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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
LOGI icon
301
Logitech
LOGI
$16B
$670K 0.02%
6,688
-26
-0.4% -$2.92K
AME icon
302
Ametek
AME
$55.3B
$670K 0.02%
3,261
+398
+14% +$77.4K
RDNT icon
303
RadNet
RDNT
$4.97B
$667K 0.02%
9,350
+2,081
+29% +$161K
TTWO icon
304
Take-Two Interactive
TTWO
$46.3B
$666K 0.02%
2,601
+92
+4% +$22.9K
IDA icon
305
Idacorp
IDA
$8.24B
$662K 0.02%
5,229
+489
+10% +$63.6K
FANG icon
306
Diamondback Energy
FANG
$53.5B
$661K 0.02%
4,400
+78
+2% +$11.5K
XLE icon
307
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$660K 0.02%
14,770
-2,886
-16% -$129K
TXT icon
308
Textron
TXT
$15.6B
$658K 0.02%
7,549
+86
+1% +$7.2K
AON icon
309
Aon
AON
$81.4B
$655K 0.02%
1,856
+72
+4% +$25.1K
CBU icon
310
Community Bank
CBU
$3.41B
$650K 0.02%
11,323
+358
+3% +$20.6K
PGR icon
311
Progressive
PGR
$128B
$650K 0.02%
2,854
-25
-0.9% -$5.65K
OMF icon
312
OneMain Financial
OMF
$7.19B
$645K 0.02%
9,544
-212
-2% -$12.9K
KD icon
313
Kyndryl
KD
$2.94B
$644K 0.02%
24,233
-136
-0.6% -$3.69K
TER icon
314
Teradyne
TER
$50.2B
$633K 0.02%
3,268
+655
+25% +$112K
ADP icon
315
Automatic Data Processing
ADP
$106B
$630K 0.02%
2,449
+90
+4% +$24K
ASO icon
316
Academy Sports + Outdoors
ASO
$3.13B
$627K 0.02%
12,546
+1,435
+13% +$71.2K
MKSI icon
317
MKS Inc
MKSI
$19.3B
$626K 0.02%
3,918
-253
-6% -$37.5K
CL icon
318
Colgate-Palmolive
CL
$74.2B
$625K 0.02%
7,913
+4,180
+112% +$328K
DECK icon
319
Deckers Outdoor
DECK
$14.2B
$622K 0.02%
5,995
-2,620
-30% -$246K
WDAY icon
320
Workday
WDAY
$39.4B
$617K 0.02%
2,873
-58
-2% -$13.2K
SHOP icon
321
Shopify
SHOP
$169B
$615K 0.02%
3,821
+94
+3% +$15.1K
ITT icon
322
ITT
ITT
$17.8B
$614K 0.02%
3,536
+113
+3% +$20.2K
INTC icon
323
Intel
INTC
$435B
$612K 0.02%
16,594
+745
+5% +$28.1K
CWI icon
324
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.73B
$611K 0.02%
17,000
– –
LH icon
325
Labcorp
LH
$25.8B
$610K 0.02%
2,432
+1,481
+156% +$393K
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 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.