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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
+10.99%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$3.27B
AUM Growth
+$436M
Cap. Flow
+$53.4M
Cap. Flow %
1.63%
Top 10 Hldgs %
29.01%
Holding
722
New
66
Increased
291
Reduced
262
Closed
28

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$9.41M
2
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.2M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$4.64M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$4.35M
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$4.21M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.98M
2
KLAC icon
KLA
KLAC
+$3.32M
3
AMAT icon
Applied Materials
AMAT
+$1.83M
4
LKQ icon
LKQ Corp
LKQ
+$1.51M
5
TTE icon
TotalEnergies
TTE
+$1.49M

Sector Composition

Rank Sector Weight
1 Technology 12.94%
2 Financials 5.07%
3 Industrials 3.81%
4 Communication Services 3.64%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ULTA icon
401
Ulta Beauty
ULTA
$21.2B
$510K 0.02%
1,131
-792
-41% -$402K
TENB icon
402
Tenable Holdings
TENB
$3.81B
$509K 0.02%
13,804
+2,159
+19% +$50.8K
IBKR icon
403
Interactive Brokers
IBKR
$42.5B
$501K 0.02%
5,759
-12
-0.2% -$999
FLS icon
404
Flowserve
FLS
$8.69B
$498K 0.02%
+6,711
New +$510K
VRTX icon
405
Vertex Pharmaceuticals
VRTX
$122B
$490K 0.02%
987
+82
+9% +$36.3K
SPCX
406
SpaceX
SPCX
$1.69T
$488K 0.01%
+2,857
New +$485K
CDNS icon
407
Cadence Design Systems
CDNS
$94.6B
$486K 0.01%
1,296
+33
+3% +$11.6K
VVV icon
408
Valvoline
VVV
$5.04B
$486K 0.01%
12,280
+1,886
+18% +$65.6K
CMS icon
409
CMS Energy
CMS
$22.3B
$485K 0.01%
6,337
+524
+9% +$39.3K
VRT icon
410
Vertiv
VRT
$117B
$483K 0.01%
1,442
-23
-2% -$7.29K
RSG icon
411
Republic Services
RSG
$66.1B
$482K 0.01%
2,264
-34
-1% -$7.11K
MRSH
412
Marsh
MRSH
$87.6B
$480K 0.01%
2,882
-471
-14% -$78.7K
SCHW
413
Charles Schwab
SCHW
$178B
$475K 0.01%
5,143
-5,340
-51% -$487K
EA icon
414
Electronic Arts
EA
$52.4B
$468K 0.01%
2,281
-692
-23% -$140K
IWS icon
415
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$467K 0.01%
2,839
– –
SAIA icon
416
Saia
SAIA
$11.5B
$464K 0.01%
1,101
+136
+14% +$59.8K
EW icon
417
Edwards Lifesciences
EW
$48.2B
$460K 0.01%
5,090
+10
+0.2% +$838
MC icon
418
Moelis & Co
MC
$5.09B
$453K 0.01%
6,931
+768
+12% +$50.4K
ALNY icon
419
Alnylam Pharmaceuticals
ALNY
$36.5B
$453K 0.01%
1,505
-44
-3% -$13.3K
ZBRA icon
420
Zebra Technologies
ZBRA
$12.4B
$453K 0.01%
1,720
+38
+2% +$8.94K
INIO
421
INNIO N.V.
INIO
$22.7B
$445K 0.01%
+11,241
New +$400K
FROG icon
422
JFrog
FROG
$10.3B
$440K 0.01%
+4,847
New +$315K
RH icon
423
RH
RH
$3.41B
$438K 0.01%
2,661
-3
-0.1% -$413
JKHY icon
424
Jack Henry & Associates
JKHY
$10.6B
$436K 0.01%
3,162
+219
+7% +$31.1K
IRM icon
425
Iron Mountain
IRM
$37.9B
$436K 0.01%
3,448
– –
15 16
17
18 19

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MWM
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EWA
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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
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return

Fulton Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Fulton Bank held 722 positions worth $3.27B, up 15% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2026 filing shows 66 new, 291 increased, 262 reduced and 28 closed positions. Its largest new stake was Capital Group Growth ETF: 208,231 shares worth $9.83M. The largest sale was Vanguard S&P 500 ETF, an estimated $6.98M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

  • Fulton Bank's largest Q2 2026 buy was Capital Group Growth ETF: 208,231 shares worth $9.83M.
  • Fulton Bank added most to Avantis US Large Cap Value ETF in Q2 2026, an estimated $6.2M increase.
  • Fulton Bank's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $6.98M.
  • Fulton Bank fully exited Primoris Services in Q2 2026, selling an estimated $938K.
  • Fulton Bank's ten largest holdings make up 29% of its $3.27B portfolio in Q2 2026.
  • Fulton Bank opened 66 new positions and closed 28 in Q2 2026.
  • Fulton Bank's portfolio value rose 15% quarter-over-quarter to $3.27B.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.