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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
RDNT icon
326
RadNet
RDNT
$4.97B
$554K 0.02%
7,269
+440
+6% +$28.6K
SHOP icon
327
Shopify
SHOP
$169B
$554K 0.02%
3,727
-113
-3% -$15.3K
OMF icon
328
OneMain Financial
OMF
$7.19B
$551K 0.02%
9,756
-325
-3% -$19.2K
FNB icon
329
FNB Corp
FNB
$6.81B
$548K 0.02%
34,012
+18,000
+112% +$286K
PRMB
330
Primo Brands
PRMB
$8.54B
$547K 0.02%
24,729
-104
-0.4% -$2.69K
TTD icon
331
Trade Desk
TTD
$8.89B
$543K 0.02%
11,084
-2,101
-16% -$133K
IJT icon
332
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$542K 0.02%
3,833
– –
PLNT icon
333
Planet Fitness
PLNT
$4.43B
$539K 0.02%
5,192
+42
+0.8% +$4.46K
AME icon
334
Ametek
AME
$55.3B
$538K 0.02%
2,863
-100
-3% -$18.4K
PSX icon
335
Phillips 66
PSX
$82.5B
$537K 0.02%
3,951
-280
-7% -$35.9K
VST icon
336
Vistra
VST
$50.1B
$533K 0.02%
2,719
+703
+35% +$139K
INTC icon
337
Intel
INTC
$435B
$532K 0.02%
15,849
-1,090
-6% -$26.4K
RSG icon
338
Republic Services
RSG
$66.6B
$522K 0.02%
2,275
-171
-7% -$40.1K
STXF
339
Strive 500 ETF
STXF
$1.11B
$518K 0.02%
12,000
– –
RKLB icon
340
Rocket Lab Corp
RKLB
$39.9B
$518K 0.02%
10,820
– –
GLW icon
341
Corning
GLW
$108B
$518K 0.02%
6,317
+184
+3% +$12K
MKSI icon
342
MKS Inc
MKSI
$19.3B
$516K 0.02%
4,171
-21
-0.5% -$2.24K
ETR icon
343
Entergy
ETR
$52.4B
$515K 0.02%
5,526
-73
-1% -$6.42K
NBIX icon
344
Neurocrine Biosciences
NBIX
$18.4B
$512K 0.02%
3,644
+993
+37% +$135K
HLT icon
345
Hilton Worldwide
HLT
$72.6B
$510K 0.02%
1,965
-31
-2% -$8.38K
SCHD icon
346
Schwab US Dividend Equity ETF
SCHD
$104B
$508K 0.02%
+18,624
New +$508K
CTRA
347
DELISTED
Coterra Energy
CTRA
$508K 0.02%
21,485
-1,729
-7% -$41.7K
YETI icon
348
Yeti Holdings
YETI
$3.93B
$505K 0.02%
+15,220
New +$532K
SDY icon
349
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$503K 0.02%
3,589
– –
VOE icon
350
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$502K 0.02%
2,874
+165
+6% +$28.1K
12 13
14
15 16

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.