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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.84B
AUM Growth
-$56.9M
Cap. Flow
+$30.6M
Cap. Flow %
1.08%
Top 10 Hldgs %
29.88%
Holding
696
New
28
Increased
268
Reduced
272
Closed
40

Top Buys

Rank Stock Value
1
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$6.52M
2
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$6.01M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
BMOP
BNY Mellon Municipal Opportunities ETF
BMOP
+$3.14M

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$2.54M
2
JNJ icon
Johnson & Johnson
JNJ
+$2.44M
3
GSK icon
GSK
GSK
+$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.52M
5
AEP icon
American Electric Power
AEP
+$1.37M

Sector Composition

Rank Sector Weight
1 Technology 11.42%
2 Financials 5.21%
3 Communication Services 3.71%
4 Consumer Discretionary 3.61%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSPT icon
401
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.43B
$407K 0.01%
9,000
– –
EW icon
402
Edwards Lifesciences
EW
$49.2B
$407K 0.01%
5,080
+54
+1% +$4.45K
NRG icon
403
NRG Energy
NRG
$26.4B
$405K 0.01%
2,768
+534
+24% +$84K
VRTX icon
404
Vertex Pharmaceuticals
VRTX
$124B
$404K 0.01%
905
-22
-2% -$10.3K
FRPT icon
405
Freshpet
FRPT
$3.06B
$403K 0.01%
+6,841
New +$481K
ASO icon
406
Academy Sports + Outdoors
ASO
$3.12B
$396K 0.01%
7,013
-5,533
-44% -$315K
EFG icon
407
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$390K 0.01%
3,501
-1,826
-34% -$215K
LSTR icon
408
Landstar System
LSTR
$6.02B
$389K 0.01%
2,426
+11
+0.5% +$1.69K
GRMN
409
Garmin
GRMN
$57.6B
$388K 0.01%
1,672
+47
+3% +$10.5K
IBKR icon
410
Interactive Brokers
IBKR
$39B
$387K 0.01%
5,771
+97
+2% +$6.92K
APD icon
411
Air Products & Chemicals
APD
$65.5B
$386K 0.01%
1,328
-157
-11% -$43.3K
SNPS icon
412
Synopsys
SNPS
$73.9B
$379K 0.01%
955
-68
-7% -$30.7K
TECH icon
413
Bio-Techne
TECH
$11.2B
$378K 0.01%
7,239
-26
-0.4% -$1.56K
NKE icon
414
Nike
NKE
$63.9B
$376K 0.01%
7,119
-433
-6% -$26.3K
TTI icon
415
TETRA Technologies
TTI
$1.05B
$373K 0.01%
43,813
-241
-0.5% -$2.42K
SRE icon
416
Sempra
SRE
$58.3B
$373K 0.01%
3,836
– –
RH icon
417
RH
RH
$3.4B
$372K 0.01%
2,664
-491
-16% -$89.5K
CNQ icon
418
Canadian Natural Resources
CNQ
$95.9B
$372K 0.01%
7,630
+224
+3% +$9.21K
ACWI icon
419
iShares MSCI ACWI ETF
ACWI
$32.4B
$372K 0.01%
2,686
– –
PCAR icon
420
PACCAR
PCAR
$71.8B
$370K 0.01%
3,201
-257
-7% -$31.1K
SHEL icon
421
Shell
SHEL
$243B
$367K 0.01%
3,951
+695
+21% +$56.2K
VRT icon
422
Vertiv
VRT
$87.5B
$367K 0.01%
1,465
+138
+10% +$30.6K
THC icon
423
Tenet Healthcare
THC
$22.2B
$367K 0.01%
1,945
+140
+8% +$29.5K
TDG icon
424
TransDigm Group
TDG
$71.8B
$366K 0.01%
316
+17
+6% +$22.3K
UGI icon
425
UGI
UGI
$7.83B
$366K 0.01%
10,047
– –
15 16
17
18 19

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BCI
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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
HIMC
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q1 2026 Portfolio in Review

As of Q1 2026, Fulton Bank held 696 positions worth $2.84B, down 2% from $2.89B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q1 2026 filing shows 28 new, 268 increased, 272 reduced and 40 closed positions. Its largest new stake was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M. The largest sale was KLA, an estimated $2.54M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q1 2026 buy was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M.
  • Fulton Bank added most to iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026, an estimated $6.01M increase.
  • Fulton Bank's biggest Q1 2026 reduction was KLA, cutting an estimated $2.54M.
  • Fulton Bank fully exited Diageo in Q1 2026, selling an estimated $956K.
  • Fulton Bank's ten largest holdings make up 30% of its $2.84B portfolio in Q1 2026.
  • Fulton Bank opened 28 new positions and closed 40 in Q1 2026.
  • Fulton Bank's portfolio value fell 2% quarter-over-quarter to $2.84B.

Based on Fulton Bank's 13F filing for Q1 2026, filed 24 Apr 2026.