We are live on ! Find out more
FB

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
MRSH
301
Marsh
MRSH
$91.7B
$659K 0.02%
3,270
-125
-4% -$25.7K
TTWO icon
302
Take-Two Interactive
TTWO
$46.3B
$648K 0.02%
2,509
-94
-4% -$22.3K
TEL icon
303
TE Connectivity
TEL
$62.1B
$643K 0.02%
2,929
+235
+9% +$47.1K
CBU icon
304
Community Bank
CBU
$3.41B
$643K 0.02%
10,965
+1,085
+11% +$62.8K
AON icon
305
Aon
AON
$81.4B
$636K 0.02%
1,784
+165
+10% +$59.7K
CB icon
306
Chubb
CB
$141B
$633K 0.02%
2,243
-1,002
-31% -$276K
TXT icon
307
Textron
TXT
$15.6B
$631K 0.02%
7,463
+60
+0.8% +$4.89K
LHX icon
308
L3Harris
LHX
$56.9B
$627K 0.02%
2,054
-171
-8% -$46.7K
IDA icon
309
Idacorp
IDA
$8.24B
$626K 0.02%
4,740
-6
-0.1% -$743
PAYC icon
310
Paycom
PAYC
$7.54B
$620K 0.02%
2,977
-131
-4% -$29.5K
FANG icon
311
Diamondback Energy
FANG
$53.5B
$618K 0.02%
4,322
+210
+5% +$29.9K
ITT icon
312
ITT
ITT
$17.8B
$612K 0.02%
3,423
-141
-4% -$23.7K
CYBR
313
DELISTED
CyberArk
CYBR
$599K 0.02%
1,240
-937
-43% -$402K
PLTR icon
314
Palantir
PLTR
$296B
$597K 0.02%
3,274
+330
+11% +$53.5K
LNG icon
315
Cheniere Energy
LNG
$52.8B
$594K 0.02%
2,529
-59
-2% -$13.9K
CWI icon
316
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.73B
$594K 0.02%
17,000
– –
SNX icon
317
TD Synnex
SNX
$19.8B
$583K 0.02%
3,559
-42
-1% -$6.19K
NKE icon
318
Nike
NKE
$63.9B
$573K 0.02%
8,220
-368
-4% -$27.4K
MTB icon
319
M&T Bank
MTB
$36.6B
$566K 0.02%
2,862
+6
+0.2% +$1.18K
GEV icon
320
GE Vernova
GEV
$251B
$561K 0.02%
913
+44
+5% +$26.7K
BMY icon
321
Bristol-Myers Squibb
BMY
$130B
$561K 0.02%
12,431
-2,288
-16% -$107K
CBSH icon
322
Commerce Bancshares
CBSH
$8.64B
$561K 0.02%
9,849
+1,676
+21% +$98.5K
EOG icon
323
EOG Resources
EOG
$74.4B
$559K 0.02%
4,986
-404
-7% -$48.2K
PRU icon
324
Prudential Financial
PRU
$43B
$556K 0.02%
5,358
+11
+0.2% +$1.16K
ASO icon
325
Academy Sports + Outdoors
ASO
$3.13B
$556K 0.02%
11,111
+5,764
+108% +$294K
11 12
13
14 15

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.