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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
MKSI icon
376
MKS Inc
MKSI
$21.3B
$417K 0.02%
4,192
+17
+0.4% +$1.38K
IQV icon
377
IQVIA
IQV
$35.6B
$411K 0.02%
2,609
+292
+13% +$44K
MC icon
378
Moelis & Co
MC
$5.04B
$410K 0.02%
6,581
+188
+3% +$10.6K
CMC icon
379
Commercial Metals
CMC
$7.53B
$406K 0.02%
8,309
+261
+3% +$12.1K
DOX icon
380
Amdocs
DOX
$5.64B
$402K 0.01%
4,403
+13
+0.3% +$1.16K
PLTR icon
381
Palantir
PLTR
$315B
$401K 0.01%
+2,944
New +$345K
SF
382
Stifel
SF
$12.5B
$395K 0.01%
5,706
-1,494
-21% -$91.7K
IR icon
383
Ingersoll Rand
IR
$33.1B
$394K 0.01%
4,733
+31
+0.7% +$2.44K
GRMN
384
Garmin
GRMN
$46.8B
$393K 0.01%
1,883
+47
+3% +$9.32K
SLB icon
385
SLB Ltd
SLB
$76.5B
$393K 0.01%
11,624
-6,681
-36% -$232K
VST icon
386
Vistra
VST
$53B
$391K 0.01%
+2,016
New +$298K
RDNT icon
387
RadNet
RDNT
$4.84B
$389K 0.01%
+6,829
New +$375K
RKLB icon
388
Rocket Lab Corp
RKLB
$41.8B
$387K 0.01%
10,820
– –
OKE icon
389
Oneok
OKE
$56.4B
$387K 0.01%
4,735
+1,550
+49% +$129K
TDG icon
390
TransDigm Group
TDG
$71.9B
$386K 0.01%
254
+8
+3% +$11.2K
TECH icon
391
Bio-Techne
TECH
$11.2B
$381K 0.01%
7,398
-565
-7% -$28.4K
INTC icon
392
Intel
INTC
$462B
$379K 0.01%
16,939
-2,689
-14% -$55.7K
CMS icon
393
CMS Energy
CMS
$22.9B
$379K 0.01%
5,476
+196
+4% +$14K
VRTX icon
394
Vertex Pharmaceuticals
VRTX
$122B
$377K 0.01%
847
+274
+48% +$126K
IWS icon
395
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$375K 0.01%
2,839
+625
+28% +$78.4K
UGI icon
396
UGI
UGI
$7.91B
$371K 0.01%
10,176
-5,890
-37% -$203K
BAH icon
397
Booz Allen Hamilton
BAH
$8.59B
$369K 0.01%
3,541
-515
-13% -$57.7K
HAS icon
398
Hasbro
HAS
$12.8B
$368K 0.01%
4,984
-126
-2% -$7.95K
MSI icon
399
Motorola Solutions
MSI
$70.3B
$367K 0.01%
873
-15
-2% -$6.28K
FLUT icon
400
Flutter Entertainment
FLUT
$18.4B
$364K 0.01%
+1,273
New +$312K
14 15
16
17 18

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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 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.