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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
NVT icon
276
nVent Electric
NVT
$23.5B
$742K 0.03%
10,131
-97
-0.9% -$5.96K
SFM icon
277
Sprouts Farmers Market
SFM
$7.17B
$742K 0.03%
4,504
-692
-13% -$113K
AMCR icon
278
Amcor
AMCR
$20.8B
$737K 0.03%
16,035
-533
-3% -$24.6K
PRMB
279
Primo Brands
PRMB
$8.31B
$736K 0.03%
24,833
+737
+3% +$23.6K
FIS icon
280
Fidelity National Information Services
FIS
$22.3B
$732K 0.03%
8,987
+1,551
+21% +$121K
CSX icon
281
CSX Corp
CSX
$95.7B
$729K 0.03%
22,331
-2,111
-9% -$63.5K
PAYC icon
282
Paycom
PAYC
$7.19B
$719K 0.03%
3,108
+208
+7% +$49.3K
VIG icon
283
Vanguard Dividend Appreciation ETF
VIG
$111B
$719K 0.03%
3,513
– –
HWM icon
284
Howmet Aerospace
HWM
$114B
$709K 0.03%
3,811
+809
+27% +$124K
QUAL icon
285
iShares MSCI USA Quality Factor ETF
QUAL
$45.9B
$706K 0.03%
3,860
+1,460
+61% +$252K
RNR icon
286
RenaissanceRe
RNR
$13.8B
$705K 0.03%
2,904
-148
-5% -$35.9K
KGC icon
287
Kinross Gold
KGC
$28.4B
$705K 0.03%
45,082
+1,653
+4% +$24.1K
APO icon
288
Apollo Global Management
APO
$71.7B
$693K 0.03%
4,885
-921
-16% -$122K
BR icon
289
Broadridge
BR
$17.8B
$692K 0.03%
2,847
-343
-11% -$81.5K
BMY icon
290
Bristol-Myers Squibb
BMY
$128B
$681K 0.03%
14,719
-40,783
-73% -$2M
IWB icon
291
iShares Russell 1000 ETF
IWB
$47.7B
$677K 0.03%
1,995
-49
-2% -$15.4K
ELV icon
292
Elevance Health
ELV
$81.9B
$667K 0.02%
1,716
+176
+11% +$70.8K
CIEN icon
293
Ciena
CIEN
$52.4B
$661K 0.02%
8,126
+423
+5% +$30.3K
PKG icon
294
Packaging Corp of America
PKG
$22.4B
$649K 0.02%
3,445
-216
-6% -$40.8K
CFR icon
295
Cullen/Frost Bankers
CFR
$10.3B
$649K 0.02%
5,047
+35
+0.7% +$4.28K
MCO icon
296
Moody's
MCO
$84.3B
$648K 0.02%
1,291
-83
-6% -$38.4K
IWO icon
297
iShares Russell 2000 Growth ETF
IWO
$14.4B
$647K 0.02%
2,262
-19
-0.8% -$5K
EOG icon
298
EOG Resources
EOG
$76B
$645K 0.02%
5,390
+39
+0.7% +$4.46K
NXPI icon
299
NXP Semiconductors
NXPI
$66.7B
$641K 0.02%
2,932
+788
+37% +$154K
XLE icon
300
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
$639K 0.02%
15,066
-242
-2% -$10.1K
10 11
12
13 14

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 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.