826K 0.03%
3,443
-150
-4% -$36.5K
CRH icon
258
CRH
CRH
$67.8B
$825K 0.03%
8,982
+755
+9% +$68.9K
USFD icon
259
US Foods
USFD
$21.9B
$824K 0.03%
10,699
+46
+0.4% +$3.28K
TDY icon
260
Teledyne Technologies
TDY
$30B
$818K 0.03%
1,597
+142
+10% +$68.5K
PRIM icon
261
Primoris Services
PRIM
$4.56B
$809K 0.03%
10,386
-364
-3% -$24.7K
BWXT icon
262
BWX Technologies
BWXT
$16B
$806K 0.03%
5,592
-952
-15% -$111K
SNPS icon
263
Synopsys
SNPS
$74.4B
$801K 0.03%
1,562
-135
-8% -$62.9K
FEZ icon
264
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.31B
$791K 0.03%
13,240
+4,260
+47% +$243K
RS icon
265
Reliance Steel & Aluminium
RS
$20.5B
$784K 0.03%
2,499
+779
+45% +$230K
ALLY icon
266
Ally Financial
ALLY
$13.2B
$775K 0.03%
19,888
+260
+1% +$9.01K
DASH icon
267
DoorDash
DASH
$80.5B
$770K 0.03%
3,125
+230
+8% +$46.1K
MGNI icon
268
Magnite
MGNI
$2.75B
$770K 0.03%
31,935
-3,280
-9% -$48.3K
MTSI icon
269
MACOM Technology Solutions
MTSI
$19.6B
$770K 0.03%
5,372
+311
+6% +$36.3K
NDSN icon
270
Nordson
NDSN
$16.4B
$767K 0.03%
3,580
-81
-2% -$16.1K
SCHW
271
Charles Schwab
SCHW
$180B
$760K 0.03%
8,325
-688
-8% -$57.6K
ENTG icon
272
Entegris
ENTG
$18.8B
$758K 0.03%
9,396
-2,422
-20% -$184K
ADP icon
273
Automatic Data Processing
ADP
$103B
$754K 0.03%
2,446
+133
+6% +$40.9K
KEYS icon
274
Keysight
KEYS
$52.9B
$744K 0.03%
4,542
+180
+4% +$27.4K
MRSH
275
Marsh
MRSH
$87.9B
$742K 0.03%
3,395
-382
-10% -$86.2K
9 10
11
12 13

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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.