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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
NVS icon
251
Novartis
NVS
$301B
$910K 0.03%
6,599
+1,213
+23% +$159K
TT icon
252
Trane Technologies
TT
$99.6B
$910K 0.03%
2,337
+452
+24% +$187K
TD icon
253
Toronto Dominion Bank
TD
$195B
$902K 0.03%
9,572
-2,818
-23% -$238K
DE icon
254
Deere & Co
DE
$165B
$894K 0.03%
1,920
-36
-2% -$16.9K
FCX icon
255
Freeport-McMoran
FCX
$84.8B
$890K 0.03%
17,522
+8,945
+104% +$388K
EQT icon
256
EQT Corp
EQT
$33B
$887K 0.03%
16,552
+50
+0.3% +$2.81K
USFD icon
257
US Foods
USFD
$22.6B
$881K 0.03%
11,702
+448
+4% +$33.6K
ALL icon
258
Allstate
ALL
$70.9B
$871K 0.03%
4,185
-503
-11% -$103K
RS icon
259
Reliance Steel & Aluminium
RS
$20.8B
$866K 0.03%
2,999
+91
+3% +$25.6K
ALLY icon
260
Ally Financial
ALLY
$13.5B
$853K 0.03%
18,832
+45
+0.2% +$1.85K
TDY icon
261
Teledyne Technologies
TDY
$29.5B
$850K 0.03%
1,664
+175
+12% +$92.2K
MTSI icon
262
MACOM Technology Solutions
MTSI
$17.9B
$843K 0.03%
4,923
-442
-8% -$70.2K
CSX icon
263
CSX Corp
CSX
$93.8B
$833K 0.03%
22,982
+990
+5% +$35.4K
CLH icon
264
Clean Harbors
CLH
$17.2B
$829K 0.03%
3,534
+27
+0.8% +$6.17K
PRIM icon
265
Primoris Services
PRIM
$4.19B
$819K 0.03%
6,598
-567
-8% -$74K
NDSN icon
266
Nordson
NDSN
$16.5B
$807K 0.03%
3,357
-72
-2% -$16.9K
PLNT icon
267
Planet Fitness
PLNT
$4.43B
$804K 0.03%
7,411
+2,219
+43% +$228K
MCHP icon
268
Microchip Technology
MCHP
$39.6B
$804K 0.03%
12,610
-903
-7% -$55.7K
RNR icon
269
RenaissanceRe
RNR
$13.8B
$793K 0.03%
2,819
+9
+0.3% +$2.37K
TRMB icon
270
Trimble
TRMB
$13.6B
$788K 0.03%
10,063
+21
+0.2% +$1.67K
KEYS icon
271
Keysight
KEYS
$51.2B
$787K 0.03%
3,872
-686
-15% -$127K
LHX icon
272
L3Harris
LHX
$55.3B
$784K 0.03%
2,671
+617
+30% +$178K
NVT icon
273
nVent Electric
NVT
$21.6B
$778K 0.03%
7,631
-2,611
-25% -$271K
VWO icon
274
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$773K 0.03%
14,383
+1,618
+13% +$87.9K
CFR icon
275
Cullen/Frost Bankers
CFR
$10.6B
$761K 0.03%
6,013
+151
+3% +$18.9K
9 10
11
12 13

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MWM
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AFG
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PCM
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FEG
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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.