We are live on ! Find out more
FB

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
WST icon
401
West Pharmaceutical
WST
$23.7B
$381K 0.01%
1,454
+57
+4% +$13.9K
LDOS icon
402
Leidos
LDOS
$14.9B
$377K 0.01%
1,994
-90
-4% -$15.7K
PFF icon
403
iShares Preferred and Income Securities ETF
PFF
$13.2B
$374K 0.01%
11,827
– –
ACWI icon
404
iShares MSCI ACWI ETF
ACWI
$32.5B
$371K 0.01%
2,686
– –
RSP icon
405
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$370K 0.01%
1,950
+11
+0.6% +$2.05K
GRMN
406
Garmin
GRMN
$48.9B
$368K 0.01%
1,496
-387
-21% -$89.3K
DOX icon
407
Amdocs
DOX
$5.83B
$368K 0.01%
4,484
+81
+2% +$7.02K
MTCH icon
408
Match Group
MTCH
$9.16B
$365K 0.01%
10,334
-82
-0.8% -$2.92K
JKHY icon
409
Jack Henry & Associates
JKHY
$11.2B
$362K 0.01%
2,430
+117
+5% +$19.4K
TER icon
410
Teradyne
TER
$50.2B
$360K 0.01%
2,613
-109
-4% -$11.9K
SPG icon
411
Simon Property Group
SPG
$76.8B
$359K 0.01%
1,915
-120
-6% -$20.7K
BAH icon
412
Booz Allen Hamilton
BAH
$8.8B
$358K 0.01%
3,580
+39
+1% +$4.17K
HAS icon
413
Hasbro
HAS
$13.6B
$356K 0.01%
4,693
-291
-6% -$22.6K
BLOK icon
414
Amplify Blockchain Technology ETF
BLOK
$1.08B
$356K 0.01%
5,303
– –
TDG icon
415
TransDigm Group
TDG
$73.2B
$353K 0.01%
268
+14
+6% +$20K
HUBS icon
416
HubSpot
HUBS
$12.2B
$350K 0.01%
749
-171
-19% -$86K
TPR icon
417
Tapestry
TPR
$30.5B
$349K 0.01%
3,079
+1
+0% +$105
BA icon
418
Boeing
BA
$175B
$348K 0.01%
1,614
+42
+3% +$9.47K
AN icon
419
AutoNation
AN
$7.37B
$347K 0.01%
1,584
-186
-11% -$39.2K
CVNA icon
420
Carvana
CVNA
$47.3B
$346K 0.01%
+4,590
New +$328K
SAIA icon
421
Saia
SAIA
$10.9B
$342K 0.01%
1,142
-25
-2% -$7.54K
UAL icon
422
United Airlines
UAL
$40.2B
$340K 0.01%
3,525
+244
+7% +$23.5K
FCX icon
423
Freeport-McMoran
FCX
$88.6B
$336K 0.01%
8,577
-1,911
-18% -$82.9K
CVE icon
424
Cenovus Energy
CVE
$51.6B
$336K 0.01%
19,752
+551
+3% +$8.6K
COLD icon
425
Americold
COLD
$4.17B
$332K 0.01%
27,138
+326
+1% +$4.86K
15 16
17
18 19

Similar funds

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
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
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 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.