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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
CBSH icon
351
Commerce Bancshares
CBSH
$8.49B
$484K 0.02%
8,173
+138
+2% +$8.1K
PH icon
352
Parker-Hannifin
PH
$124B
$483K 0.02%
691
+223
+48% +$141K
CNP icon
353
CenterPoint Energy
CNP
$28.8B
$482K 0.02%
13,127
-591
-4% -$21.9K
STXF
354
Strive 500 ETF
STXF
$1.11B
$481K 0.02%
12,000
– –
CMCSA icon
355
Comcast
CMCSA
$80.9B
$477K 0.02%
13,377
+426
+3% +$14.7K
STT icon
356
State Street
STT
$50.7B
$467K 0.02%
4,393
-666
-13% -$61.6K
VTV icon
357
Vanguard Value ETF
VTV
$189B
$466K 0.02%
2,636
– –
ETR icon
358
Entergy
ETR
$53.1B
$465K 0.02%
5,599
-12,997
-70% -$1.07M
ALNY icon
359
Alnylam Pharmaceuticals
ALNY
$37.2B
$463K 0.02%
1,421
+46
+3% +$12.7K
VONE icon
360
Vanguard Russell 1000 ETF
VONE
$8.19B
$462K 0.02%
+1,646
New +$428K
IBKR icon
361
Interactive Brokers
IBKR
$41.1B
$461K 0.02%
8,324
-2,376
-22% -$113K
STE icon
362
Steris
STE
$21.3B
$460K 0.02%
1,915
+23
+1% +$5.36K
GEV icon
363
GE Vernova
GEV
$265B
$460K 0.02%
869
-2
-0.2% -$833
FCX icon
364
Freeport-McMoran
FCX
$90.2B
$455K 0.02%
10,488
+2,757
+36% +$105K
TEL icon
365
TE Connectivity
TEL
$60.2B
$454K 0.02%
2,694
+1,207
+81% +$183K
COLD icon
366
Americold
COLD
$4.17B
$446K 0.02%
26,812
-2,542
-9% -$46.1K
VOE icon
367
Vanguard Mid-Cap Value ETF
VOE
$23.8B
$446K 0.02%
2,709
-186
-6% -$29.4K
CWEN icon
368
Clearway Energy Class C
CWEN
$5B
$444K 0.02%
13,884
+130
+0.9% +$3.88K
SHOP icon
369
Shopify
SHOP
$165B
$443K 0.02%
3,840
+894
+30% +$89.4K
APD icon
370
Air Products & Chemicals
APD
$65.2B
$443K 0.02%
1,569
-13
-0.8% -$3.56K
EQIX icon
371
Equinix
EQIX
$103B
$437K 0.02%
549
-57
-9% -$48.4K
ADI icon
372
Analog Devices
ADI
$181B
$432K 0.02%
1,817
-277
-13% -$57.7K
EW icon
373
Edwards Lifesciences
EW
$47.8B
$430K 0.02%
5,496
+11
+0.2% +$820
SAP icon
374
SAP
SAP
$200B
$427K 0.02%
+1,404
New +$402K
JKHY icon
375
Jack Henry & Associates
JKHY
$10.9B
$417K 0.02%
2,313
+433
+23% +$76.9K
13 14
15
16 17

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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 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.