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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
+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
XLC icon
276
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$747K 0.03%
6,311
+623
+11% +$69.3K
INSM icon
277
Insmed
INSM
$22.6B
$746K 0.03%
5,179
-237
-4% -$29K
CFR icon
278
Cullen/Frost Bankers
CFR
$10.5B
$743K 0.03%
5,862
+815
+16% +$106K
ALLY icon
279
Ally Financial
ALLY
$13.4B
$736K 0.03%
18,787
-1,101
-6% -$44.1K
LOGI icon
280
Logitech
LOGI
$16B
$736K 0.03%
6,714
-286
-4% -$28.7K
NOC icon
281
Northrop Grumman
NOC
$78B
$736K 0.03%
1,208
+8
+0.7% +$4.54K
KD icon
282
Kyndryl
KD
$2.94B
$732K 0.03%
24,369
-4,093
-14% -$141K
IWB icon
283
iShares Russell 1000 ETF
IWB
$47.9B
$729K 0.03%
1,995
– –
PKG icon
284
Packaging Corp of America
PKG
$22.6B
$729K 0.03%
3,344
-101
-3% -$20.8K
IVW icon
285
iShares S&P 500 Growth ETF
IVW
$71.9B
$722K 0.03%
5,981
+1,029
+21% +$118K
IWO icon
286
iShares Russell 2000 Growth ETF
IWO
$14.4B
$720K 0.03%
2,250
-12
-0.5% -$3.62K
RNR icon
287
RenaissanceRe
RNR
$13.9B
$714K 0.02%
2,810
-94
-3% -$22.8K
PGR icon
288
Progressive
PGR
$128B
$711K 0.02%
2,879
-428
-13% -$106K
WDAY icon
289
Workday
WDAY
$39.4B
$706K 0.02%
2,931
-512
-15% -$118K
ALNY icon
290
Alnylam Pharmaceuticals
ALNY
$38.5B
$704K 0.02%
1,544
+123
+9% +$50.1K
HWM icon
291
Howmet Aerospace
HWM
$114B
$694K 0.02%
3,538
-273
-7% -$49.8K
ADP icon
292
Automatic Data Processing
ADP
$106B
$692K 0.02%
2,359
-87
-4% -$26.2K
VWO icon
293
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$692K 0.02%
12,765
– –
RL icon
294
Ralph Lauren
RL
$22.5B
$691K 0.02%
2,204
-67
-3% -$20K
NVS icon
295
Novartis
NVS
$304B
$691K 0.02%
5,386
+898
+20% +$110K
MGNI icon
296
Magnite
MGNI
$2.82B
$689K 0.02%
31,637
-298
-0.9% -$7.04K
MNDY icon
297
monday.com
MNDY
$3.68B
$685K 0.02%
3,536
+139
+4% +$32K
APO icon
298
Apollo Global Management
APO
$71.9B
$680K 0.02%
5,106
+221
+5% +$31.3K
MTSI icon
299
MACOM Technology Solutions
MTSI
$19B
$668K 0.02%
5,365
-7
-0.1% -$924
T icon
300
AT&T
T
$169B
$665K 0.02%
23,548
-35,524
-60% -$1.01M
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 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.