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
+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
ENTG icon
251
Entegris
ENTG
$17.1B
$844K 0.03%
9,125
-271
-3% -$23.1K
AMT icon
252
American Tower
AMT
$81.4B
$831K 0.03%
4,322
-338
-7% -$70.4K
FEZ icon
253
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$822K 0.03%
13,240
– –
DASH icon
254
DoorDash
DASH
$85.8B
$822K 0.03%
3,022
-103
-3% -$25.8K
TRMB icon
255
Trimble
TRMB
$13.6B
$820K 0.03%
10,042
-1,541
-13% -$126K
SCHW
256
Charles Schwab
SCHW
$184B
$818K 0.03%
8,572
+247
+3% +$23.4K
RS icon
257
Reliance Steel & Aluminium
RS
$21B
$817K 0.03%
2,908
+409
+16% +$123K
LIN icon
258
Linde
LIN
$235B
$816K 0.03%
1,718
-165
-9% -$78.1K
CLH icon
259
Clean Harbors
CLH
$17.3B
$814K 0.03%
3,507
-230
-6% -$54.5K
KVUE icon
260
Kenvue
KVUE
$37.6B
$810K 0.03%
49,926
-20,890
-29% -$426K
KEYS icon
261
Keysight
KEYS
$52.2B
$797K 0.03%
4,558
+16
+0.4% +$2.67K
TT icon
262
Trane Technologies
TT
$101B
$795K 0.03%
1,885
-52
-3% -$22.2K
BWXT icon
263
BWX Technologies
BWXT
$15B
$789K 0.03%
4,281
-1,311
-23% -$211K
XLE icon
264
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$789K 0.03%
17,656
+2,590
+17% +$113K
MAR icon
265
Marriott International
MAR
$101B
$788K 0.03%
3,025
-127
-4% -$34.1K
DGX icon
266
Quest Diagnostics
DGX
$26.2B
$784K 0.03%
4,112
+752
+22% +$133K
UPS icon
267
United Parcel Service
UPS
$89.4B
$781K 0.03%
9,351
-6,493
-41% -$588K
CSX icon
268
CSX Corp
CSX
$94.3B
$781K 0.03%
21,992
-339
-2% -$11.6K
NDSN icon
269
Nordson
NDSN
$16.6B
$778K 0.03%
3,429
-151
-4% -$33.3K
NXPI icon
270
NXP Semiconductors
NXPI
$62.6B
$775K 0.03%
3,402
+470
+16% +$106K
ZBRA icon
271
Zebra Technologies
ZBRA
$13.6B
$766K 0.03%
2,577
-120
-4% -$38.3K
POOL icon
272
Pool Corp
POOL
$7.04B
$764K 0.03%
2,464
+490
+25% +$154K
SNPS icon
273
Synopsys
SNPS
$73.1B
$763K 0.03%
1,546
-16
-1% -$9.04K
LYV icon
274
Live Nation Entertainment
LYV
$41.8B
$757K 0.03%
4,631
-1,479
-24% -$234K
QUAL icon
275
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$751K 0.03%
3,860
– –
9 10
11
12 13

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 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.