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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.84B
AUM Growth
-$56.9M
Cap. Flow
+$30.6M
Cap. Flow %
1.08%
Top 10 Hldgs %
29.88%
Holding
696
New
28
Increased
268
Reduced
272
Closed
40

Top Buys

Rank Stock Value
1
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$6.52M
2
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$6.01M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
BMOP
BNY Mellon Municipal Opportunities ETF
BMOP
+$3.14M

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$2.54M
2
JNJ icon
Johnson & Johnson
JNJ
+$2.44M
3
GSK icon
GSK
GSK
+$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.52M
5
AEP icon
American Electric Power
AEP
+$1.37M

Sector Composition

Rank Sector Weight
1 Technology 11.42%
2 Financials 5.21%
3 Communication Services 3.71%
4 Consumer Discretionary 3.61%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHX icon
251
L3Harris
LHX
$55.4B
$947K 0.03%
2,743
+72
+3% +$25.2K
PRIM icon
252
Primoris Services
PRIM
$4.2B
$938K 0.03%
6,561
-37
-0.6% -$5.42K
KEYS icon
253
Keysight
KEYS
$51.4B
$936K 0.03%
3,316
-556
-14% -$139K
FANG icon
254
Diamondback Energy
FANG
$55.8B
$936K 0.03%
4,733
+333
+8% +$56.6K
XLC icon
255
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$933K 0.03%
8,420
-84
-1% -$9.72K
CLH icon
256
Clean Harbors
CLH
$17.2B
$929K 0.03%
3,239
-295
-8% -$80.5K
TMUS icon
257
T-Mobile US
TMUS
$194B
$921K 0.03%
4,383
-159
-4% -$32.7K
QUAL icon
258
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$916K 0.03%
4,773
-231
-5% -$46.3K
XLE icon
259
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$913K 0.03%
14,900
+130
+0.9% +$6.97K
WAT icon
260
Waters Corp
WAT
$37.6B
$906K 0.03%
3,043
-31
-1% -$10.6K
CPRT icon
261
Copart
CPRT
$28.8B
$905K 0.03%
27,260
-716
-3% -$26.9K
RS icon
262
Reliance Steel & Aluminium
RS
$20.8B
$905K 0.03%
2,977
-22
-0.7% -$6.99K
TD icon
263
Toronto Dominion Bank
TD
$195B
$894K 0.03%
9,585
+13
+0.1% +$1.24K
NVS icon
264
Novartis
NVS
$299B
$891K 0.03%
5,834
-765
-12% -$117K
NOC icon
265
Northrop Grumman
NOC
$77.1B
$888K 0.03%
1,301
+81
+7% +$56K
WMB icon
266
Williams Companies
WMB
$86.1B
$887K 0.03%
12,188
+420
+4% +$29.1K
NDSN icon
267
Nordson
NDSN
$16.4B
$881K 0.03%
3,312
-45
-1% -$12.4K
ALL icon
268
Allstate
ALL
$70.8B
$875K 0.03%
4,219
+34
+0.8% +$6.97K
INSM icon
269
Insmed
INSM
$22.7B
$873K 0.03%
5,338
+13
+0.2% +$2K
COIN icon
270
Coinbase
COIN
$43.7B
$863K 0.03%
4,942
+53
+1% +$10.4K
NXPI icon
271
NXP Semiconductors
NXPI
$62B
$850K 0.03%
4,317
+84
+2% +$18.6K
DGX icon
272
Quest Diagnostics
DGX
$25.9B
$838K 0.03%
4,274
+94
+2% +$18.3K
MCHP icon
273
Microchip Technology
MCHP
$39.9B
$837K 0.03%
12,948
+338
+3% +$24.3K
A icon
274
Agilent Technologies
A
$39.5B
$836K 0.03%
7,334
-240
-3% -$30.4K
FIX icon
275
Comfort Systems
FIX
$54.5B
$832K 0.03%
603
+8
+1% +$10.2K
9 10
11
12 13

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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
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AIP
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NMERB
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HIMC
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Fulton Bank's Q1 2026 Portfolio in Review

As of Q1 2026, Fulton Bank held 696 positions worth $2.84B, down 2% from $2.89B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q1 2026 filing shows 28 new, 268 increased, 272 reduced and 40 closed positions. Its largest new stake was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M. The largest sale was KLA, an estimated $2.54M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q1 2026 buy was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M.
  • Fulton Bank added most to iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026, an estimated $6.01M increase.
  • Fulton Bank's biggest Q1 2026 reduction was KLA, cutting an estimated $2.54M.
  • Fulton Bank fully exited Diageo in Q1 2026, selling an estimated $956K.
  • Fulton Bank's ten largest holdings make up 30% of its $2.84B portfolio in Q1 2026.
  • Fulton Bank opened 28 new positions and closed 40 in Q1 2026.
  • Fulton Bank's portfolio value fell 2% quarter-over-quarter to $2.84B.

Based on Fulton Bank's 13F filing for Q1 2026, filed 24 Apr 2026.