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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
RKLB icon
276
Rocket Lab Corp
RKLB
$39.9B
$755K 0.03%
10,820
– –
NSC icon
277
Norfolk Southern
NSC
$76.1B
$754K 0.03%
2,611
-1,211
-32% -$350K
DASH icon
278
DoorDash
DASH
$85.2B
$741K 0.03%
3,273
+251
+8% +$58.9K
RL icon
279
Ralph Lauren
RL
$22.5B
$737K 0.03%
2,084
-120
-5% -$40.9K
HOOD icon
280
Robinhood
HOOD
$83.3B
$736K 0.03%
6,510
+472
+8% +$61.4K
SPOT icon
281
Spotify
SPOT
$105B
$732K 0.03%
1,261
-18
-1% -$11.3K
CB icon
282
Chubb
CB
$141B
$729K 0.03%
2,335
+92
+4% +$26.9K
DGX icon
283
Quest Diagnostics
DGX
$26B
$725K 0.03%
4,180
+68
+2% +$12.4K
SCHD icon
284
Schwab US Dividend Equity ETF
SCHD
$104B
$724K 0.03%
26,394
+7,770
+42% +$211K
SYY icon
285
Sysco
SYY
$40.8B
$716K 0.02%
9,717
-1,045
-10% -$79.5K
IWO icon
286
iShares Russell 2000 Growth ETF
IWO
$14.4B
$714K 0.02%
2,212
-38
-2% -$12.4K
WMB icon
287
Williams Companies
WMB
$85.8B
$707K 0.02%
11,768
-11,343
-49% -$686K
FEZ icon
288
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.32B
$706K 0.02%
10,960
-2,280
-17% -$144K
SPYG icon
289
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$705K 0.02%
+6,607
New +$700K
CHRW icon
290
C.H. Robinson
CHRW
$20B
$700K 0.02%
4,357
+1,007
+30% +$149K
PH icon
291
Parker-Hannifin
PH
$125B
$700K 0.02%
796
+176
+28% +$144K
ENTG icon
292
Entegris
ENTG
$18B
$698K 0.02%
8,280
-845
-9% -$73.4K
LYV icon
293
Live Nation Entertainment
LYV
$42.1B
$697K 0.02%
4,894
+263
+6% +$37.8K
NOC icon
294
Northrop Grumman
NOC
$78B
$696K 0.02%
1,220
+12
+1% +$6.96K
YETI icon
295
Yeti Holdings
YETI
$3.93B
$687K 0.02%
15,553
+333
+2% +$12.8K
GEV icon
296
GE Vernova
GEV
$251B
$686K 0.02%
1,049
+136
+15% +$82.8K
LIN icon
297
Linde
LIN
$236B
$683K 0.02%
1,602
-116
-7% -$49.7K
IVW icon
298
iShares S&P 500 Growth ETF
IVW
$71.9B
$682K 0.02%
5,534
-447
-7% -$54.7K
UPS icon
299
United Parcel Service
UPS
$89.7B
$681K 0.02%
6,865
-2,486
-27% -$233K
MRSH
300
Marsh
MRSH
$91.7B
$677K 0.02%
3,647
+377
+12% +$70.5K
10 11
12
13 14

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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.