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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
PFF icon
401
iShares Preferred and Income Securities ETF
PFF
$13.2B
$363K 0.01%
11,827
– –
XLU icon
402
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$361K 0.01%
8,840
+2,984
+51% +$119K
ATR icon
403
AptarGroup
ATR
$8.51B
$359K 0.01%
2,297
+13
+0.6% +$1.96K
DOV icon
404
Dover
DOV
$27.7B
$356K 0.01%
1,942
-299
-13% -$52K
RSP icon
405
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
$352K 0.01%
1,939
-1,561
-45% -$269K
AN icon
406
AutoNation
AN
$7.1B
$352K 0.01%
1,770
-164
-8% -$29.6K
TEAM icon
407
Atlassian
TEAM
$24.3B
$348K 0.01%
1,712
-180
-10% -$37.5K
IAU icon
408
iShares Gold Trust
IAU
$63.4B
$347K 0.01%
5,570
+2,043
+58% +$127K
TENB icon
409
Tenable Holdings
TENB
$3.58B
$347K 0.01%
10,260
+1,167
+13% +$37.9K
CDNS icon
410
Cadence Design Systems
CDNS
$93.4B
$346K 0.01%
1,124
+94
+9% +$27.3K
MDLZ icon
411
Mondelez International
MDLZ
$77.9B
$346K 0.01%
5,132
+461
+10% +$30.8K
ACWI icon
412
iShares MSCI ACWI ETF
ACWI
$32.5B
$345K 0.01%
2,686
-3,686
-58% -$442K
AJG icon
413
Arthur J. Gallagher & Co
AJG
$65.1B
$345K 0.01%
1,078
+26
+2% +$8.57K
WWD icon
414
Woodward
WWD
$25B
$344K 0.01%
1,404
-518
-27% -$106K
DBRG icon
415
DigitalBridge
DBRG
$2.93B
$344K 0.01%
33,221
-1,973
-6% -$18.8K
CI icon
416
Cigna
CI
$77B
$341K 0.01%
1,033
-107
-9% -$34.5K
CNC icon
417
Centene
CNC
$31.6B
$334K 0.01%
6,155
+331
+6% +$19.4K
SRE icon
418
Sempra
SRE
$59.7B
$334K 0.01%
4,409
-676
-13% -$50.2K
NBIX icon
419
Neurocrine Biosciences
NBIX
$17.7B
$333K 0.01%
+2,651
New +$304K
SMPL icon
420
Simply Good Foods
SMPL
$943M
$332K 0.01%
10,517
+6
+0.1% +$209
CHKP icon
421
Check Point Software Technologies
CHKP
$13.6B
$330K 0.01%
1,493
+46
+3% +$10.1K
ANSS
422
DELISTED
Ansys
ANSS
$330K 0.01%
939
-206
-18% -$67.5K
BA icon
423
Boeing
BA
$167B
$329K 0.01%
1,572
-57
-3% -$10.8K
PYPL icon
424
PayPal
PYPL
$49.5B
$329K 0.01%
4,431
-254
-5% -$17.4K
LDOS icon
425
Leidos
LDOS
$14.5B
$329K 0.01%
2,084
+60
+3% +$8.87K
15 16
17
18 19

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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
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
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.