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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
SCHG icon
401
Schwab US Large-Cap Growth ETF
SCHG
$58.7B
$399K 0.01%
+12,244
New +$398K
TDG icon
402
TransDigm Group
TDG
$71.8B
$398K 0.01%
299
+31
+12% +$40.6K
PRMB
403
Primo Brands
PRMB
$8.34B
$397K 0.01%
24,311
-418
-2% -$7.72K
POOL icon
404
Pool Corp
POOL
$7.08B
$395K 0.01%
1,726
-738
-30% -$192K
SF
405
Stifel
SF
$12.6B
$395K 0.01%
4,728
-468
-9% -$37.4K
GLW icon
406
Corning
GLW
$106B
$394K 0.01%
4,495
-1,822
-29% -$157K
CMS icon
407
CMS Energy
CMS
$23.1B
$383K 0.01%
5,481
+263
+5% +$19.1K
WWD icon
408
Woodward
WWD
$23.7B
$380K 0.01%
1,258
+11
+0.9% +$3.03K
ACWI icon
409
iShares MSCI ACWI ETF
ACWI
$32.2B
$380K 0.01%
2,686
– –
PCAR icon
410
PACCAR
PCAR
$71.3B
$379K 0.01%
3,458
+107
+3% +$11K
UGI icon
411
UGI
UGI
$7.86B
$376K 0.01%
10,047
+492
+5% +$17.4K
LDOS icon
412
Leidos
LDOS
$14.5B
$374K 0.01%
2,074
+80
+4% +$15.2K
CDNS icon
413
Cadence Design Systems
CDNS
$94.5B
$374K 0.01%
1,195
+84
+8% +$27.4K
SFM icon
414
Sprouts Farmers Market
SFM
$7.47B
$368K 0.01%
4,620
+231
+5% +$20.7K
APD icon
415
Air Products & Chemicals
APD
$65.5B
$367K 0.01%
1,485
-70
-5% -$17.7K
FDIS icon
416
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.64B
$365K 0.01%
3,575
+1,009
+39% +$102K
IBKR icon
417
Interactive Brokers
IBKR
$38.9B
$365K 0.01%
5,674
-828
-13% -$55.4K
AMG icon
418
Affiliated Managers Group
AMG
$9.65B
$364K 0.01%
+1,262
New +$326K
ASML icon
419
ASML
ASML
$599B
$359K 0.01%
336
+115
+52% +$120K
THC icon
420
Tenet Healthcare
THC
$22.2B
$359K 0.01%
1,805
+741
+70% +$150K
FSS icon
421
Federal Signal
FSS
$6.85B
$358K 0.01%
+3,294
New +$377K
PKBK icon
422
Parke Bancorp
PKBK
$397M
$357K 0.01%
14,272
– –
HUBS icon
423
HubSpot
HUBS
$12.9B
$357K 0.01%
889
+140
+19% +$58K
NRG icon
424
NRG Energy
NRG
$26.1B
$356K 0.01%
+2,234
New +$370K
CMCSA icon
425
Comcast
CMCSA
$87.4B
$355K 0.01%
11,868
-484
-4% -$13.8K
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
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AIP
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HIMC
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FCH
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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.