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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
VONE icon
351
Vanguard Russell 1000 ETF
VONE
$8.09B
$498K 0.02%
1,646
– –
ET icon
352
Energy Transfer Partners
ET
$69.5B
$497K 0.02%
28,972
– –
CPAY icon
353
Corpay
CPAY
$25.7B
$497K 0.02%
1,725
+65
+4% +$20.7K
ARES icon
354
Ares Management
ARES
$28.1B
$496K 0.02%
3,104
+37
+1% +$6.67K
NTRA icon
355
Natera
NTRA
$36.4B
$494K 0.02%
3,067
-561
-15% -$88.8K
VTV icon
356
Vanguard Value ETF
VTV
$188B
$492K 0.02%
2,636
– –
XLU icon
357
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$491K 0.02%
11,266
+2,426
+27% +$103K
YORW icon
358
York Water
YORW
$511M
$490K 0.02%
16,092
-1,500
-9% -$46.5K
CNP icon
359
CenterPoint Energy
CNP
$28.3B
$485K 0.02%
12,509
-618
-5% -$23.3K
VVV icon
360
Valvoline
VVV
$5.06B
$482K 0.02%
13,419
+440
+3% +$16.8K
STT icon
361
State Street
STT
$48.4B
$481K 0.02%
4,148
-245
-6% -$27.3K
STE icon
362
Steris
STE
$22.9B
$480K 0.02%
1,938
+23
+1% +$5.5K
BJ icon
363
BJs Wholesale Club
BJ
$12.8B
$478K 0.02%
5,121
-53
-1% -$5.42K
SFM icon
364
Sprouts Farmers Market
SFM
$7.44B
$478K 0.02%
4,389
-115
-3% -$16.7K
MC icon
365
Moelis & Co
MC
$4.85B
$476K 0.02%
6,678
+97
+1% +$6.92K
SPGI icon
366
S&P Global
SPGI
$124B
$475K 0.02%
975
-153
-14% -$81.9K
CMC icon
367
Commercial Metals
CMC
$7.53B
$474K 0.02%
8,279
-30
-0.4% -$1.66K
PH icon
368
Parker-Hannifin
PH
$120B
$470K 0.02%
620
-71
-10% -$52.4K
FTI icon
369
TechnipFMC
FTI
$28.6B
$468K 0.02%
11,873
-5,987
-34% -$219K
AJG icon
370
Arthur J. Gallagher & Co
AJG
$69.1B
$465K 0.02%
1,502
+424
+39% +$128K
UL icon
371
Unilever
UL
$142B
$464K 0.02%
6,955
-723
-9% -$49.9K
SLB icon
372
SLB Ltd
SLB
$72.7B
$461K 0.02%
13,427
+1,803
+16% +$62.7K
MCO icon
373
Moody's
MCO
$83.7B
$459K 0.02%
964
-327
-25% -$165K
ADI icon
374
Analog Devices
ADI
$172B
$454K 0.02%
1,848
+31
+2% +$7.45K
NVO
375
Novo Nordisk
NVO
$228B
$448K 0.02%
8,081
+4,972
+160% +$291K
13 14
15
16 17

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BCI
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MWM
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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
HIMC
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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.