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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
HQY icon
376
HealthEquity
HQY
$8.66B
$471K 0.02%
5,137
+841
+20% +$80.5K
BJ icon
377
BJs Wholesale Club
BJ
$12.7B
$467K 0.02%
5,192
+71
+1% +$6.52K
STT icon
378
State Street
STT
$49.3B
$463K 0.02%
3,587
-561
-14% -$67.2K
LULU icon
379
lululemon athletica
LULU
$13.5B
$461K 0.02%
2,216
+576
+35% +$104K
NVO
380
Novo Nordisk
NVO
$227B
$460K 0.02%
9,045
+964
+12% +$49.3K
ET icon
381
Energy Transfer Partners
ET
$70.1B
$457K 0.02%
27,719
-1,253
-4% -$20.9K
BMY icon
382
Bristol-Myers Squibb
BMY
$130B
$456K 0.02%
8,453
-3,978
-32% -$191K
IAU icon
383
iShares Gold Trust
IAU
$62.3B
$454K 0.02%
5,595
– –
PKG icon
384
Packaging Corp of America
PKG
$22.3B
$448K 0.02%
2,171
-1,173
-35% -$239K
MC icon
385
Moelis & Co
MC
$4.9B
$446K 0.02%
6,481
-197
-3% -$13.1K
IWN icon
386
iShares Russell 2000 Value ETF
IWN
$14.4B
$440K 0.02%
2,426
+802
+49% +$144K
CPAY icon
387
Corpay
CPAY
$25.5B
$432K 0.01%
1,437
-288
-17% -$83.6K
EW icon
388
Edwards Lifesciences
EW
$49.2B
$428K 0.01%
5,026
-54
-1% -$4.43K
TECH icon
389
Bio-Techne
TECH
$11.2B
$427K 0.01%
7,265
-581
-7% -$35.3K
VRTX icon
390
Vertex Pharmaceuticals
VRTX
$124B
$420K 0.01%
927
-97
-9% -$41.8K
TTI icon
391
TETRA Technologies
TTI
$1.03B
$413K 0.01%
44,054
+8,558
+24% +$66K
CVNA icon
392
Carvana
CVNA
$48.7B
$412K 0.01%
4,885
+295
+6% +$21.9K
RSPT icon
393
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.35B
$410K 0.01%
+9,000
New +$408K
IVE icon
394
iShares S&P 500 Value ETF
IVE
$49.4B
$410K 0.01%
1,931
-146
-7% -$30.6K
UAL icon
395
United Airlines
UAL
$39.3B
$407K 0.01%
3,639
+114
+3% +$11.5K
TPR icon
396
Tapestry
TPR
$29.9B
$405K 0.01%
3,166
+87
+3% +$9.94K
ZBRA icon
397
Zebra Technologies
ZBRA
$13.5B
$403K 0.01%
1,659
-918
-36% -$245K
AMT icon
398
American Tower
AMT
$81.1B
$403K 0.01%
2,293
-2,029
-47% -$369K
IWS icon
399
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$400K 0.01%
2,839
– –
IJS icon
400
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$400K 0.01%
3,518
– –
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 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.