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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
TTWO icon
301
Take-Two Interactive
TTWO
$45.3B
$632K 0.02%
2,603
+29
+1% +$6.53K
VWO icon
302
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$631K 0.02%
12,765
+217
+2% +$10.1K
LOGI icon
303
Logitech
LOGI
$15.5B
$631K 0.02%
7,000
+106
+2% +$8.6K
LNG icon
304
Cheniere Energy
LNG
$53.6B
$630K 0.02%
2,588
+897
+53% +$208K
RL icon
305
Ralph Lauren
RL
$22.6B
$623K 0.02%
2,271
-441
-16% -$109K
XLC icon
306
State Street Communication Services Select Sector SPDR ETF
XLC
$22.1B
$617K 0.02%
5,688
-270
-5% -$26.6K
FTI icon
307
TechnipFMC
FTI
$29.9B
$615K 0.02%
17,860
+893
+5% +$26.9K
CLS icon
308
Celestica
CLS
$36.6B
$614K 0.02%
3,933
+353
+10% +$37.5K
NTRA icon
309
Natera
NTRA
$37B
$613K 0.02%
3,628
-24
-0.7% -$3.74K
NKE icon
310
Nike
NKE
$62.5B
$610K 0.02%
8,588
-1,197
-12% -$71.9K
DGX icon
311
Quest Diagnostics
DGX
$25.6B
$604K 0.02%
3,360
+767
+30% +$133K
RSG icon
312
Republic Services
RSG
$66.7B
$603K 0.02%
2,446
-904
-27% -$223K
HELO icon
313
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.54B
$601K 0.02%
9,611
+1,920
+25% +$116K
NOC icon
314
Northrop Grumman
NOC
$77.8B
$600K 0.02%
1,200
+8
+0.7% +$3.93K
SPGI icon
315
S&P Global
SPGI
$130B
$595K 0.02%
1,128
+115
+11% +$57.4K
TXT icon
316
Textron
TXT
$16.7B
$594K 0.02%
7,403
-22
-0.3% -$1.59K
CTRA
317
DELISTED
Coterra Energy
CTRA
$589K 0.02%
23,214
-2,002
-8% -$50.8K
AON icon
318
Aon
AON
$78.4B
$578K 0.02%
1,619
+38
+2% +$13.8K
POOL icon
319
Pool Corp
POOL
$6.73B
$575K 0.02%
1,974
-604
-23% -$183K
OMF icon
320
OneMain Financial
OMF
$7.08B
$575K 0.02%
10,081
-173
-2% -$8.63K
PRU icon
321
Prudential Financial
PRU
$42.3B
$574K 0.02%
5,347
-834
-13% -$86.4K
FANG icon
322
Diamondback Energy
FANG
$55.1B
$565K 0.02%
4,112
+40
+1% +$5.54K
CBU icon
323
Community Bank
CBU
$3.5B
$562K 0.02%
9,880
+125
+1% +$6.94K
PLNT icon
324
Planet Fitness
PLNT
$4.29B
$562K 0.02%
5,150
+50
+1% +$5.01K
ITT icon
325
ITT
ITT
$17.7B
$559K 0.02%
3,564
+59
+2% +$8.4K
11 12
13
14 15

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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 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.