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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
PCAR icon
426
PACCAR
PCAR
$70.2B
$328K 0.01%
3,455
-432
-11% -$39.9K
CCEP icon
427
Coca-Cola Europacific Partners
CCEP
$48.1B
$328K 0.01%
3,540
+189
+6% +$16.9K
SPG icon
428
Simon Property Group
SPG
$75.1B
$327K 0.01%
2,035
+26
+1% +$4.11K
IJS icon
429
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$323K 0.01%
3,243
+74
+2% +$6.99K
GLW icon
430
Corning
GLW
$123B
$323K 0.01%
6,133
-209
-3% -$9.79K
MTCH icon
431
Match Group
MTCH
$9.05B
$322K 0.01%
10,416
+126
+1% +$3.77K
SAIA icon
432
Saia
SAIA
$11.2B
$320K 0.01%
1,167
-556
-32% -$158K
CCJ icon
433
Cameco
CCJ
$38.9B
$315K 0.01%
+4,246
New +$227K
BP icon
434
BP
BP
$109B
$313K 0.01%
10,444
+496
+5% +$14.5K
IVE icon
435
iShares S&P 500 Value ETF
IVE
$49.1B
$312K 0.01%
1,596
+66
+4% +$12.3K
BCS icon
436
Barclays
BCS
$96.3B
$312K 0.01%
16,763
+1,315
+9% +$21.8K
IRT icon
437
Independence Realty Trust
IRT
$3.87B
$311K 0.01%
17,604
+1,368
+8% +$25.7K
SPSM icon
438
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$311K 0.01%
7,309
+413
+6% +$16.7K
RGA icon
439
Reinsurance Group of America
RGA
$15.7B
$311K 0.01%
1,566
-382
-20% -$74.6K
ECL icon
440
Ecolab
ECL
$76.4B
$310K 0.01%
1,149
-21
-2% -$5.34K
CHRW icon
441
C.H. Robinson
CHRW
$20.6B
$309K 0.01%
+3,216
New +$301K
CASY icon
442
Casey's General Stores
CASY
$31.6B
$308K 0.01%
604
+41
+7% +$18.9K
CL icon
443
Colgate-Palmolive
CL
$73.6B
$308K 0.01%
3,389
-1,230
-27% -$112K
WST icon
444
West Pharmaceutical
WST
$23.3B
$306K 0.01%
1,397
+176
+14% +$37.6K
BLOK icon
445
Amplify Blockchain Technology ETF
BLOK
$1.1B
$303K 0.01%
+5,303
New +$240K
GWW icon
446
W.W. Grainger
GWW
$66B
$294K 0.01%
283
+14
+5% +$14.5K
MAS icon
447
Masco
MAS
$16.4B
$291K 0.01%
4,518
-1,053
-19% -$66.3K
PKBK icon
448
Parke Bancorp
PKBK
$392M
$291K 0.01%
14,272
-7,000
-33% -$134K
INGR icon
449
Ingredion
INGR
$6.4B
$290K 0.01%
2,135
-299
-12% -$40.4K
LSTR icon
450
Landstar System
LSTR
$6.5B
$287K 0.01%
2,068
+2
+0.1% +$277
16 17
18
19 20

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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
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 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.